StockDriftsStockDriftsTop 50 Walkner Condon Financial Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPDW | SPDR INDEX SHS FDS | 7.61% | 1.26M | $57.7M | +12.49%(+140.40K) | $37.35(+34.59%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 5.43% | 538.2K | $41.2M | +6.41%(+32.43K) | $56.80(+53.82%) | 2026-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 3.65% | 587.4K | $27.7M | +12.33%(+64.50K) | $46.62(+0.31%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.96% | 34.3K | $22.4M | -0.65%(-224) | $478.22(+55.94%) | 2026-03-31 | |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 2.85% | 434.8K | $21.7M | +3.30%(+13.89K) | $49.28(+1.25%) | 2026-03-31 | |
| IJH | ISHARES TR | 2.77% | 311.7K | $21.0M | +8.53%(+24.51K) | $60.61(+20.66%) | 2026-03-31 | |
| UCON | FIRST TR EXCHNG TRADED FD VI | 2.42% | 740.0K | $18.3M | +10.73%(+71.69K) | $25.08(-0.66%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 2.41% | 227.0K | $18.3M | +14.20%(+28.22K) | $67.77(+40.00%) | 2026-03-31 | |
| LGOV | FIRST TR EXCHANGE-TRADED FD | 2.39% | 840.8K | $18.1M | -0.18%(-1.56K) | $21.62(-1.09%) | 2026-03-31 | |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 2.15% | 176.2K | $16.3M | +0.14%(+252) | $85.40(+8.00%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.99% | +33.06% |
| Top 20 Holdings Unweighted | +9.60% | +31.64% |
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