StockDriftsStockDriftsTop 50 BXM Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 12.82% | 28.8K | $16.6M | -86.89%(-191.12K) | $602.86(+18.55%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.6% | 23.5K | $6.0M | -88.35%(-178.56K) | $259.93(+14.98%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.54% | 14.9K | $4.6M | -89.69%(-129.41K) | $329.82(+26.37%) | 2026-03-31 | |
| GRNY | TIDAL TRUST I | 3.4% | 185.1K | $4.4M | -50.31%(-187.42K) | $23.77(+13.45%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.26% | 7.1K | $4.2M | -88.07%(-52.34K) | $612.93(+11.34%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 3.06% | 129.7K | $4.0M | -3.68%(-4.95K) | $27.44(+15.71%) | 2026-03-31 | |
| BOXX | EA SERIES TRUST | 2.55% | 28.5K | $3.3M | -90.33%(-266.18K) | $114.37(+2.01%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.41% | 10.9K | $3.1M | -92.55%(-135.38K) | $270.18(+49.02%) | 2026-03-31 | |
| MOAT | VANECK ETF TRUST | 2.23% | 29.9K | $2.9M | -69.81%(-69.16K) | $99.45(+0.01%) | 2026-03-31 | |
| TQQQ | PROSHARES TR | 2.22% | 69.3K | $2.9M | -40.84%(-47.88K) | $47.81(+61.56%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.02% | +36.85% |
| Top 20 Holdings Unweighted | +10.48% | +34.85% |
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