StockDriftsStockDriftsTop 50 RFG - Bristol Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 11.46% | 65.0K | $42.5M | +3.49%(+2.19K) | $610.24(+22.21%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 7.83% | 636.0K | $29.0M | +4.24%(+25.87K) | $37.81(+32.94%) | 2026-03-31 | |
| IJH | ISHARES TR | 3.53% | 194.0K | $13.1M | +11.65%(+20.25K) | $63.98(+14.29%) | 2026-03-31 | |
| SCHE | SCHWAB STRATEGIC TR | 3.34% | 375.6K | $12.4M | +13.34%(+44.22K) | $31.94(+13.99%) | 2026-03-31 | |
| VLU | SPDR SERIES TRUST | 3.11% | 53.6K | $11.5M | +24.94%(+10.70K) | $197.27(+17.83%) | 2026-03-31 | |
| PTRB | PGIM ETF TR | 3% | 268.1K | $11.1M | +12.21%(+29.18K) | $41.99(-1.27%) | 2026-03-31 | |
| BRTR | BLACKROCK ETF TRUST II | 2.98% | 220.4K | $11.1M | +12.12%(+23.83K) | $50.74(-1.30%) | 2026-03-31 | |
| RLY | SSGA ACTIVE ETF TR | 2.67% | 273.3K | $9.9M | +12.58%(+30.54K) | $30.45(+22.51%) | 2026-03-31 | |
| BINC | BLACKROCK ETF TRUST II | 2.64% | 188.1K | $9.8M | +9.73%(+16.68K) | $52.98(-1.37%) | 2026-03-31 | |
| PSC | PRINCIPAL EXCHANGE TRADED FD | 2.16% | 139.7K | $8.0M | +9.05%(+11.59K) | $55.48(+15.10%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.92% | +18.84% |
| Top 20 Holdings Unweighted | +5.54% | +17.56% |
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