StockDriftsStockDriftsTop 50 Focused Wealth Management, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | 15.37% | 1.50M | $147.1M | +2.85%(+41.64K) | $46.51(+155.49%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 14.28% | 696.8K | $136.7M | +2.34%(+15.90K) | $128.14(+62.61%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 11.23% | 186.2K | $107.4M | +3.38%(+6.09K) | $368.44(+93.98%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 5.01% | 579.9K | $48.0M | +5.99%(+32.78K) | $82.39(+0.21%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 3.3% | 213.0K | $31.5M | +0.29%(+624) | $83.15(+87.19%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.24% | 573.1K | $31.0M | +2.37%(+13.25K) | $42.71(+40.34%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.02% | 114.1K | $28.9M | +6.63%(+7.10K) | $77.94(+283.44%) | 2026-03-31 | |
| VIGI | VANGUARD WHITEHALL FDS | 2.15% | 232.5K | $20.6M | +0.65%(+1.50K) | $75.57(+22.87%) | 2026-03-31 | |
| SGOV | ISHARES TR | 1.96% | 186.5K | $18.8M | -13.11%(-28.14K) | $100.59(-0.08%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 1.59% | 58.1K | $15.2M | +7.16%(+3.88K) | $213.55(+33.77%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.37% | +41.90% |
| Top 20 Holdings Unweighted | +10.70% | +35.64% |
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