StockDriftsStockDriftsTop 50 Wealth Group Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES | 23.26% | 156.4K | $102.1M | -0.96%(-1.51K) | $461.18(+57.64%) | 2026-03-31 | |
| BBUS | JP Morgan | 15.75% | 590.0K | $69.1M | +8.45%(+45.99K) | $114.17(+14.22%) | 2026-03-31 | |
| QUAL | ISHARES | 9.16% | 209.6K | $40.2M | +2.81%(+5.72K) | $149.86(+38.46%) | 2026-03-31 | |
| QQQ | Invesco | 6.4% | 48.7K | $28.1M | +1.69%(+810) | $542.39(+25.67%) | 2026-03-31 | |
| VGT | Vanguard | 5.29% | 33.3K | $23.2M | +0.88%(+289) | $58.07(+83.93%) | 2026-03-31 | |
| DYNF | Ishares | 5.28% | 398.3K | $23.2M | +6.86%(+25.56K) | $55.70(+15.85%) | 2026-03-31 | |
| VOO | Vanguard | 4.91% | 36.1K | $21.6M | +1.02%(+363) | $424.10(+56.87%) | 2026-03-31 | |
| COWZ | Pacer | 4.44% | 311.7K | $19.5M | -0.76%(-2.40K) | $51.56(+23.46%) | 2026-03-31 | |
| OEF | ISHARES | 4.11% | 56.8K | $18.1M | +6.49%(+3.46K) | $312.14(+14.73%) | 2026-03-31 | |
| DGRO | ISHARES | 1.66% | 103.9K | $7.3M | -8.89%(-10.14K) | $52.21(+40.52%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.64% | +39.16% |
| Top 20 Holdings Unweighted | +12.26% | +41.47% |
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