StockDriftsStockDriftsTop 50 Iht Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc | 2.68% | 453.4K | $115.1M | +1.22%(+5.45K) | $122.83(+144.42%) | 2026-03-31 | |
| SPYV | SPDR PORTFOLIO | 2.17% | 1.65M | $93.2M | +12.66%(+185.11K) | $46.81(+27.92%) | 2026-03-31 | |
| NVDA | Nvidia Corp | 2.1% | 517.9K | $90.3M | +0.10%(+502) | $30.65(+635.12%) | 2026-03-31 | |
| USFR | WISDOMTREE FLOATING | 2.09% | 1.78M | $89.7M | -6.98%(-133.62K) | $50.29(+0.27%) | 2026-03-31 | |
| TSLA | Tesla Inc | 1.7% | 196.7K | $73.1M | +0.68%(+1.33K) | $296.12(+42.59%) | 2026-03-31 | |
| QQQ | INVESCO QQQ | 1.69% | 126.0K | $72.7M | -10.73%(-15.14K) | $357.86(+98.10%) | 2026-03-31 | |
| IVV | ISHARES CORE | 1.56% | 102.8K | $67.2M | +0.28%(+284) | $420.56(+76.54%) | 2026-03-31 | |
| SPYG | SPDR PORTFOLIO | 1.48% | 652.1K | $63.8M | +11.77%(+68.69K) | $61.14(+93.62%) | 2026-03-31 | |
| TLT | ISHARES 20plus | 1.46% | 722.2K | $62.6M | +45.79%(+226.86K) | $93.58(-10.60%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 1.34% | 990.5K | $57.6M | +36.60%(+265.40K) | $58.12(+14.05%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.27% | +61.29% |
| Top 20 Holdings Unweighted | +17.24% | +61.14% |
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