StockDriftsStockDriftsTop 50 Baer Investment Advisory LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWY | ISHARES TR | 14.14% | 462.6K | $115.1M | new | $262.89(+11.07%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 5.76% | 1.53M | $46.8M | new | $29.06(+9.28%) | 2026-03-31 | |
| IMCG | ISHARES TR | 4.18% | 432.0K | $34.0M | new | $79.30(+13.62%) | 2026-03-31 | |
| FDVV | FIDELITY COVINGTON TRUST | 3.73% | 549.0K | $30.3M | new | $55.97(+6.16%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.27% | 44.5K | $26.6M | new | $612.34(+11.44%) | 2026-03-31 | |
| IVLU | ISHARES TR | 3.05% | 626.0K | $24.8M | new | $38.86(+9.82%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 2.95% | 180.4K | $24.0M | new | $138.43(+27.75%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 2.6% | 809.0K | $21.2M | new | $26.44(-0.38%) | 2026-03-31 | |
| IJR | ISHARES TR | 2.39% | 156.2K | $19.4M | new | $122.24(+10.66%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.3% | 107.6K | $18.8M | +512.83%(+90.00K) | $170.96(+32.09%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.07% | +33.36% |
| Top 20 Holdings Unweighted | +6.63% | +21.24% |
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