StockDriftsStockDriftsTop 50 Grey Ledge Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 5.08% | 34.4K | $22.5M | -0.13%(-45) | $445.60(+67.36%) | 2026-03-31 | |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | 3.07% | 270.1K | $13.6M | -0.71%(-1.93K) | $50.30(+0.24%) | 2026-03-31 | |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 2.79% | 471.3K | $12.3M | +23.11%(+88.46K) | $651.16(-95.95%) | 2026-03-31 | |
| AGGY | WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND | 2.6% | 264.9K | $11.5M | +2.50%(+6.46K) | $43.69(-0.54%) | 2026-03-31 | |
| OSEA | HARBOR INTERNATIONAL COMPOUNDERS ETF | 2.52% | 385.8K | $11.2M | -7.60%(-31.75K) | $27.55(+10.27%) | 2026-03-31 | |
| FNDA | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY | 2.41% | 328.7K | $10.7M | -0.87%(-2.88K) | $26.81(+31.64%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 2.04% | 35.5K | $9.0M | -1.45%(-523) | $109.63(+172.62%) | 2026-03-31 | |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 1.77% | 99.7K | $7.8M | -2.65%(-2.71K) | $52.98(+81.47%) | 2026-03-31 | |
| FLOT | ISHARES FLOATING RATE BOND ETF | 1.65% | 143.5K | $7.3M | -23.04%(-42.97K) | $50.74(+0.37%) | 2026-03-31 | |
| DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | 1.63% | 137.8K | $7.2M | +2.37%(+3.19K) | $44.79(+21.73%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.23% | +26.77% |
| Top 20 Holdings Unweighted | +8.25% | +26.85% |
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