StockDriftsStockDriftsTop 50 Leelyn Smith, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MGK | VANGUARD WORLD FD | 7.83% | 152.0K | $55.9M | +6.12%(+8.77K) | $39.29(+125.80%) | 2026-03-31 | |
| MOAT | VANECK ETF TRUST | 6.94% | 511.6K | $49.5M | +4.11%(+20.19K) | $65.26(+52.40%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 6.83% | 1.59M | $48.7M | +2.83%(+43.72K) | $23.62(+34.43%) | 2026-03-31 | |
| FLXR | TCW ETF TRUST | 4.36% | 791.2K | $31.1M | +7.27%(+53.63K) | $39.65(-1.18%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 4.31% | 674.3K | $30.8M | +7.46%(+46.84K) | $45.99(-1.04%) | 2026-03-31 | |
| JSMD | JANUS DETROIT STR TR | 4.12% | 370.4K | $29.4M | +2.49%(+9.00K) | $64.47(+44.57%) | 2026-03-31 | |
| USMV | ISHARES TR | 2.14% | 164.3K | $15.2M | +4.60%(+7.23K) | $68.09(+38.50%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.01% | 82.3K | $14.4M | -1.11%(-923) | $37.50(+502.26%) | 2026-03-31 | |
| VNLA | JANUS DETROIT STR TR | 2% | 292.4K | $14.3M | -6.18%(-19.27K) | $48.55(+0.85%) | 2026-03-31 | |
| PULS | PGIM ETF TR | 1.88% | 271.5K | $13.4M | -7.69%(-22.60K) | $49.71(-0.18%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.29% | +41.60% |
| Top 20 Holdings Unweighted | +16.43% | +57.82% |
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