StockDriftsStockDriftsTop 50 WJ Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JPST | J P MORGAN EXCHANGE TRADED F | 10.32% | 435.3K | $22.0M | +20.14%(+72.98K) | $50.53(-0.01%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 8.14% | 408.8K | $17.4M | +0.96%(+3.89K) | $27.35(+74.80%) | 2026-03-31 | |
| FLXR | TCW ETF TRUST | 7.87% | 428.0K | $16.8M | -3.82%(-16.98K) | $39.33(-0.39%) | 2026-03-31 | |
| BINC | BLACKROCK ETF TRUST II | 5.36% | 220.4K | $11.4M | -19.22%(-52.44K) | $53.01(-1.44%) | 2026-03-31 | |
| DFLV | DIMENSIONAL ETF TRUST | 3.99% | 238.6K | $8.5M | new | $34.96(+9.50%) | 2026-03-31 | |
| GLTR | ABRDN PRECIOUS METALS BASKET | 3.97% | 38.8K | $8.5M | -18.21%(-8.63K) | $135.79(+70.90%) | 2026-03-31 | |
| SHLD | GLOBAL X FDS | 3.95% | 119.0K | $8.4M | +5.38%(+6.08K) | $54.14(+17.83%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.81% | 46.7K | $8.1M | -0.12%(-55) | $37.83(+496.93%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.81% | 14.1K | $8.1M | +4.47%(+603) | $335.46(+113.05%) | 2026-03-31 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 3.52% | 67.1K | $7.5M | -7.83%(-5.70K) | $93.57(+56.34%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.19% | +45.02% |
| Top 20 Holdings Unweighted | +13.96% | +48.00% |
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