StockDriftsStockDriftsTop 50 W Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | 6.84% | 117.9K | $13.3M | -0.78%(-930) | $78.98(+73.77%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.28% | 40.6K | $10.3M | +1.57%(+628) | $164.87(+81.27%) | 2026-03-31 | |
| MRK | MERCK & CO INC | 4.47% | 72.6K | $8.7M | -0.05%(-35) | $75.99(+49.30%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.07% | 12.1K | $7.9M | +16.49%(+1.72K) | $486.87(+53.17%) | 2026-03-31 | |
| OEF | ISHARES TR | 3.65% | 22.4K | $7.1M | -18.32%(-5.03K) | $193.50(+91.63%) | 2026-03-31 | |
| IVE | ISHARES TR | 3.17% | 29.3K | $6.2M | -3.76%(-1.14K) | $165.30(+35.90%) | 2026-03-31 | |
| SUSL | ISHARES TR | 3.1% | 53.3K | $6.1M | -6.41%(-3.65K) | $67.33(+95.49%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 3.08% | 35.4K | $6.0M | -0.75%(-269) | $62.61(+142.07%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.06% | 16.1K | $6.0M | +0.88%(+141) | $322.81(+25.53%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.79% | 8.4K | $5.4M | +0.00%(+0) | $492.99(+50.57%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.17% | +44.93% |
| Top 20 Holdings Unweighted | +12.70% | +43.16% |
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