StockDriftsStockDriftsTop 50 Whipplewood Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JAAA | JANUS DETROIT STR TR | 8.98% | 343.7K | $17.3M | +121.52%(+188.56K) | $50.62(+0.03%) | 2026-03-31 | |
| JPLD | J P MORGAN EXCHANGE TRADED F | 4.07% | 150.4K | $7.8M | new | $52.26(-0.22%) | 2026-03-31 | |
| BALT | INNOVATOR ETFS TRUST | 2.48% | 142.6K | $4.8M | +0.08%(+109) | $31.76(+7.10%) | 2026-03-31 | |
| WEA | WESTERN ASSET PREMIER BD FD | 2.03% | 370.0K | $3.9M | +0.85%(+3.12K) | $10.99(-4.09%) | 2026-03-31 | |
| TSLA | TESLA INC | 2.01% | 10.4K | $3.9M | +0.92%(+95) | $333.37(+33.57%) | 2026-03-31 | |
| RDVI | FIRST TR EXCHANGE-TRADED FD | 1.97% | 148.3K | $3.8M | +1.03%(+1.51K) | $24.38(+11.12%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 1.92% | 17.2K | $3.7M | -5.02%(-908) | $198.06(+15.46%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.81% | 13.7K | $3.5M | +5.31%(+693) | $234.00(+27.72%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 1.74% | 52.2K | $3.3M | +8.86%(+4.25K) | $51.33(+37.60%) | 2026-03-31 | |
| MTUM | ISHARES TR | 1.69% | 13.5K | $3.2M | -0.76%(-103) | $204.74(+49.16%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.57% | +11.11% |
| Top 20 Holdings Unweighted | +4.49% | +14.08% |
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