StockDriftsStockDriftsTop 50 Unique Wealth Strategies, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | 6.04% | 284.7K | $12.9M | +0.00%(+0) | — | 2024-06-30 | |
| IVV | ISHARES TR | 4.68% | 19.0K | $10.0M | +0.00%(+0) | — | 2024-06-30 | |
| MOAT | VANECK ETF TRUST | 3.56% | 84.6K | $7.6M | +0.00%(+0) | — | 2024-06-30 | |
| DBEF | DBX ETF TR | 2.72% | 141.8K | $5.8M | +0.00%(+0) | — | 2024-06-30 | |
| META | META PLATFORMS INC | 2.38% | 10.5K | $5.1M | +0.00%(+0) | — | 2024-06-30 | |
| JMBS | JANUS DETROIT STR TR | 1.99% | 94.3K | $4.3M | +0.00%(+0) | — | 2024-06-30 | |
| GOOGL | ALPHABET INC | 1.88% | 26.6K | $4.0M | +0.00%(+0) | — | 2024-06-30 | |
| MSFT | MICROSOFT CORP | 1.85% | 9.4K | $4.0M | +0.00%(+0) | — | 2024-06-30 | |
| AMZN | AMAZON COM INC | 1.75% | 20.7K | $3.7M | +0.00%(+0) | — | 2024-06-30 | |
| PRF | INVESCO EXCHANGE TRADED FD T | 1.74% | 96.7K | $3.7M | +0.00%(+0) | — | 2024-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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