StockDriftsStockDriftsTop 50 Compass Ion Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 15.73% | 514.6K | $165.1M | -1.22%(-6.35K) | $212.32(+68.14%) | 2026-03-31 | |
| IXUS | ISHARES TR | 9.34% | 1.13M | $98.0M | +0.22%(+2.43K) | $63.94(+46.55%) | 2026-03-31 | |
| IUSB | ISHARES TR | 7.73% | 1.76M | $81.1M | +3.95%(+66.70K) | $45.21(+1.81%) | 2026-03-31 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 5.34% | 745.5K | $56.1M | +0.61%(+4.49K) | $71.77(+13.79%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 4.06% | 556.6K | $42.6M | -3.82%(-22.08K) | $49.32(+72.72%) | 2026-03-31 | |
| DRSK | ETF SER SOLUTIONS | 3.56% | 1.37M | $37.4M | -0.56%(-7.74K) | $27.58(+3.73%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 3.45% | 794.4K | $36.2M | +4.74%(+35.98K) | $45.13(+0.92%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 2.94% | 363.1K | $30.8M | +1.11%(+3.98K) | $76.75(+16.25%) | 2026-03-31 | |
| DGRO | ISHARES TR | 2.8% | 419.2K | $29.4M | +1.64%(+6.76K) | $47.93(+53.06%) | 2026-03-31 | |
| ACIO | ETF SER SOLUTIONS | 2.5% | 624.4K | $26.2M | +3.03%(+18.36K) | $31.88(+42.35%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.11% | +40.92% |
| Top 20 Holdings Unweighted | +16.91% | +59.78% |
Sign up free to track Compass Ion Advisors, Llc, compare funds side by side, and get alerts the moment positions change.