StockDriftsStockDriftsTop 50 Captrust Financial Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 4.92% | 4.30M | $2.81B | +5.03%(+206.04K) | $467.37(+58.86%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 3.62% | 32.33M | $2.07B | +7.17%(+2.16M) | $50.68(+36.30%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 3.46% | 7.79M | $1.98B | +18.83%(+1.23M) | $163.69(+83.41%) | 2026-03-31 | |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | 2.77% | 19.19M | $1.58B | +6.83%(+1.23M) | $82.86(-0.97%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION COM | 2.45% | 8.03M | $1.40B | +26.68%(+1.69M) | $98.40(+128.99%) | 2026-03-31 | |
| VTV | VANGUARD VALUE | 2.29% | 6.66M | $1.31B | +4.34%(+277.02K) | $145.47(+42.07%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 2.16% | 3.34M | $1.24B | +20.64%(+571.77K) | $323.17(+30.56%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CAP STK CL A | 1.65% | 3.29M | $944.9M | +26.68%(+692.09K) | $165.55(+139.67%) | 2026-03-31 | |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 1.65% | 10.89M | $943.7M | +1.34%(+143.93K) | $74.70(+25.02%) | 2026-03-31 | |
| AMZN | AMAZON COM INC COM | 1.35% | 3.70M | $771.4M | +36.62%(+992.85K) | $168.49(+56.76%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.10% | +44.67% |
| Top 20 Holdings Unweighted | +13.97% | +48.05% |
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