StockDriftsStockDriftsTop 50 Flagship Private Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 12.8% | 48.3K | $31.5M | -3.23%(-1.61K) | $495.41(+50.53%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 6.58% | 24.9K | $16.2M | -2.92%(-751) | $384.67(+92.97%) | 2026-03-31 | |
| IOO | ISHARES TR | 5.53% | 112.5K | $13.6M | -1.97%(-2.27K) | $66.47(+112.46%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 4.06% | 17.3K | $10.0M | +0.02%(+4) | $393.38(+81.68%) | 2026-03-31 | |
| USMV | ISHARES TR | 3.9% | 103.6K | $9.6M | +1.78%(+1.81K) | $79.61(+18.46%) | 2026-03-31 | |
| QUAL | ISHARES TR | 3.86% | 49.6K | $9.5M | +0.15%(+75) | $158.27(+33.30%) | 2026-03-31 | |
| SGOV | ISHARES TR | 3.37% | 82.4K | $8.3M | -13.53%(-12.90K) | $100.61(-0.10%) | 2026-03-31 | |
| ITOT | ISHARES TR | 3.3% | 57.1K | $8.1M | +1.72%(+967) | $98.17(+65.01%) | 2026-03-31 | |
| IJH | ISHARES TR | 3.3% | 120.5K | $8.1M | -1.24%(-1.51K) | $51.11(+43.09%) | 2026-03-31 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 3.15% | 103.1K | $7.7M | +0.67%(+689) | $48.25(+70.77%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.76% | +47.20% |
| Top 20 Holdings Unweighted | +13.21% | +45.10% |
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