StockDriftsStockDriftsTop 50 Cauble & Harre Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUV | AMERICAN CENTY ETF TR | 9.98% | 105.9K | $12.5M | -11.89%(-14.29K) | $100.76(+22.58%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 7.78% | 110.1K | $9.8M | -3.56%(-4.06K) | $76.97(+0.70%) | 2026-03-31 | |
| CGSD | CAPITAL GRP FIXED INCM ETF T | 7.04% | 342.3K | $8.8M | -1.03%(-3.57K) | $25.99(-0.98%) | 2026-03-31 | |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 4.89% | 224.7K | $6.1M | +4.67%(+10.04K) | $27.33(+0.58%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 4.73% | 125.0K | $5.9M | -26.92%(-46.05K) | $42.83(+14.28%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 4.3% | 107.0K | $5.4M | -0.29%(-313) | $50.66(-0.47%) | 2026-03-31 | |
| PHYS | SPROTT ASSET MANAGEMENT LP | 4.03% | 141.7K | $5.1M | -9.54%(-14.95K) | $31.32(-0.77%) | 2026-03-31 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 3.79% | 103.5K | $4.8M | +0.91%(+933) | $46.35(-0.99%) | 2026-03-31 | |
| COWZ | PACER FDS TR | 3.38% | 67.2K | $4.2M | -12.82%(-9.88K) | $58.82(+8.45%) | 2026-03-31 | |
| XLE | SELECT SECTOR SPDR TR | 3.16% | 69.0K | $4.0M | -12.32%(-9.69K) | $44.69(+19.09%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.26% | +49.17% |
| Top 20 Holdings Unweighted | +11.23% | +37.62% |
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