StockDriftsStockDriftsTop 50 Tulsa Wealth Advisors, INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPHQ | INVESCO S&P 500 QUALITY ETF | 9.92% | 752.8K | $56.6M | new | $75.12(+16.97%) | 2026-03-31 | |
| ITOT | ISHARES TR CORE S&P TTL STK | 9.86% | 394.9K | $56.2M | new | $145.56(+12.50%) | 2026-03-31 | |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTI | 8.2% | 804.3K | $46.8M | new | $59.50(+12.83%) | 2026-03-31 | |
| AVLV | AVANTIS US LARGE CAP VALUE ETF | 5.77% | 408.3K | $32.9M | new | $78.19(+16.17%) | 2026-03-31 | |
| XLG | INVESCO S&P 500 TOP 50 ETF | 4.41% | 461.0K | $25.1M | new | $56.91(+6.70%) | 2026-03-31 | |
| VUG | VANGUARD GROWTH ETF | 4.26% | 55.6K | $24.3M | new | $77.05(+10.96%) | 2026-03-31 | |
| IEF | ISHARES TR 7-10 YR TRSY BD | 4.17% | 249.3K | $23.8M | new | $95.80(-1.75%) | 2026-03-31 | |
| HEFA | ISHARES TR HDG MSCI EAFE | 3.18% | 427.1K | $18.1M | new | $41.93(+10.54%) | 2026-03-31 | |
| AVGO | BROADCOM INCORPORATED | 2.55% | 47.0K | $14.6M | -30.33%(-20.48K) | $344.94(+4.50%) | 2026-03-31 | |
| AAPL | APPLE INCORPORATED | 2.39% | 53.7K | $13.6M | -37.04%(-31.59K) | $263.24(+17.24%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -2.69% | -7.87% |
| Top 20 Holdings Unweighted | +11.62% | +39.08% |
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