StockDriftsStockDriftsTop 50 Strategies Wealth Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPDW | SPDR INDEX SHS FDS | 16.48% | 3.59M | $164.0M | +0.76%(+27.21K) | $34.61(+42.08%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 14.63% | 742.1K | $145.6M | +1.94%(+14.15K) | $152.34(+35.66%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 11.95% | 272.3K | $118.9M | +3.87%(+10.14K) | $50.12(+74.43%) | 2026-03-31 | |
| DGRO | ISHARES TR | 8.91% | 1.26M | $88.7M | -2.64%(-34.27K) | $53.76(+36.46%) | 2026-03-31 | |
| QUAL | ISHARES TR | 6.03% | 312.8K | $60.0M | +9.08%(+26.03K) | $153.71(+36.91%) | 2026-03-31 | |
| VBK | VANGUARD INDEX FDS | 4.39% | 144.5K | $43.7M | -2.19%(-3.24K) | $259.39(+30.12%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 3.82% | 174.9K | $38.0M | -2.91%(-5.24K) | $174.88(+29.97%) | 2026-03-31 | |
| IEFA | ISHARES TR | 3.01% | 331.4K | $30.0M | -16.90%(-67.42K) | $71.61(+32.96%) | 2026-03-31 | |
| IUSG | ISHARES TR | 2.34% | 150.2K | $23.3M | -10.34%(-17.33K) | $95.37(+95.73%) | 2026-03-31 | |
| IUSV | ISHARES TR | 2.09% | 203.0K | $20.8M | -3.58%(-7.53K) | $77.13(+40.18%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.95% | +47.96% |
| Top 20 Holdings Unweighted | +12.43% | +42.12% |
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