StockDriftsStockDriftsTop 50 Strategic Equity Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 8.86% | 36.2K | $23.6M | -2.54%(-945) | $454.05(+63.49%) | 2026-03-31 | |
| IWV | ISHARES TR | 7.83% | 56.2K | $20.8M | +0.29%(+162) | $289.74(+44.98%) | 2026-03-31 | |
| VV | VANGUARD INDEX FDS | 7.42% | 66.0K | $19.7M | -8.01%(-5.75K) | $262.37(+30.08%) | 2026-03-31 | |
| IEF | ISHARES TR | 5.51% | 153.6K | $14.7M | new | $95.80(-1.54%) | 2026-03-31 | |
| ESUM | STRATEGY SHS | 5.16% | 524.4K | $13.7M | -1.11%(-5.88K) | $24.86(+15.85%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 4.93% | 511.1K | $13.1M | -17.31%(-106.97K) | $19.44(+50.03%) | 2026-03-31 | |
| EEM | ISHARES TR | 4.91% | 230.2K | $13.1M | +301.87%(+172.88K) | $53.33(+26.04%) | 2026-03-31 | |
| IWN | ISHARES TR | 4.89% | 68.6K | $13.0M | new | $185.40(+12.86%) | 2026-03-31 | |
| PTL | NORTHERN LTS FD TR IV | 4.79% | 50.9K | $12.7M | -19.35%(-12.20K) | $209.14(+32.43%) | 2026-03-31 | |
| ESSC | STRATEGY SHS | 4.07% | 413.8K | $10.8M | +173.21%(+262.36K) | $339.06(-91.34%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.31% | +41.65% |
| Top 20 Holdings Unweighted | +9.93% | +32.85% |
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