StockDriftsStockDriftsTop 50 Autumn Glory Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 10.3% | 46.9K | $28.1M | +39.04%(+13.18K) | $533.91(+27.81%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 4.01% | 34.0K | $10.9M | +52.60%(+11.73K) | $305.87(+19.24%) | 2026-03-31 | |
| OKE | ONEOK INC NEW | 3.07% | 92.3K | $8.3M | +12.08%(+9.95K) | $64.42(+37.82%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.96% | 12.4K | $8.1M | -4.86%(-634) | $479.77(+54.72%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 2.82% | 39.1K | $7.7M | +0.00%(+0) | $169.91(+22.63%) | 2026-03-31 | |
| DGRO | ISHARES TR | 2.81% | 109.2K | $7.7M | +0.03%(+30) | $53.16(+37.65%) | 2026-03-31 | |
| BINC | BLACKROCK ETF TRUST II | 2.24% | 117.4K | $6.1M | +104.31%(+59.95K) | $52.62(-0.70%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 1.7% | 72.4K | $4.6M | -8.34%(-6.58K) | $59.67(+18.37%) | 2026-03-31 | |
| RWL | INVESCO EXCH TRADED FD TR II | 1.57% | 37.2K | $4.3M | new | $114.71(+9.04%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.5% | 11.0K | $4.1M | -39.51%(-7.22K) | $323.26(+25.35%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.82% | +39.83% |
| Top 20 Holdings Unweighted | +12.05% | +40.70% |
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