StockDriftsStockDriftsTop 50 Wealth Alliance, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 8.49% | 338.7K | $85.9M | -0.98%(-3.36K) | $120.02(+148.46%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.05% | 62.8K | $41.0M | +12.93%(+7.19K) | $427.49(+75.81%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 3.15% | 548.6K | $31.9M | +5.74%(+29.76K) | $47.51(+41.40%) | 2026-03-31 | |
| IVE | ISHARES TR | 3.11% | 149.0K | $31.5M | -9.86%(-16.30K) | $182.88(+23.12%) | 2026-03-31 | |
| IUSB | ISHARES TR | 2.56% | 562.1K | $26.0M | +17.49%(+83.68K) | $46.86(-1.89%) | 2026-03-31 | |
| IVW | ISHARES TR | 2.43% | 217.9K | $24.6M | -6.01%(-13.93K) | $83.22(+66.91%) | 2026-03-31 | |
| IEMG | ISHARES INC | 2.02% | 293.4K | $20.5M | -13.84%(-47.12K) | $54.65(+50.58%) | 2026-03-31 | |
| EFV | ISHARES TR | 1.88% | 256.4K | $19.1M | -3.61%(-9.59K) | $54.57(+43.63%) | 2026-03-31 | |
| AMLP | ALPS ETF TR | 1.52% | 292.2K | $15.4M | +6.26%(+17.20K) | $37.80(+42.50%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.43% | 39.1K | $14.5M | -7.38%(-3.12K) | $228.73(+79.00%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.95% | +51.91% |
| Top 20 Holdings Unweighted | +14.24% | +49.10% |
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