StockDriftsStockDriftsTop 50 Legacy Wealth Managment, LLC/ID Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XXV | SIMPLIFY EXCHANGE TRADED FUN | 10.11% | 895.6K | $20.3M | +35.20%(+233.19K) | $25.07(-4.90%) | 2026-03-31 | |
| NEOV | NEOVOLTA INC | 8.17% | 5.33M | $16.4M | -6.07%(-344.06K) | $3.07(-18.96%) | 2026-03-31 | |
| STEX | STREAMEX CORP | 3.96% | 7.03M | $7.9M | -0.80%(-56.38K) | $1.70(-43.04%) | 2026-03-31 | |
| BUFD | FIRST TR EXCHNG TRADED FD VI | 3.55% | 254.6K | $7.1M | +5.90%(+14.18K) | $26.79(+10.93%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 3.18% | 69.6K | $6.4M | +16.67%(+9.94K) | $91.74(-0.33%) | 2026-03-31 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 3.02% | 179.5K | $6.1M | +7.63%(+12.72K) | $30.86(+18.46%) | 2026-03-31 | |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | 2.84% | 161.4K | $5.7M | +0.39%(+625) | $33.30(+16.38%) | 2026-03-31 | |
| ICSH | ISHARES TR | 2.58% | 102.5K | $5.2M | -45.95%(-87.16K) | $50.64(-0.40%) | 2026-03-31 | |
| BUFT | FIRST TR EXCHNG TRADED FD VI | 2.48% | 201.0K | $5.0M | +2.47%(+4.84K) | $23.59(+9.79%) | 2026-03-31 | |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 1.72% | 57.6K | $3.4M | -0.09%(-50) | $59.88(-0.18%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -5.00% | -14.25% |
| Top 20 Holdings Unweighted | +16.04% | +56.25% |
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