StockDriftsStockDriftsTop 50 Envision Financial Transparency, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 24.36% | 43.4K | $25.1M | new | $595.74(+19.61%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 17.32% | 29.8K | $17.8M | new | $612.34(+11.84%) | 2026-03-31 | |
| IWY | ISHARES TR | 5.43% | 22.5K | $5.6M | new | $262.89(+7.80%) | 2026-03-31 | |
| SHLD | GLOBAL X FDS | 5.29% | 76.9K | $5.4M | new | $67.81(-5.68%) | 2026-03-31 | |
| LVHI | LEGG MASON ETF INVT | 3.93% | 99.7K | $4.0M | new | $38.68(+6.13%) | 2026-03-31 | |
| RTX | RTX CORPORATION | 3.37% | 18.0K | $3.5M | new | $188.15(+5.90%) | 2026-03-31 | |
| FFLC | FIDELITY COVINGTON TRUST | 3.17% | 63.6K | $3.3M | new | $52.32(+11.98%) | 2026-03-31 | |
| SMH | VANECK ETF TRUST | 2.64% | 7.1K | $2.7M | new | $371.76(+59.32%) | 2026-03-31 | |
| HEFA | ISHARES TR | 2.44% | 59.1K | $2.5M | new | $41.93(+10.54%) | 2026-03-31 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 2.13% | 29.1K | $2.2M | new | $75.12(+16.97%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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