StockDriftsStockDriftsTop 50 Visionary Wealth Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.51% | 401.2K | $101.8M | +0.69%(+2.74K) | $147.75(+101.84%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.04% | 105.3K | $68.8M | +1.88%(+1.94K) | $415.50(+80.88%) | 2026-03-31 | |
| PWR | QUANTA SVCS INC | 2.35% | 96.7K | $53.1M | -4.95%(-5.04K) | $75.96(+926.98%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 2.07% | 1.82M | $46.7M | +4.05%(+70.88K) | $24.78(+18.69%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 2.05% | 1.87M | $46.3M | +2.49%(+45.49K) | $18.00(+51.54%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.91% | 116.8K | $43.2M | +4.60%(+5.13K) | $245.04(+67.09%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 1.76% | 1.37M | $39.8M | +2.64%(+35.18K) | $19.37(+79.05%) | 2026-03-31 | |
| AVLV | AMERICAN CENTY ETF TR | 1.68% | 470.1K | $37.9M | -0.19%(-886) | $57.62(+53.92%) | 2026-03-31 | |
| AGG | ISHARES TR | 1.62% | 369.6K | $36.7M | +4.16%(+14.77K) | $104.05(-5.20%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 1.35% | 1.16M | $30.5M | +5.38%(+59.33K) | $26.36(-0.13%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.36% | +53.53% |
| Top 20 Holdings Unweighted | +12.44% | +42.16% |
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