StockDriftsStockDriftsTop 50 J.E. Simmons & Co., P.C. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 21.46% | 49.1K | $32.1M | -3.34%(-1.70K) | $677.12(+10.13%) | 2026-03-31 | |
| SPTL | SPDR SERIES TRUST | 8.67% | 492.6K | $13.0M | +153.94%(+298.63K) | $26.51(-2.76%) | 2026-03-31 | |
| FNDX | SCHWAB STRATEGIC TR | 7.76% | 416.7K | $11.6M | -2.22%(-9.46K) | $26.75(+13.96%) | 2026-03-31 | |
| FNDF | SCHWAB STRATEGIC TR | 7.72% | 236.0K | $11.5M | -8.63%(-22.30K) | $44.08(+21.49%) | 2026-03-31 | |
| ELMD | ELECTROMED INC | 7.72% | 492.8K | $11.5M | +0.00%(+0) | $26.84(+26.81%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 6.2% | 159.3K | $9.3M | +3.10%(+4.79K) | $59.99(+10.75%) | 2026-03-31 | |
| IUSB | ISHARES TR | 4.65% | 150.4K | $6.9M | +60.85%(+56.90K) | $46.53(-1.15%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.56% | 98.6K | $5.3M | -18.48%(-22.34K) | $53.97(+11.06%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.36% | 8.7K | $5.0M | -0.53%(-46) | $607.34(+17.68%) | 2026-03-31 | |
| BAI | BLACKROCK ETF TRUST | 3.01% | 136.6K | $4.5M | +4.00%(+5.26K) | $33.71(+43.65%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -13.12% | -34.41% |
| Top 20 Holdings Unweighted | -8.70% | -23.89% |
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