StockDriftsStockDriftsTop 50 Guardian Wealth Advisors Llc Nc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ACIO | ETF SER SOLUTIONS | 11.93% | 4.47M | $187.7M | +2.10%(+91.82K) | $34.54(+33.63%) | 2026-03-31 | |
| DRSK | ETF SER SOLUTIONS | 7.83% | 4.51M | $123.2M | +3.55%(+154.41K) | $27.67(+5.30%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 4.52% | 2.77M | $71.1M | +5.73%(+150.21K) | $18.24(+59.22%) | 2026-03-31 | |
| OSCV | ETF SER SOLUTIONS | 3.86% | 1.54M | $60.7M | -4.09%(-65.57K) | $32.54(+23.47%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.77% | 99.3K | $59.3M | +2.91%(+2.81K) | $503.77(+34.87%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 3.4% | 1.26M | $53.4M | +0.23%(+2.83K) | $31.14(+53.58%) | 2026-03-31 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 3.14% | 1.46M | $49.3M | -0.45%(-6.58K) | $28.05(+28.58%) | 2026-03-31 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 2.8% | 645.4K | $44.1M | +0.30%(+1.91K) | $51.72(+42.38%) | 2026-03-31 | |
| LQTI | FIRST TR EXCHANGE-TRADED FD | 2.56% | 2.06M | $40.3M | +8.06%(+153.50K) | $302.53(-93.64%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.34% | 574.5K | $36.8M | +2.70%(+15.08K) | $53.76(+28.50%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.21% | +37.56% |
| Top 20 Holdings Unweighted | +15.38% | +53.58% |
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