Top 50 Stronghold Wealth Management L.L.C. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STREET SPDR S&P 500 ETF | 11.25% | 11.4K | $7.4M | +1.17%(+132) | $673.96(+10.14%) | 2026-03-31 | |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 5.06% | 33.7K | $3.3M | +0.79%(+263) | $100.06(-1.39%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 2.96% | 5.3K | $2.0M | +0.02%(+1) | $500.77(-19.08%) | 2026-03-31 | |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | 2.9% | 63.3K | $1.9M | +2.28%(+1.41K) | $31.28(+0.97%) | 2026-03-31 | |
| BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | 2.82% | 78.8K | $1.9M | +0.97%(+755) | $26.19(-9.39%) | 2026-03-31 | |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | 2.5% | 5.3K | $1.7M | +0.27%(+14) | $321.52(+14.86%) | 2026-03-31 | |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | 2.33% | 13.0K | $1.5M | -0.05%(-7) | $119.43(-1.55%) | 2026-03-31 | |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | 2.12% | 16.2K | $1.4M | +0.32%(+51) | $88.26(-3.92%) | 2026-03-31 | |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | 1.98% | 15.9K | $1.3M | -2.50%(-408) | $82.89(-0.84%) | 2026-03-31 | |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | 1.56% | 9.5K | $1.0M | +2.80%(+258) | $110.80(-1.96%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -19.91% | -48.63% |
| Top 20 Holdings Unweighted | -19.43% | -47.70% |
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