Top 50 Randall & Associates Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FTCS | FIRST TR EXCHANGE-TRADED FD | 12.57% | 201.0K | $18.6M | -22.11%(-57.05K) | $78.30(+17.81%) | 2026-03-31 | |
| IEFA | ISHARES TR | 10.08% | 165.2K | $15.0M | -0.32%(-534) | $68.02(+42.80%) | 2026-03-31 | |
| MGK | VANGUARD WORLD FD | 8.22% | 33.2K | $12.2M | +11.36%(+3.38K) | $65.01(+36.46%) | 2026-03-31 | |
| SDVY | FIRST TR EXCHANGE TRADED FD | 7.49% | 281.7K | $11.1M | +64.65%(+110.60K) | $36.12(+13.79%) | 2026-03-31 | |
| GSLC | GOLDMAN SACHS ETF TR | 7.27% | 86.2K | $10.8M | +6.06%(+4.93K) | $97.09(+44.77%) | 2026-03-31 | |
| EMXC | ISHARES INC | 5.97% | 112.6K | $8.9M | +4.81%(+5.17K) | $54.38(+76.79%) | 2026-03-31 | |
| FDL | FIRST TR EXCHANGE-TRADED FD | 5.92% | 172.9K | $8.8M | -5.70%(-10.45K) | $38.77(+27.51%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 5.34% | 27.6K | $7.9M | +7.47%(+1.92K) | $60.42(+27.50%) | 2026-03-31 | |
| IUSB | ISHARES TR | 4.45% | 143.1K | $6.6M | +1.40%(+1.98K) | $45.58(+0.90%) | 2026-03-31 | |
| FIXD | FIRST TR EXCHNG TRADED FD VI | 3.42% | 116.6K | $5.1M | -16.96%(-23.81K) | $43.59(-0.11%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.59% | +31.62% |
| Top 20 Holdings Unweighted | +9.09% | +29.81% |
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