StockDriftsStockDriftsTop 50 Aventura Private Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 10.86% | 117.1K | $29.7M | -1.71%(-2.04K) | $224.56(+37.44%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION COM | 8% | 125.4K | $21.9M | +2.33%(+2.86K) | $133.79(+45.62%) | 2026-03-31 | |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | 5.65% | 278.1K | $15.4M | -8.19%(-24.80K) | $54.75(+8.47%) | 2026-03-31 | |
| SPYI | NEOS S&P 500 HIGH INCOME ETF | 5.02% | 278.2K | $13.7M | +15.65%(+37.65K) | $51.75(+2.54%) | 2026-03-31 | |
| AMZN | AMAZON COM INC COM | 3.33% | 43.7K | $9.1M | +1.53%(+659) | $205.02(+18.36%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 3.14% | 23.2K | $8.6M | -5.01%(-1.22K) | $436.25(-10.49%) | 2026-03-31 | |
| META | META PLATFORMS INC CL A | 2.76% | 13.2K | $7.5M | +2.85%(+366) | $600.21(-2.88%) | 2026-03-31 | |
| QQQI | NEOS NASDAQ 100 HIGH INCOME ETF | 2.63% | 144.8K | $7.2M | +488.36%(+120.19K) | $52.13(+6.19%) | 2026-03-31 | |
| GOOG | ALPHABET INC CAP STK CL C | 2.53% | 24.1K | $6.9M | +1.59%(+377) | $182.71(+94.94%) | 2026-03-31 | |
| NFLX | NETFLIX INC. COM | 1.72% | 49.0K | $4.7M | +16.27%(+6.86K) | $89.65(-13.38%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.90% | +15.42% |
| Top 20 Holdings Unweighted | +4.41% | +13.82% |
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