StockDriftsStockDriftsTop 50 Connecticut Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYV | SPDR SERIES TRUST | 10.18% | 4.29M | $243.0M | +17.52%(+640.28K) | $45.59(+32.01%) | 2026-03-31 | |
| IEFA | ISHARES TR | 9.75% | 2.57M | $232.8M | +10.06%(+235.05K) | $73.77(+31.67%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 8.67% | 2.11M | $206.8M | +8.75%(+170.02K) | $82.30(+44.39%) | 2026-03-31 | |
| QUAL | ISHARES TR | 7.92% | 985.9K | $189.1M | -3.70%(-37.90K) | $101.80(+107.23%) | 2026-03-31 | |
| IEMG | ISHARES INC | 5.97% | 2.04M | $142.4M | +171.60%(+1.29M) | $62.18(+31.96%) | 2026-03-31 | |
| IJH | ISHARES TR | 4.08% | 1.44M | $97.4M | -21.63%(-398.15K) | $45.17(+61.91%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.18% | 1.19M | $76.0M | +0.45%(+5.27K) | $42.52(+66.12%) | 2026-03-31 | |
| IJR | ISHARES TR | 2.64% | 506.2K | $62.9M | -6.90%(-37.51K) | $90.14(+50.08%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 2.32% | 193.0K | $55.4M | -9.06%(-19.23K) | $44.84(+71.82%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 2.3% | 125.8K | $54.9M | +2.05%(+2.53K) | $33.63(+160.20%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.26% | +45.27% |
| Top 20 Holdings Unweighted | +13.85% | +47.58% |
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