StockDriftsStockDriftsTop 50 Balanced Wealth Group Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYV | SPDR SERIES TRUST | 16.4% | 811.4K | $45.8M | +2.64%(+20.85K) | $47.32(+27.17%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 9.21% | 44.6K | $25.7M | -5.56%(-2.62K) | $384.43(+85.91%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 9.09% | 260.3K | $25.4M | +1.65%(+4.23K) | $70.91(+67.57%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.66% | 62.3K | $15.8M | -0.01%(-8) | $182.10(+64.12%) | 2026-03-31 | |
| YLD | PRINCIPAL EXCHANGE TRADED FD | 5.59% | 823.1K | $15.6M | +15.55%(+110.77K) | $19.19(-0.96%) | 2026-03-31 | |
| MDYG | SPDR SERIES TRUST | 4.95% | 144.3K | $13.8M | +2.94%(+4.12K) | $81.81(+30.56%) | 2026-03-31 | |
| MDYV | SPDR SERIES TRUST | 4.91% | 161.1K | $13.7M | +2.90%(+4.54K) | $74.95(+19.42%) | 2026-03-31 | |
| SLYV | SPDR SERIES TRUST | 4.3% | 127.0K | $12.0M | -2.48%(-3.24K) | $82.43(+22.53%) | 2026-03-31 | |
| FNDE | SCHWAB STRATEGIC TR | 4.23% | 308.6K | $11.8M | +5.49%(+16.07K) | $36.16(+14.34%) | 2026-03-31 | |
| SLYG | SPDR SERIES TRUST | 4.12% | 119.0K | $11.5M | +2.53%(+2.94K) | $85.94(+24.66%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.30% | +37.89% |
| Top 20 Holdings Unweighted | +11.71% | +39.41% |
Sign up free to track Balanced Wealth Group Llc, compare funds side by side, and get alerts the moment positions change.