StockDriftsStockDriftsTop 50 Wealth Advisory Solutions, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 8.95% | 61.8K | $40.2M | +1.76%(+1.07K) | $428.32(+73.31%) | 2026-03-31 | |
| IJH | ISHARES TR | 6.26% | 416.0K | $28.1M | -1.92%(-8.16K) | $45.79(+59.71%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 5.9% | 137.9K | $26.5M | +23.26%(+26.03K) | $177.85(+14.10%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 5.5% | 322.4K | $24.7M | +0.50%(+1.61K) | $51.65(+69.16%) | 2026-03-31 | |
| EFA | ISHARES TR | 4.31% | 199.0K | $19.3M | +32.23%(+48.50K) | $85.09(+22.03%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 3.36% | 16.4K | $15.1M | -25.39%(-5.58K) | $336.14(+202.18%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.16% | 68.2K | $14.2M | +16.36%(+9.59K) | $163.26(+65.45%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.97% | 52.5K | $13.3M | -1.85%(-992) | $121.29(+146.41%) | 2026-03-31 | |
| PEP | PEPSICO INC | 2.55% | 73.7K | $11.5M | +1.35%(+981) | $145.82(+2.36%) | 2026-03-31 | |
| GLDM | WORLD GOLD TR | 2.48% | 120.0K | $11.1M | -9.51%(-12.61K) | $41.36(+124.35%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.84% | +43.68% |
| Top 20 Holdings Unweighted | +11.95% | +40.31% |
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