StockDriftsStockDriftsTop 50 TopTier Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DGRW | WISDOMTREE TR | 8.55% | 158.4K | $13.9M | +4.41%(+6.69K) | $89.17(+7.50%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 6.44% | 18.2K | $10.5M | +0.79%(+143) | $607.25(+17.35%) | 2026-03-31 | |
| DLN | WISDOMTREE TR | 5.81% | 105.7K | $9.4M | +6.00%(+5.99K) | $87.62(+10.86%) | 2026-03-31 | |
| EES | WISDOMTREE TR | 3.38% | 94.7K | $5.5M | -0.33%(-314) | $56.40(+19.62%) | 2026-03-31 | |
| EPS | WISDOMTREE TR | 3.36% | 80.2K | $5.5M | -0.04%(-34) | $69.90(+11.19%) | 2026-03-31 | |
| BOXX | EA SERIES TRUST | 3.24% | 45.4K | $5.3M | -2.48%(-1.15K) | $114.48(+2.39%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.92% | 7.3K | $4.8M | +2.04%(+146) | $673.89(+10.52%) | 2026-03-31 | |
| EZM | WISDOMTREE TR | 2.52% | 60.9K | $4.1M | -0.05%(-32) | $66.36(+13.03%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 1.91% | 9.7K | $3.1M | -1.29%(-127) | $331.60(+11.21%) | 2026-03-31 | |
| BFEB | INNOVATOR ETFS TRUST | 1.69% | 57.6K | $2.7M | +29.06%(+12.96K) | $48.01(+9.52%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -6.87% | -19.21% |
| Top 20 Holdings Unweighted | -6.13% | -17.29% |
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