StockDriftsStockDriftsTop 50 Private Wealth Strategies, L.l.c. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EPS | WISDOMTREE TR | 14.5% | 1.27M | $72.3M | +1.35%(+16.89K) | — | 2024-06-30 | |
| USFR | WISDOMTREE TR | 14.44% | 1.43M | $72.0M | +2.46%(+34.40K) | — | 2024-06-30 | |
| DGRW | WISDOMTREE TR | 11.31% | 722.0K | $56.4M | +1.83%(+12.98K) | — | 2024-06-30 | |
| USMF | WISDOMTREE TR | 10.86% | 1.19M | $54.2M | +1.83%(+21.44K) | — | 2024-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 8.99% | 444.3K | $44.8M | +1.06%(+4.67K) | — | 2024-06-30 | |
| GLD | SPDR GOLD TR | 7.97% | 184.9K | $39.7M | +1.45%(+2.65K) | — | 2024-06-30 | |
| QQQ | INVESCO QQQ TR | 6.2% | 64.5K | $30.9M | +3.60%(+2.24K) | — | 2024-06-30 | |
| DGRS | WISDOMTREE TR | 5.2% | 550.4K | $25.9M | +2.84%(+15.18K) | — | 2024-06-30 | |
| WTV | WISDOMTREE TR | 2.72% | 186.0K | $13.6M | +1.83%(+3.35K) | — | 2024-06-30 | |
| DON | WISDOMTREE TR | 2.63% | 280.4K | $13.1M | +2.52%(+6.90K) | — | 2024-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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