StockDriftsStockDriftsTop 50 Bauman Advisory Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 22.31% | 415.9K | $31.8M | -6.70%(-29.86K) | $79.28(+10.58%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 9.27% | 55.7K | $13.2M | +15.74%(+7.57K) | $249.37(+17.66%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 6.31% | 106.2K | $9.0M | new | $83.58(+7.59%) | 2026-03-31 | |
| IAUM | ISHARES GOLD TR | 6.25% | 190.9K | $8.9M | +71.75%(+79.76K) | $42.46(-3.29%) | 2026-03-31 | |
| BINC | BLACKROCK ETF TRUST II | 4.15% | 113.9K | $5.9M | +61.65%(+43.44K) | $52.76(-1.19%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 3.55% | 26.4K | $5.1M | +30.26%(+6.13K) | $191.74(+12.08%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 3.36% | 43.4K | $4.8M | +28.60%(+9.66K) | $101.97(+21.12%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 3.21% | 45.9K | $4.6M | +317.37%(+34.88K) | $95.62(+9.21%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 3.12% | 78.6K | $4.5M | -2.78%(-2.25K) | $57.17(-0.80%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 3.08% | 143.4K | $4.4M | +111.44%(+75.60K) | $28.26(+14.63%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -7.76% | -21.51% |
| Top 20 Holdings Unweighted | +2.93% | +9.04% |
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