StockDriftsStockDriftsTop 50 Caldwell Trust Co Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.7% | 251.2K | $63.8M | +0.86%(+2.15K) | $78.65(+279.99%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 5.05% | 323.9K | $56.5M | +0.05%(+177) | $14.71(+1434.76%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.64% | 62.6K | $40.7M | +1.66%(+1.02K) | $322.56(+130.13%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.14% | 122.0K | $35.1M | -1.05%(-1.30K) | $68.94(+484.03%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.54% | 76.7K | $28.4M | +2.39%(+1.79K) | $183.82(+120.44%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.51% | 135.1K | $28.1M | +1.65%(+2.19K) | $100.56(+168.62%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 1.96% | 36.7K | $21.9M | -1.61%(-601) | $587.76(+16.10%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 1.79% | 21.7K | $20.0M | +2.05%(+437) | $219.64(+362.46%) | 2026-03-31 | |
| IVV | ISHARES TR | 1.77% | 30.3K | $19.8M | +4.17%(+1.21K) | $486.85(+53.18%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 1.75% | 66.6K | $19.6M | +0.91%(+600) | $123.89(+142.35%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.61% | +66.85% |
| Top 20 Holdings Unweighted | +16.85% | +59.56% |
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