StockDriftsStockDriftsTop 50 Bluedoor Private Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JPST | J P MORGAN EXCHANGE TRADED F | 6.64% | 283.4K | $14.3M | +47.51%(+91.28K) | $50.64(-0.44%) | 2026-03-31 | |
| HELO | J P MORGAN EXCHANGE TRADED F | 3.63% | 122.7K | $7.8M | +11.42%(+12.57K) | $65.64(+2.98%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.57% | 30.3K | $7.7M | +2.25%(+667) | $263.24(+17.24%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.45% | 15.5K | $7.4M | +0.69%(+107) | $493.87(+2.82%) | 2026-03-31 | |
| SBCF | SEACOAST BKG CORP FLA | 3.14% | 223.4K | $6.8M | -20.00%(-55.86K) | $30.93(+7.62%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 3.1% | 34.9K | $6.7M | +0.08%(+28) | $190.63(+12.74%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 2.9% | 14.6K | $6.3M | -15.40%(-2.65K) | $375.89(+0.60%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.72% | 9.0K | $5.9M | -0.23%(-21) | $677.12(+10.53%) | 2026-03-31 | |
| IJH | ISHARES TR | 2.69% | 86.0K | $5.8M | +0.93%(+790) | $65.64(+15.92%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 2.46% | 12.1K | $5.3M | -0.82%(-100) | $80.62(+6.05%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -14.26% | -36.97% |
| Top 20 Holdings Unweighted | -15.01% | -38.60% |
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