StockDriftsStockDriftsTop 50 Asset Planning,Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | Amazon.Com Inc. | 9.37% | 63.3K | $13.2M | -0.43%(-276) | $202.86(+33.16%) | 2026-03-31 | |
| LLY | Eli Lilly & Co | 8.82% | 13.5K | $12.4M | -0.12%(-16) | $828.97(+22.53%) | 2026-03-31 | |
| TDG | Transdigm Group Inc | 7.44% | 9.0K | $10.5M | -0.06%(-5) | $1349.40(-10.97%) | 2026-03-31 | |
| ALL | Alphabet (Google Inc) CL A | 6.77% | 33.2K | $9.5M | +0.54%(+179) | $191.31(+12.66%) | 2026-03-31 | |
| AAPL | Apple Computer Inc | 5.59% | 31.0K | $7.9M | -0.06%(-20) | $232.36(+28.63%) | 2026-03-31 | |
| COST | Costco Wholesale Corp - New | 5.25% | 7.4K | $7.4M | +0.50%(+37) | $901.53(+14.59%) | 2026-03-31 | |
| NVDA | NVIDIA Corp | 2.89% | 23.3K | $4.1M | +0.42%(+97) | $128.34(+75.96%) | 2026-03-31 | |
| MCD | Mc Donalds Corp | 2.88% | 13.0K | $4.1M | +0.66%(+86) | $297.27(-7.26%) | 2026-03-31 | |
| WELL | Welltower Inc | 2.83% | 20.1K | $4.0M | +1.04%(+206) | $127.69(+72.40%) | 2026-03-31 | |
| MO | Altria Group Inc. | 2.3% | 49.1K | $3.2M | -0.12%(-59) | $51.67(+38.47%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.12% | +16.18% |
| Top 20 Holdings Unweighted | +8.82% | +28.86% |
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