StockDriftsStockDriftsTop 50 Precision Wealth Strategies, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 9.69% | 48.9K | $29.2M | -11.66%(-6.45K) | $539.42(+26.96%) | 2026-03-31 | |
| OZ | BELPOINTE PREP LLC | 4.25% | 240.7K | $12.8M | -2.54%(-6.27K) | $98.60(-53.95%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 4.22% | 138.9K | $12.7M | +40.82%(+40.27K) | $91.59(-0.16%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 3.94% | 452.8K | $11.9M | +7.19%(+30.39K) | $25.99(+1.56%) | 2026-03-31 | |
| GE | GE AEROSPACE | 2.89% | 30.7K | $8.7M | +8.92%(+2.52K) | $181.16(+108.39%) | 2026-03-31 | |
| MAR | MARRIOTT INTL INC NEW | 2.86% | 26.4K | $8.6M | +29.05%(+5.93K) | $279.68(+33.35%) | 2026-03-31 | |
| CSHI | NEOS ETF TRUST | 2.82% | 170.9K | $8.5M | +35.80%(+45.05K) | $49.82(+0.02%) | 2026-03-31 | |
| UYLD | ANGEL OAK FUNDS TRUST | 2.8% | 165.1K | $8.4M | +34.98%(+42.78K) | $51.02(+0.03%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 2.32% | 89.3K | $7.0M | -16.49%(-17.63K) | $78.47(-0.92%) | 2026-03-31 | |
| IEFA | ISHARES TR | 2.19% | 72.9K | $6.6M | -16.07%(-13.97K) | $79.72(+22.06%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.96% | +12.34% |
| Top 20 Holdings Unweighted | +14.26% | +49.17% |
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