StockDriftsStockDriftsTop 50 Wealth Alliance Advisory Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 8.73% | 84.4K | $55.1M | +5.68%(+4.53K) | $349.22(+108.17%) | 2026-03-31 | |
| FENI | FIDELITY COVINGTON TRUST | 7.79% | 1.32M | $49.2M | +57.96%(+485.07K) | $31.81(+23.00%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 6.13% | 197.2K | $38.7M | -3.04%(-6.19K) | $119.36(+73.03%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 5.45% | 1.31M | $34.4M | +14.65%(+167.92K) | $25.55(+3.04%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 4.96% | 687.0K | $31.3M | -9.42%(-71.42K) | $44.89(+1.47%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 4.93% | 71.3K | $31.2M | +18.53%(+11.15K) | $46.14(+82.74%) | 2026-03-31 | |
| JMUB | J P MORGAN EXCHANGE TRADED F | 2.51% | 316.9K | $15.8M | +58.21%(+116.60K) | $49.77(+1.01%) | 2026-03-31 | |
| MUNI | PIMCO ETF TR | 2.48% | 300.5K | $15.7M | +57.76%(+110.00K) | $51.55(+1.50%) | 2026-03-31 | |
| BBAG | J P MORGAN EXCHANGE TRADED F | 2.36% | 322.3K | $14.9M | +14.31%(+40.35K) | $45.54(+0.65%) | 2026-03-31 | |
| FMUB | FIDELITY MERRIMACK STR TR | 2.28% | 284.4K | $14.4M | new | $50.78(+0.38%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.26% | +37.74% |
| Top 20 Holdings Unweighted | +12.46% | +42.22% |
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