StockDriftsStockDriftsTop 50 WealthTrust Asset Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WLTG | ETF OPPORTUNITIES TRUST | 27% | 1.33M | $45.2M | +8.06%(+99.54K) | $25.25(+47.28%) | 2026-03-31 | |
| BILS | SPDR SERIES TRUST | 6.84% | 115.3K | $11.5M | +172.03%(+72.91K) | $99.34(-0.18%) | 2026-03-31 | |
| CHRW | C H ROBINSON WORLDWIDE IN | 6.51% | 65.6K | $10.9M | new | $107.87(+76.01%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 3.74% | 68.3K | $6.3M | -3.49%(-2.47K) | $91.63(-0.20%) | 2026-03-31 | |
| IWB | ISHARES TR | 3.73% | 17.5K | $6.3M | -0.07%(-12) | $321.50(+27.14%) | 2026-03-31 | |
| AGG | ISHARES TR | 3.14% | 53.0K | $5.3M | -1.83%(-989) | $97.59(+1.05%) | 2026-03-31 | |
| FLOT | ISHARES TR | 2.71% | 89.0K | $4.5M | -3.60%(-3.32K) | $50.90(+0.04%) | 2026-03-31 | |
| USB | US BANCORP | 2.3% | 74.0K | $3.8M | +0.00%(+0) | $55.95(+10.34%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.07% | 6.0K | $3.5M | +18.09%(+922) | $369.47(+92.87%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.05% | 13.6K | $3.4M | +55.87%(+4.86K) | $198.15(+55.76%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.03% | +44.41% |
| Top 20 Holdings Unweighted | +16.23% | +57.02% |
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