StockDriftsStockDriftsTop 50 Perspective Wealth Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 14.59% | 34.6K | $22.5M | +12.56%(+3.86K) | $673.17(+10.64%) | 2026-03-31 | |
| HEFA | ISHARES TR | 7.22% | 261.8K | $11.1M | +12.18%(+28.44K) | $40.64(+14.04%) | 2026-03-31 | |
| IJH | ISHARES TR | 5.59% | 127.7K | $8.6M | +7.19%(+8.57K) | $65.71(+15.80%) | 2026-03-31 | |
| SJNK | SPDR SERIES TRUST | 5.51% | 339.9K | $8.5M | +38.84%(+95.10K) | $25.37(-1.75%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 5.16% | 13.8K | $8.0M | +19.22%(+2.22K) | $605.47(+17.69%) | 2026-03-31 | |
| FNDE | SCHWAB STRATEGIC TR | 4.18% | 168.3K | $6.4M | +10.86%(+16.48K) | $36.21(+8.86%) | 2026-03-31 | |
| FLDR | FIDELITY MERRIMACK STR TR | 4.01% | 123.6K | $6.2M | +13.36%(+14.57K) | $50.21(-0.17%) | 2026-03-31 | |
| IJR | ISHARES TR | 3.76% | 46.6K | $5.8M | +6.92%(+3.02K) | $119.68(+22.39%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.73% | 8.8K | $5.7M | +1.92%(+166) | $676.97(+10.56%) | 2026-03-31 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 3.42% | 47.0K | $5.3M | +16.68%(+6.72K) | $119.55(+26.16%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -3.32% | -9.62% |
| Top 20 Holdings Unweighted | -0.01% | -0.03% |
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