StockDriftsStockDriftsTop 50 Atlantic Family Wealth, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 24.58% | 52.1K | $34.0M | +1.91%(+974) | $584.54(+28.04%) | 2026-03-31 | |
| CDL | VICTORY PORTFOLIOS II | 20.18% | 375.0K | $27.9M | +0.15%(+577) | $66.65(+18.99%) | 2026-03-31 | |
| CDC | VICTORY PORTFOLIOS II | 19.67% | 381.2K | $27.2M | -1.10%(-4.24K) | $64.15(+18.47%) | 2026-03-31 | |
| IVW | ISHARES TR | 5.55% | 67.9K | $7.7M | +2.83%(+1.87K) | $100.30(+35.01%) | 2026-03-31 | |
| VFLO | VICTORY PORTFOLIOS II | 3.88% | 136.2K | $5.4M | +19.95%(+22.64K) | $36.16(+29.98%) | 2026-03-31 | |
| VGT | VANGUARD WORLD FD | 3.78% | 7.5K | $5.2M | +10.32%(+702) | $77.33(+48.25%) | 2026-03-31 | |
| COWG | PACER FDS TR | 3.37% | 138.5K | $4.7M | +7.04%(+9.11K) | $34.49(+12.74%) | 2026-03-31 | |
| COWZ | PACER FDS TR | 1.84% | 40.8K | $2.6M | +3.32%(+1.31K) | $57.24(+11.44%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.09% | 3.2K | $1.5M | -0.19%(-6) | $465.21(+9.15%) | 2026-03-31 | |
| VBK | VANGUARD INDEX FDS | 1.01% | 4.6K | $1.4M | +7.27%(+313) | $277.29(+29.06%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.62% | +28.15% |
| Top 20 Holdings Unweighted | +13.74% | +47.14% |
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