StockDriftsStockDriftsTop 50 Global Trust Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 12.68% | 25.8K | $16.8M | -3.20%(-852) | $674.05(+7.38%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 6.28% | 25.9K | $8.3M | +0.74%(+190) | $331.69(+7.63%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 5.45% | 12.5K | $7.2M | -10.37%(-1.44K) | $607.34(+12.23%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 4.43% | 75.9K | $5.9M | +0.04%(+29) | $74.45(+12.03%) | 2026-03-31 | |
| IJH | ISHARES TR | 4.06% | 79.5K | $5.4M | -12.15%(-10.99K) | $65.63(+11.64%) | 2026-03-31 | |
| IJR | ISHARES TR | 3.96% | 42.1K | $5.2M | +1.04%(+434) | $119.53(+15.54%) | 2026-03-31 | |
| LQD | ISHARES TR | 3.68% | 44.6K | $4.9M | +10.13%(+4.10K) | $110.72(-1.87%) | 2026-03-31 | |
| IEFA | ISHARES TR | 3.22% | 47.0K | $4.3M | -3.42%(-1.66K) | $88.38(+7.97%) | 2026-03-31 | |
| WEC | WEC ENERGY GROUP INC | 2.58% | 29.4K | $3.4M | +0.00%(+0) | $110.02(+4.72%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.49% | 13.0K | $3.3M | -0.07%(-9) | $263.24(+7.95%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.25% | +0.76% |
| Top 20 Holdings Unweighted | +0.35% | +1.05% |
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