StockDriftsStockDriftsTop 50 Alvarez & Marsal Private Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPHQ | INVESCO EXCHANGE TRADED FD T | 10.1% | 956.6K | $71.9M | +23.54%(+182.25K) | $74.35(+18.18%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 10.01% | 1.43M | $71.3M | new | $50.09(+0.88%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 9.56% | 104.4K | $68.1M | +0.00%(+0) | $674.05(+10.49%) | 2026-03-31 | |
| QLTY | GMO ETF TRUST | 8.78% | 1.73M | $62.5M | +81.37%(+774.13K) | $37.32(+11.73%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 7.83% | 96.7K | $55.8M | +0.00%(+0) | $607.34(+17.33%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 5.77% | 68.7K | $41.1M | new | $612.34(+11.84%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 5.13% | 127.0K | $36.5M | +5.76%(+6.92K) | $279.26(+28.88%) | 2026-03-31 | |
| RTX | RTX CORPORATION | 4.76% | 175.9K | $33.9M | +0.69%(+1.20K) | $175.45(+13.56%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.09% | 78.6K | $29.1M | +12.28%(+8.60K) | $492.70(-20.75%) | 2026-03-31 | |
| IVW | ISHARES TR | 3.93% | 247.3K | $28.0M | +0.00%(+0) | $121.99(+11.00%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -16.67% | -42.13% |
| Top 20 Holdings Unweighted | -3.90% | -11.24% |
Sign up free to track Alvarez & Marsal Private Wealth Partners, LLC, compare funds side by side, and get alerts the moment positions change.