StockDriftsStockDriftsTop 50 Vertrix Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | 5.18% | 179.3K | $14.1M | new | $78.61(-1.09%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 4.59% | 249.4K | $12.5M | new | $49.70(-0.25%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 4.47% | 214.5K | $12.1M | new | $56.70(+8.72%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 4.15% | 145.8K | $11.3M | new | $77.53(-1.42%) | 2026-03-31 | |
| BLV | VANGUARD BD INDEX FDS | 4.11% | 162.2K | $11.2M | new | $69.15(-1.06%) | 2026-03-31 | |
| VWOB | VANGUARD WHITEHALL FDS | 3.04% | 125.6K | $8.2M | new | $66.56(+0.66%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.01% | 32.2K | $8.2M | new | $262.82(+17.43%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 2.88% | 79.8K | $7.8M | new | $102.31(+14.56%) | 2026-03-31 | |
| WMT | WALMART INC | 2.39% | 52.3K | $6.5M | new | $117.85(-5.10%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.27% | 21.0K | $6.2M | new | $308.19(+8.53%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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