StockDriftsStockDriftsTop 50 Liberty Square Wealth Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RDVY | FIRST TR EXCHANGE TRADED FD | 15.34% | 805.3K | $55.0M | +9.42%(+69.30K) | $63.16(+26.88%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 14.3% | 669.7K | $51.3M | +11.42%(+68.62K) | $72.58(+20.79%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 7.54% | 45.2K | $27.0M | -7.73%(-3.79K) | $533.29(+28.42%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 6.22% | 262.7K | $22.3M | +20.45%(+44.60K) | $80.65(+11.49%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.13% | 72.5K | $18.4M | -3.11%(-2.33K) | $232.47(+32.76%) | 2026-03-31 | |
| HYDB | ISHARES TR | 5.12% | 394.1K | $18.3M | +19.72%(+64.92K) | $47.42(-1.80%) | 2026-03-31 | |
| FSMD | FIDELITY COVINGTON TRUST | 3.96% | 317.6K | $14.2M | +22.18%(+57.65K) | $43.66(+18.26%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.48% | 21.6K | $12.5M | +16.47%(+3.05K) | $532.61(+33.79%) | 2026-03-31 | |
| CLSE | TRUST FOR PROFESSIONAL MANAG | 3.04% | 387.1K | $10.9M | +23.08%(+72.60K) | $25.93(+28.28%) | 2026-03-31 | |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 2.66% | 92.2K | $9.5M | +11.71%(+9.66K) | $100.85(+12.38%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.90% | +25.63% |
| Top 20 Holdings Unweighted | +6.46% | +20.65% |
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