StockDriftsStockDriftsTop 50 Bartlett & Co. Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | Alphabet Inc. Class C | 6.4% | 1.32M | $500.9M | -3.72%(-50.96K) | $70.88(+402.49%) | 2026-03-31 | |
| AAPL | Apple Inc | 5.84% | 1.65M | $456.5M | -2.05%(-34.58K) | $74.32(+315.28%) | 2026-03-31 | |
| MSFT | Microsoft Corp | 5.21% | 984.8K | $407.3M | +1.02%(+9.92K) | $170.72(+128.73%) | 2026-03-31 | |
| AMZN | Amazon.Com Inc | 3.23% | 929.9K | $253.0M | +1.14%(+10.49K) | $159.18(+52.45%) | 2026-03-31 | |
| VOO | Vanguard S&P 500 ETF | 3.03% | 359.0K | $237.0M | +6.81%(+22.89K) | $371.10(+84.54%) | 2026-03-31 | |
| NVDA | Nvidia Corp | 3.02% | 1.19M | $236.2M | +5.47%(+61.70K) | $99.09(+96.61%) | 2026-03-31 | |
| JPM | JPMorgan Chase & Co | 2.91% | 738.7K | $227.3M | -1.10%(-8.19K) | $121.30(+175.74%) | 2026-03-31 | |
| BRK.B | Berkshire Hathaway Inc Del CL B New | 2.34% | 390.8K | $183.1M | -2.03%(-8.09K) | $231.19(+119.64%) | 2026-03-31 | |
| MA | Mastercard Inc Class A | 2.2% | 340.5K | $172.2M | +1.36%(+4.56K) | $287.18(+87.82%) | 2026-03-31 | |
| IEFA | iShares Core MSCI EAFE ETF | 2.19% | 1.82M | $171.1M | +15.83%(+248.43K) | $78.31(+24.24%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.22% | +45.14% |
| Top 20 Holdings Unweighted | +12.17% | +41.14% |
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