StockDriftsStockDriftsTop 50 Welch Financial Planning, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DIVB | ISHARES TR | 8.98% | 231.6K | $12.5M | +1.35%(+3.08K) | $52.71(+20.26%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 8.83% | 92.4K | $12.3M | +7.87%(+6.74K) | $142.16(+27.04%) | 2026-03-31 | |
| BA | BOEING CO | 8.52% | 59.5K | $11.8M | -0.29%(-175) | $216.47(+4.63%) | 2026-03-31 | |
| JGRO | J P MORGAN EXCHANGE TRADED F | 8.4% | 138.2K | $11.7M | +2.81%(+3.78K) | $93.15(+1.89%) | 2026-03-31 | |
| LST | MANAGED PORTFOLIO SERIES | 5.97% | 205.2K | $8.3M | +3.94%(+7.77K) | $40.03(+15.36%) | 2026-03-31 | |
| JTEK | J P MORGAN EXCHANGE TRADED F | 5.06% | 88.5K | $7.0M | +3.73%(+3.18K) | $90.80(+14.13%) | 2026-03-31 | |
| XBJL | INNOVATOR ETFS TRUST | 4.83% | 176.6K | $6.7M | +1.12%(+1.96K) | $37.85(+5.35%) | 2026-03-31 | |
| EYLD | CAMBRIA ETF TR | 4.81% | 161.4K | $6.7M | +3.51%(+5.47K) | $37.84(+20.52%) | 2026-03-31 | |
| IDMO | INVESCO EXCH TRADED FD TR II | 4.19% | 106.2K | $5.8M | +21.43%(+18.73K) | $54.85(+9.69%) | 2026-03-31 | |
| EWX | SPDR INDEX SHS FDS | 4.01% | 84.3K | $5.6M | +2.60%(+2.14K) | $66.46(+10.34%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -12.87% | -33.85% |
| Top 20 Holdings Unweighted | -9.82% | -26.66% |
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