Top 43 Redstone Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VGT | VANGUARD WORLD FD | 15.48% | 27.8K | $19.4M | +2.43%(+661) | $93.70(+13.99%) | 2026-03-31 | |
| SOXX | ISHARES TR | 14.21% | 54.3K | $17.8M | -0.22%(-117) | $286.13(+68.71%) | 2026-03-31 | |
| KBWP | INVESCO EXCH TRADED FD TR II | 8.63% | 91.0K | $10.8M | +0.64%(+578) | $125.48(-5.40%) | 2026-03-31 | |
| XLY | SELECT SECTOR SPDR TR | 7.88% | 90.8K | $9.9M | +1.35%(+1.21K) | $119.54(-1.23%) | 2026-03-31 | |
| AIRR | FIRST TR EXCHANGE TRADED FD | 7.67% | 86.9K | $9.6M | +1.73%(+1.48K) | $97.62(+33.87%) | 2026-03-31 | |
| FCOM | FIDELITY COVINGTON TRUST | 6.84% | 126.0K | $8.6M | +2.69%(+3.30K) | $72.09(+2.35%) | 2026-03-31 | |
| IHI | ISHARES TR | 5.99% | 141.0K | $7.5M | -0.95%(-1.35K) | $61.12(-18.53%) | 2026-03-31 | |
| VDC | VANGUARD WORLD FD | 3.99% | 22.3K | $5.0M | +7.44%(+1.54K) | $212.86(+8.43%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.28% | 23.6K | $4.1M | +17.88%(+3.58K) | $185.62(+5.86%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.9% | 6.1K | $3.6M | +0.02%(+1) | $619.75(+7.35%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.71% | +2.14% |
| Top 20 Holdings Unweighted | +0.84% | +2.53% |
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