StockDriftsStockDriftsTop 50 Transcendent Capital Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPBU | ALLIANZIM BUFFER15 UNCAPPED ALLOCATION ETF | 7.66% | 618.9K | $16.8M | +8.03%(+46.02K) | $25.24(+19.38%) | 2026-03-31 | |
| IJH | ISHARES TR CORE S&P MCP ETF | 4.73% | 153.6K | $10.4M | +33.49%(+38.53K) | $59.72(+22.46%) | 2026-03-31 | |
| FTSM | FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT | 4.39% | 161.2K | $9.6M | -9.54%(-16.99K) | $59.74(+0.20%) | 2026-03-31 | |
| IVW | ISHARES TR S&P 500 GRWT ETF | 3.73% | 72.4K | $8.2M | +25.42%(+14.67K) | $93.10(+47.42%) | 2026-03-31 | |
| IVV | ISHARES TR CORE S&P500 ETF | 3.7% | 12.4K | $8.1M | +16.41%(+1.75K) | $544.57(+36.94%) | 2026-03-31 | |
| USFR | THE WISDOMTREE TRUST FLTG RATE TREASURY FUND | 3.68% | 160.3K | $8.1M | new | $50.33(+0.18%) | 2026-03-31 | |
| AAPL | APPLE INCORPORATED | 3.14% | 27.1K | $6.9M | -7.71%(-2.27K) | $184.64(+61.87%) | 2026-03-31 | |
| BOXX | EA SER TR ALPHA ARCHITECT 1-3 MONTH BOX | 3.14% | 59.2K | $6.9M | +35.78%(+15.59K) | $113.94(+2.40%) | 2026-03-31 | |
| SPYM | STATE STREET SPDR PORTFOLIO S&P ETF | 2.73% | 78.1K | $6.0M | +0.29%(+227) | $66.32(+31.74%) | 2026-03-31 | |
| MSFT | MICROSOFT CORPORATION | 2.61% | 15.5K | $5.7M | -9.71%(-1.66K) | $357.85(+13.24%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.84% | +25.42% |
| Top 20 Holdings Unweighted | +7.43% | +24.00% |
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