StockDriftsStockDriftsTop 45 Bestgate Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 11.71% | 9.9K | $6.5M | -0.72%(-72) | $582.75(+27.97%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 9.92% | 85.8K | $5.5M | -3.18%(-2.81K) | $50.43(+40.05%) | 2026-03-31 | |
| SCHZ | SCHWAB STRATEGIC TR | 8.01% | 191.3K | $4.4M | -1.50%(-2.90K) | $23.23(-0.66%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 7.54% | 54.6K | $4.2M | +0.99%(+538) | $68.74(+27.11%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 5.89% | 13.8K | $3.3M | +9.33%(+1.17K) | $209.87(+40.17%) | 2026-03-31 | |
| VXF | VANGUARD INDEX FDS | 4.94% | 13.3K | $2.7M | +41.23%(+3.88K) | $192.02(+18.54%) | 2026-03-31 | |
| QUAL | ISHARES TR | 4.43% | 12.8K | $2.5M | +6.72%(+806) | $179.85(+17.30%) | 2026-03-31 | |
| MBB | ISHARES TR | 4.38% | 25.6K | $2.4M | +9.05%(+2.12K) | $93.56(+0.85%) | 2026-03-31 | |
| SCHI | SCHWAB STRATEGIC TR | 3.29% | 80.5K | $1.8M | +107.50%(+41.70K) | $22.59(+0.15%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.22% | 3.0K | $1.8M | +198.20%(+1.99K) | $589.92(+15.68%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.47% | +31.20% |
| Top 20 Holdings Unweighted | +8.82% | +28.88% |
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