StockDriftsStockDriftsTop 50 Truwealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | 6.26% | 2.86M | $130.4M | +1.77%(+49.57K) | $45.51(+0.09%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 5.32% | 4.23M | $110.8M | +3.92%(+159.74K) | $26.49(-0.59%) | 2026-03-31 | |
| JAAA | JANUS DETROIT STR TR | 5.29% | 2.19M | $110.2M | +3.33%(+70.54K) | $50.30(+0.51%) | 2026-03-31 | |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 4.46% | 4.54M | $92.8M | +1.49%(+66.71K) | $20.01(+2.05%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 4.11% | 267.0K | $85.6M | -19.50%(-64.67K) | $197.84(+80.44%) | 2026-03-31 | |
| BSCU | INVESCO EXCH TRD SLF IDX FD | 3.76% | 4.68M | $78.3M | +2.89%(+131.63K) | $16.68(+0.17%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.51% | 205.9K | $52.2M | +2.28%(+4.59K) | $146.73(+93.67%) | 2026-03-31 | |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 2.44% | 491.8K | $50.8M | +49.92%(+163.75K) | $100.63(+9.04%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.27% | 164.8K | $47.3M | -0.09%(-143) | $104.69(+267.06%) | 2026-03-31 | |
| IWF | ISHARES TR | 2.24% | 109.3K | $46.6M | -21.04%(-29.11K) | $261.22(-53.90%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.85% | +36.21% |
| Top 20 Holdings Unweighted | +14.47% | +50.00% |
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