StockDriftsStockDriftsTop 50 Braeburn Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 16.79% | 50.9K | $29.4M | -6.07%(-3.29K) | $607.34(+12.23%) | 2026-03-31 | |
| MGV | VANGUARD WORLD FD | 16.73% | 201.9K | $29.3M | +10.19%(+18.66K) | $139.78(+9.26%) | 2026-03-31 | |
| IVV | ISHARES TR | 8.82% | 23.6K | $15.4M | -23.99%(-7.45K) | $677.12(+7.36%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 5.36% | 106.3K | $9.4M | -36.63%(-61.45K) | $76.97(+11.33%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.08% | 21.2K | $5.4M | -2.15%(-467) | $263.24(+7.95%) | 2026-03-31 | |
| IJH | ISHARES TR | 3.07% | 79.6K | $5.4M | +40.40%(+22.90K) | $65.96(+11.09%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.36% | 23.7K | $4.1M | -8.85%(-2.30K) | $186.54(+5.34%) | 2026-03-31 | |
| FIVA | FIDELITY COVINGTON TRUST | 2.21% | 110.9K | $3.9M | -48.84%(-105.88K) | $32.76(+12.44%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.84% | 11.2K | $3.2M | -30.75%(-4.97K) | $278.05(+39.70%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.73% | 8.2K | $3.0M | -7.33%(-649) | $500.79(-17.85%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +1.40% | +4.27% |
| Top 20 Holdings Unweighted | +2.39% | +7.36% |
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