StockDriftsStockDriftsTop 50 OakTrust Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPTS | SPDR SERIES TRUST | 13.24% | 498.4K | $14.5M | +2.90%(+14.03K) | $29.30(-0.88%) | 2026-03-31 | |
| JPLD | J P MORGAN EXCHANGE TRADED F | 7.84% | 165.0K | $8.6M | +35.10%(+42.86K) | $52.37(-0.42%) | 2026-03-31 | |
| NEAR | ISHARES U S ETF TR | 6.82% | 147.3K | $7.5M | +4.76%(+6.69K) | $51.18(-0.92%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 5.88% | 9.9K | $6.5M | +14.52%(+1.26K) | $673.05(+10.29%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 5.39% | 129.8K | $5.9M | +6.11%(+7.47K) | $46.12(-1.33%) | 2026-03-31 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 5.03% | 73.4K | $5.5M | +13.38%(+8.67K) | $74.19(+11.05%) | 2026-03-31 | |
| GLDM | WORLD GOLD TR | 4.71% | 55.9K | $5.2M | -11.50%(-7.26K) | $80.91(+14.67%) | 2026-03-31 | |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 4.37% | 176.3K | $4.8M | +5.44%(+9.10K) | $27.67(-0.66%) | 2026-03-31 | |
| COWZ | PACER FDS TR | 3.89% | 68.4K | $4.3M | +3.35%(+2.22K) | $58.90(+6.89%) | 2026-03-31 | |
| DIVO | AMPLIFY ETF TR | 3.89% | 95.2K | $4.3M | +10.85%(+9.31K) | $44.55(+1.98%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -0.85% | -2.53% |
| Top 20 Holdings Unweighted | -4.86% | -13.88% |
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