Top 50 Peck Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | 9.48% | 29.5K | $9.4M | -0.34%(-100) | $316.05(+16.68%) | 2026-03-31 | |
| AAPL | APPLE INC | 7.42% | 29.1K | $7.4M | -1.29%(-382) | $234.37(+31.69%) | 2026-03-31 | |
| JPIE | JPMORGAN INCOME ETF | 3.85% | 83.4K | $3.8M | +6.31%(+4.95K) | $46.35(-1.00%) | 2026-03-31 | |
| JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | 3.35% | 54.4K | $3.3M | -11.72%(-7.22K) | $61.48(+17.08%) | 2026-03-31 | |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | 3.32% | 20.0K | $3.3M | -0.12%(-24) | $148.57(+21.88%) | 2026-03-31 | |
| NVDA | NVIDIA CORP | 3.22% | 18.4K | $3.2M | -2.64%(-500) | $172.29(+13.09%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.81% | 7.6K | $2.8M | +0.00%(+0) | $507.68(-23.08%) | 2026-03-31 | |
| JBND | JPMORGAN ACTIVE BOND ETF | 2.71% | 50.3K | $2.7M | -0.55%(-276) | $53.98(-1.30%) | 2026-03-31 | |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | 2.48% | 48.7K | $2.5M | +2.25%(+1.07K) | $45.75(+24.91%) | 2026-03-31 | |
| AMZN | AMAZON.COM INC | 2.45% | 11.7K | $2.4M | -0.85%(-100) | $219.48(+10.57%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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