StockDriftsStockDriftsTop 49 9258 Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA Corp | 7.57% | 421.7K | $51.2M | +0.60%(+2.50K) | — | 2024-09-30 | |
| SPYG | SPDR Portfolio S&P 500 Growth ETF | 3.68% | 300.4K | $24.9M | -1.09%(-3.31K) | — | 2024-09-30 | |
| AAPL | Apple Inc | 3.62% | 105.2K | $24.5M | -1.60%(-1.71K) | — | 2024-09-30 | |
| IWY | iShares Russell Top 200 Growth ETF | 3.38% | 103.9K | $22.9M | -1.77%(-1.87K) | — | 2024-09-30 | |
| PG | Procter & Gamble Co | 3.09% | 120.6K | $20.9M | -1.62%(-1.99K) | — | 2024-09-30 | |
| MSFT | Microsoft Corp | 2.9% | 45.6K | $19.6M | +1.40%(+628) | — | 2024-09-30 | |
| DGRO | iShares Core Dividend Growth ETF | 2.74% | 295.2K | $18.5M | -1.01%(-3.01K) | — | 2024-09-30 | |
| SPLG | SPDR Portfolio S&P 500 ETF | 2.37% | 237.9K | $16.1M | -1.48%(-3.57K) | — | 2024-09-30 | |
| IWX | iShares Russell Top 200 Value ETF | 2.33% | 194.2K | $15.8M | -0.37%(-715) | — | 2024-09-30 | |
| ORCL | Oracle Corp | 2.16% | 85.7K | $14.6M | -2.88%(-2.54K) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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