StockDriftsStockDriftsTop 50 Balboa Wealth Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 7.57% | 258.9K | $45.2M | -2.35%(-6.22K) | $15.72(+1336.59%) | 2026-03-31 | |
| TSLA | TESLA INC | 7.53% | 120.7K | $44.9M | -0.34%(-408) | $242.54(+83.59%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.51% | 56.6K | $21.0M | +1.03%(+575) | $259.99(+55.86%) | 2026-03-31 | |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 3.06% | 304.9K | $18.2M | +564.24%(+258.96K) | $59.86(-0.01%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.01% | 70.6K | $17.9M | +1.34%(+936) | $143.41(+108.40%) | 2026-03-31 | |
| AMD | ADVANCED MICRO DEVICES INC | 2.82% | 82.7K | $16.8M | +1.63%(+1.33K) | $80.43(+453.86%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.18% | 45.4K | $13.0M | -1.91%(-885) | $119.77(+233.16%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.01% | 18.5K | $12.0M | -10.98%(-2.28K) | $424.14(+75.01%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.95% | 55.8K | $11.6M | -0.26%(-146) | $111.46(+142.35%) | 2026-03-31 | |
| META | META PLATFORMS INC | 1.71% | 17.8K | $10.2M | -0.69%(-124) | $320.11(+92.63%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +27.09% | +105.26% |
| Top 20 Holdings Unweighted | +24.29% | +92.00% |
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