StockDriftsStockDriftsTop 50 Elk River Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SDY | SPDR SERIES TRUST | 10.24% | 422.5K | $61.7M | +0.19%(+799) | $114.39(+29.82%) | 2026-03-31 | |
| IJR | ISHARES TR | 6.93% | 335.5K | $41.7M | +0.73%(+2.43K) | $96.69(+42.84%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 6.24% | 195.7K | $37.6M | -0.92%(-1.82K) | $131.35(+54.73%) | 2026-03-31 | |
| IVV | ISHARES TR | 5.39% | 49.6K | $32.4M | -0.88%(-443) | $393.19(+84.89%) | 2026-03-31 | |
| JIRE | J P MORGAN EXCHANGE TRADED F | 4.68% | 371.7K | $28.2M | +0.92%(+3.40K) | $61.25(+29.45%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.35% | 103.3K | $26.2M | +1.76%(+1.79K) | $144.62(+96.50%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.29% | 89.9K | $25.8M | +1.07%(+948) | $93.81(+314.07%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 4.15% | 80.7K | $25.0M | +0.63%(+506) | $47.92(+791.79%) | 2026-03-31 | |
| VLUE | ISHARES TR | 4.04% | 171.2K | $24.3M | -0.42%(-715) | $102.73(+69.29%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.11% | 50.6K | $18.7M | +0.22%(+111) | $233.87(+75.90%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.18% | +52.82% |
| Top 20 Holdings Unweighted | +16.86% | +59.59% |
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