StockDriftsStockDriftsTop 50 Karpus Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS S&P 500 ETF SH | 7.32% | 392.9K | $234.8M | -7.10%(-30.04K) | $332.77(+106.67%) | 2026-03-31 | |
| MHD | BLACKROCK MUNIHOLDINGS FUND INC | 7.05% | 20.03M | $226.0M | +135.95%(+11.54M) | $11.59(+0.89%) | 2026-03-31 | |
| BLV | VANGUARD BD INDEX FD INC LONG TERM BOND | 4.23% | 1.97M | $135.5M | +0.29%(+5.66K) | $70.24(-3.11%) | 2026-03-31 | |
| BTT | BLACKROCK 2030 MUNICIPAL TARGET TERM TRUST | 3.32% | 4.69M | $106.4M | +1.53%(+70.59K) | $21.19(+7.53%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS SMALL CP ETF | 2.63% | 321.7K | $84.3M | -3.89%(-13.02K) | $143.51(+99.99%) | 2026-03-31 | |
| MYN | BLACKROCK MUNIYIELD NEW YORK QUALITY FUND INC | 2.44% | 8.16M | $78.3M | +232.24%(+5.70M) | $9.84(+1.53%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX FD ALLWRLD EX US | 2.29% | 976.7K | $73.4M | +5.79%(+53.47K) | $63.59(+30.33%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF | 2.23% | 1.32M | $71.4M | +2.12%(+27.46K) | $44.01(+36.24%) | 2026-03-31 | |
| WIA | WESTERN ASSET CLYM INFL SEC IN COM SH BEN INT | 2.1% | 8.35M | $67.4M | +2.49%(+202.81K) | $9.73(-15.91%) | 2026-03-31 | |
| FINS | ANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUST | 1.87% | 4.70M | $59.9M | -8.80%(-453.19K) | $12.77(+0.80%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.74% | +14.92% |
| Top 20 Holdings Unweighted | +4.21% | +13.18% |
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