StockDriftsStockDriftsTop 50 PKS Advisory Services, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 11.03% | 7.6K | $47.4M | -89.61%(-65.35K) | $582.36(+29.06%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 6.72% | 44.3K | $28.9M | +5.81%(+2.43K) | $590.51(+26.70%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 6.6% | 49.2K | $28.4M | +3.69%(+1.75K) | $503.28(+43.02%) | 2026-03-31 | |
| IJH | ISHARES TR | 4.73% | 301.2K | $20.4M | +0.20%(+592) | $62.25(+17.97%) | 2026-03-31 | |
| IJR | ISHARES TR | 4.62% | 159.8K | $19.9M | -0.46%(-741) | $115.91(+17.45%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.38% | 57.2K | $14.5M | -2.57%(-1.51K) | $214.12(+39.27%) | 2026-03-31 | |
| IVW | ISHARES TR | 1.96% | 74.4K | $8.4M | +4.26%(+3.04K) | $100.20(+38.64%) | 2026-03-31 | |
| IEFA | ISHARES TR | 1.49% | 70.7K | $6.4M | +1.21%(+847) | $76.69(+26.36%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 1.33% | 17.8K | $5.7M | +4.08%(+697) | $289.52(+26.90%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.22% | 29.9K | $5.2M | -4.48%(-1.41K) | $132.46(+77.97%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.90% | +59.76% |
| Top 20 Holdings Unweighted | +13.83% | +47.47% |
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