StockDriftsStockDriftsTop 50 Partnership Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 16.89% | 115.4K | $22.1M | +91.83%(+55.24K) | $183.38(+10.83%) | 2026-03-31 | |
| LLY | ELI LILLY & CO COM | 14.84% | 21.2K | $19.5M | -0.35%(-75) | $578.27(+71.00%) | 2026-03-31 | |
| IJH | ISHARES CORE S&P MID-CAP ETF | 8.34% | 161.9K | $10.9M | -4.11%(-6.95K) | $58.10(+26.11%) | 2026-03-31 | |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 7.34% | 210.8K | $9.6M | -7.85%(-17.96K) | $36.69(+34.09%) | 2026-03-31 | |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 6.67% | 70.3K | $8.7M | -3.86%(-2.83K) | $108.77(+26.97%) | 2026-03-31 | |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 2.4% | 55.6K | $3.1M | -61.40%(-88.37K) | $47.89(+25.21%) | 2026-03-31 | |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | 2.22% | 37.2K | $2.9M | -3.88%(-1.50K) | $63.97(+30.79%) | 2026-03-31 | |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 2.17% | 6.7K | $2.8M | -60.93%(-10.41K) | $323.75(-62.81%) | 2026-03-31 | |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | 2.04% | 57.0K | $2.7M | -3.82%(-2.27K) | $39.19(+31.74%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON COM | 1.9% | 10.2K | $2.5M | +1.74%(+174) | $157.43(+43.27%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.31% | +37.92% |
| Top 20 Holdings Unweighted | +9.16% | +30.07% |
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