StockDriftsStockDriftsTop 50 Carroll Advisory Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 9.01% | 38.8K | $23.2M | -0.73%(-287) | $619.76(+10.11%) | 2026-03-31 | |
| HAWX | ISHARES TR | 8.78% | 553.0K | $22.6M | +7.45%(+38.33K) | $38.74(+15.14%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 7.96% | 106.8K | $20.5M | +12.84%(+12.15K) | $190.76(+6.38%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 5.68% | 61.6K | $14.6M | +9.14%(+5.16K) | $249.62(+17.84%) | 2026-03-31 | |
| IJH | ISHARES TR | 5.57% | 212.3K | $14.3M | +16.98%(+30.82K) | $65.79(+11.15%) | 2026-03-31 | |
| SPSM | SPDR SERIES TRUST | 4.94% | 263.5K | $12.7M | +19.27%(+42.58K) | $46.76(+12.52%) | 2026-03-31 | |
| NOBL | PROSHARES TR | 4.82% | 117.0K | $12.4M | +17.47%(+17.41K) | $103.79(+2.20%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.4% | 65.0K | $11.3M | +1.16%(+746) | $186.47(+21.11%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.73% | 149.8K | $9.6M | +50.59%(+50.31K) | $61.89(+14.11%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 3.63% | 29.2K | $9.4M | +41.28%(+8.52K) | $330.64(+10.30%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -6.65% | -18.66% |
| Top 20 Holdings Unweighted | -9.41% | -25.67% |
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