StockDriftsStockDriftsTop 50 Accel Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DGRO | ISHARES TR | 4.45% | 243.0K | $17.1M | +5.59%(+12.88K) | $53.46(+37.22%) | 2026-03-31 | |
| VNLA | JANUS DETROIT STR TR | 4.39% | 344.6K | $16.8M | +17.03%(+50.15K) | $48.44(+0.98%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 3.12% | 411.2K | $12.0M | +0.92%(+3.73K) | $26.30(+26.32%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 2.44% | 47.7K | $9.4M | +6.09%(+2.74K) | $154.59(+33.59%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.4% | 28.7K | $9.2M | +4.06%(+1.12K) | $243.80(+46.43%) | 2026-03-31 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 2.04% | 114.6K | $7.8M | +16.62%(+16.34K) | $54.42(+36.87%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.88% | 28.4K | $7.2M | -1.80%(-522) | $142.02(+100.10%) | 2026-03-31 | |
| VOE | VANGUARD INDEX FDS | 1.77% | 36.8K | $6.8M | +6.26%(+2.16K) | $144.10(+34.45%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.72% | 31.7K | $6.6M | +0.70%(+222) | $159.71(+71.28%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 1.71% | 153.8K | $6.5M | +12.86%(+17.52K) | $38.58(+20.93%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.81% | +28.81% |
| Top 20 Holdings Unweighted | +9.77% | +32.26% |
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