StockDriftsStockDriftsTop 50 Alteri Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 6.17% | 75.1K | $19.1M | +0.21%(+160) | $233.48(+32.18%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION COM | 6.07% | 107.3K | $18.7M | +4.21%(+4.34K) | $132.24(+47.33%) | 2026-03-31 | |
| AVGO | BROADCOM INC COM | 4.01% | 40.0K | $12.4M | +2.07%(+812) | $206.90(+74.22%) | 2026-03-31 | |
| WMT | WALMART INC COM | 3.25% | 80.7K | $10.0M | -1.71%(-1.40K) | $85.82(+30.33%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP COM | 3.12% | 56.7K | $9.6M | -3.85%(-2.27K) | $112.45(+21.91%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CAP STK CL A | 2.61% | 28.1K | $8.1M | +2.92%(+797) | $183.92(+95.69%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 2.32% | 19.3K | $7.1M | +0.01%(+1) | $426.27(-8.39%) | 2026-03-31 | |
| AMZN | AMAZON COM INC COM | 1.92% | 28.4K | $5.9M | -0.04%(-10) | $204.09(+18.91%) | 2026-03-31 | |
| INTC | INTEL CORP COM | 1.7% | 118.7K | $5.2M | +0.29%(+341) | $21.87(+450.36%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO COM | 1.48% | 15.6K | $4.6M | +2.56%(+388) | $228.73(+46.23%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.09% | +64.68% |
| Top 20 Holdings Unweighted | +17.03% | +60.28% |
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