StockDriftsStockDriftsTop 50 SHP Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 25% | 554.6K | $331.4M | +0.61%(+3.36K) | $619.71(+10.51%) | 2026-03-31 | |
| IDMO | INVESCO EXCH TRADED FD TR II | 8.29% | 2.00M | $109.9M | +132.36%(+1.14M) | $55.02(+9.36%) | 2026-03-31 | |
| DGRO | ISHARES TR | 6.34% | 1.20M | $84.0M | -1.37%(-16.59K) | $68.75(+12.38%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 6.22% | 996.0K | $82.4M | +17.81%(+150.58K) | $83.83(-1.78%) | 2026-03-31 | |
| IUSG | ISHARES TR | 5.81% | 496.6K | $77.0M | +6.49%(+30.25K) | $165.95(+11.66%) | 2026-03-31 | |
| USTB | VICTORY PORTFOLIOS II | 4.76% | 1.25M | $63.1M | +63100.76%(+1.25M) | $50.71(-0.18%) | 2026-03-31 | |
| FELC | FIDELITY COVINGTON TRUST | 4.56% | 1.67M | $60.5M | +9.32%(+142.14K) | $37.68(+11.05%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 4.03% | 941.9K | $53.4M | +25.72%(+192.70K) | $57.13(-0.73%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 1.81% | 83.7K | $24.0M | +5.49%(+4.36K) | $72.95(+10.36%) | 2026-03-31 | |
| FLBL | FRANKLIN TEMPLETON ETF TR | 1.8% | 1.04M | $23.8M | -12.43%(-147.08K) | $23.72(-3.54%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -13.53% | -35.34% |
| Top 20 Holdings Unweighted | -16.29% | -41.35% |
Sign up free to track SHP Wealth Management, compare funds side by side, and get alerts the moment positions change.