StockDriftsStockDriftsTop 50 Wellington Wealth Strategies, Llc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JPST | J P MORGAN EXCHANGE TRADED F | 17.32% | 401.6K | $19.0M | +326.35%(+307.39K) | — | 2024-12-31 | |
| BKLN | INVESCO EXCH TRADED FD TR II | 5.55% | 289.6K | $6.1M | -23.80%(-90.43K) | — | 2024-12-31 | |
| NVDA | NVIDIA CORPORATION | 4.97% | 40.3K | $5.5M | -10.82%(-4.89K) | — | 2024-12-31 | |
| MSFT | MICROSOFT CORP | 4.37% | 11.7K | $4.8M | -23.42%(-3.58K) | — | 2024-12-31 | |
| GOOGL | ALPHABET INC | 4.11% | 24.0K | $4.5M | +27.07%(+5.12K) | — | 2024-12-31 | |
| TFLO | ISHARES TR | 3.94% | 85.7K | $4.3M | -15.09%(-15.22K) | — | 2024-12-31 | |
| ICSH | ISHARES TR | 3.89% | 84.4K | $4.3M | -22.59%(-24.63K) | — | 2024-12-31 | |
| AMZN | AMAZON COM INC | 3.5% | 16.7K | $3.8M | -39.40%(-10.85K) | — | 2024-12-31 | |
| IEFA | ISHARES TR | 3.37% | 48.8K | $3.7M | +5.32%(+2.47K) | — | 2024-12-31 | |
| SPSB | SPDR SER TR | 2.53% | 92.8K | $2.8M | -16.38%(-18.18K) | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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