StockDriftsStockDriftsTop 50 Bar Harbor Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR | 7.26% | 933.1K | $124.0M | -0.23%(-2.11K) | $15.27(+985.03%) | 2026-03-31 | |
| AGG | ISHARES TR | 4.14% | 712.9K | $70.8M | +5.73%(+38.64K) | $104.80(-5.76%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.81% | 99.6K | $65.1M | -4.30%(-4.47K) | $249.49(+191.39%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 3.79% | 70.5K | $64.8M | -2.23%(-1.60K) | $55.47(+1682.83%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.67% | 247.0K | $62.7M | +1.57%(+3.83K) | $45.94(+518.65%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 2.84% | 198.3K | $48.5M | -3.69%(-7.60K) | $112.72(+100.10%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.25% | 599.7K | $38.4M | +9.36%(+51.35K) | $48.92(+41.02%) | 2026-03-31 | |
| IJH | ISHARES TR | 2.06% | 520.4K | $35.1M | +6.64%(+32.40K) | $26.82(+173.19%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 2.05% | 206.1K | $35.0M | -5.89%(-12.89K) | $93.73(+65.25%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 2.01% | 34.4K | $34.3M | -0.08%(-27) | $163.75(+520.72%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.42% | +49.79% |
| Top 20 Holdings Unweighted | +13.86% | +47.61% |
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