StockDriftsStockDriftsTop 50 Ascent Group Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 4.3% | 1.62M | $124.3M | +32.55%(+398.92K) | $65.64(+32.54%) | 2026-03-31 | |
| IVE | ISHARES TR | 2.91% | 398.5K | $84.2M | -6.60%(-28.14K) | $194.14(+15.10%) | 2026-03-31 | |
| IVW | ISHARES TR | 2.87% | 732.5K | $82.9M | +4.32%(+30.36K) | $95.39(+43.33%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.49% | 283.5K | $72.0M | -3.21%(-9.39K) | $202.16(+48.51%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.33% | 386.8K | $67.5M | +1.60%(+6.10K) | $92.64(+143.22%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 2.15% | 1.07M | $62.2M | -17.30%(-223.69K) | $49.56(+33.74%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.82% | 142.2K | $52.6M | -0.31%(-447) | $372.63(+13.23%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.57% | 157.9K | $45.4M | +2.02%(+3.13K) | $149.54(+165.33%) | 2026-03-31 | |
| MUB | ISHARES TR | 1.53% | 416.3K | $44.2M | +3.18%(+12.82K) | $106.35(-0.22%) | 2026-03-31 | |
| AGG | ISHARES TR | 1.5% | 438.0K | $43.5M | +2.96%(+12.61K) | $102.55(-4.42%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.28% | +57.23% |
| Top 20 Holdings Unweighted | +16.81% | +59.39% |
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