StockDriftsStockDriftsTop 50 Richard W. Paul & Associates, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IUSV | ISHARES TR | 6.27% | 182.1K | $18.6M | +4.15%(+7.25K) | $74.76(+45.68%) | 2026-03-31 | |
| IUSG | ISHARES TR | 5.26% | 100.7K | $15.6M | -2.33%(-2.40K) | $86.88(+118.28%) | 2026-03-31 | |
| TLT | ISHARES TR | 3.98% | 136.2K | $11.8M | +5.06%(+6.56K) | $99.46(-14.62%) | 2026-03-31 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 3.64% | 234.8K | $10.8M | +4.17%(+9.40K) | $45.65(+0.73%) | 2026-03-31 | |
| IEFA | ISHARES TR | 3.53% | 115.8K | $10.5M | -2.62%(-3.11K) | $61.90(+56.56%) | 2026-03-31 | |
| IJR | ISHARES TR | 2.9% | 69.2K | $8.6M | -38.01%(-42.46K) | $97.89(+39.07%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 2.55% | 289.3K | $7.6M | +4.18%(+11.61K) | $26.29(+0.15%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 2.47% | 38.3K | $7.3M | -0.36%(-140) | $166.43(+22.37%) | 2026-03-31 | |
| AGG | ISHARES TR | 2.3% | 68.8K | $6.8M | -55.00%(-84.12K) | $98.00(+0.65%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.23% | 11.5K | $6.6M | +1.63%(+184) | $298.19(+141.39%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.60% | +42.76% |
| Top 20 Holdings Unweighted | +13.32% | +45.51% |
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