StockDriftsStockDriftsTop 35 Asset Planning Services Inc /La/ /Adv Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | Nvidia Corp | 17.85% | 233.4K | $40.7M | -0.34%(-795) | $13.81(+1535.65%) | 2026-03-31 | |
| MSFT | Microsoft | 7.51% | 46.3K | $17.1M | +0.15%(+70) | $64.17(+531.42%) | 2026-03-31 | |
| JPM | JP Morgan Chase | 5.14% | 39.8K | $11.7M | +0.75%(+295) | $103.33(+190.58%) | 2026-03-31 | |
| WMT | Wal Mart Stores Inc | 5.06% | 92.8K | $11.5M | -0.05%(-45) | $47.47(+176.95%) | 2026-03-31 | |
| RTX | RTX Corporation | 4.82% | 57.0K | $11.0M | +0.56%(+315) | $77.83(+128.85%) | 2026-03-31 | |
| GOOGL | Alphabet Inc. | 4.66% | 36.9K | $10.6M | +0.20%(+75) | $139.76(+188.08%) | 2026-03-31 | |
| LMT | Lockheed Martin Corp | 3.95% | 14.9K | $9.0M | +0.51%(+75) | $223.67(+132.45%) | 2026-03-31 | |
| JNJ | Johnson & Johnson | 3.95% | 36.8K | $9.0M | +1.07%(+390) | $123.49(+86.59%) | 2026-03-31 | |
| CVX | Chevron Corp | 3.86% | 42.5K | $8.8M | +0.64%(+270) | $111.64(+66.61%) | 2026-03-31 | |
| AMZN | Amazon Com Inc | 3.75% | 40.7K | $8.5M | +0.00%(+0) | $100.36(+169.15%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.78% | +76.18% |
| Top 20 Holdings Unweighted | +19.06% | +68.75% |
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