StockDriftsStockDriftsTop 50 TSA Wealth Managment LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 9.71% | 392.5K | $30.0M | +20.74%(+67.42K) | $57.90(+50.90%) | 2026-03-31 | |
| SCHZ | SCHWAB STRATEGIC TR | 7.19% | 958.0K | $22.2M | +2.05%(+19.24K) | $22.87(+0.93%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 5.47% | 291.0K | $16.9M | -11.71%(-38.60K) | $44.34(+49.84%) | 2026-03-31 | |
| CORO | BLACKROCK ETF TRUST | 4.83% | 465.0K | $15.0M | new | $31.61(+13.43%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.5% | 21.3K | $13.9M | -4.64%(-1.04K) | $453.53(+64.43%) | 2026-03-31 | |
| OEF | ISHARES TR | 4.27% | 41.6K | $13.2M | -40.09%(-27.83K) | $257.09(+44.23%) | 2026-03-31 | |
| IVE | ISHARES TR | 3.9% | 57.2K | $12.1M | -9.33%(-5.88K) | $191.82(+17.11%) | 2026-03-31 | |
| IUSB | ISHARES TR | 3.73% | 249.9K | $11.5M | +4.65%(+11.10K) | $45.29(+1.55%) | 2026-03-31 | |
| GOVT | ISHARES TR | 3.66% | 494.3K | $11.3M | +419.01%(+399.09K) | $22.91(-0.92%) | 2026-03-31 | |
| QUAL | ISHARES TR | 3.39% | 54.7K | $10.5M | -1.54%(-855) | $143.87(+46.64%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.72% | +35.72% |
| Top 20 Holdings Unweighted | +10.94% | +36.55% |
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