StockDriftsStockDriftsTop 50 WJ Financial Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | 5.77% | 16.6K | $7.2M | +5.34%(+843) | $334.74(+28.61%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.43% | 21.6K | $5.5M | +2.40%(+506) | $235.03(+27.16%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.83% | 9.9K | $4.7M | +8.34%(+761) | $485.78(-0.05%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.41% | 20.3K | $4.2M | +18.35%(+3.14K) | $219.49(+23.07%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.19% | 6.1K | $4.0M | +2.72%(+161) | $645.17(+15.06%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 3.14% | 151.5K | $3.9M | -0.45%(-678) | $25.40(+14.84%) | 2026-03-31 | |
| CLM | CORNERSTONE STRATEGIC INVEST | 2.62% | 444.9K | $3.2M | +69.16%(+181.90K) | $8.07(-3.40%) | 2026-03-31 | |
| PFF | ISHARES TR | 2.42% | 98.8K | $3.0M | +3.40%(+3.25K) | $31.14(+1.42%) | 2026-03-31 | |
| TLT | ISHARES TR | 2.41% | 34.4K | $3.0M | -5.39%(-1.96K) | $88.81(-4.52%) | 2026-03-31 | |
| SPHD | INVESCO EXCH TRADED FD TR II | 2.03% | 50.8K | $2.5M | +2.45%(+1.22K) | $48.55(+1.90%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.30% | +16.76% |
| Top 20 Holdings Unweighted | +4.43% | +13.90% |
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