StockDriftsStockDriftsTop 50 Compass Wealth Management Llc Ga Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QLTA | ISHARES TR | 13.22% | 650.4K | $31.0M | -3.41%(-22.94K) | $47.81(-1.52%) | 2026-03-31 | |
| RSPT | INVESCO EXCHANGE TRADED FD T | 6.53% | 338.0K | $15.3M | +6.52%(+20.70K) | $38.84(+49.24%) | 2026-03-31 | |
| LVHI | LEGG MASON ETF INVT | 6.29% | 363.1K | $14.7M | -4.56%(-17.34K) | $32.54(+26.12%) | 2026-03-31 | |
| MBB | ISHARES TR | 5.84% | 144.0K | $13.7M | +2.85%(+3.99K) | $94.23(-0.70%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 5.47% | 218.8K | $12.8M | -47.32%(-196.55K) | $58.78(-1.02%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 5.03% | 27.4K | $11.8M | -11.30%(-3.49K) | $294.44(+41.72%) | 2026-03-31 | |
| XLV | SELECT SECTOR SPDR TR | 4.63% | 73.9K | $10.8M | +8.95%(+6.07K) | $141.14(+2.80%) | 2026-03-31 | |
| XLF | SELECT SECTOR SPDR TR | 4.59% | 217.8K | $10.8M | +9.83%(+19.51K) | $51.38(-0.54%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.85% | 51.7K | $9.0M | +0.11%(+56) | $134.06(+68.07%) | 2026-03-31 | |
| XLI | SELECT SECTOR SPDR TR | 3.78% | 54.8K | $8.9M | +6.07%(+3.13K) | $141.97(+20.73%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.56% | +42.62% |
| Top 20 Holdings Unweighted | +15.11% | +52.51% |
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