StockDriftsStockDriftsTop 50 Strategic Advisory Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 35.34% | 75.2K | $44.9M | +9.36%(+6.43K) | $619.12(+7.46%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 27.13% | 468.2K | $34.5M | +4.85%(+21.67K) | $74.20(-1.30%) | 2026-03-31 | |
| XLP | SELECT SECTOR SPDR TR | 7.02% | 108.8K | $8.9M | +7.45%(+7.54K) | $78.15(+7.56%) | 2026-03-31 | |
| XLV | SELECT SECTOR SPDR TR | 6.83% | 59.2K | $8.7M | +6.48%(+3.60K) | $147.21(-1.30%) | 2026-03-31 | |
| SPLV | INVESCO EXCH TRADED FD TR II | 5.37% | 93.4K | $6.8M | +6.12%(+5.39K) | $72.44(+1.73%) | 2026-03-31 | |
| SCHO | SCHWAB STRATEGIC TR | 2.29% | 120.0K | $2.9M | new | $24.32(-0.66%) | 2026-03-31 | |
| IBB | ISHARES TR | 1.83% | 13.8K | $2.3M | -52.81%(-15.44K) | $156.57(+8.79%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 1.38% | 6.7K | $1.7M | -4.56%(-319) | $256.12(+11.94%) | 2026-03-31 | |
| AAPL | APPLE INC | 0.89% | 4.5K | $1.1M | -1.28%(-58) | $263.24(+7.95%) | 2026-03-31 | |
| IEMG | ISHARES INC | 0.76% | 13.8K | $963K | +0.55%(+75) | $66.79(+20.00%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.24% | +0.73% |
| Top 20 Holdings Unweighted | -0.17% | -0.51% |
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