StockDriftsStockDriftsTop 50 Strategic Wealth Investment Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPTI | SPDR SERIES TRUST | 8.05% | 2.21M | $63.5M | +0.75%(+16.55K) | $28.83(-1.87%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 5.03% | 479.0K | $39.6M | +1.26%(+5.95K) | $83.53(-1.42%) | 2026-03-31 | |
| BCUS | EXCHANGE LISTED FDS TR | 4.6% | 1.13M | $36.2M | +1.39%(+15.55K) | $32.05(+12.83%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.85% | 145.8K | $30.4M | +2.56%(+3.64K) | $214.55(+13.11%) | 2026-03-31 | |
| SPTL | SPDR SERIES TRUST | 3.71% | 1.11M | $29.2M | +0.63%(+6.93K) | $26.99(-3.72%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.23% | 100.4K | $25.5M | -0.86%(-866) | $227.84(+35.46%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.03% | 64.4K | $23.8M | +10.64%(+6.19K) | $490.72(-20.43%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.87% | 34.8K | $22.6M | -1.06%(-371) | $632.13(+17.82%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.77% | 70.5K | $21.8M | +0.14%(+96) | $299.99(+20.16%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.64% | 70.8K | $20.8M | +0.78%(+550) | $293.99(+13.77%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.78% | +32.29% |
| Top 20 Holdings Unweighted | +13.18% | +44.99% |
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