StockDriftsStockDriftsTop 50 Serenus Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | 24.28% | 2.42M | $121.7M | -7.11%(-185.21K) | $50.28(+0.18%) | 2026-03-31 | |
| SPY | STATE STREET SPDR S&P 500 ETF | 18.65% | 143.8K | $93.5M | -1.47%(-2.15K) | $580.90(+28.21%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TRUST SERIES I | 12.18% | 114.4K | $61.1M | +5.05%(+5.50K) | $507.84(+40.32%) | 2026-03-31 | |
| IVV | ISHARES CORE S&P 500 ETF | 9.8% | 75.3K | $49.2M | -4.32%(-3.40K) | $582.71(+28.44%) | 2026-03-31 | |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 6.98% | 398.6K | $35.0M | +4.33%(+16.54K) | $82.54(+16.14%) | 2026-03-31 | |
| IJH | ISHARES CORE S&P MID-CAP ETF | 5.18% | 384.9K | $26.0M | +7.24%(+25.99K) | $62.72(+21.31%) | 2026-03-31 | |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | 3.2% | 26.0K | $16.0M | -1.26%(-333) | $569.62(+21.78%) | 2026-03-31 | |
| VOO | VANGUARD S&P 500 ETF | 2.23% | 18.7K | $11.2M | +2.35%(+428) | $534.87(+28.04%) | 2026-03-31 | |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 2.13% | 42.1K | $10.7M | +24.36%(+8.24K) | $305.72(+20.62%) | 2026-03-31 | |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 1.53% | 57.7K | $7.7M | -2.18%(-1.28K) | $114.57(+57.62%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.04% | +12.60% |
| Top 20 Holdings Unweighted | +8.76% | +28.64% |
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