StockDriftsStockDriftsTop 50 Ark Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BSJR | INVESCO EXCH TRD SLF IDX FD | 5.2% | 234.7K | $5.2M | +8.92%(+19.22K) | $22.66(-1.05%) | 2026-03-31 | |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | 5.2% | 226.4K | $5.2M | -18.29%(-50.67K) | $23.38(-0.77%) | 2026-03-31 | |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 4.86% | 251.4K | $4.9M | -28.70%(-101.23K) | $19.57(+0.06%) | 2026-03-31 | |
| CLIP | GLOBAL X FDS | 3.71% | 37.3K | $3.7M | -35.30%(-20.36K) | $100.26(-0.03%) | 2026-03-31 | |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 3.13% | 160.8K | $3.2M | +13.59%(+19.24K) | $19.72(-0.28%) | 2026-03-31 | |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 2.86% | 141.2K | $2.9M | +16.45%(+19.95K) | $20.57(-0.82%) | 2026-03-31 | |
| LRCX | LAM RESEARCH CORP | 2.37% | 11.2K | $2.4M | +0.45%(+50) | $152.72(+86.44%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.28% | 8.0K | $2.3M | +5.02%(+383) | $279.00(+42.22%) | 2026-03-31 | |
| VLO | VALERO ENERGY CORP | 2.19% | 8.9K | $2.2M | +9.91%(+806) | $169.99(+47.50%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 2.01% | 12.0K | $2.0M | -0.17%(-20) | $116.54(+35.50%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -1.79% | -5.28% |
| Top 20 Holdings Unweighted | -0.59% | -1.77% |
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