StockDriftsStockDriftsTop 50 Pinkerton Wealth, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | 6.9% | 191.3K | $75.8M | +39.86%(+54.53K) | $292.36(+43.07%) | 2026-03-31 | |
| IYZ | ISHARES TR | 5.39% | 1.75M | $59.3M | +39.48%(+494.93K) | $30.40(+39.50%) | 2026-03-31 | |
| IYW | ISHARES TR | 5.16% | 283.9K | $56.7M | +39.27%(+80.07K) | $166.51(+35.23%) | 2026-03-31 | |
| IYH | ISHARES TR | 5.1% | 861.2K | $56.1M | +39.84%(+245.35K) | $62.33(-1.82%) | 2026-03-31 | |
| IDU | ISHARES TR | 5.04% | 511.7K | $55.4M | +39.43%(+144.69K) | $104.95(+11.45%) | 2026-03-31 | |
| SPY | SPDR S&P 500 ETF TR | 4.36% | 70.2K | $47.9M | +2.52%(+1.73K) | $511.90(+41.39%) | 2026-03-31 | |
| SSO | PROSHARES TR | 3.95% | 749.1K | $43.4M | +10.57%(+71.60K) | $47.13(+35.44%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 3.46% | 488.7K | $38.1M | -3.13%(-15.81K) | $84.13(-8.85%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 3.44% | 1.41M | $37.8M | -3.84%(-56.14K) | $15.56(+83.14%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 2.79% | 1.27M | $30.6M | -4.24%(-56.39K) | $15.45(+72.44%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.15% | +52.68% |
| Top 20 Holdings Unweighted | +12.21% | +41.28% |
Sign up free to track Pinkerton Wealth, Llc, compare funds side by side, and get alerts the moment positions change.