StockDriftsStockDriftsTop 50 Private Wealth Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 27.22% | 762.6K | $58.4M | +2.64%(+19.61K) | $51.97(+63.93%) | 2026-03-31 | |
| SGOV | ISHARES TR | 8.71% | 185.5K | $18.7M | +29.06%(+41.76K) | $100.54(-0.10%) | 2026-03-31 | |
| SPTS | SPDR SERIES TRUST | 5.87% | 431.1K | $12.6M | +6.55%(+26.51K) | $29.33(-0.99%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 5.42% | 205.6K | $11.6M | +3.56%(+7.06K) | $43.53(+37.77%) | 2026-03-31 | |
| TDIV | FIRST TR EXCHANGE TRADED FD | 4.29% | 98.3K | $9.2M | +4.24%(+4.00K) | $59.64(+85.11%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 4.22% | 47.1K | $9.0M | +3.94%(+1.79K) | $150.08(+35.42%) | 2026-03-31 | |
| SPMD | PDR SERIES TRUST | 3.54% | 128.1K | $7.6M | +1.22%(+1.54K) | $43.34(+48.26%) | 2026-03-31 | |
| SDY | SPDR SERIES TRUST | 3.5% | 51.4K | $7.5M | +2.58%(+1.29K) | $121.16(+22.55%) | 2026-03-31 | |
| SPSM | SPDR SERIES TRUST | 3.43% | 152.1K | $7.3M | +1.35%(+2.03K) | $36.96(+45.42%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.25% | 14.5K | $7.0M | -0.23%(-34) | $279.63(+66.48%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.24% | +33.99% |
| Top 20 Holdings Unweighted | +8.40% | +27.38% |
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