StockDriftsStockDriftsTop 50 Chancellor Financial Group WB LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 14.01% | 77.1K | $19.6M | +0.26%(+199) | $232.44(+28.30%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 7.65% | 28.9K | $10.7M | -3.96%(-1.19K) | $429.74(-4.73%) | 2026-03-31 | |
| IVV | ISHARES TR | 5.44% | 11.6K | $7.6M | +4.24%(+473) | $586.34(+28.18%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.39% | 35.2K | $6.1M | +8.17%(+2.66K) | $132.97(+77.29%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.6% | 24.2K | $5.0M | -6.37%(-1.64K) | $203.95(+31.02%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.17% | 15.4K | $4.4M | -0.55%(-85) | $177.34(+126.15%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 2.79% | 15.9K | $3.9M | +0.35%(+55) | $154.14(+49.73%) | 2026-03-31 | |
| NEE | NEXTERA ENERGY INC | 2.69% | 40.5K | $3.8M | +0.06%(+24) | $78.05(+22.59%) | 2026-03-31 | |
| V | VISA INC | 2.09% | 9.6K | $2.9M | -0.70%(-68) | $295.83(+9.02%) | 2026-03-31 | |
| C | CITIGROUP INC | 1.89% | 23.3K | $2.6M | +1.81%(+415) | $68.11(+83.26%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.16% | +16.28% |
| Top 20 Holdings Unweighted | +9.91% | +32.78% |
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