StockDriftsStockDriftsTop 50 Mas Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 8.11% | 7.7K | $5.1M | -0.79%(-61) | $576.54(+20.25%) | 2025-09-30 | |
| BND | VANGUARD BD INDEX FDS | 6.34% | 53.9K | $4.0M | -3.47%(-1.94K) | $72.95(+1.70%) | 2025-09-30 | |
| IEI | ISHARES TR | 5.66% | 29.9K | $3.6M | -20.72%(-7.82K) | $116.44(+2.59%) | 2025-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 5.66% | 131.0K | $3.6M | -0.92%(-1.22K) | $26.33(+4.97%) | 2025-09-30 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 4.95% | 25.8K | $3.1M | -0.58%(-152) | $96.15(+26.24%) | 2025-09-30 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 4.9% | 65.9K | $3.1M | -3.39%(-2.31K) | $45.92(+2.64%) | 2025-09-30 | |
| XLK | SELECT SECTOR SPDR TR | 4.17% | 9.4K | $2.6M | +0.00%(+0) | $115.26(+27.13%) | 2025-09-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 3.88% | 43.0K | $2.5M | +3.27%(+1.36K) | $58.26(-0.41%) | 2025-09-30 | |
| JPME | J P MORGAN EXCHANGE TRADED F | 3.75% | 21.8K | $2.4M | +0.00%(+0) | $105.27(+4.52%) | 2025-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.53% | 37.2K | $2.2M | +0.00%(+0) | $50.21(+25.11%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.78% | +59.25% |
| Top 20 Holdings Unweighted | +17.94% | +64.07% |
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