StockDriftsStockDriftsTop 50 Cary Street Partners Investment Advisory Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 3.21% | 49.5K | $12.6M | +4.26%(+2.02K) | $187.51(+59.38%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION COM | 2.44% | 54.7K | $9.5M | +1.59%(+855) | $81.18(+178.17%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 2.31% | 24.4K | $9.0M | +1.07%(+258) | $353.84(+14.52%) | 2026-03-31 | |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 1.55% | 132.6K | $6.1M | +18.37%(+20.58K) | $40.43(+24.34%) | 2026-03-31 | |
| VTV | VANGUARD VALUE ETF | 1.53% | 30.5K | $6.0M | +26.44%(+6.38K) | $189.26(+10.10%) | 2026-03-31 | |
| GOOG | ALPHABET INC CAP STK CL C | 1.41% | 19.3K | $5.5M | +5.05%(+926) | $171.75(+132.34%) | 2026-03-31 | |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 1.32% | 67.7K | $5.2M | +16.03%(+9.35K) | $78.87(+10.78%) | 2026-03-31 | |
| XLK | Technology Select Sector SPDR Fund | 1.3% | 38.4K | $5.1M | +4.69%(+1.72K) | $137.26(+28.85%) | 2026-03-31 | |
| AMZN | AMAZON COM INC COM | 1.26% | 23.7K | $4.9M | +1.29%(+302) | $175.29(+54.11%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CAP STK CL A | 1.23% | 16.8K | $4.8M | +6.48%(+1.02K) | $156.38(+157.45%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.64% | +46.74% |
| Top 20 Holdings Unweighted | +13.63% | +46.70% |
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