StockDriftsStockDriftsTop 50 Windsor Capital Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 10.74% | 58.3K | $38.1M | -1.24%(-730) | $206.42(+252.19%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 5.33% | 334.5K | $18.9M | -2.59%(-8.90K) | $32.80(+82.83%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 4.99% | 231.2K | $17.7M | -2.25%(-5.32K) | $35.19(+142.07%) | 2026-03-31 | |
| ESGD | ISHARES TR | 4.74% | 175.7K | $16.8M | -2.90%(-5.25K) | $69.69(+44.67%) | 2026-03-31 | |
| IJH | ISHARES TR | 4.63% | 243.3K | $16.4M | -2.49%(-6.21K) | $34.50(+112.35%) | 2026-03-31 | |
| SPSM | SPDR SERIES TRUST | 3.98% | 292.1K | $14.1M | -1.65%(-4.90K) | $33.55(+60.18%) | 2026-03-31 | |
| IBDT | ISHARES TR | 3.56% | 498.9K | $12.6M | +3.46%(+16.67K) | $24.82(+1.62%) | 2026-03-31 | |
| IBDU | ISHARES TR | 3.56% | 543.3K | $12.6M | +3.58%(+18.80K) | $23.18(-0.11%) | 2026-03-31 | |
| IBDS | ISHARES TR | 2.96% | 432.7K | $10.5M | -1.90%(-8.39K) | $23.70(+1.99%) | 2026-03-31 | |
| SPMD | SPDR SERIES TRUST | 2.71% | 162.6K | $9.6M | -3.08%(-5.17K) | $34.29(+87.39%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.28% | +30.51% |
| Top 20 Holdings Unweighted | +7.62% | +24.64% |
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