StockDriftsStockDriftsTop 50 Spectrum Wealth Advisory Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RDVY | FIRST TRUST | 13.51% | 532.0K | $36.3M | -0.56%(-3.01K) | $60.34(+32.82%) | 2026-03-31 | |
| JQUA | JPMORGAN US | 12.18% | 534.4K | $32.8M | +0.86%(+4.57K) | $55.55(+29.58%) | 2026-03-31 | |
| RECS | COLUMBIA RESEARCH | 12.02% | 829.1K | $32.3M | +1.58%(+12.89K) | $33.41(+30.19%) | 2026-03-31 | |
| QQQM | INVESCO NASDAQ | 9.04% | 102.3K | $24.3M | +109.16%(+53.40K) | $224.12(+30.92%) | 2026-03-31 | |
| FLXR | TCW FLEXIBLE | 6.21% | 425.1K | $16.7M | +12.56%(+47.44K) | $39.67(-1.56%) | 2026-03-31 | |
| QQQ | INVESCO QQQ | 5.46% | 25.5K | $14.7M | -2.41%(-629) | $273.20(+160.83%) | 2026-03-31 | |
| JHMD | JOHN HANCOCK | 4.41% | 279.9K | $11.9M | +13.19%(+32.61K) | $39.50(+13.67%) | 2026-03-31 | |
| MFSI | MFS ACTIVE | 4.2% | 379.6K | $11.3M | +18.73%(+59.90K) | $30.01(+8.30%) | 2026-03-31 | |
| AAPL | APPLE INC | 3% | 31.8K | $8.1M | +0.20%(+64) | $126.96(+143.09%) | 2026-03-31 | |
| CWB | STATE STREET | 2.91% | 85.6K | $7.8M | +2.47%(+2.06K) | $83.95(+24.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.47% | +49.98% |
| Top 20 Holdings Unweighted | +12.85% | +43.70% |
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