Top 50 Gaddis Premier Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IHDG | WISDOMTREE TR | 11.06% | 310.8K | $15.0M | +1.77%(+5.39K) | $47.39(+11.46%) | 2026-03-31 | |
| DGRW | WISDOMTREE TR | 8.79% | 135.3K | $11.9M | +2.65%(+3.50K) | $89.18(+7.49%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 8.43% | 268.1K | $11.4M | +4.11%(+10.58K) | $42.85(+14.25%) | 2026-03-31 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 6.5% | 128.7K | $8.8M | +1.01%(+1.29K) | $68.37(+17.21%) | 2026-03-31 | |
| FFSM | FIDELITY COVINGTON TRUST | 5.07% | 214.9K | $6.9M | +3.37%(+7.00K) | $29.99(+24.06%) | 2026-03-31 | |
| UCON | FIRST TR EXCHNG TRADED FD VI | 4.46% | 243.5K | $6.0M | +3.74%(+8.79K) | $25.17(-1.12%) | 2026-03-31 | |
| SDVY | FIRST TR EXCHANGE TRADED FD | 4.43% | 152.0K | $6.0M | +1.86%(+2.78K) | $38.18(+13.03%) | 2026-03-31 | |
| PTLC | PACER FDS TR | 4.1% | 105.7K | $5.5M | +0.81%(+849) | $55.16(+5.40%) | 2026-03-31 | |
| AIRR | FIRST TR EXCHANGE TRADED FD | 4.04% | 49.3K | $5.5M | +1.17%(+570) | $97.58(+29.03%) | 2026-03-31 | |
| GRID | FIRST TR EXCHANGE-TRADED FD | 3.73% | 30.9K | $5.1M | +2.53%(+763) | $152.20(+21.00%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -5.27% | -15.00% |
| Top 20 Holdings Unweighted | -10.09% | -27.31% |
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