StockDriftsStockDriftsTop 50 Wellington Grp LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IGSB | ISHARES TR | 7.61% | 470.3K | $24.7M | +9.15%(+39.42K) | $52.93(-1.16%) | 2026-03-31 | |
| RWJ | INVESCO EXCH TRADED FD TR II | 7.55% | 485.4K | $24.5M | +7.96%(+35.80K) | $48.59(+13.62%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 6.11% | 69.1K | $19.8M | +13.50%(+8.22K) | $72.90(+7.11%) | 2026-03-31 | |
| BKLN | INVESCO EXCH TRADED FD TR II | 5.13% | 816.5K | $16.7M | -5.77%(-49.95K) | $20.97(-2.36%) | 2026-03-31 | |
| DBEF | DBX ETF TR | 4.74% | 311.3K | $15.4M | +14.08%(+38.42K) | $47.45(+11.26%) | 2026-03-31 | |
| ICSH | ISHARES TR | 4.32% | 277.4K | $14.0M | +6.63%(+17.25K) | $50.66(-0.20%) | 2026-03-31 | |
| TFLO | ISHARES TR | 4.19% | 268.4K | $13.6M | +9.09%(+22.36K) | $50.53(+0.16%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 3.92% | 251.6K | $12.7M | +9.55%(+21.94K) | $50.65(-0.25%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 3.44% | 12.2K | $11.2M | +4.36%(+508) | $922.11(+15.50%) | 2026-03-31 | |
| IWY | ISHARES TR | 2.89% | 37.7K | $9.4M | +23.86%(+7.26K) | $273.04(+7.44%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -12.61% | -33.25% |
| Top 20 Holdings Unweighted | -23.53% | -55.28% |
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