Top 48 Argo Wealth Advisory, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | 7.22% | 269.8K | $12.3M | +3.42%(+8.92K) | $46.13(-1.34%) | 2026-03-31 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 7.21% | 228.6K | $12.3M | +3.42%(+7.57K) | $54.11(-1.44%) | 2026-03-31 | |
| COWZ | PACER FDS TR | 6.81% | 185.6K | $11.6M | +3.87%(+6.91K) | $58.91(+6.87%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 6.45% | 282.1K | $11.0M | +2.33%(+6.43K) | $37.26(+11.76%) | 2026-03-31 | |
| IHDG | WISDOMTREE TR | 5.05% | 178.5K | $8.6M | +3.73%(+6.42K) | $47.41(+5.91%) | 2026-03-31 | |
| ABBV | ABBVIE INC | 4.94% | 38.7K | $8.4M | -0.26%(-99) | $230.01(-9.35%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 4.02% | 261.1K | $6.8M | +5.62%(+13.89K) | $26.74(-1.51%) | 2026-03-31 | |
| IEF | ISHARES TR | 3.73% | 66.6K | $6.4M | +2.93%(+1.89K) | $96.31(-2.07%) | 2026-03-31 | |
| VGT | VANGUARD WORLD FD | 3.62% | 8.8K | $6.2M | +0.02%(+2) | $93.77(+20.98%) | 2026-03-31 | |
| USFR | WISDOMTREE TR | 3.28% | 111.1K | $5.6M | +5.68%(+5.97K) | $50.30(+0.24%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -1.15% | -3.40% |
| Top 20 Holdings Unweighted | -0.18% | -0.54% |
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