StockDriftsStockDriftsTop 50 BlueChip Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUSB | VANGUARD BD INDEX FDS | 6.47% | 295.9K | $14.7M | +24.19%(+57.64K) | $49.80(-0.21%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 6.03% | 21.1K | $13.7M | +2.92%(+600) | $484.23(+53.30%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 5.5% | 408.1K | $12.5M | +0.22%(+884) | $25.00(+26.97%) | 2026-03-31 | |
| IJH | ISHARES TR | 4.11% | 138.5K | $9.4M | +4.51%(+5.97K) | $53.71(+36.15%) | 2026-03-31 | |
| FDL | FIRST TR EXCHANGE-TRADED FD | 3.78% | 169.7K | $8.6M | -2.76%(-4.82K) | $36.58(+35.15%) | 2026-03-31 | |
| FVD | FIRST TR EXCHANGE-TRADED FD | 3.68% | 178.2K | $8.4M | -2.72%(-4.99K) | $39.77(+17.79%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 3.42% | 40.6K | $7.8M | +55.48%(+14.50K) | $169.71(+19.57%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.97% | 10.3K | $6.8M | +1.36%(+139) | $466.00(+60.03%) | 2026-03-31 | |
| AFL | AFLAC INC | 2.8% | 58.2K | $6.4M | +0.00%(+0) | $108.58(+6.35%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.56% | 10.1K | $5.8M | -1.92%(-197) | $405.51(+76.25%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.24% | +37.67% |
| Top 20 Holdings Unweighted | +11.71% | +39.41% |
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