StockDriftsStockDriftsTop 50 Wealthone, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 18.21% | 326.9K | $45.1M | +0.53%(+1.73K) | — | 2023-09-30 | |
| VUG | VANGUARD INDEX FDS | 16.3% | 148.2K | $40.4M | +0.85%(+1.25K) | — | 2023-09-30 | |
| AAPL | APPLE INC | 7.02% | 101.5K | $17.4M | +2.68%(+2.65K) | — | 2023-09-30 | |
| SMMD | ISHARES TR | 5.5% | 250.0K | $13.6M | +2.45%(+5.98K) | — | 2023-09-30 | |
| XLK | SELECT SECTOR SPDR TR | 4.21% | 63.7K | $10.4M | -8.95%(-6.25K) | — | 2023-09-30 | |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 3.66% | 191.9K | $9.1M | -3.11%(-6.15K) | — | 2023-09-30 | |
| HDV | ISHARES TR | 3.51% | 87.8K | $8.7M | +9.03%(+7.27K) | — | 2023-09-30 | |
| XLY | SELECT SECTOR SPDR TR | 3.38% | 51.9K | $8.4M | -5.07%(-2.77K) | — | 2023-09-30 | |
| VO | VANGUARD INDEX FDS | 3.33% | 39.6K | $8.2M | -6.05%(-2.55K) | — | 2023-09-30 | |
| DGRO | ISHARES TR | 3.13% | 156.6K | $7.8M | -8.26%(-14.10K) | — | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Wealthone, Llc reports $247.63M in US-listed equity holdings across 85 positions in its most recent 13F filing. Its largest disclosed positions are VTV (18.2%), VUG (16.3%) and AAPL (7.0%). Figures reflect the Q3 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wealthone, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1763608). View Wealthone, Llc’s 13F filings on SEC