StockDriftsStockDriftsTop 50 Portus Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ACWI | ISHARES TR | 15.31% | 117.5K | $16.3M | +1.43%(+1.66K) | $133.65(+16.63%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 10.02% | 365.2K | $10.6M | -8.02%(-31.86K) | $30.58(+12.24%) | 2026-03-31 | |
| CWI | SPDR INDEX SHS FDS | 9.64% | 279.8K | $10.2M | +16.73%(+40.10K) | $34.18(+17.75%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 6.68% | 36.2K | $7.1M | +95.01%(+17.62K) | $187.58(+11.08%) | 2026-03-31 | |
| GRNY | TIDAL TRUST I | 5.87% | 261.0K | $6.2M | +0.26%(+673) | $23.86(+13.04%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 4.12% | 142.5K | $4.4M | +13.43%(+16.87K) | $27.16(+16.88%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.7% | 11.3K | $2.9M | -7.38%(-902) | $235.56(+26.88%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.52% | 4.1K | $2.7M | +19.01%(+658) | $646.25(+14.86%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.41% | 14.7K | $2.6M | -0.75%(-110) | $172.80(+30.69%) | 2026-03-31 | |
| SLQD | ISHARES TR | 2.37% | 49.8K | $2.5M | +10.34%(+4.67K) | $50.70(-0.69%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -0.50% | -1.49% |
| Top 20 Holdings Unweighted | +2.97% | +9.18% |
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