Top 50 Clark Wealth Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQM | INVESCO EXCH TRADED FD TR II | 11.41% | 71.5K | $17.0M | -9.50%(-7.50K) | $208.33(+40.84%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 11.36% | 580.4K | $16.9M | -5.32%(-32.60K) | $28.68(+18.98%) | 2026-03-31 | |
| FDVV | FIDELITY COVINGTON TRUST | 9.87% | 266.1K | $14.7M | -10.87%(-32.47K) | $53.86(+13.77%) | 2026-03-31 | |
| XSMO | INVESCO EXCHANGE TRADED FD T | 9.58% | 187.6K | $14.3M | -15.03%(-33.19K) | $64.45(+40.34%) | 2026-03-31 | |
| IDMO | INVESCO EXCH TRADED FD TR II | 8.69% | 235.9K | $12.9M | -12.67%(-34.23K) | $41.36(+45.48%) | 2026-03-31 | |
| PULS | PGIM ETF TR | 7.03% | 210.8K | $10.5M | +16.70%(+30.17K) | $49.67(-0.21%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 5.83% | 102.4K | $8.7M | +28.20%(+22.52K) | $77.96(+15.34%) | 2026-03-31 | |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 5.17% | 74.5K | $7.7M | -6.58%(-5.25K) | $101.02(+12.19%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 3.16% | 82.9K | $4.7M | +4.72%(+3.74K) | $58.10(-2.39%) | 2026-03-31 | |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | 1.55% | 95.3K | $2.3M | +0.93%(+878) | $24.28(+0.35%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.85% | +15.27% |
| Top 20 Holdings Unweighted | +7.08% | +22.76% |
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