StockDriftsStockDriftsTop 50 Beacon Bank & Trust Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 8.71% | 65.3K | $42.5M | -5.31%(-3.67K) | $322.45(+130.21%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 7.45% | 620.6K | $36.3M | +1.98%(+12.05K) | $58.79(-0.88%) | 2026-03-31 | |
| IEFA | ISHARES TR | 6.8% | 366.2K | $33.1M | -1.25%(-4.64K) | $70.07(+38.63%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 5.3% | 433.8K | $25.8M | +20.80%(+74.69K) | $59.94(-1.60%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 4.02% | 387.8K | $19.6M | -7.49%(-31.39K) | $50.60(-0.17%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.68% | 70.7K | $17.9M | -5.66%(-4.24K) | $110.66(+170.08%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.14% | 53.2K | $15.3M | -3.64%(-2.01K) | $74.70(+438.95%) | 2026-03-31 | |
| USMV | ISHARES TR | 2.88% | 151.2K | $14.0M | +2.94%(+4.33K) | $82.59(+14.19%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.87% | 80.2K | $14.0M | -5.62%(-4.78K) | $13.97(+1516.44%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.78% | 36.6K | $13.6M | -3.92%(-1.49K) | $214.04(+89.31%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.78% | +55.21% |
| Top 20 Holdings Unweighted | +18.88% | +68.02% |
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