StockDriftsStockDriftsTop 50 Insight Wealth Strategies, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CVX | CHEVRON CORPORATION | 4.05% | 175.2K | $36.3M | -20.30%(-44.63K) | $121.61(+58.41%) | 2026-03-31 | |
| GSIE | GOLDMAN SACHS ETF TR | 3.14% | 652.5K | $28.1M | +0.41%(+2.69K) | $30.00(+50.33%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 3.08% | 474.8K | $27.6M | +5.00%(+22.62K) | $50.67(+27.35%) | 2026-03-31 | |
| LQD | ISHARES TR | 3.06% | 251.2K | $27.4M | -9.20%(-25.45K) | $113.70(-4.44%) | 2026-03-31 | |
| VCLT | VANGUARD SCOTTSDALE FDS | 3.02% | 361.7K | $27.0M | -9.28%(-37.00K) | $80.90(-7.76%) | 2026-03-31 | |
| VPLS | VANGUARD MALVERN FDS | 2.97% | 343.1K | $26.6M | new | $77.85(-0.67%) | 2026-03-31 | |
| LVHI | LEGG MASON ETF INVT | 2.83% | 626.0K | $25.4M | +5.19%(+30.87K) | $30.10(+35.55%) | 2026-03-31 | |
| IGLB | ISHARES TR | 2.75% | 496.0K | $24.6M | +4.10%(+19.52K) | $49.94(-0.68%) | 2026-03-31 | |
| VLUE | ISHARES TR | 2.46% | 154.9K | $22.0M | +10350.13%(+153.39K) | $139.38(+24.78%) | 2026-03-31 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 2.35% | 188.0K | $21.1M | -15.90%(-35.55K) | $94.22(+46.34%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.08% | +22.79% |
| Top 20 Holdings Unweighted | +8.12% | +26.40% |
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