StockDriftsStockDriftsTop 50 1858 Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 6.08% | 16.7K | $8.7M | +0.55%(+91) | $363.45(+31.55%) | 2025-09-30 | |
| NVDA | NVIDIA CORPORATION | 5.14% | 39.2K | $7.3M | +0.63%(+246) | $52.64(+251.54%) | 2025-09-30 | |
| AAPL | APPLE INC | 5.07% | 28.3K | $7.2M | -4.32%(-1.28K) | $186.95(+38.56%) | 2025-09-30 | |
| IEF | ISHARES TR | 3.86% | 57.0K | $5.5M | new | $95.73(+0.48%) | 2025-09-30 | |
| META | META PLATFORMS INC | 3.56% | 6.9K | $5.1M | -6.91%(-513) | $350.61(+84.27%) | 2025-09-30 | |
| CME | CME GROUP INC | 3.47% | 18.3K | $4.9M | 0.00%(+0) | $212.91(+25.23%) | 2025-09-30 | |
| GEV | GE VERNOVA INC | 3.1% | 7.2K | $4.4M | -24.74%(-2.36K) | $164.51(+281.97%) | 2025-09-30 | |
| AMZN | AMAZON COM INC | 2.8% | 18.2K | $4.0M | -4.99%(-955) | $154.95(+58.95%) | 2025-09-30 | |
| AME | AMETEK INC | 2.79% | 21.2K | $4.0M | -4.14%(-915) | $151.69(+38.47%) | 2025-09-30 | |
| GRNY | TIDAL TRUST I | 2.72% | 154.9K | $3.9M | new | $23.59(+8.29%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +24.31% | +46.34% |
| Top 20 Holdings Unweighted | +25.41% | +48.62% |
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