StockDriftsStockDriftsTop 50 Jacksonville Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 12.63% | 28.7K | $18.7M | +11.00%(+2.85K) | $594.58(+24.85%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 9.04% | 23.2K | $13.4M | +8.64%(+1.84K) | $514.12(+39.02%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 8.9% | 68.7K | $13.2M | +15.43%(+9.18K) | $180.06(+12.70%) | 2026-03-31 | |
| DIA | STATE STR SPDR DOW JONES IND | 8.12% | 26.0K | $12.0M | +11.00%(+2.57K) | $432.90(+14.84%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 7.51% | 63.7K | $11.1M | -3.76%(-2.49K) | $127.95(+76.50%) | 2026-03-31 | |
| IWM | ISHARES TR | 4.34% | 25.9K | $6.4M | +18.30%(+4.00K) | $224.92(+25.68%) | 2026-03-31 | |
| SPMD | SPDR SERIES TRUST | 3.63% | 90.8K | $5.4M | +17.61%(+13.60K) | $55.31(+15.93%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.85% | 16.6K | $4.2M | -2.12%(-360) | $232.35(+28.63%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 2.36% | 61.9K | $3.5M | +34.05%(+15.71K) | $53.61(+12.25%) | 2026-03-31 | |
| MOAT | VANECK ETF TRUST | 2.33% | 35.6K | $3.4M | +12.40%(+3.93K) | $94.98(+4.72%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.74% | +25.06% |
| Top 20 Holdings Unweighted | +5.90% | +18.78% |
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