StockDriftsStockDriftsTop 50 LWM Advisory Services, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | TATE STR SPDR S&P 500 ETF T | 15.19% | 21.9K | $14.2M | -51.61%(-23.32K) | $577.49(+28.54%) | 2026-03-31 | |
| AAPL | APPLE INC | 8.77% | 32.3K | $8.2M | +3.33%(+1.04K) | $180.58(+65.51%) | 2026-03-31 | |
| USFR | WISDOMTREE TR | 5.78% | 107.5K | $5.4M | +16.22%(+15.00K) | $50.31(+0.23%) | 2026-03-31 | |
| JMUB | J P MORGAN EXCHANGE TRADED F | 4.56% | 85.4K | $4.3M | -46.24%(-73.41K) | $49.65(+1.14%) | 2026-03-31 | |
| GLDM | WORLD GOLD TR | 4.5% | 45.5K | $4.2M | -71.13%(-112.09K) | $56.50(+64.22%) | 2026-03-31 | |
| JFLX | J P MORGAN EXCHANGE TRADED F | 4.2% | 79.1K | $3.9M | -69.28%(-178.40K) | $50.22(-0.41%) | 2026-03-31 | |
| EELV | INVESCO EXCH TRADED FD TR II | 3.77% | 125.7K | $3.5M | -66.74%(-252.17K) | $23.98(+19.98%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.62% | 7.1K | $3.4M | -30.99%(-3.17K) | $332.19(+46.16%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.27% | 14.7K | $3.1M | -11.22%(-1.86K) | $162.77(+65.95%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.98% | 15.8K | $2.8M | -38.55%(-9.93K) | $69.16(+226.54%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.92% | +40.20% |
| Top 20 Holdings Unweighted | +12.53% | +42.50% |
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