StockDriftsStockDriftsTop 50 National Wealth Management Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TCAF | T ROWE PRICE ETF INC | 4.7% | 354.5K | $12.6M | +0.88%(+3.10K) | $30.93(+33.90%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.67% | 15.1K | $9.9M | -6.21%(-999) | $520.43(+43.81%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 3.46% | 121.2K | $9.3M | +57.11%(+44.07K) | $72.62(+20.72%) | 2026-03-31 | |
| TCHP | T ROWE PRICE ETF INC | 3.42% | 208.1K | $9.2M | -2.42%(-5.16K) | $34.66(+42.22%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.36% | 51.7K | $9.0M | -11.07%(-6.44K) | $84.84(+129.64%) | 2026-03-31 | |
| CGMM | CAPITAL GROUP EQUITY ETF TR | 2.73% | 249.9K | $7.3M | +2.22%(+5.44K) | $28.55(+14.60%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.49% | 11.6K | $6.7M | -1.42%(-167) | $407.60(+74.83%) | 2026-03-31 | |
| IDEV | ISHARES TR | 2.48% | 79.7K | $6.7M | +62.39%(+30.63K) | $71.94(+24.50%) | 2026-03-31 | |
| IJH | ISHARES TR | 2.05% | 81.3K | $5.5M | +60.26%(+30.59K) | $61.01(+24.71%) | 2026-03-31 | |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | 2.01% | 171.3K | $5.4M | +4.56%(+7.47K) | $31.43(+15.02%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.41% | +49.75% |
| Top 20 Holdings Unweighted | +14.90% | +51.69% |
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