StockDriftsStockDriftsTop 50 Round Rock Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD WHITEHALL FDS | 7.09% | 312.9K | $46.3M | +1.71%(+5.26K) | $100.06(+55.66%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 7.07% | 80.1K | $46.2M | -1.28%(-1.04K) | $346.25(+104.75%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 7.02% | 906.1K | $45.9M | +0.57%(+5.13K) | $50.53(-0.07%) | 2026-03-31 | |
| SMH | VANECK ETF TRUST | 5.09% | 86.8K | $33.3M | -1.67%(-1.47K) | $141.79(+292.37%) | 2026-03-31 | |
| IJR | ISHARES TR | 4.55% | 239.0K | $29.7M | -1.10%(-2.67K) | $95.67(+39.99%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 4.22% | 96.0K | $27.6M | +1.28%(+1.21K) | $56.93(+34.43%) | 2026-03-31 | |
| XLI | SELECT SECTOR SPDR TR | 2.79% | 112.7K | $18.2M | +1.48%(+1.64K) | $102.93(+66.53%) | 2026-03-31 | |
| DVY | ISHARES TR | 2.66% | 114.6K | $17.4M | +3.37%(+3.73K) | $118.16(+27.75%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.6% | 66.8K | $17.0M | -0.26%(-172) | $175.30(+71.26%) | 2026-03-31 | |
| XLV | SELECT SECTOR SPDR TR | 2.42% | 107.9K | $15.8M | +4.54%(+4.69K) | $134.95(+7.52%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.10% | +48.54% |
| Top 20 Holdings Unweighted | +14.50% | +50.09% |
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