StockDriftsStockDriftsTop 50 Wealth Intelligence, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LOW | LOWES COS INC | 34.28% | 301.7K | $71.3M | +0.00%(+3) | $246.23(-8.53%) | 2026-03-31 | |
| FTCB | FIRST TR EXCHANGE-TRADED FD | 9.5% | 942.2K | $19.7M | new | $21.09(-0.88%) | 2026-03-31 | |
| PFXF | VANECK ETF TRUST | 4.59% | 544.0K | $9.5M | -12.71%(-79.24K) | $17.72(+4.71%) | 2026-03-31 | |
| GSY | INVESCO ACTIVELY MANAGED EXC | 3.33% | 138.2K | $6.9M | +12.68%(+15.55K) | $50.23(-0.15%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.22% | 26.4K | $6.7M | -3.99%(-1.10K) | $263.24(+7.95%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.68% | 18.0K | $5.6M | +1.65%(+292) | $337.84(+26.50%) | 2026-03-31 | |
| SAWS | ETF SER SOLUTIONS | 2.31% | 226.0K | $4.8M | new | $21.17(+13.99%) | 2026-03-31 | |
| MPC | MARATHON PETE CORP | 2.1% | 17.9K | $4.4M | -0.64%(-116) | $177.69(+46.61%) | 2026-03-31 | |
| ETN | EATON CORP PLC | 2% | 11.6K | $4.2M | +34.87%(+3.00K) | $344.24(+19.35%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 1.98% | 14.0K | $4.1M | -0.95%(-135) | $318.82(-2.96%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -0.23% | -0.69% |
| Top 20 Holdings Unweighted | +1.19% | +3.62% |
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