StockDriftsStockDriftsTop 50 Barnes Dennig Private Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | 6.31% | 18.6K | $6.4M | -6.01%(-1.19K) | $153.88(+183.74%) | 2026-03-31 | |
| BK | BANK NEW YORK MELLON CORP | 5.06% | 43.1K | $5.1M | -4.80%(-2.17K) | $80.35(+68.00%) | 2026-03-31 | |
| BWA | BORGWARNER INC | 4.62% | 86.0K | $4.7M | -4.31%(-3.88K) | $30.25(+121.08%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.55% | 16.0K | $4.6M | -2.74%(-450) | $168.85(+138.45%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.35% | 17.3K | $4.4M | -1.48%(-260) | $230.82(+29.48%) | 2026-03-31 | |
| SLV | ISHARES SILVER TR | 4.14% | 61.3K | $4.2M | -9.67%(-6.56K) | $28.66(+176.87%) | 2026-03-31 | |
| AMGN | AMGEN INC | 4.08% | 11.7K | $4.1M | -4.50%(-552) | $286.10(+17.60%) | 2026-03-31 | |
| SCHW | SCHWAB CHARLES CORP | 3.75% | 40.3K | $3.8M | -3.15%(-1.31K) | $76.26(+19.55%) | 2026-03-31 | |
| MDT | MEDTRONIC PLC | 3.33% | 38.8K | $3.4M | -3.21%(-1.29K) | $84.87(-10.20%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.99% | 4.6K | $3.0M | +2.33%(+105) | $606.51(+22.96%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +31.18% | +125.72% |
| Top 20 Holdings Unweighted | +27.16% | +105.60% |
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