StockDriftsStockDriftsTop 50 Asset One Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 4.39% | 93.6K | $39.7M | +39.56%(+26.54K) | $479.84(-18.62%) | 2026-03-31 | |
| OUNZ | VANECK MERK GOLD ETF | 3.8% | 763.1K | $34.3M | +1.81%(+13.57K) | $39.40(+0.52%) | 2026-03-31 | |
| AAPL | APPLE INC | 3% | 102.0K | $27.1M | +75.40%(+43.84K) | $263.06(+17.32%) | 2026-03-31 | |
| BILS | SPDR SERIES TRUST | 2.61% | 237.6K | $23.6M | +47.98%(+77.03K) | $99.36(-0.20%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.54% | 35.6K | $22.9M | -17.34%(-7.47K) | $607.34(+17.33%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 2.53% | 249.7K | $22.9M | +45.65%(+78.27K) | $91.55(-0.12%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.49% | 34.8K | $22.5M | +16.39%(+4.91K) | $617.67(+10.87%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 2.46% | 83.8K | $22.2M | +20.18%(+14.06K) | $249.22(+17.73%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.26% | 102.1K | $20.4M | +8.48%(+7.98K) | $186.06(+4.71%) | 2026-03-31 | |
| SGDM | SPROTT ETF TRUST | 2% | 235.8K | $18.0M | +0.62%(+1.45K) | $65.86(-0.32%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -7.42% | -20.66% |
| Top 20 Holdings Unweighted | -6.35% | -17.88% |
Sign up free to track Asset One Wealth Management LLC, compare funds side by side, and get alerts the moment positions change.