StockDriftsStockDriftsTop 50 Ball & Co Wealth Management Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | 22.32% | 124.1K | $26.7M | -0.37%(-456) | $212.13(+7.80%) | 2026-03-31 | |
| EFV | ISHARES TR | 15.58% | 250.4K | $18.6M | +70.81%(+103.82K) | $70.51(+11.39%) | 2026-03-31 | |
| IWF | ISHARES TR | 11.94% | 33.5K | $14.3M | -51.07%(-34.92K) | $412.00(-69.83%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 11.93% | 33.1K | $14.3M | -31.77%(-15.43K) | $263.17(+63.58%) | 2026-03-31 | |
| KSPY | KRANESHARES TRUST | 8.58% | 373.9K | $10.3M | new | $27.44(+4.50%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 7.48% | 210.1K | $8.9M | -0.95%(-2.02K) | $36.26(+31.81%) | 2026-03-31 | |
| AMLP | ALPS ETF TR | 6.66% | 151.2K | $8.0M | +3.37%(+4.94K) | $47.77(+11.30%) | 2026-03-31 | |
| AMGN | AMGEN INC | 4.2% | 14.3K | $5.0M | +0.66%(+94) | $291.75(+15.32%) | 2026-03-31 | |
| PDBC | INVESCO ACTVELY MNGD ETC FD | 4.02% | 277.5K | $4.8M | new | $15.28(+22.34%) | 2026-03-31 | |
| FELG | FIDELITY COVINGTON TRUST | 0.9% | 28.8K | $1.1M | +0.92%(+264) | $35.66(+23.76%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.91% | +36.43% |
| Top 20 Holdings Unweighted | +14.56% | +50.35% |
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