StockDriftsStockDriftsTop 50 Integrated Wealth Concepts Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BKLC | BNY MELLON | 2.88% | 2.89M | $360.7M | +19.29%(+467.33K) | $99.25(+42.43%) | 2026-03-31 | |
| ACIO | APTUS COLLARED | 2.63% | 7.86M | $329.7M | +29.26%(+1.78M) | $39.00(+18.36%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.05% | 1.01M | $257.3M | +80.34%(+451.67K) | $189.46(+58.47%) | 2026-03-31 | |
| IVV | ISHARES CORE | 1.86% | 357.6K | $233.6M | +33.73%(+90.20K) | $467.72(+58.74%) | 2026-03-31 | |
| NVDA | NVIDIA CORP | 1.71% | 1.23M | $214.9M | +102.79%(+624.61K) | $117.39(+91.95%) | 2026-03-31 | |
| DRSK | APTUS DEFINED | 1.61% | 7.39M | $202.1M | +23.90%(+1.43M) | $27.50(+5.97%) | 2026-03-31 | |
| BBIN | JPMORGAN BETABUILDERS | 1.35% | 2.32M | $169.3M | +14.91%(+300.50K) | $62.45(+22.39%) | 2026-03-31 | |
| QUAL | ISHARES MSCI | 1.2% | 785.0K | $150.6M | +49.65%(+260.44K) | $145.08(+45.06%) | 2026-03-31 | |
| SPY | STATE STREET | 1.19% | 228.9K | $148.9M | +117.04%(+123.44K) | $574.34(+28.70%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.07% | 360.8K | $133.6M | +64.92%(+142.03K) | $337.82(+24.89%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.40% | +49.70% |
| Top 20 Holdings Unweighted | +13.84% | +47.53% |
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