StockDriftsStockDriftsTop 50 Higgins & Schmidt Wealth Strategies LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYV | SPDR SERIES TRUST | 16.54% | 639.8K | $36.2M | +3.81%(+23.48K) | $49.42(+21.76%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 14.86% | 332.3K | $32.5M | +0.89%(+2.92K) | $69.01(+72.19%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 14.04% | 673.5K | $30.7M | -1.27%(-8.70K) | $33.26(+51.16%) | 2026-03-31 | |
| SPMD | SPDR SERIES TRUST | 6.02% | 222.4K | $13.2M | +2.33%(+5.07K) | $47.89(+33.88%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 5.45% | 148.0K | $11.9M | +4.10%(+5.83K) | $63.25(+50.01%) | 2026-03-31 | |
| SPTI | SPDR SERIES TRUST | 4.91% | 374.8K | $10.7M | +15.76%(+51.03K) | $28.57(-0.63%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 3.91% | 77.4K | $8.6M | +3.79%(+2.83K) | $96.07(+22.63%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 3.37% | 73.8K | $7.4M | +2.94%(+2.11K) | $70.45(+56.23%) | 2026-03-31 | |
| IDEV | ISHARES TR | 3.29% | 86.3K | $7.2M | -1.10%(-958) | $62.09(+44.20%) | 2026-03-31 | |
| IVW | ISHARES TR | 3.08% | 59.7K | $6.8M | -10.59%(-7.07K) | $71.76(+91.26%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.11% | +44.70% |
| Top 20 Holdings Unweighted | +12.10% | +40.86% |
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