StockDriftsStockDriftsTop 50 Stonehaven Wealth & Tax Solutions, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BBIN | J P MORGAN EXCHANGE TRADED F | 9.8% | 151.5K | $11.1M | +0.55%(+835) | $59.87(+27.67%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 9.33% | 137.8K | $10.5M | +1.57%(+2.13K) | $68.38(+27.22%) | 2026-03-31 | |
| AGG | ISHARES TR | 7.61% | 86.7K | $8.6M | +3.23%(+2.71K) | $98.93(-0.92%) | 2026-03-31 | |
| SDVY | FIRST TR EXCHANGE TRADED FD | 6.04% | 173.1K | $6.8M | +1.51%(+2.58K) | $35.64(+14.47%) | 2026-03-31 | |
| UCON | FIRST TR EXCHNG TRADED FD VI | 5.29% | 241.3K | $6.0M | +1.01%(+2.41K) | $24.82(-0.34%) | 2026-03-31 | |
| FVD | FIRST TR EXCHANGE-TRADED FD | 4.32% | 103.8K | $4.9M | +1.46%(+1.50K) | $44.51(+4.75%) | 2026-03-31 | |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 4.28% | 52.1K | $4.8M | +4.77%(+2.37K) | $89.55(+3.29%) | 2026-03-31 | |
| SPEM | SPDR INDEX SHS FDS | 3.58% | 86.3K | $4.0M | +0.28%(+239) | $39.67(+28.14%) | 2026-03-31 | |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 3.01% | 68.3K | $3.4M | +1.62%(+1.09K) | $48.72(+2.12%) | 2026-03-31 | |
| TLT | ISHARES TR | 2.55% | 33.2K | $2.9M | -8.25%(-2.99K) | $90.60(-7.66%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.74% | +28.59% |
| Top 20 Holdings Unweighted | +9.92% | +32.79% |
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