StockDriftsStockDriftsTop 50 Beverly Hills Private Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.24% | 100.2K | $25.4M | +0.99%(+984) | $146.07(+104.61%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.03% | 49.0K | $18.1M | +8.36%(+3.78K) | $290.99(+39.25%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.51% | 86.4K | $15.1M | -2.37%(-2.10K) | $14.43(+1465.14%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.28% | 46.4K | $13.7M | -0.51%(-238) | $151.16(+98.63%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.26% | 65.1K | $13.6M | +7.21%(+4.38K) | $141.20(+91.31%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 1.97% | 198.2K | $11.8M | +3.01%(+5.79K) | $59.10(-0.20%) | 2026-03-31 | |
| SCHW | SCHWAB CHARLES CORP | 1.84% | 117.4K | $11.0M | +7.29%(+7.97K) | $69.79(+30.64%) | 2026-03-31 | |
| META | META PLATFORMS INC | 1.68% | 17.6K | $10.1M | +24.79%(+3.49K) | $472.87(+30.40%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 1.63% | 28.9K | $9.8M | -4.41%(-1.33K) | $135.27(+195.55%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 1.6% | 163.7K | $9.6M | +34.52%(+41.99K) | $58.31(-0.07%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.71% | +50.95% |
| Top 20 Holdings Unweighted | +14.23% | +49.06% |
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