StockDriftsStockDriftsTop 37 Highroad Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 29.95% | 51.3K | $30.7M | -3.62%(-1.93K) | $619.76(+7.35%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 10.5% | 117.3K | $10.8M | +14.42%(+14.78K) | $91.56(-0.14%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 9.23% | 16.4K | $9.5M | -0.97%(-161) | $607.34(+12.23%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 8.86% | 141.5K | $9.1M | -0.66%(-944) | $61.19(+12.72%) | 2026-03-31 | |
| IVV | ISHARES TR | 8.07% | 12.7K | $8.3M | -1.38%(-177) | $677.12(+7.36%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 7.16% | 25.5K | $7.3M | -0.95%(-246) | $72.99(+6.45%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 6.98% | 27.3K | $7.1M | -1.22%(-338) | $256.12(+11.94%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.19% | 60.4K | $3.3M | -1.45%(-886) | $53.97(+9.99%) | 2026-03-31 | |
| PATK | PATRICK INDS INC | 1.55% | 14.3K | $1.6M | +0.00%(+0) | $105.93(-14.98%) | 2026-03-31 | |
| EFA | ISHARES TR | 1.47% | 15.5K | $1.5M | -2.37%(-376) | $94.70(+7.75%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.27% | +0.82% |
| Top 20 Holdings Unweighted | +1.16% | +3.51% |
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