StockDriftsStockDriftsTop 50 Reicon Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 43.37% | 86.9K | $56.5M | -17.52%(-18.45K) | $674.05(+10.49%) | 2026-03-31 | |
| EQWL | INVESCO EXCHANGE TRADED FD T | 30.67% | 346.7K | $40.0M | +38.02%(+95.52K) | $116.50(+12.06%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 6.25% | 42.5K | $8.1M | -13.44%(-6.59K) | $190.63(+12.74%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.09% | 4.6K | $2.7M | +9.57%(+398) | $619.11(+10.62%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 1.66% | 26.2K | $2.2M | -31.36%(-11.97K) | $83.93(-1.89%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.59% | 4.3K | $2.1M | +0.46%(+20) | $493.88(+2.81%) | 2026-03-31 | |
| AGG | ISHARES TR | 1.38% | 18.2K | $1.8M | +3.10%(+546) | $100.05(-1.44%) | 2026-03-31 | |
| RSPT | INVESCO EXCHANGE TRADED FD T | 0.68% | 19.6K | $885K | +10.04%(+1.78K) | $45.08(+36.15%) | 2026-03-31 | |
| IVV | ISHARES TR | 0.68% | 1.3K | $880K | +6.15%(+78) | $676.65(+10.61%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 0.6% | 15.4K | $782K | -21.14%(-4.14K) | $50.66(-0.47%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -12.85% | -33.80% |
| Top 20 Holdings Unweighted | -5.82% | -16.48% |
Sign up free to track Reicon Wealth Advisors, Llc, compare funds side by side, and get alerts the moment positions change.