StockDriftsStockDriftsTop 50 Widmann Financial Services Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | 6.16% | 114.5K | $10.4M | -0.12%(-138) | $73.86(+28.90%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 5.11% | 77.7K | $8.6M | -1.83%(-1.45K) | $83.00(+41.26%) | 2026-03-31 | |
| IWD | ISHARES TR | 4.35% | 34.2K | $7.3M | -0.13%(-45) | $166.80(+39.20%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.15% | 27.5K | $7.0M | -0.60%(-165) | $163.10(+84.07%) | 2026-03-31 | |
| IWF | ISHARES TR | 3.59% | 14.1K | $6.0M | +0.01%(+1) | $296.12(-58.00%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 3.46% | 34.3K | $5.8M | -9.15%(-3.46K) | $79.10(+99.65%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.4% | 15.4K | $5.7M | -0.67%(-104) | $308.72(+36.67%) | 2026-03-31 | |
| EEM | ISHARES TR | 3.09% | 91.5K | $5.2M | -3.00%(-2.83K) | $47.11(+38.12%) | 2026-03-31 | |
| IWP | ISHARES TR | 2.62% | 34.4K | $4.4M | +2.95%(+985) | $112.60(+20.89%) | 2026-03-31 | |
| IWS | ISHARES TR | 2.4% | 27.7K | $4.0M | +1.51%(+411) | $124.26(+25.08%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.45% | +38.44% |
| Top 20 Holdings Unweighted | +11.11% | +37.16% |
Sign up free to track Widmann Financial Services Inc, compare funds side by side, and get alerts the moment positions change.