Top 50 Weaver Consulting Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DIVZ | ELEVATION SERIES TRUST | 6.91% | 778.9K | $29.0M | +1.67%(+12.78K) | $29.42(+27.92%) | 2026-03-31 | |
| TFLO | ISHARES TR | 4.56% | 377.8K | $19.1M | -8.08%(-33.20K) | $50.55(+0.03%) | 2026-03-31 | |
| QUAL | ISHARES TR | 4.49% | 98.1K | $18.8M | -1.99%(-1.99K) | $84.47(+149.15%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.73% | 35.8K | $11.5M | +7.74%(+2.57K) | $193.90(+87.07%) | 2026-03-31 | |
| BOXX | EA SERIES TRUST | 2.63% | 95.0K | $11.1M | +40.20%(+27.25K) | $110.93(+5.23%) | 2026-03-31 | |
| JAAA | JANUS DETROIT STR TR | 2.32% | 193.1K | $9.7M | -6.96%(-14.44K) | $50.73(-0.21%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.31% | 38.1K | $9.7M | -1.63%(-633) | $103.86(+189.06%) | 2026-03-31 | |
| AOM | ISHARES TR | 1.99% | 176.4K | $8.4M | +1.28%(+2.23K) | $38.30(+27.97%) | 2026-03-31 | |
| UYLD | ANGEL OAK FUNDS TRUST | 1.9% | 156.3K | $8.0M | +39.54%(+44.28K) | $51.13(-0.06%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 1.86% | 36.2K | $7.8M | -0.41%(-150) | $98.10(+133.84%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.40% | +27.38% |
| Top 20 Holdings Unweighted | +8.57% | +27.98% |
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