StockDriftsStockDriftsTop 50 Solutions 4 Wealth, Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VVR | INVESCO SR INCOME TR | 13.67% | 2.82M | $9.1M | -7.97%(-244.51K) | $4.06(-25.22%) | 2026-03-31 | |
| WTPI | WISDOMTREE TR | 9.45% | 197.0K | $6.3M | +5.36%(+10.03K) | $32.79(+1.28%) | 2026-03-31 | |
| QYLD | GLOBAL X FDS | 8.64% | 334.9K | $5.7M | -1.63%(-5.54K) | $17.45(+3.89%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 4.86% | 24.3K | $3.2M | -1.86%(-460) | $90.50(+95.42%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.52% | 11.9K | $3.0M | -0.06%(-7) | $182.09(+64.13%) | 2026-03-31 | |
| FNX | FIRST TR EXCHANGE-TRADED ALP | 4.29% | 22.2K | $2.9M | -0.37%(-82) | $98.95(+38.81%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 4.1% | 48.1K | $2.7M | +13.41%(+5.69K) | $56.85(-1.63%) | 2026-03-31 | |
| AIQ | GLOBAL X FDS | 3.42% | 48.7K | $2.3M | +130.10%(+27.55K) | $48.26(+28.70%) | 2026-03-31 | |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 3.02% | 19.4K | $2.0M | +76.49%(+8.41K) | $103.12(+5.44%) | 2026-03-31 | |
| NVS | NOVARTIS AG | 2.47% | 10.7K | $1.6M | -18.80%(-2.48K) | $101.60(+47.40%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +1.87% | +5.70% |
| Top 20 Holdings Unweighted | +5.84% | +18.55% |
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