StockDriftsStockDriftsTop 50 Avantra Family Wealth, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.65% | 29.9K | $7.6M | +3.92%(+1.13K) | $233.20(+28.16%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.18% | 32.2K | $5.6M | +2.17%(+685) | $128.94(+75.14%) | 2026-03-31 | |
| GJUN | FIRST TR EXCHNG TRADED FD VI | 3.18% | 108.3K | $4.3M | +3.01%(+3.16K) | $36.41(+12.38%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.09% | 11.2K | $4.2M | +3.07%(+334) | $428.71(-5.48%) | 2026-03-31 | |
| FJUN | FIRST TR EXCHNG TRADED FD VI | 2.87% | 68.3K | $3.9M | +1.16%(+785) | $51.87(+14.64%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.86% | 18.4K | $3.8M | +3.22%(+576) | $207.95(+29.90%) | 2026-03-31 | |
| WFC | WELLS FARGO & CO | 1.94% | 32.7K | $2.6M | +3.08%(+977) | $64.78(+13.51%) | 2026-03-31 | |
| C | CITIGROUP INC | 1.88% | 22.3K | $2.5M | +1.67%(+366) | $68.37(+81.51%) | 2026-03-31 | |
| MPC | MARATHON PETE CORP | 1.76% | 9.7K | $2.4M | +5.51%(+507) | $154.67(+61.05%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 1.75% | 7.6K | $2.4M | -0.87%(-67) | $207.05(+101.29%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.07% | +22.75% |
| Top 20 Holdings Unweighted | +10.83% | +36.15% |
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