StockDriftsStockDriftsTop 50 Modern Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | 3.93% | 5.02M | $228.8M | +38.27%(+1.39M) | $45.89(-0.84%) | 2026-03-31 | |
| JAAA | JANUS DETROIT STR TR | 2.38% | 2.76M | $138.8M | +5.16%(+135.18K) | $50.69(-0.10%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.27% | 517.0K | $132.2M | +4.46%(+22.05K) | $221.95(+34.36%) | 2026-03-31 | |
| SPTM | SPDR SERIES TRUST | 1.9% | 1.39M | $110.4M | -4.02%(-58.00K) | $71.24(+27.12%) | 2026-03-31 | |
| PVAL | PUTNAM ETF TRUST | 1.84% | 2.30M | $107.3M | +16.10%(+319.56K) | $42.33(+18.58%) | 2026-03-31 | |
| IVV | ISHARES TR | 1.78% | 157.7K | $103.8M | +4.06%(+6.15K) | $610.25(+23.16%) | 2026-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 1.76% | 2.19M | $102.5M | +19.45%(+355.94K) | $47.21(-0.95%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 1.65% | 297.8K | $96.2M | -2.42%(-7.40K) | $289.97(+26.70%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 1.62% | 1.22M | $94.3M | +28.65%(+272.22K) | $74.83(+17.67%) | 2026-03-31 | |
| VFLO | VICTORY PORTFOLIOS II | 1.61% | 2.36M | $93.7M | +18.03%(+361.00K) | $36.42(+17.25%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.38% | +30.86% |
| Top 20 Holdings Unweighted | +5.31% | +16.79% |
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