StockDriftsStockDriftsTop 50 BCGM Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 4.49% | 125.6K | $17.9M | +11.62%(+13.07K) | $107.23(+51.07%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.39% | 26.8K | $17.5M | -1.68%(-456) | $406.19(+83.59%) | 2026-03-31 | |
| JAVA | J P MORGAN EXCHANGE TRADED F | 3.76% | 208.7K | $15.0M | -0.75%(-1.57K) | $61.44(+24.34%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.43% | 23.6K | $13.6M | -1.48%(-356) | $351.76(+103.18%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 3.18% | 217.9K | $12.7M | -6.39%(-14.88K) | $45.46(+46.15%) | 2026-03-31 | |
| IWF | ISHARES TR | 3.03% | 28.3K | $12.1M | +2.94%(+807) | $336.02(-63.01%) | 2026-03-31 | |
| QUAL | ISHARES TR | 2.59% | 53.7K | $10.3M | -0.76%(-410) | $146.02(+44.48%) | 2026-03-31 | |
| CORO | BLACKROCK ETF TRUST | 2.53% | 313.3K | $10.1M | new | $31.61(+13.43%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 2.04% | 47.8K | $8.1M | +4.42%(+2.02K) | $80.17(+89.06%) | 2026-03-31 | |
| VIGI | VANGUARD WHITEHALL FDS | 1.97% | 88.4K | $7.8M | +2.68%(+2.31K) | $78.22(+18.71%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.44% | +38.38% |
| Top 20 Holdings Unweighted | +9.84% | +32.51% |
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