StockDriftsStockDriftsTop 50 WPG Advisers, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 7.77% | 18.3K | $10.5M | +4.84%(+843) | $508.82(+40.46%) | 2026-03-31 | |
| IVV | ISHARES TR | 6.47% | 13.4K | $8.8M | +8.60%(+1.06K) | $607.28(+22.80%) | 2026-03-31 | |
| AIRR | FIRST TR EXCHANGE TRADED FD | 5.41% | 66.2K | $7.3M | +13.32%(+7.79K) | $88.16(+46.86%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 5.29% | 246.5K | $7.2M | +7.37%(+16.93K) | $28.67(+19.70%) | 2026-03-31 | |
| IQLT | ISHARES TR | 4.35% | 127.8K | $5.9M | -4.11%(-5.48K) | $39.55(+24.87%) | 2026-03-31 | |
| GRID | FIRST TR EXCHANGE-TRADED FD | 3.57% | 29.6K | $4.8M | +409.94%(+23.83K) | $157.07(+25.58%) | 2026-03-31 | |
| PULS | PGIM ETF TR | 3.19% | 87.6K | $4.3M | +57.45%(+31.95K) | $49.65(-0.06%) | 2026-03-31 | |
| MGV | VANGUARD WORLD FD | 3.16% | 29.6K | $4.3M | -0.11%(-33) | $129.38(+19.92%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 2.92% | 129.1K | $4.0M | -3.40%(-4.54K) | $27.75(+14.42%) | 2026-03-31 | |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 2.07% | 41.9K | $2.8M | -7.18%(-3.24K) | $59.97(+19.82%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.93% | +29.25% |
| Top 20 Holdings Unweighted | +7.79% | +25.25% |
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