Top 50 Wealth Quarterback LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 14.54% | 56.6K | $36.9M | -31.89%(-26.47K) | $558.15(+34.09%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 6.3% | 181.4K | $16.0M | -9.87%(-19.86K) | $61.39(+26.26%) | 2026-03-31 | |
| QUAL | ISHARES TR | 5.35% | 70.8K | $13.6M | +0.62%(+437) | $156.53(+39.54%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 4.04% | 17.8K | $10.3M | -53.85%(-20.76K) | $539.80(+32.01%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.7% | 37.0K | $9.4M | -4.75%(-1.84K) | $141.09(+118.74%) | 2026-03-31 | |
| DVY | ISHARES TR | 2.59% | 43.5K | $6.6M | -7.90%(-3.73K) | $126.29(+25.97%) | 2026-03-31 | |
| SMH | VANECK ETF TRUST | 2.45% | 16.2K | $6.2M | -18.33%(-3.64K) | $245.26(+141.49%) | 2026-03-31 | |
| XOVR | ENTREPRENEURSHARES SERIES TR | 2.42% | 363.9K | $6.1M | new | $18.51(+13.42%) | 2026-03-31 | |
| FBCG | FIDELITY COVINGTON TRUST | 2.42% | 122.4K | $6.1M | +8.26%(+9.34K) | $48.77(+25.27%) | 2026-03-31 | |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 2.41% | 103.6K | $6.1M | +792.76%(+92.00K) | $67.86(-21.14%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.43% | +49.85% |
| Top 20 Holdings Unweighted | +14.60% | +50.50% |
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