StockDriftsStockDriftsTop 50 Ica Group Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ | 10.17% | 35.4K | $16.9M | -57.03%(-46.95K) | — | 2024-06-30 | |
| SPY | SPDR S&P | 4.31% | 13.2K | $7.2M | -31.53%(-6.07K) | — | 2024-06-30 | |
| JCPB | JP Morgan Core Plus Bond ETF | 4.1% | 147.4K | $6.8M | +10.79%(+14.36K) | — | 2024-06-30 | |
| FDL | FIRST TRUST | 3.85% | 169.2K | $6.4M | -56.95%(-223.84K) | — | 2024-06-30 | |
| AAPL | APPLE INC | 3.54% | 28.0K | $5.9M | -60.51%(-42.88K) | — | 2024-06-30 | |
| VONG | Vanguard Russell 1000 Growth | 3% | 53.3K | $5.0M | +11.90%(+5.67K) | — | 2024-06-30 | |
| JEPI | JPMorgan Equity Premium Income ETF | 2.75% | 80.9K | $4.6M | +13.63%(+9.70K) | — | 2024-06-30 | |
| FVD | FIRST TRUST | 2.75% | 112.4K | $4.6M | -59.61%(-165.96K) | — | 2024-06-30 | |
| VLU | SPDR S&P | 2.74% | 26.5K | $4.6M | -65.25%(-49.83K) | — | 2024-06-30 | |
| VTV | VANGUARD VALUE | 2.73% | 28.4K | $4.6M | -52.01%(-30.76K) | — | 2024-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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