StockDriftsStockDriftsTop 50 Ivc Wealth Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 8.82% | 46.5K | $20.3M | +0.15%(+71) | $42.04(+100.54%) | 2026-03-31 | |
| PVAL | PUTNAM ETF TRUST | 6.47% | 321.0K | $14.9M | +2.95%(+9.20K) | $38.74(+27.59%) | 2026-03-31 | |
| AAPL | APPLE INC | 6.16% | 55.9K | $14.2M | -0.56%(-313) | $124.88(+127.56%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 5.4% | 219.5K | $12.4M | +8.23%(+16.69K) | $55.44(+1.91%) | 2026-03-31 | |
| JAAA | JANUS DETROIT STR TR | 3.91% | 178.8K | $9.0M | +9.19%(+15.05K) | $50.71(-0.30%) | 2026-03-31 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 3.65% | 151.5K | $8.4M | +12.43%(+16.74K) | $54.72(+7.93%) | 2026-03-31 | |
| USIG | ISHARES TR | 3.47% | 155.9K | $8.0M | +2.60%(+3.96K) | $53.39(-4.26%) | 2026-03-31 | |
| JMBS | JANUS DETROIT STR TR | 2.8% | 142.8K | $6.5M | +7.15%(+9.54K) | $45.20(-0.15%) | 2026-03-31 | |
| VOE | VANGUARD INDEX FDS | 2.73% | 34.1K | $6.3M | +12.42%(+3.77K) | $149.28(+29.78%) | 2026-03-31 | |
| VOT | VANGUARD INDEX FDS | 2.73% | 24.4K | $6.3M | +16.37%(+3.43K) | $230.12(+25.65%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.63% | +39.12% |
| Top 20 Holdings Unweighted | +11.32% | +37.95% |
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