StockDriftsStockDriftsTop 50 Aegis Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQH | NORTHERN LTS FD TR III | 12.32% | 224.5K | $15.7M | +6.01%(+12.73K) | $76.66(+10.47%) | 2026-03-31 | |
| LGH | NORTHERN LTS FD TR III | 11.24% | 251.1K | $14.3M | +5.94%(+14.07K) | $61.09(+4.18%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 9.21% | 127.8K | $11.7M | new | $91.51(-0.02%) | 2026-03-31 | |
| MINT | PIMCO ETF TR | 4.09% | 51.7K | $5.2M | +957.15%(+46.81K) | $100.51(+0.01%) | 2026-03-31 | |
| BILZ | PIMCO ETF TR | 3.55% | 44.7K | $4.5M | +638214.29%(+44.67K) | $100.98(-0.20%) | 2026-03-31 | |
| DECU | AIM ETF PRODUCTS TRUST | 2.65% | 126.8K | $3.4M | +5.52%(+6.63K) | $27.13(+7.51%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 2.56% | 3.5K | $3.3M | +7122.45%(+3.49K) | $919.35(+10.49%) | 2026-03-31 | |
| JANW | AIM ETF PRODUCTS TRUST | 2.52% | 88.0K | $3.2M | +42403.38%(+87.78K) | $36.58(+4.78%) | 2026-03-31 | |
| HCMT | DIREXION SHARES ETF TRUST | 1.82% | 65.7K | $2.3M | +1.01%(+659) | $38.01(+5.57%) | 2026-03-31 | |
| ORLY | OREILLY AUTOMOTIVE INC | 1.77% | 24.4K | $2.3M | +21.84%(+4.38K) | $98.12(-8.58%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -15.89% | -40.49% |
| Top 20 Holdings Unweighted | -10.63% | -28.63% |
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