StockDriftsStockDriftsTop 50 Pacific Excel Wealth Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FTCB | FIRST TR EXCHANGE-TRADED FD | 3.62% | 164.4K | $3.4M | +73.11%(+69.43K) | $21.20(-1.68%) | 2026-03-31 | |
| MGK | VANGUARD WORLD FD | 3.13% | 8.1K | $3.0M | +63.52%(+3.15K) | $80.16(+8.55%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 2.92% | 13.4K | $2.8M | +92.88%(+6.46K) | $166.28(+1.76%) | 2026-03-31 | |
| TDIV | FIRST TR EXCHANGE TRADED FD | 2.54% | 25.8K | $2.4M | +77.11%(+11.24K) | $96.64(+15.08%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.29% | 8.6K | $2.2M | +6.85%(+551) | $263.22(+17.25%) | 2026-03-31 | |
| MGV | VANGUARD WORLD FD | 2.27% | 14.9K | $2.2M | +68.63%(+6.06K) | $140.92(+16.40%) | 2026-03-31 | |
| AFLG | FIRST TR EXCHNG TRADED FD VI | 1.95% | 48.0K | $1.9M | +130.41%(+27.18K) | $38.89(+11.00%) | 2026-03-31 | |
| FTGS | FIRST TR EXCHANGE-TRADED FD | 1.73% | 48.4K | $1.6M | +87.16%(+22.56K) | $35.20(+7.37%) | 2026-03-31 | |
| IVV | ISHARES TR | 1.63% | 2.4K | $1.6M | +60.78%(+899) | $674.08(+11.03%) | 2026-03-31 | |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 1.63% | 31.2K | $1.6M | +44.02%(+9.53K) | $49.89(-0.32%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -7.35% | -20.48% |
| Top 20 Holdings Unweighted | -5.56% | -15.78% |
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