StockDriftsStockDriftsTop 50 New Insight Wealth Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 13.35% | 57.0K | $37.2M | +2.41%(+1.34K) | $510.05(+46.74%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 6.47% | 395.8K | $18.1M | +2.33%(+9.01K) | $45.37(+0.21%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 5.47% | 53.1K | $15.3M | -1.16%(-626) | $60.21(+33.72%) | 2026-03-31 | |
| VGT | VANGUARD WORLD FD | 3.83% | 15.3K | $10.7M | -0.05%(-7) | $62.62(+83.08%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 3.3% | 48.0K | $9.2M | -7.50%(-3.89K) | $165.70(+29.70%) | 2026-03-31 | |
| IXN | ISHARES TR | 3.18% | 88.7K | $8.9M | -0.34%(-300) | $72.54(+88.16%) | 2026-03-31 | |
| VIOO | VANGUARD ADMIRAL FDS INC | 3.17% | 76.9K | $8.8M | -11.33%(-9.82K) | $94.25(+43.89%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 3% | 273.1K | $8.4M | -12.65%(-39.55K) | $25.34(+27.83%) | 2026-03-31 | |
| FDVV | FIDELITY COVINGTON TRUST | 2.84% | 143.6K | $7.9M | +5.47%(+7.45K) | $54.04(+13.39%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.68% | 36.0K | $7.5M | +6.65%(+2.24K) | $155.66(+55.90%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.13% | +33.56% |
| Top 20 Holdings Unweighted | +11.66% | +39.22% |
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