StockDriftsStockDriftsTop 31 Momentum Wealth Planning, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 29.91% | 50.7K | $33.1M | -0.65%(-331) | $587.08(+26.86%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 16.9% | 32.4K | $18.7M | +1.80%(+572) | $518.04(+37.56%) | 2026-03-31 | |
| SCHO | SCHWAB STRATEGIC TR | 8.79% | 400.3K | $9.7M | +51.04%(+135.27K) | $24.34(-1.04%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 4.79% | 68.6K | $5.3M | +0.89%(+604) | $76.91(-0.63%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 4.54% | 17.5K | $5.0M | -14.77%(-3.03K) | $222.51(+60.07%) | 2026-03-31 | |
| TSLA | TESLA INC | 3.48% | 10.4K | $3.9M | +2.66%(+269) | $249.55(+57.66%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 2.84% | 34.2K | $3.1M | +146.06%(+20.33K) | $91.60(-0.18%) | 2026-03-31 | |
| MU | MICRON TECHNOLOGY INC | 2.8% | 9.2K | $3.1M | new | $311.63(+213.06%) | 2026-03-31 | |
| NXST | NEXSTAR MEDIA GROUP INC | 2.65% | 16.2K | $2.9M | +0.00%(+0) | $174.70(+3.66%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 2.39% | 10.8K | $2.6M | new | $225.69(+16.55%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.78% | +15.05% |
| Top 20 Holdings Unweighted | -0.11% | -0.32% |
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