StockDriftsStockDriftsTop 50 Veridan Wealth Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RKT | ROCKET COS INC | 31.94% | 5.94M | $84.6M | +0.00%(+0) | $19.37(-31.08%) | 2026-03-31 | |
| WFC | WELLS FARGO & CO | 4.12% | 137.1K | $10.9M | +0.00%(+0) | $58.68(+25.13%) | 2026-03-31 | |
| IUSB | ISHARES TR | 3.33% | 191.2K | $8.8M | -0.03%(-66) | $45.45(+0.54%) | 2026-03-31 | |
| IWY | ISHARES TR | 2.79% | 29.7K | $7.4M | -0.60%(-180) | $206.94(+41.26%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 2.67% | 91.8K | $7.1M | +0.30%(+274) | $75.60(+0.61%) | 2026-03-31 | |
| IWX | ISHARES TR | 2.35% | 67.3K | $6.2M | +0.66%(+439) | $76.58(+32.45%) | 2026-03-31 | |
| MGV | VANGUARD WORLD FD | 2.33% | 42.7K | $6.2M | -0.35%(-149) | $121.05(+27.25%) | 2026-03-31 | |
| HFXI | NEW YORK LIFE INVESTMENTS ET | 2.23% | 176.0K | $5.9M | +2.80%(+4.79K) | $26.99(+33.98%) | 2026-03-31 | |
| IWL | ISHARES TR | 2.21% | 36.6K | $5.9M | +0.82%(+299) | $132.65(+38.64%) | 2026-03-31 | |
| OEF | ISHARES TR | 2.18% | 18.2K | $5.8M | +0.84%(+151) | $258.52(+42.87%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -9.86% | -26.77% |
| Top 20 Holdings Unweighted | -0.56% | -1.68% |
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