StockDriftsStockDriftsTop 12 Marks Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SHV | ISHARES TR | 62.68% | 2.16M | $238.2M | +25091.79%(+2.15M) | $110.27(-0.07%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 11.42% | 547.4K | $43.4M | +33.12%(+136.19K) | $79.83(-1.01%) | 2026-03-31 | |
| VLUE | ISHARES TR | 11.41% | 305.0K | $43.4M | +20.67%(+52.25K) | $132.36(+38.91%) | 2026-03-31 | |
| MAGS | LISTED FDS TR | 8.1% | 531.5K | $30.8M | -19.63%(-129.79K) | $62.76(+12.38%) | 2026-03-31 | |
| ILF | ISHARES TR | 5.6% | 599.7K | $21.3M | -11.79%(-80.11K) | $25.99(+35.79%) | 2026-03-31 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 0.39% | 26.8K | $1.5M | -8.14%(-2.37K) | $54.92(+9.04%) | 2026-03-31 | |
| BDX | BECTON DICKINSON & CO | 0.07% | 1.7K | $272K | +0.12%(+2) | $189.10(-23.76%) | 2026-03-31 | |
| MAR | MARRIOTT INTL INC NEW | 0.07% | 818 | $268K | +0.00%(+0) | $238.91(+46.58%) | 2026-03-31 | |
| BILS | SPDR SERIES TRUST | 0.07% | 2.6K | $260K | new | $99.34(-0.09%) | 2026-03-31 | |
| BA | BOEING CO | 0.06% | 1.2K | $243K | +0.00%(+0) | $176.26(+36.50%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -1.85% | -5.44% |
| Top 20 Holdings Unweighted | +1.64% | +5.00% |
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