Top 50 Ankerstar Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| USFR | WISDOMTREE TR | 9.3% | 175.0K | $8.8M | -2.20%(-3.93K) | $50.30(+0.15%) | 2026-03-31 | |
| BITB | BITWISE BITCOIN ETF TR | 6.54% | 168.3K | $6.2M | -22.13%(-47.81K) | $54.89(-39.24%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 6.04% | 19.9K | $5.7M | -6.03%(-1.28K) | $278.67(+27.81%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 5.59% | 66.8K | $5.3M | +11.51%(+6.90K) | $79.80(-1.26%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 5.34% | 24.3K | $5.1M | +0.44%(+107) | $225.17(+7.77%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.32% | 19.9K | $5.0M | -5.29%(-1.11K) | $263.24(+17.24%) | 2026-03-31 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 4.58% | 128.4K | $4.3M | -1.73%(-2.26K) | $33.84(+8.01%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 4.08% | 68.3K | $3.9M | -9.64%(-7.29K) | $57.17(-0.80%) | 2026-03-31 | |
| COWZ | PACER FDS TR | 3.31% | 50.1K | $3.1M | +17.10%(+7.32K) | $59.15(+7.84%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.39% | 4.7K | $2.3M | +22.66%(+874) | $493.35(+2.93%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -23.96% | -56.03% |
| Top 20 Holdings Unweighted | -17.62% | -44.10% |
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