StockDriftsStockDriftsTop 50 Strategic Wealth Partners, Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SWP | SWP GROWTH & INCOME ETF | 8.89% | 4.82M | $128.2M | +1.93%(+91.11K) | $25.89(+10.56%) | 2026-03-31 | |
| MBB | ISHARES MBS ETF | 3.2% | 485.9K | $46.1M | +4.10%(+19.13K) | $96.01(-1.81%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 2.92% | 113.6K | $42.1M | +26.68%(+23.92K) | $341.66(+19.84%) | 2026-03-31 | |
| EFA | ISHARES MSCI EAFE ETF | 2.66% | 394.4K | $38.3M | +4.17%(+15.79K) | $68.71(+50.57%) | 2026-03-31 | |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | 2.65% | 1.27M | $38.2M | +4.33%(+52.72K) | $30.29(-1.02%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 2.62% | 148.9K | $37.8M | +0.91%(+1.34K) | $151.25(+97.16%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CAP STK CL A | 2.61% | 131.0K | $37.7M | +2.11%(+2.71K) | $132.33(+203.07%) | 2026-03-31 | |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | 1.99% | 241.9K | $28.7M | +4.87%(+11.22K) | $120.88(-2.83%) | 2026-03-31 | |
| AVGO | BROADCOM INC COM | 1.88% | 87.5K | $27.1M | +2.86%(+2.43K) | $108.22(+306.40%) | 2026-03-31 | |
| PID | INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | 1.72% | 1.12M | $24.8M | +4.93%(+52.36K) | $18.13(+25.80%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.73% | +35.77% |
| Top 20 Holdings Unweighted | +11.69% | +39.31% |
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