StockDriftsStockDriftsTop 50 Tradewell Securities, Llc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 27.11% | 107.7K | $64.3M | +2.85%(+2.98K) | $538.01(+23.66%) | 2026-03-31 | |
| AAPL | APPLE INC | 16.5% | 153.3K | $39.1M | -2.43%(-3.83K) | $241.20(+17.82%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 8.89% | 158.5K | $21.1M | -1.18%(-1.89K) | $114.56(+44.58%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 7.69% | 104.5K | $18.2M | -3.01%(-3.25K) | $127.67(+53.91%) | 2026-03-31 | |
| META | META PLATFORMS INC | 3.94% | 16.4K | $9.3M | +5.67%(+879) | $589.12(+2.69%) | 2026-03-31 | |
| FXO | FIRST TR EXCHANGE-TRADED FD | 3.53% | 149.3K | $8.4M | +11.83%(+15.79K) | $54.40(+9.39%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.31% | 12.0K | $7.9M | +1.81%(+214) | $584.36(+24.41%) | 2026-03-31 | |
| AIRR | FIRST TR EXCHANGE TRADED FD | 3.25% | 70.3K | $7.7M | +13.39%(+8.31K) | $81.02(+61.29%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.9% | 33.1K | $6.9M | +6.01%(+1.87K) | $204.59(+33.70%) | 2026-03-31 | |
| FTXO | FIRST TR EXCHANGE TRADED FD | 2.56% | 168.2K | $6.1M | -4.72%(-8.32K) | $30.44(+27.57%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.86% | +18.64% |
| Top 20 Holdings Unweighted | +6.15% | +19.62% |
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