StockDriftsStockDriftsTop 50 Rise Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD GROWTH ETF | 16.3% | 104.7K | $46.2M | +3.29%(+3.34K) | $56.06(+56.11%) | 2026-03-31 | |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 11.46% | 472.4K | $32.5M | +7.18%(+31.63K) | $68.22(+8.32%) | 2026-03-31 | |
| VTV | VANGUARD VALUE ETF | 10.61% | 153.1K | $30.1M | +1.56%(+2.35K) | $147.50(+41.27%) | 2026-03-31 | |
| VCRB | VANGUARD CORE BOND ETF | 8.19% | 301.4K | $23.3M | +5.08%(+14.57K) | $78.01(-1.32%) | 2026-03-31 | |
| BUFZ | FT VEST LADDERED MODERATE BUFFER ETF | 6.49% | 699.1K | $18.4M | +6.51%(+42.73K) | $25.18(+9.73%) | 2026-03-31 | |
| LQTI | FT VEST INVESTMENT GRADE & TARGET INCOME ETF | 6.42% | 936.6K | $18.2M | +13.19%(+109.12K) | $20.22(-4.04%) | 2026-03-31 | |
| JSMD | JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF | 5.43% | 191.8K | $15.4M | +4.52%(+8.29K) | $80.79(+15.36%) | 2026-03-31 | |
| FBND | FIDELITY TOTAL BOND ETF | 5.31% | 330.1K | $15.1M | +3.34%(+10.66K) | $46.15(-1.39%) | 2026-03-31 | |
| VNLA | JANUS HENDERSON SHORT DURATION INCOME ETF | 4.57% | 265.6K | $13.0M | +0.10%(+276) | $49.16(-0.40%) | 2026-03-31 | |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | 2.22% | 107.0K | $6.3M | +4.35%(+4.46K) | $44.95(+28.20%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.52% | +31.36% |
| Top 20 Holdings Unweighted | +10.65% | +35.47% |
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