StockDriftsStockDriftsTop 50 Diversify Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 4.86% | 1.30M | $272.4M | +457.24%(+1.07M) | $169.53(+33.21%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.13% | 325.2K | $231.4M | +1232.56%(+300.83K) | $657.13(+12.96%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 3.32% | 1.67M | $185.9M | +40.42%(+479.78K) | $96.14(+23.60%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 2.76% | 2.62M | $154.9M | +48.72%(+857.80K) | $54.27(+10.88%) | 2026-03-31 | |
| AAPL | APPLE INC | 2% | 414.6K | $112.0M | +270.20%(+302.61K) | $249.07(+19.99%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.59% | 339.0K | $89.2M | +200.74%(+226.25K) | $210.83(+28.12%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 1.56% | 215.4K | $87.4M | +434.18%(+175.12K) | $298.78(+39.50%) | 2026-03-31 | |
| BKLN | INVESCO EXCH TRADED FD TR II | 1.51% | 4.12M | $84.7M | +919.54%(+3.71M) | $20.73(-0.40%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 1.39% | 119.3K | $78.1M | +185.02%(+77.45K) | $577.56(+18.15%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 1.38% | 1.62M | $77.2M | +54.47%(+569.80K) | $40.56(+23.94%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.06% | +33.31% |
| Top 20 Holdings Unweighted | +9.47% | +31.19% |
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