StockDriftsStockDriftsTop 50 Cary Street Partners Financial Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD VALUE ETF | 3.2% | 659.4K | $129.4M | +1.83%(+11.83K) | $172.88(+20.53%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 2.97% | 472.2K | $119.8M | +1.09%(+5.08K) | $233.34(+28.09%) | 2026-03-31 | |
| VUG | VANGUARD GROWTH ETF | 2.38% | 240.6K | $95.9M | +4.14%(+9.56K) | $66.74(+31.12%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 1.9% | 207.2K | $76.7M | +3.81%(+7.60K) | $426.77(-5.05%) | 2026-03-31 | |
| TACK | Fairlead Tactical Sector ETF | 1.85% | 2.46M | $74.7M | +1.37%(+33.08K) | $277.77(-88.79%) | 2026-03-31 | |
| GOOG | ALPHABET INC CAP STK CL C | 1.66% | 233.8K | $67.1M | -1.39%(-3.31K) | $183.02(+118.03%) | 2026-03-31 | |
| FLXR | TCW FLEXIBLE INCOME ETF | 1.5% | 1.54M | $60.4M | +4.42%(+65.12K) | $39.24(-0.16%) | 2026-03-31 | |
| EFG | ISHARES MSCI EAFE GROWTH ETF | 1.45% | 526.1K | $58.6M | +16.74%(+75.43K) | $106.85(+13.61%) | 2026-03-31 | |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 1.37% | 975.2K | $55.3M | +5.03%(+46.73K) | $58.27(-4.02%) | 2026-03-31 | |
| EFV | ISHARES MSCI EAFE VALUE ETF | 1.31% | 731.2K | $53.0M | +5.90%(+40.71K) | $61.09(+28.57%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.37% | +13.70% |
| Top 20 Holdings Unweighted | +5.07% | +16.00% |
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