StockDriftsStockDriftsTop 50 Independence Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPTS | SPDR SERIES TRUST | 17.92% | 1.15M | $33.6M | +1083.98%(+1.05M) | $29.24(-0.67%) | 2026-03-31 | |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | 15.33% | 951.5K | $28.8M | +6.90%(+61.42K) | $27.69(+14.46%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 10.51% | 148.3K | $19.7M | +7.31%(+10.10K) | $142.18(+24.39%) | 2026-03-31 | |
| XLY | SELECT SECTOR SPDR TR | 4.45% | 76.7K | $8.4M | +7.75%(+5.51K) | $119.23(-0.42%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 3.64% | 15.9K | $6.8M | -33.40%(-7.95K) | $375.89(+14.53%) | 2026-03-31 | |
| SPYI | NEOS ETF TRUST | 2.8% | 106.5K | $5.3M | +3.60%(+3.70K) | $52.36(+2.45%) | 2026-03-31 | |
| XLF | SELECT SECTOR SPDR TR | 2.78% | 105.5K | $5.2M | +22.79%(+19.59K) | $53.90(-5.40%) | 2026-03-31 | |
| BCI | ABRDN ETFS | 2.65% | 204.6K | $5.0M | -8.33%(-18.59K) | $20.54(+25.40%) | 2026-03-31 | |
| XLP | SELECT SECTOR SPDR TR | 2.62% | 60.0K | $4.9M | -6.31%(-4.04K) | $78.03(+8.58%) | 2026-03-31 | |
| XLE | SELECT SECTOR SPDR TR | 2.3% | 70.3K | $4.3M | +172.89%(+44.57K) | $49.95(+15.39%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +1.69% | +5.16% |
| Top 20 Holdings Unweighted | -0.14% | -0.41% |
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