StockDriftsStockDriftsTop 50 Advisory Advocates LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SDVD | FIRST TR EXCH TRADED FD III | 3.33% | 150.3K | $3.3M | +4.98%(+7.14K) | $21.54(+7.51%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.28% | 3.7K | $2.2M | +24.42%(+733) | $614.63(+11.42%) | 2026-03-31 | |
| SPXX | NUVEEN S&P 500 DYNAMIC OVERW | 2.24% | 136.5K | $2.2M | new | $17.06(+9.18%) | 2026-03-31 | |
| RDVI | FIRST TR EXCHANGE-TRADED FD | 2.06% | 79.0K | $2.0M | +7.63%(+5.60K) | $26.03(+11.66%) | 2026-03-31 | |
| UTF | COHEN & STEERS INFRASTRUCTUR | 2.06% | 77.9K | $2.0M | +2.30%(+1.75K) | $24.47(+12.60%) | 2026-03-31 | |
| STK | COLUMBIA SELIGM PREM TECH GR | 1.83% | 47.3K | $1.8M | +38.07%(+13.04K) | $36.41(+41.62%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.75% | 6.7K | $1.7M | -1.71%(-117) | $263.24(+17.24%) | 2026-03-31 | |
| ADX | ADAMS DIVERSIFIED EQUITY FD | 1.72% | 77.0K | $1.7M | +38.97%(+21.60K) | $22.75(+12.47%) | 2026-03-31 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 1.67% | 29.5K | $1.6M | +0.00%(+0) | $57.82(+2.72%) | 2026-03-31 | |
| ETV | EATON VANCE TAX-MANAGED BUY- | 1.58% | 113.1K | $1.5M | +6.70%(+7.10K) | $14.29(+5.13%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -16.68% | -42.16% |
| Top 20 Holdings Unweighted | -15.99% | -40.71% |
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