StockDriftsStockDriftsTop 50 Retirement Planning Group, Llc / Ny Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JEPI | J P MORGAN EXCHANGE TRADED F | 8.92% | 244.3K | $13.8M | +6.10%(+14.04K) | $57.79(-3.23%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 6.85% | 18.4K | $10.6M | -3.48%(-664) | $501.03(+42.65%) | 2026-03-31 | |
| RWL | INVESCO EXCH TRADED FD TR II | 5.85% | 79.0K | $9.1M | +12.39%(+8.71K) | $102.41(+22.13%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 3.95% | 199.8K | $6.1M | +16.41%(+28.17K) | $27.50(+15.45%) | 2026-03-31 | |
| PAVE | GLOBAL X FDS | 3.88% | 118.5K | $6.0M | -0.38%(-449) | $40.90(+38.07%) | 2026-03-31 | |
| RECS | COLUMBIA ETF TR I | 3.65% | 145.3K | $5.7M | +18.89%(+23.09K) | $36.42(+17.32%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.36% | 20.6K | $5.2M | +0.48%(+98) | $246.10(+21.44%) | 2026-03-31 | |
| LVHI | LEGG MASON ETF INVT | 3.34% | 127.8K | $5.2M | +6.95%(+8.31K) | $31.59(+30.40%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 3.19% | 20.9K | $5.0M | +18.25%(+3.22K) | $222.14(+32.42%) | 2026-03-31 | |
| XLE | SELECT SECTOR SPDR TR | 3.13% | 79.2K | $4.9M | -2.51%(-2.04K) | $43.40(+32.80%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.78% | +28.71% |
| Top 20 Holdings Unweighted | +10.69% | +35.60% |
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