StockDriftsStockDriftsTop 50 Edge Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | 9.06% | 1.07M | $53.0M | +7.13%(+71.32K) | $50.31(-2.00%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 7.9% | 160.8K | $46.2M | -10.56%(-18.98K) | $45.43(+786.25%) | 2026-03-31 | |
| AAPL | APPLE INC | 7.19% | 165.7K | $42.1M | -8.83%(-16.06K) | $44.62(+569.81%) | 2026-03-31 | |
| SHY | ISHARES TR | 5.51% | 390.5K | $32.2M | +1.95%(+7.48K) | $82.61(-0.51%) | 2026-03-31 | |
| DBMF | LITMAN GREGORY FDS TR | 5.48% | 1.06M | $32.0M | new | $29.10(+6.92%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.97% | 78.5K | $29.1M | -4.53%(-3.72K) | $86.56(+368.12%) | 2026-03-31 | |
| IWM | ISHARES TR | 4.84% | 114.2K | $28.3M | +0.23%(+262) | $174.02(+62.43%) | 2026-03-31 | |
| WMT | WALMART INC | 4.43% | 208.5K | $25.9M | -2.38%(-5.07K) | $27.38(+380.13%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 4.39% | 87.3K | $25.7M | -0.25%(-221) | $93.68(+220.50%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 4.02% | 138.5K | $23.5M | -0.74%(-1.03K) | $113.24(+33.85%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.78% | +39.65% |
| Top 20 Holdings Unweighted | +12.72% | +43.21% |
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