StockDriftsStockDriftsTop 50 Zinnia Wealth Advisory, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VGK | VANGUARD INTL EQUITY INDEX F | 7.61% | 82.5K | $6.8M | +82.41%(+37.26K) | $82.30(+8.57%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 7.29% | 11.3K | $6.5M | +78.55%(+4.97K) | $602.24(+18.33%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 5.56% | 28.5K | $5.0M | -6.66%(-2.03K) | $186.54(+4.44%) | 2026-03-31 | |
| SPMD | SPDR SERIES TRUST | 4.17% | 62.9K | $3.7M | -5.96%(-3.99K) | $57.55(+15.81%) | 2026-03-31 | |
| SPEM | SPDR INDEX SHS FDS | 4.11% | 78.3K | $3.7M | +81.16%(+35.07K) | $46.83(+9.16%) | 2026-03-31 | |
| SPTS | SPDR SERIES TRUST | 3.65% | 111.9K | $3.3M | +2.19%(+2.39K) | $29.30(-1.19%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 3.4% | 15.5K | $3.0M | +24.91%(+3.09K) | $189.71(+15.53%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.31% | 11.6K | $3.0M | -12.58%(-1.68K) | $263.24(+17.24%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 3.3% | 6.8K | $2.9M | +53.75%(+2.39K) | $388.97(-2.79%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 3.21% | 6.6K | $2.9M | +90.74%(+3.12K) | $78.92(+8.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -7.90% | -21.89% |
| Top 20 Holdings Unweighted | -6.03% | -17.03% |
Sign up free to track Zinnia Wealth Advisory, LLC, compare funds side by side, and get alerts the moment positions change.