StockDriftsStockDriftsTop 50 Wealthcare Investment Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 7.21% | 44.2K | $26.0M | -0.68%(-302) | $370.41(+84.01%) | 2026-03-31 | |
| FVD | FIRST TR EXCHANGE-TRADED FD | 4.01% | 307.3K | $14.5M | +1.36%(+4.12K) | $41.48(+14.48%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 3.32% | 292.2K | $12.0M | -0.21%(-603) | $35.01(+28.96%) | 2026-03-31 | |
| ITA | ISHARES TR | 3.27% | 52.2K | $11.8M | +0.30%(+155) | $123.79(+73.99%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 2.95% | 246.3K | $10.6M | +45.14%(+76.60K) | $38.44(+21.38%) | 2026-03-31 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 2.66% | 282.6K | $9.6M | -1.06%(-3.04K) | $33.84(+5.73%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 2.48% | 104.7K | $8.9M | -5.88%(-6.54K) | $39.26(+118.25%) | 2026-03-31 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 2.2% | 68.6K | $7.9M | +1.80%(+1.22K) | $82.84(+66.44%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 2.11% | 166.0K | $7.6M | +0.74%(+1.21K) | $45.44(+0.24%) | 2026-03-31 | |
| IDMO | INVESCO EXCH TRADED FD TR II | 2.06% | 135.4K | $7.4M | +12.68%(+15.24K) | $51.85(+13.92%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.67% | +39.26% |
| Top 20 Holdings Unweighted | +10.99% | +36.71% |
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