StockDriftsStockDriftsTop 34 Wallace Hart LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 57.08% | 63.7K | $41.4M | -8.54%(-5.95K) | $588.78(+26.50%) | 2026-03-31 | |
| TPL | TEXAS PACIFIC LAND CORPORATI | 7.85% | 12.0K | $5.7M | -0.71%(-86) | $203.94(+99.67%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 5.63% | 7.1K | $4.1M | -90.92%(-70.93K) | $510.59(+39.56%) | 2026-03-31 | |
| IYG | ISHARES TR | 4.41% | 38.6K | $3.2M | new | $87.55(+6.65%) | 2026-03-31 | |
| IGM | ISHARES TR | 3.95% | 24.2K | $2.9M | +67.79%(+9.77K) | $125.00(+25.47%) | 2026-03-31 | |
| IYW | ISHARES TR | 3.86% | 15.5K | $2.8M | +68.50%(+6.29K) | $193.15(+26.06%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.55% | 4.4K | $1.1M | -42.65%(-3.29K) | $250.37(+23.27%) | 2026-03-31 | |
| MSTR | STRATEGY INC | 1.44% | 8.4K | $1.0M | -0.47%(-40) | $266.44(-62.18%) | 2026-03-31 | |
| PWR | QUANTA SVCS INC | 1.27% | 1.7K | $925K | +170.30%(+1.06K) | $460.64(+45.08%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 1.22% | 2.1K | $885K | +101.86%(+1.04K) | $394.77(-4.21%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.23% | +19.89% |
| Top 20 Holdings Unweighted | +7.69% | +24.89% |
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