Top 50 Investment Management Corp /Va/ /Adv Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LOW | LOWES COS INC | 19.69% | 97.0K | $22.9M | +0.04%(+43) | $258.73(-14.80%) | 2026-03-31 | |
| PPA | INVESCO EXCHANGE TRADED FD T | 12.49% | 87.8K | $14.5M | -1.51%(-1.35K) | $115.10(+47.27%) | 2026-03-31 | |
| NOCT | INNOVATOR ETFS TRUST | 8.89% | 183.6K | $10.4M | -1.04%(-1.93K) | $50.64(+21.86%) | 2026-03-31 | |
| DDTL | INNOVATOR ETFS TRUST | 8.31% | 468.0K | $9.7M | -0.46%(-2.16K) | $20.47(+6.11%) | 2026-03-31 | |
| IVV | ISHARES TR | 8.23% | 14.7K | $9.6M | -0.66%(-97) | $583.16(+27.88%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 6.31% | 17.1K | $7.3M | -1.85%(-321) | $243.10(+77.09%) | 2026-03-31 | |
| XLU | SELECT SECTOR SPDR TR | 3.52% | 89.4K | $4.1M | +0.19%(+168) | $41.62(+7.34%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 2.31% | 18.1K | $2.7M | +1.16%(+208) | $128.10(+21.50%) | 2026-03-31 | |
| KJAN | INNOVATOR ETFS TRUST | 1.85% | 51.7K | $2.2M | +0.84%(+430) | $37.25(+19.15%) | 2026-03-31 | |
| IVW | ISHARES TR | 1.66% | 17.1K | $1.9M | +0.00%(+0) | $98.90(+38.77%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.40% | +34.57% |
| Top 20 Holdings Unweighted | +10.45% | +34.74% |
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