StockDriftsStockDriftsTop 50 Wealthedge Investment Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 5.79% | 24.2K | $15.8M | +14.36%(+3.04K) | $591.78(+25.86%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.67% | 34.4K | $12.7M | +65.14%(+13.55K) | $442.69(-11.79%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.22% | 45.3K | $11.5M | +53.63%(+15.81K) | $245.85(+25.53%) | 2026-03-31 | |
| AGG | ISHARES TR | 3.33% | 91.3K | $9.1M | +1200.26%(+84.29K) | $99.55(-0.94%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.26% | 30.9K | $8.9M | +20.28%(+5.20K) | $224.33(+60.44%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.22% | 50.3K | $8.8M | -0.20%(-101) | $149.37(+30.44%) | 2026-03-31 | |
| JAAA | JANUS DETROIT STR TR | 3.01% | 162.8K | $8.2M | -4.04%(-6.85K) | $50.75(-0.40%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.88% | 12.0K | $7.8M | -0.90%(-109) | $582.81(+28.42%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 2.53% | 35.2K | $6.9M | +9.11%(+2.94K) | $174.07(+25.91%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 2.31% | 21.9K | $6.3M | -5.07%(-1.17K) | $66.28(+21.46%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.14% | +9.70% |
| Top 20 Holdings Unweighted | +3.63% | +11.29% |
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