StockDriftsStockDriftsTop 50 Assuredpartners Investment Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | 3.7% | 372.2K | $34.0M | +586.20%(+317.95K) | $91.52(-0.03%) | 2026-03-31 | |
| VV | VANGUARD INDEX FDS | 2.41% | 73.0K | $22.1M | new | $306.82(+11.23%) | 2026-03-31 | |
| FDVV | FIDELITY COVINGTON TRUST | 2.4% | 395.4K | $22.1M | +2.22%(+8.59K) | $50.70(+17.19%) | 2026-03-31 | |
| FBCG | FIDELITY COVINGTON TRUST | 2.33% | 416.7K | $21.4M | -19.46%(-100.67K) | $46.42(+32.21%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.3% | 81.7K | $21.2M | +29.84%(+18.78K) | $251.37(+18.90%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.3% | 34.9K | $21.1M | +4.33%(+1.45K) | $547.00(+24.75%) | 2026-03-31 | |
| SPTM | SPDR SERIES TRUST | 2.16% | 247.4K | $19.8M | +0.91%(+2.24K) | $72.06(+24.74%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.14% | 65.6K | $19.7M | +42.96%(+19.71K) | $220.54(+82.56%) | 2026-03-31 | |
| XMMO | INVESCO EXCHANGE TRADED FD T | 1.92% | 119.6K | $17.6M | -8.60%(-11.25K) | $124.66(+34.77%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.86% | 96.1K | $17.1M | +37.55%(+26.24K) | $149.45(+51.11%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.72% | +21.53% |
| Top 20 Holdings Unweighted | +7.68% | +24.85% |
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