StockDriftsStockDriftsTop 50 Wisconsin Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FDL | FIRST TR EXCHANGE-TRADED FD | 4.76% | 95.2K | $4.8M | +2.05%(+1.92K) | $41.31(+21.23%) | 2026-03-31 | |
| SDVY | FIRST TR EXCHANGE TRADED FD | 4% | 103.1K | $4.1M | +1.78%(+1.80K) | $35.97(+17.66%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.94% | 6.9K | $4.0M | +1.60%(+109) | $513.35(+32.78%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.62% | 11.9K | $3.7M | +0.68%(+80) | $204.62(+108.86%) | 2026-03-31 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 3.54% | 52.6K | $3.6M | +2.28%(+1.17K) | $59.46(+25.28%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.4% | 19.8K | $3.5M | +4.48%(+850) | $129.93(+51.23%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 3.25% | 7.7K | $3.3M | -4.69%(-378) | $244.18(+71.30%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 3.18% | 7.4K | $3.2M | +0.15%(+11) | $74.02(+13.90%) | 2026-03-31 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 2.81% | 38.0K | $2.9M | -0.18%(-68) | $68.73(+18.82%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 2.78% | 108.0K | $2.8M | -0.33%(-355) | $26.62(-1.10%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.37% | +30.82% |
| Top 20 Holdings Unweighted | +8.93% | +29.26% |
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