StockDriftsStockDriftsTop 50 Cresta Advisors, Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 14.18% | 53.2K | $34.6M | +7.46%(+3.69K) | $476.92(+55.65%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 9.31% | 70.8K | $22.7M | +5.52%(+3.71K) | $239.17(+52.49%) | 2026-03-31 | |
| DGRW | WISDOMTREE TR | 8.7% | 241.9K | $21.2M | +7.39%(+16.64K) | $70.63(+35.46%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 8.63% | 107.4K | $21.1M | +9.67%(+9.47K) | $137.86(+51.15%) | 2026-03-31 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 6.97% | 226.4K | $17.0M | +7.49%(+15.76K) | $57.25(+43.92%) | 2026-03-31 | |
| LQD | ISHARES TR | 5.53% | 124.0K | $13.5M | +2.14%(+2.60K) | $104.85(+3.60%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 4.46% | 18.9K | $10.9M | +1.59%(+296) | $307.88(+132.14%) | 2026-03-31 | |
| IWF | ISHARES TR | 3.74% | 21.4K | $9.1M | -1.20%(-260) | $215.43(-42.30%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.53% | 34.0K | $8.6M | -1.31%(-451) | $141.76(+110.83%) | 2026-03-31 | |
| PMBS | PIMCO ETF TR | 3.28% | 161.6K | $8.0M | +2.08%(+3.29K) | $49.84(-1.01%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.96% | +40.36% |
| Top 20 Holdings Unweighted | +12.96% | +44.15% |
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