Top 50 Capital Advisors, Ltd. Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 8.76% | 118.5K | $77.0M | -0.18%(-214) | $170.08(+336.45%) | 2026-03-31 | |
| IWF | ISHARES TR | 6.86% | 141.6K | $60.4M | +230.24%(+98.75K) | $328.13(-62.12%) | 2026-03-31 | |
| QUAL | ISHARES TR | 3.68% | 168.6K | $32.3M | +0.34%(+578) | $117.92(+78.90%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.47% | 141.8K | $30.5M | -2.23%(-3.23K) | $99.03(+130.92%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 3.42% | 93.8K | $30.1M | +3.93%(+3.55K) | $195.21(+86.83%) | 2026-03-31 | |
| IWD | ISHARES TR | 3.06% | 126.1K | $26.9M | -0.13%(-167) | $93.34(+151.45%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 2.64% | 121.0K | $23.2M | +1.95%(+2.31K) | $129.08(+57.21%) | 2026-03-31 | |
| DGRO | ISHARES TR | 2.47% | 309.3K | $21.7M | +1.28%(+3.92K) | $46.91(+55.96%) | 2026-03-31 | |
| USMV | ISHARES TR | 2.46% | 233.7K | $21.7M | -3.46%(-8.37K) | $45.07(+109.25%) | 2026-03-31 | |
| IJK | ISHARES TR | 2.43% | 212.6K | $21.4M | +0.28%(+587) | $45.47(+146.27%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.84% | +36.18% |
| Top 20 Holdings Unweighted | +11.29% | +37.85% |
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