StockDriftsStockDriftsTop 50 Core Wealth Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 29.73% | 190.7K | $124.6M | +1.51%(+2.85K) | $375.32(+97.82%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 5.8% | 40.7K | $24.3M | +1.63%(+652) | $348.38(+95.03%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 5.65% | 556.6K | $23.7M | +4.71%(+25.02K) | $38.42(+24.47%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 5.14% | 281.3K | $21.5M | +1.74%(+4.82K) | $53.78(+61.74%) | 2026-03-31 | |
| XLG | INVESCO EXCHANGE TRADED FD T | 5.08% | 390.0K | $21.3M | +5.72%(+21.09K) | $44.90(+41.55%) | 2026-03-31 | |
| FENI | FIDELITY COVINGTON TRUST | 4.67% | 526.5K | $19.6M | +1.62%(+8.40K) | $28.86(+35.43%) | 2026-03-31 | |
| IEFA | ISHARES TR | 4.55% | 210.5K | $19.1M | +1.82%(+3.75K) | $72.19(+31.90%) | 2026-03-31 | |
| IJH | ISHARES TR | 4.41% | 273.4K | $18.5M | +1.56%(+4.21K) | $45.89(+57.37%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 3.69% | 53.9K | $15.5M | +2.43%(+1.28K) | $55.14(+38.79%) | 2026-03-31 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 2.9% | 161.7K | $12.2M | +12.05%(+17.39K) | $68.31(+20.89%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.94% | +40.27% |
| Top 20 Holdings Unweighted | +9.25% | +30.39% |
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