StockDriftsStockDriftsTop 50 HB Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 17.28% | 8.73M | $2.66B | +0.90%(+78.24K) | $244.27(+49.30%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 7.96% | 5.76M | $1.23B | +1.01%(+57.71K) | $172.69(+32.42%) | 2026-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 4.39% | 14.42M | $676.2M | +16.50%(+2.04M) | $47.03(-0.55%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 4.14% | 5.74M | $638.7M | +9.45%(+495.88K) | $99.79(+25.34%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 4.01% | 8.06M | $618.3M | +5.97%(+454.17K) | $64.65(+31.61%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 3.12% | 9.55M | $480.9M | +1.14%(+107.82K) | $50.48(+0.07%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.62% | 1.59M | $403.2M | +3.15%(+48.48K) | $191.93(+55.72%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.93% | 456.6K | $296.9M | -1.06%(-4.87K) | $499.03(+48.75%) | 2026-03-31 | |
| IVW | ISHARES TR | 1.64% | 2.24M | $253.0M | -5.71%(-135.42K) | $80.07(+71.41%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 1.63% | 2.77M | $251.3M | -42.13%(-2.01M) | $71.02(+67.32%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.88% | +43.82% |
| Top 20 Holdings Unweighted | +13.43% | +45.96% |
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