StockDriftsStockDriftsTop 50 FLP Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | 11.39% | 3.5K | $5.6M | -91.94%(-39.68K) | $87.12(+50.91%) | 2026-03-31 | |
| JMBS | JANUS DETROIT STR TR | 8.84% | 1.0K | $4.3M | new | $45.43(-0.67%) | 2026-03-31 | |
| SCEC | CAPITOL SER TR | 4.66% | 1.7K | $2.3M | -97.81%(-75.22K) | $25.29(-1.38%) | 2026-03-31 | |
| SIVR | ABRDN SILVER ETF TRUST | 3.69% | 501 | $1.8M | -98.99%(-49.09K) | $29.24(+185.23%) | 2026-03-31 | |
| IEF | ISHARES TR | 3.64% | 1.7K | $1.8M | -90.01%(-15.48K) | $95.35(-1.08%) | 2026-03-31 | |
| SCNM | STERLING CAP FDS | 3.56% | 870 | $1.7M | new | $24.96(-0.21%) | 2026-03-31 | |
| IWY | ISHARES TR | 3.49% | 27.1K | $1.7M | +350.64%(+21.11K) | $256.82(+13.70%) | 2026-03-31 | |
| SCEP | STERLING CAP FDS | 2.79% | 1.2K | $1.4M | new | $24.18(+3.30%) | 2026-03-31 | |
| ZROZ | PIMCO ETF TR | 2.78% | 1.6K | $1.4M | -87.45%(-11.15K) | $72.97(-15.88%) | 2026-03-31 | |
| SPTL | SPDR SERIES TRUST | 2.62% | 2.6K | $1.3M | -94.54%(-44.13K) | $27.23(-5.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.67% | +71.38% |
| Top 20 Holdings Unweighted | +14.35% | +49.51% |
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