StockDriftsStockDriftsTop 50 SMART Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BILZ | PIMCO ETF TR | 4.51% | 152.6K | $15.4M | +728.39%(+134.15K) | $261.64(-61.48%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.88% | 76.1K | $13.3M | +15.92%(+10.45K) | $126.53(+78.49%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.38% | 13.6K | $8.1M | +1.63%(+219) | $533.51(+27.91%) | 2026-03-31 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 2.33% | 116.3K | $7.9M | -7.36%(-9.24K) | $56.65(+30.45%) | 2026-03-31 | |
| SIXO | AIM ETF PRODUCTS TRUST | 1.85% | 187.4K | $6.3M | -7.64%(-15.50K) | $33.96(+4.43%) | 2026-03-31 | |
| EALT | INNOVATOR ETFS TRUST | 1.85% | 187.7K | $6.3M | -2.15%(-4.12K) | $28.79(+23.08%) | 2026-03-31 | |
| DECU | AIM ETF PRODUCTS TRUST | 1.82% | 234.1K | $6.2M | -5.84%(-14.51K) | $27.13(+7.48%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 1.8% | 108.3K | $6.1M | -0.51%(-551) | $57.04(-1.94%) | 2026-03-31 | |
| QBUF | INNOVATOR ETFS TRUST | 1.79% | 208.8K | $6.1M | -2.37%(-5.06K) | $26.41(+15.67%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.72% | 12.3K | $5.9M | +5.18%(+604) | $384.20(+26.37%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.49% | +20.78% |
| Top 20 Holdings Unweighted | +8.73% | +28.54% |
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