StockDriftsStockDriftsTop 50 Legacy Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | 24% | 467.2K | $47.0M | +130.90%(+264.85K) | $100.53(-0.09%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 9.5% | 367.7K | $18.6M | -13.71%(-58.43K) | $50.66(-0.47%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 8.81% | 26.5K | $17.3M | +71.57%(+11.07K) | $670.75(+11.04%) | 2026-03-31 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 6.96% | 19 | $13.6M | +0.00%(+0) | $754500.00(+0.94%) | 2026-03-31 | |
| BUFC | AB ACTIVE ETFS INC | 3.37% | 162.6K | $6.6M | -0.10%(-168) | $40.98(+3.79%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.97% | 18.1K | $5.8M | +3.36%(+590) | $331.60(+11.21%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.91% | 22.5K | $5.7M | +24.64%(+4.45K) | $263.16(+17.28%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.51% | 28.2K | $4.9M | +37.11%(+7.63K) | $184.89(+5.38%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 2.25% | 48.1K | $4.4M | +2.38%(+1.12K) | $91.56(-0.14%) | 2026-03-31 | |
| YEAR | AB ACTIVE ETFS INC | 1.99% | 77.3K | $3.9M | +0.99%(+760) | $50.58(-0.67%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -5.61% | -15.90% |
| Top 20 Holdings Unweighted | -7.29% | -20.32% |
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