StockDriftsStockDriftsTop 50 Carson Advisory Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HD | HOME DEPOT INC | 5.21% | 30.5K | $10.0M | +0.19%(+58) | $380.30(-5.89%) | 2026-03-31 | |
| CGCV | CAPITAL GROUP CONSERVATIVE E | 4.52% | 292.4K | $8.7M | +3.26%(+9.23K) | $29.40(+12.16%) | 2026-03-31 | |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 4.1% | 237.0K | $7.9M | +0.09%(+210) | $22.07(+84.75%) | 2026-03-31 | |
| TCAF | T ROWE PRICE ETF INC | 4.05% | 219.4K | $7.8M | +4.28%(+9.00K) | $30.93(+33.89%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.69% | 14.8K | $7.1M | +0.30%(+45) | $305.81(+66.05%) | 2026-03-31 | |
| SO | SOUTHERN CO | 3.58% | 71.5K | $6.9M | +0.11%(+76) | $66.64(+47.02%) | 2026-03-31 | |
| EIX | EDISON INTL | 2.78% | 73.3K | $5.4M | -1.14%(-842) | $61.81(+22.40%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.49% | 19.0K | $4.8M | +1.29%(+241) | $161.30(+91.34%) | 2026-03-31 | |
| BINC | BLACKROCK ETF TRUST II | 2.49% | 92.5K | $4.8M | +5.95%(+5.19K) | $52.58(-0.86%) | 2026-03-31 | |
| D | DOMINION ENERGY INC | 2.41% | 75.2K | $4.6M | +0.34%(+258) | $63.32(+10.15%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.71% | +39.40% |
| Top 20 Holdings Unweighted | +12.29% | +41.58% |
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