StockDriftsStockDriftsTop 50 Ascent Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 6.47% | 96.5K | $55.7M | +2.63%(+2.47K) | $223.38(+219.01%) | 2026-03-31 | |
| IWF | ISHARES TR | 5.74% | 115.9K | $49.4M | -26.13%(-40.98K) | $114.58(+5.74%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.63% | 156.8K | $39.8M | +4.37%(+6.57K) | $86.40(+257.21%) | 2026-03-31 | |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 2.98% | 41.5K | $25.6M | -35.44%(-22.80K) | $308.92(+124.55%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.66% | 79.7K | $22.9M | +2.83%(+2.19K) | $115.63(+211.27%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 2.56% | 114.7K | $22.0M | +12.61%(+12.85K) | $163.96(+31.08%) | 2026-03-31 | |
| IQLT | ISHARES TR | 2.46% | 457.6K | $21.2M | +8.79%(+36.99K) | $39.68(+24.99%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 2.19% | 43.7K | $18.8M | +3.86%(+1.62K) | $301.01(+25.62%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.12% | 49.3K | $18.2M | +2.85%(+1.37K) | $208.75(+87.06%) | 2026-03-31 | |
| AMAT | APPLIED MATLS INC | 1.95% | 49.0K | $16.8M | +2.73%(+1.30K) | $138.89(+334.19%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.56% | +46.46% |
| Top 20 Holdings Unweighted | +11.56% | +38.83% |
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