StockDriftsStockDriftsTop 50 Significant Wealth Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GPIQ | GOLDMAN SACHS ETF TR | 7.54% | 123.6K | $6.1M | +17.77%(+18.65K) | $52.44(+6.27%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.62% | 6.1K | $2.9M | +0.20%(+12) | $493.02(-5.58%) | 2026-03-31 | |
| FLNG | FLEX LNG LTD | 2.42% | 66.2K | $2.0M | new | $27.33(+21.73%) | 2026-03-31 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 2.42% | 35.4K | $2.0M | +241.51%(+25.05K) | $57.11(+3.41%) | 2026-03-31 | |
| SBR | SABINE RTY TR | 2.42% | 26.2K | $2.0M | new | $71.04(+9.56%) | 2026-03-31 | |
| ARES | ARES MANAGEMENT CORPORATION | 2.37% | 17.6K | $1.9M | new | $135.37(-9.16%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.31% | 2.9K | $1.9M | -28.22%(-1.13K) | $558.34(+29.63%) | 2026-03-31 | |
| VOOG | VANGUARD ADMIRAL FDS INC | 2.28% | 4.5K | $1.9M | -4.60%(-219) | $51.92(+52.08%) | 2026-03-31 | |
| HTGC | HERCULES CAPITAL INC | 2.28% | 125.1K | $1.8M | new | $16.80(-1.34%) | 2026-03-31 | |
| QYLD | GLOBAL X FDS | 2.24% | 106.3K | $1.8M | new | $17.41(+3.73%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +2.11% | +6.48% |
| Top 20 Holdings Unweighted | +2.45% | +7.52% |
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