StockDriftsStockDriftsTop 27 Stuart Investment Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 47.35% | 337.9K | $108.4M | new | $237.97(+53.26%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 20.37% | 528.8K | $46.6M | -5.68%(-31.83K) | $34.82(+153.30%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 12.67% | 376.1K | $29.0M | +1.16%(+4.32K) | $62.14(+36.92%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 10.71% | 41.0K | $24.5M | -0.55%(-225) | $414.31(+64.71%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.27% | 6.1K | $2.9M | new | $490.93(-1.10%) | 2026-03-31 | |
| RJF | RAYMOND JAMES FINL INC | 1.21% | 19.1K | $2.8M | +0.00%(+0) | $119.96(+28.34%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 0.96% | 13.0K | $2.2M | +0.49%(+63) | $69.74(+117.33%) | 2026-03-31 | |
| VOT | VANGUARD INDEX FDS | 0.83% | 7.4K | $1.9M | -1.07%(-80) | $245.46(+17.06%) | 2026-03-31 | |
| IAUM | ISHARES GOLD TR | 0.67% | 32.9K | $1.5M | +37.04%(+8.90K) | $38.71(+20.69%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 0.62% | 6.8K | $1.4M | new | $219.55(+23.04%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.09% | +68.89% |
| Top 20 Holdings Unweighted | +14.44% | +49.87% |
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