StockDriftsStockDriftsTop 50 WealthShield Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 3.93% | 54.0K | $35.2M | +16.00%(+7.44K) | $421.16(+77.07%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 2.3% | 832.8K | $20.6M | +3.33%(+26.88K) | $19.20(+42.23%) | 2026-03-31 | |
| IEMG | ISHARES INC | 2.24% | 288.4K | $20.1M | -5.99%(-18.38K) | $52.48(+56.35%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.13% | 75.3K | $19.1M | -0.54%(-410) | $163.84(+82.41%) | 2026-03-31 | |
| IVW | ISHARES TR | 1.95% | 154.9K | $17.5M | +5.23%(+7.70K) | $81.47(+68.46%) | 2026-03-31 | |
| IVE | ISHARES TR | 1.89% | 80.3K | $17.0M | -6.09%(-5.21K) | $188.00(+19.49%) | 2026-03-31 | |
| MGK | VANGUARD WORLD FD | 1.8% | 44.0K | $16.1M | -1.55%(-692) | $39.55(+124.32%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 1.66% | 512.2K | $14.9M | -1.15%(-5.93K) | $19.01(+80.53%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.59% | 81.8K | $14.3M | -0.13%(-106) | $72.94(+209.62%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 1.49% | 229.4K | $13.3M | -15.34%(-41.55K) | $45.12(+47.26%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.53% | +38.73% |
| Top 20 Holdings Unweighted | +10.92% | +36.45% |
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