StockDriftsStockDriftsTop 50 Investment Advisory Services Inc /Tx /Adv Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | 11.03% | 161.3K | $34.7M | -0.76%(-1.23K) | $133.49(+71.46%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 9.57% | 52.2K | $30.1M | -2.02%(-1.08K) | $345.02(+97.56%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 4.76% | 264.3K | $15.0M | -12.97%(-39.37K) | $56.21(+0.52%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.31% | 36.6K | $13.6M | -1.97%(-738) | $162.86(+152.60%) | 2026-03-31 | |
| WMT | WALMART INC | 3.93% | 99.5K | $12.4M | -2.00%(-2.03K) | $41.25(+217.09%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.74% | 46.3K | $11.8M | -1.15%(-538) | $80.38(+253.56%) | 2026-03-31 | |
| COWZ | PACER FDS TR | 3.45% | 173.2K | $10.8M | -2.79%(-4.97K) | $50.91(+25.05%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 2.71% | 50.2K | $8.5M | -0.18%(-90) | $64.38(+140.57%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 2.47% | 252.9K | $7.8M | -3.64%(-9.57K) | $24.81(+27.71%) | 2026-03-31 | |
| FFLG | FIDELITY COVINGTON TRUST | 2.31% | 261.4K | $7.3M | +3.07%(+7.79K) | $19.65(+67.11%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.47% | +38.51% |
| Top 20 Holdings Unweighted | +10.95% | +36.59% |
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