StockDriftsStockDriftsTop 50 Kellett Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 17.78% | 50.4K | $32.8M | -10.06%(-5.64K) | $538.24(+37.91%) | 2026-03-31 | |
| USEP | INNOVATOR ETFS TRUST | 10.8% | 515.3K | $19.9M | -12.54%(-73.92K) | $34.26(+19.32%) | 2026-03-31 | |
| IPKW | INVESCO EXCH TRADED FD TR II | 10.03% | 328.7K | $18.5M | +33.58%(+82.64K) | $47.81(+23.30%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 5.7% | 342.5K | $10.5M | +36.01%(+90.68K) | $26.94(+17.84%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 5.54% | 47.5K | $10.2M | +66.89%(+19.04K) | $199.10(+14.86%) | 2026-03-31 | |
| PG | PROCTER & GAMBLE CO | 4.6% | 58.8K | $8.5M | +8.42%(+4.57K) | $151.56(-6.15%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 4.47% | 14.3K | $8.2M | -3.23%(-477) | $391.38(+82.61%) | 2026-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 3.9% | 152.8K | $7.2M | new | $47.22(-0.94%) | 2026-03-31 | |
| XMMO | INVESCO EXCHANGE TRADED FD T | 2.93% | 37.2K | $5.4M | +4.84%(+1.72K) | $117.48(+43.01%) | 2026-03-31 | |
| IMCG | ISHARES TR | 2.42% | 56.6K | $4.5M | +4.88%(+2.63K) | $70.66(+27.52%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.63% | +35.42% |
| Top 20 Holdings Unweighted | +11.36% | +38.10% |
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