StockDriftsStockDriftsTop 50 Legacy Capital Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPMO | INVESCO EXCH TRADED FD TR II | 9.13% | 139.3K | $15.6M | +3.87%(+5.20K) | $120.02(+25.67%) | 2026-03-31 | |
| JAAA | JANUS DETROIT STR TR | 5.81% | 197.2K | $9.9M | -13.80%(-31.58K) | $50.75(-0.40%) | 2026-03-31 | |
| SCIO | FIRST TR EXCHANGE-TRADED FD | 5.56% | 461.1K | $9.5M | +44.56%(+142.14K) | $20.76(-0.53%) | 2026-03-31 | |
| UDEC | INNOVATOR ETFS TRUST | 5.12% | 225.6K | $8.8M | +4.60%(+9.92K) | $39.02(+6.80%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.41% | 43.2K | $7.5M | +13.68%(+5.20K) | $160.58(+21.33%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 4.22% | 169.9K | $7.2M | +2.68%(+4.44K) | $42.84(+14.26%) | 2026-03-31 | |
| GRNY | TIDAL TRUST I | 2.91% | 208.4K | $5.0M | +4.15%(+8.30K) | $24.85(+10.93%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.82% | 7.4K | $4.8M | -2.03%(-154) | $579.92(+28.43%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.73% | 18.4K | $4.7M | +33.05%(+4.58K) | $239.92(+28.64%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.51% | 20.6K | $4.3M | +33.94%(+5.22K) | $211.94(+14.50%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -6.16% | -17.38% |
| Top 20 Holdings Unweighted | -5.69% | -16.12% |
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