StockDriftsStockDriftsTop 50 Outlook Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 4.43% | 28.0K | $18.3M | -14.75%(-4.85K) | $489.81(+48.42%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 3.95% | 83.3K | $16.3M | +6.06%(+4.76K) | $137.25(+50.47%) | 2026-03-31 | |
| BSEP | INNOVATOR ETFS TRUST | 3.7% | 318.0K | $15.3M | -21.05%(-84.77K) | $46.10(+11.70%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.39% | 24.3K | $14.0M | -8.82%(-2.35K) | $341.95(+99.33%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.12% | 73.9K | $12.9M | -1.80%(-1.36K) | $50.40(+289.86%) | 2026-03-31 | |
| HYDB | ISHARES TR | 2.78% | 247.3K | $11.5M | -10.42%(-28.78K) | $47.16(-0.77%) | 2026-03-31 | |
| IDV | ISHARES TR | 2.42% | 234.7K | $10.0M | +56.26%(+84.51K) | $37.00(+19.79%) | 2026-03-31 | |
| QSPT | FIRST TR EXCHNG TRADED FD VI | 2.31% | 312.1K | $9.6M | -18.14%(-69.14K) | $30.31(+11.43%) | 2026-03-31 | |
| IJR | ISHARES TR | 2.23% | 74.0K | $9.2M | +1187.87%(+68.23K) | $119.85(+15.24%) | 2026-03-31 | |
| IEFA | ISHARES TR | 2.05% | 93.5K | $8.5M | +68.67%(+38.05K) | $77.47(+23.19%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.82% | +36.09% |
| Top 20 Holdings Unweighted | +10.40% | +34.54% |
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