StockDriftsStockDriftsTop 17 Mueller Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 17.88% | 292.8K | $22.4M | -35.75%(-162.95K) | $79.28(+10.20%) | 2026-03-31 | |
| SPAB | SPDR SERIES TRUST | 17.4% | 851.4K | $21.8M | +11.78%(+89.71K) | $25.79(-1.35%) | 2026-03-31 | |
| IDEV | ISHARES TR | 16.18% | 242.7K | $20.3M | +393.62%(+193.57K) | $82.68(+8.30%) | 2026-03-31 | |
| SPTM | SPDR SERIES TRUST | 11.78% | 186.8K | $14.8M | -1.48%(-2.81K) | $81.58(+10.19%) | 2026-03-31 | |
| USFR | WISDOMTREE TR | 11.43% | 284.8K | $14.3M | +6.35%(+17.00K) | $50.30(+0.24%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 9.68% | 463.3K | $12.1M | +6.06%(+26.49K) | $26.74(-1.50%) | 2026-03-31 | |
| IWV | ISHARES TR | 5.98% | 20.2K | $7.5M | +3.62%(+708) | $382.75(+9.75%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 5.44% | 28.7K | $6.8M | new | $245.27(+19.93%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.25% | 9.0K | $1.6M | +0.00%(+0) | $186.54(+21.06%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 0.69% | 2.7K | $864K | -0.55%(-15) | $331.72(+9.95%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -12.28% | -32.50% |
| Top 20 Holdings Unweighted | -10.06% | -27.26% |
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