Top 50 Vivid Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 10.67% | 40.4K | $26.4M | +0.15%(+59) | $465.04(+60.36%) | 2026-03-31 | |
| BINC | BLACKROCK ETF TRUST II | 9.2% | 437.7K | $22.7M | +0.26%(+1.14K) | $52.80(-1.04%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 6.93% | 29.7K | $17.1M | +0.73%(+216) | $399.51(+78.89%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 5.98% | 161.2K | $14.8M | +1.33%(+2.11K) | $91.65(-0.17%) | 2026-03-31 | |
| SGOV | ISHARES TR | 5.96% | 146.2K | $14.7M | +0.48%(+698) | $100.55(-0.04%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 3.58% | 45.0K | $8.8M | -2.79%(-1.29K) | $156.73(+32.95%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 2.44% | 106.6K | $6.0M | +0.14%(+154) | $55.82(+0.20%) | 2026-03-31 | |
| GRNY | TIDAL TRUST I | 1.98% | 205.4K | $4.9M | +2.70%(+5.40K) | $19.79(+36.31%) | 2026-03-31 | |
| XLI | SELECT SECTOR SPDR TR | 1.62% | 24.8K | $4.0M | -6.80%(-1.81K) | $108.75(+59.65%) | 2026-03-31 | |
| TSLA | TESLA INC | 1.6% | 10.6K | $3.9M | +0.11%(+12) | $206.40(+115.73%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.72% | +43.21% |
| Top 20 Holdings Unweighted | +14.49% | +50.07% |
Sign up free to track Vivid Wealth Management, LLC, compare funds side by side, and get alerts the moment positions change.