StockDriftsStockDriftsTop 41 Adviceone Advisory Services, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RTX | RTX CORPORATION | 67.47% | 578.0K | $111.5M | -6.55%(-40.50K) | $124.55(+38.79%) | 2026-03-31 | |
| CARR | CARRIER GLOBAL CORPORATION | 7.87% | 231.1K | $13.0M | +0.28%(+656) | $74.32(-13.64%) | 2026-03-31 | |
| OTIS | OTIS WORLDWIDE CORP | 6.54% | 140.3K | $10.8M | -0.14%(-200) | $98.29(-23.06%) | 2026-03-31 | |
| TSLA | TESLA INC | 4.11% | 18.3K | $6.8M | +0.84%(+152) | $330.52(+17.81%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.21% | 14.4K | $3.6M | +0.68%(+97) | $240.85(+17.99%) | 2026-03-31 | |
| LECO | LINCOLN ELEC HLDGS INC | 1.45% | 9.6K | $2.4M | -3.77%(-378) | $189.75(+40.55%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.17% | 11.1K | $1.9M | +2.47%(+267) | $128.00(+53.51%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 0.62% | 6.0K | $1.0M | +1.02%(+61) | $112.76(+37.35%) | 2026-03-31 | |
| SWIM | LATHAM GROUP INC | 0.6% | 184.1K | $989K | +0.00%(+0) | $6.99(-16.17%) | 2026-03-31 | |
| GE | GE AEROSPACE | 0.51% | 3.0K | $844K | +1.85%(+54) | $181.54(+57.91%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.42% | +45.90% |
| Top 20 Holdings Unweighted | +9.78% | +32.29% |
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