StockDriftsStockDriftsTop 50 Capital Wealth Planning LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 5.12% | 2.51M | $928.2M | +52.05%(+858.45K) | $344.11(+13.48%) | 2026-03-31 | |
| GS | GOLDMAN SACHS GROUP INC | 4.98% | 1.07M | $903.1M | +14.05%(+131.55K) | $360.93(+182.88%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.97% | 3.55M | $901.9M | +20.99%(+616.54K) | $233.00(+32.46%) | 2026-03-31 | |
| RTX | RTX CORPORATION | 4.9% | 4.61M | $888.9M | +7.40%(+317.53K) | $133.93(+48.77%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 4.66% | 2.87M | $845.1M | +16.99%(+417.18K) | $175.85(+90.20%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 4.63% | 1.19M | $840.3M | -9.40%(-123.11K) | $302.25(+218.79%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 4.41% | 3.87M | $799.8M | +40.86%(+1.12M) | $146.96(+15.14%) | 2026-03-31 | |
| AXP | AMERICAN EXPRESS CO | 4.39% | 2.63M | $795.5M | +22.17%(+477.22K) | $284.19(+23.85%) | 2026-03-31 | |
| TJX | TJX COS INC NEW | 4.1% | 4.66M | $743.7M | +14.01%(+572.20K) | $117.16(+31.67%) | 2026-03-31 | |
| HD | HOME DEPOT INC | 3.97% | 2.19M | $720.0M | +18.08%(+335.14K) | $328.65(+8.90%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.79% | +43.49% |
| Top 20 Holdings Unweighted | +13.08% | +44.59% |
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