StockDriftsStockDriftsTop 50 Cetera Trust Company, N.A Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.69% | 39.6K | $10.1M | -3.29%(-1.35K) | $181.87(+69.70%) | 2026-03-31 | |
| LRCX | LAM RESEARCH CORP | 4.44% | 36.8K | $7.9M | -7.89%(-3.15K) | $70.50(+398.44%) | 2026-03-31 | |
| MCK | MCKESSON CORP | 2.95% | 6.0K | $5.2M | -4.74%(-300) | $448.92(+75.16%) | 2026-03-31 | |
| WMT | WALMART INC | 2.83% | 40.3K | $5.0M | -3.76%(-1.57K) | $52.93(+111.30%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.76% | 13.2K | $4.9M | -3.30%(-450) | $345.95(+12.87%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.72% | 16.7K | $4.8M | -6.70%(-1.20K) | $138.04(+160.73%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.68% | 16.1K | $4.7M | -4.59%(-775) | $158.33(+111.25%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.33% | 19.8K | $4.1M | -4.58%(-950) | $140.28(+72.98%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.13% | 12.2K | $3.8M | -2.05%(-255) | $98.23(+266.93%) | 2026-03-31 | |
| RTX | RTX CORPORATION | 1.97% | 18.1K | $3.5M | -4.36%(-825) | $80.14(+148.62%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.44% | +45.99% |
| Top 20 Holdings Unweighted | +12.91% | +43.93% |
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