StockDriftsStockDriftsTop 50 Adamsbrown Wealth Consultants Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGGR | CAPITAL GROUP GROWTH ETF | 11.45% | 1.08M | $43.3M | +3.70%(+38.48K) | $25.83(+74.80%) | 2026-03-31 | |
| IDMO | INVESCO EXCH TRADED FD TR II | 8.62% | 594.6K | $32.6M | +8.35%(+45.83K) | $52.14(+13.29%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 8.49% | 135.2K | $32.1M | +3.31%(+4.33K) | $162.77(+72.41%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 6.43% | 50.8K | $24.3M | +5.72%(+2.75K) | $455.98(+2.09%) | 2026-03-31 | |
| FMDE | FIDELITY COVINGTON TRUST | 5.72% | 601.5K | $21.6M | +7.47%(+41.82K) | $35.43(+9.47%) | 2026-03-31 | |
| RDVI | FIRST TR EXCHANGE-TRADED FD | 4.54% | 671.8K | $17.2M | +4.02%(+25.96K) | $24.33(+12.67%) | 2026-03-31 | |
| PPH | VANECK ETF TRUST | 4.09% | 148.8K | $15.5M | +4.03%(+5.77K) | $91.81(+11.75%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 3.48% | 428.8K | $13.2M | -5.33%(-24.13K) | $25.55(+24.05%) | 2026-03-31 | |
| UTES | ETFIS SER TR I | 3.36% | 158.9K | $12.7M | +8.43%(+12.36K) | $79.62(+5.82%) | 2026-03-31 | |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 3.32% | 252.4K | $12.6M | +12.97%(+28.98K) | $49.40(+0.91%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.41% | +27.41% |
| Top 20 Holdings Unweighted | +10.64% | +35.42% |
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