StockDriftsStockDriftsTop 50 Alpha Omega Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JPST | J P MORGAN EXCHANGE TRADED F | 6.68% | 814.2K | $41.2M | +0.46%(+3.70K) | $50.54(-0.16%) | 2026-03-31 | |
| VUSB | VANGUARD BD INDEX FDS | 3.97% | 491.6K | $24.5M | +2.30%(+11.05K) | $49.88(-0.42%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.11% | 51.8K | $19.2M | -0.72%(-374) | $82.79(+396.91%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.73% | 66.3K | $16.8M | -3.93%(-2.71K) | $34.17(+731.58%) | 2026-03-31 | |
| CVX | CHEVRON CORP NEW | 2.48% | 74.0K | $15.3M | -3.60%(-2.76K) | $94.48(+103.90%) | 2026-03-31 | |
| GSST | GOLDMAN SACHS ETF TR | 2.39% | 291.1K | $14.7M | +2.31%(+6.57K) | $50.12(+0.64%) | 2026-03-31 | |
| FNDF | SCHWAB STRATEGIC TR | 2.23% | 280.9K | $13.7M | +7.07%(+18.54K) | $34.30(+51.81%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 1.88% | 47.4K | $11.6M | -4.46%(-2.21K) | $118.88(+89.73%) | 2026-03-31 | |
| VZ | VERIZON COMMUNICATIONS INC | 1.74% | 214.0K | $10.7M | -8.41%(-19.66K) | $47.08(+0.55%) | 2026-03-31 | |
| CVS | CVS HEALTH CORP | 1.73% | 148.9K | $10.7M | -0.01%(-10) | $69.78(+15.64%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.96% | +32.95% |
| Top 20 Holdings Unweighted | +10.87% | +36.28% |
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