StockDriftsStockDriftsTop 50 Ccg Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 15.48% | 745.9K | $57.1M | +18.97%(+118.92K) | $52.40(+62.57%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 7.57% | 48.4K | $27.9M | +169.13%(+30.42K) | $548.35(+24.30%) | 2026-03-31 | |
| IWR | ISHARES TR | 7.43% | 281.8K | $27.4M | +18.67%(+44.32K) | $81.12(+29.52%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 6.68% | 251.8K | $24.7M | +15.31%(+33.43K) | $61.29(+85.60%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 4.21% | 627.8K | $15.5M | +11.98%(+67.18K) | $16.91(+57.63%) | 2026-03-31 | |
| AX | AXOS FINANCIAL INC | 3.76% | 162.9K | $13.9M | +971.68%(+147.70K) | $82.37(+5.79%) | 2026-03-31 | |
| IJR | ISHARES TR | 3.66% | 108.7K | $13.5M | +24.98%(+21.74K) | $102.58(+34.64%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.04% | 17.2K | $11.2M | +141.22%(+10.06K) | $614.52(+17.78%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.92% | 42.4K | $10.8M | +109.57%(+22.18K) | $223.79(+26.99%) | 2026-03-31 | |
| SFLR | INNOVATOR ETFS TRUST | 2.46% | 255.7K | $9.1M | +457.04%(+209.83K) | $36.14(+3.30%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.60% | +46.60% |
| Top 20 Holdings Unweighted | +13.45% | +46.00% |
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