StockDriftsStockDriftsTop 50 Tradition Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BBUS | J P MORGAN EXCHANGE TRADED F | 3.31% | 396.6K | $46.5M | +10.93%(+39.07K) | $104.64(+27.16%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 3.04% | 1.47M | $42.7M | -5.85%(-91.07K) | $16.89(+102.79%) | 2026-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 2.67% | 796.5K | $37.5M | +4.32%(+33.00K) | $46.68(-0.42%) | 2026-03-31 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 2.59% | 1.08M | $36.4M | -15.78%(-201.98K) | $24.15(+49.31%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.25% | 124.7K | $31.7M | +2.30%(+2.81K) | $135.18(+122.09%) | 2026-03-31 | |
| EMXC | ISHARES INC | 2.12% | 378.1K | $29.7M | +23.11%(+70.98K) | $57.97(+61.46%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 2.05% | 944.9K | $28.8M | +1.12%(+10.46K) | $24.50(+32.92%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.93% | 155.4K | $27.1M | +0.68%(+1.05K) | $40.24(+459.93%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 1.81% | 827.3K | $25.4M | +6.24%(+48.56K) | $22.30(+42.22%) | 2026-03-31 | |
| FNDF | SCHWAB STRATEGIC TR | 1.72% | 492.8K | $24.1M | +1.21%(+5.87K) | $31.45(+67.13%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.96% | +40.36% |
| Top 20 Holdings Unweighted | +11.99% | +40.45% |
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