StockDriftsStockDriftsTop 50 Sheets Smith Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 5% | 74.3K | $44.4M | -0.39%(-293) | $416.31(+59.81%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.17% | 56.7K | $37.0M | +1.34%(+750) | $245.71(+195.87%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 3.09% | 95.6K | $27.4M | -8.58%(-8.97K) | $80.63(+376.59%) | 2026-03-31 | |
| KO | COCA COLA CO | 2.83% | 330.9K | $25.2M | +0.04%(+129) | $49.07(+59.93%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 2.09% | 724.4K | $18.6M | +2.75%(+19.36K) | $16.02(+77.86%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.97% | 83.9K | $17.5M | -8.73%(-8.02K) | $109.42(+149.99%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 1.8% | 27.7K | $16.0M | -0.28%(-79) | $273.18(+149.51%) | 2026-03-31 | |
| V | VISA INC | 1.58% | 46.3K | $14.0M | -11.04%(-5.75K) | $52.25(+516.38%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 1.57% | 182.4K | $14.0M | +2.14%(+3.83K) | $46.51(+83.16%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 1.49% | 14.4K | $13.3M | -3.92%(-588) | $740.53(+33.54%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.82% | +32.44% |
| Top 20 Holdings Unweighted | +9.20% | +30.22% |
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