StockDriftsStockDriftsTop 50 Woodard & Co Asset Management Group Inc /Adv Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 6.55% | 62.9K | $40.9M | -2.12%(-1.36K) | $325.66(+127.94%) | 2026-03-31 | |
| IWF | ISHARES TR | 6.25% | 91.5K | $39.0M | -7.84%(-7.79K) | $312.71(-60.25%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 5.8% | 639.8K | $36.2M | -0.97%(-6.28K) | $42.36(+42.08%) | 2026-03-31 | |
| VV | VANGUARD INDEX FDS | 5.58% | 116.7K | $34.9M | -10.37%(-13.51K) | $189.06(+80.52%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 5.33% | 340.1K | $33.3M | -0.09%(-312) | $63.59(+86.86%) | 2026-03-31 | |
| SPTM | SPDR SERIES TRUST | 5.21% | 411.8K | $32.6M | -29.81%(-174.93K) | $54.83(+63.93%) | 2026-03-31 | |
| BKLC | BNY MELLON ETF TRUST | 5.14% | 257.4K | $32.1M | -2.29%(-6.03K) | $114.56(+24.01%) | 2026-03-31 | |
| UTEN | RBB FD INC | 4.15% | 594.8K | $25.9M | new | $43.83(-1.59%) | 2026-03-31 | |
| FDVV | FIDELITY COVINGTON TRUST | 3.87% | 437.1K | $24.1M | -0.85%(-3.74K) | $53.86(+10.29%) | 2026-03-31 | |
| ILCV | ISHARES TR | 3.56% | 238.6K | $22.2M | -3.19%(-7.85K) | $75.07(+33.64%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.63% | +54.61% |
| Top 20 Holdings Unweighted | +16.69% | +58.91% |
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