StockDriftsStockDriftsTop 39 Comprehensive Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ADIV | GUINNESS ATKINSON FDS | 17.21% | 1.94M | $34.0M | +109.01%(+1.01M) | $17.64(+8.56%) | 2026-03-31 | |
| EDIV | SPDR INDEX SHS FDS | 12.74% | 638.4K | $25.2M | +86.41%(+295.90K) | $38.65(+7.38%) | 2026-03-31 | |
| AIRR | FIRST TR EXCHANGE TRADED FD | 12.61% | 225.2K | $24.9M | +67.13%(+90.45K) | $93.97(+39.51%) | 2026-03-31 | |
| XLC | SELECT SECTOR SPDR TR | 11.38% | 203.1K | $22.5M | new | $114.29(+2.47%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 8.72% | 129.8K | $17.2M | +117.58%(+70.13K) | $119.85(+49.78%) | 2026-03-31 | |
| GDX | VANECK ETF TRUST | 3.28% | 70.6K | $6.5M | -11.45%(-9.13K) | $65.91(+42.55%) | 2026-03-31 | |
| HTUS | CAPITOL SER TR | 3.1% | 160.7K | $6.1M | +200.51%(+107.22K) | $39.28(+11.18%) | 2026-03-31 | |
| LGOV | FIRST TR EXCHANGE-TRADED FD | 2.81% | 258.0K | $5.6M | -77.41%(-884.25K) | $21.24(+0.78%) | 2026-03-31 | |
| XLF | SELECT SECTOR SPDR TR | 2.38% | 95.4K | $4.7M | +9.83%(+8.54K) | $50.85(+0.86%) | 2026-03-31 | |
| HSCZ | ISHARES TR | 2.01% | 100.3K | $4.0M | +3.51%(+3.40K) | $33.76(+27.32%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.96% | +22.38% |
| Top 20 Holdings Unweighted | +13.04% | +44.44% |
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