Top 50 Parkway Wealth Management Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 11.15% | 191.8K | $88.1M | +1.76%(+3.33K) | $80.56(+8.63%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 11.09% | 432.0K | $87.7M | -0.79%(-3.45K) | $188.74(+10.40%) | 2026-03-31 | |
| SGOV | ISHARES TR | 6.56% | 516.2K | $51.9M | +6346.55%(+508.17K) | $100.52(-0.01%) | 2026-03-31 | |
| SHLD | GLOBAL X FDS | 4.65% | 494.8K | $36.7M | -21.12%(-132.45K) | $67.51(-5.52%) | 2026-03-31 | |
| QTUM | ETF SER SOLUTIONS | 4.57% | 311.2K | $36.1M | -16.14%(-59.91K) | $107.29(+36.82%) | 2026-03-31 | |
| EWI | ISHARES INC | 4.49% | 622.6K | $35.5M | +1.51%(+9.25K) | $53.14(+10.86%) | 2026-03-31 | |
| EZA | ISHARES INC | 4.2% | 457.5K | $33.2M | new | $68.30(+3.62%) | 2026-03-31 | |
| IJR | ISHARES TR | 3.24% | 195.8K | $25.6M | -8.95%(-19.25K) | $119.51(+13.20%) | 2026-03-31 | |
| IWS | ISHARES TR | 3.19% | 165.6K | $25.2M | -0.91%(-1.53K) | $140.36(+12.13%) | 2026-03-31 | |
| IWP | ISHARES TR | 3.06% | 184.1K | $24.2M | +13.68%(+22.15K) | $138.82(-1.74%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -6.79% | -19.02% |
| Top 20 Holdings Unweighted | -3.98% | -11.47% |
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