StockDriftsStockDriftsTop 50 Mowery & Schoenfeld Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PRF | INVESCO EXCHANGE TRADED FD T | 7.66% | 105.5K | $5.0M | +31.48%(+25.27K) | $44.69(+17.80%) | 2026-03-31 | |
| FTEC | FIDELITY COVINGTON TRUST | 6.34% | 19.9K | $4.1M | -33.19%(-9.91K) | $168.71(+60.48%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 5.45% | 91.8K | $3.6M | -1.44%(-1.34K) | $29.31(+47.46%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.37% | 13.8K | $3.5M | -5.76%(-846) | $190.57(+56.83%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 5.04% | 18.9K | $3.3M | -24.01%(-5.98K) | $143.53(+57.34%) | 2026-03-31 | |
| SH | PROSHARES TR | 4.55% | 78.4K | $3.0M | new | $36.98(-9.65%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.31% | 9.8K | $2.8M | -2.86%(-289) | $178.23(+125.91%) | 2026-03-31 | |
| NOBL | PROSHARES TR | 3.97% | 24.5K | $2.6M | -3.05%(-772) | $93.40(+13.57%) | 2026-03-31 | |
| HECA | ETF OPPORTUNITIES TRUST | 3% | 68.1K | $2.0M | new | $28.26(-1.27%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.82% | 6.4K | $1.8M | -1.55%(-101) | $151.80(+162.87%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.86% | +51.52% |
| Top 20 Holdings Unweighted | +12.46% | +42.23% |
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