StockDriftsStockDriftsTop 50 Bellevue Asset Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 24.19% | 130.6K | $48.3M | -3.65%(-4.94K) | $218.00(+85.88%) | 2026-03-31 | |
| AAPL | APPLE INC | 6.86% | 54.0K | $13.7M | -0.74%(-404) | $65.14(+358.78%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 5.07% | 252.3K | $10.1M | +8.83%(+20.46K) | $29.46(+57.27%) | 2026-03-31 | |
| RDVY | FIRST TR EXCHANGE-TRADED FD | 4.91% | 143.8K | $9.8M | -2.75%(-4.06K) | $51.23(+44.25%) | 2026-03-31 | |
| LMBS | FIRST TR EXCHANGE- TRADED FD | 4.83% | 193.7K | $9.7M | +1.29%(+2.47K) | $48.67(+2.52%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 3.33% | 6.7K | $6.7M | +0.09%(+6) | $297.95(+246.73%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.31% | 31.8K | $6.6M | +17.32%(+4.70K) | $142.37(+89.74%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 2.59% | 88.8K | $5.2M | +6.62%(+5.51K) | $50.62(+31.26%) | 2026-03-31 | |
| JIRE | JP MORGAN EXCHANGE TRADED F | 2.53% | 66.7K | $5.1M | -10.52%(-7.85K) | $59.82(+34.59%) | 2026-03-31 | |
| FLXR | TCW ETF TRUST | 2.27% | 115.4K | $4.5M | +0.77%(+885) | $39.33(-0.38%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.21% | +33.85% |
| Top 20 Holdings Unweighted | +12.35% | +41.81% |
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