StockDriftsStockDriftsTop 50 Advisortrust Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 6.15% | 25.6K | $14.8M | -5.93%(-1.61K) | $607.34(+17.33%) | 2026-03-31 | |
| PDBC | INVESCO ACTVELY MNGD ETC FD | 5.18% | 718.7K | $12.4M | new | $15.28(+3.83%) | 2026-03-31 | |
| IYZ | ISHARES TR | 5.12% | 313.4K | $12.3M | new | $36.61(+11.44%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 4.81% | 37.3K | $11.6M | -15.12%(-6.66K) | $344.94(+4.50%) | 2026-03-31 | |
| EEM | ISHARES TR | 4.59% | 194.5K | $11.0M | new | $55.75(+17.85%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 4.26% | 23.8K | $10.2M | -16.29%(-4.63K) | $375.89(+0.60%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 3.68% | 26.2K | $8.8M | -23.59%(-8.08K) | $291.59(+48.89%) | 2026-03-31 | |
| WMT | WALMART INC | 3.47% | 67.1K | $8.3M | +20.20%(+11.28K) | $109.02(+2.59%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 3.44% | 28.1K | $8.3M | +10.03%(+2.56K) | $317.86(+5.23%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.13% | 29.6K | $7.5M | +8.69%(+2.37K) | $263.21(+17.26%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -7.69% | -21.35% |
| Top 20 Holdings Unweighted | -1.48% | -4.39% |
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