StockDriftsStockDriftsTop 50 Bryn Mawr Trust Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 5.34% | 168.5K | $110.1M | -2.10%(-3.61K) | $292.74(+154.75%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 4.81% | 1.35M | $99.2M | +3.67%(+47.62K) | $72.73(+0.61%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.54% | 369.0K | $93.6M | -0.54%(-2.00K) | $159.13(+87.82%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.19% | 177.7K | $65.8M | +1.24%(+2.18K) | $282.77(+43.30%) | 2026-03-31 | |
| IWY | ISHARES TR | 3.12% | 258.8K | $64.4M | -1.59%(-4.19K) | $159.98(+82.52%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.82% | 907.0K | $58.1M | -0.89%(-8.17K) | $49.41(+42.93%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.18% | 156.3K | $44.9M | -16.19%(-30.18K) | $104.06(+286.90%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 1.89% | 132.4K | $39.0M | -3.54%(-4.86K) | $135.99(+120.79%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.5% | 64.5K | $30.9M | -0.96%(-623) | $293.27(+65.55%) | 2026-03-31 | |
| CSCO | CISCO SYS INC | 1.42% | 376.4K | $29.2M | -7.50%(-30.52K) | $48.14(+111.62%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.25% | +53.09% |
| Top 20 Holdings Unweighted | +15.42% | +53.75% |
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