StockDriftsStockDriftsTop 38 Charles Carroll Financial Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 10.74% | 51.8K | $10.0M | -5.27%(-2.89K) | — | 2023-12-31 | |
| URI | UNITED RENTALS INC | 8.57% | 13.9K | $8.0M | +2.55%(+345) | — | 2023-12-31 | |
| GOOG | ALPHABET INC | 7.61% | 50.2K | $7.1M | +0.85%(+425) | — | 2023-12-31 | |
| MSFT | MICROSOFT CORP | 7.25% | 17.9K | $6.7M | +5.60%(+950) | — | 2023-12-31 | |
| BLK | BLACKROCK INC | 7.21% | 8.3K | $6.7M | +0.00%(+0) | — | 2023-12-31 | |
| JPM | JPMORGAN CHASE & CO | 6.39% | 34.9K | $5.9M | +6.08%(+2.00K) | — | 2023-12-31 | |
| INTU | INTUIT | 5.59% | 8.3K | $5.2M | -0.30%(-25) | — | 2023-12-31 | |
| V | VISA INC | 5.11% | 18.2K | $4.8M | +2.24%(+400) | — | 2023-12-31 | |
| ADBE | ADOBE INC | 4.16% | 6.5K | $3.9M | +0.00%(+0) | — | 2023-12-31 | |
| UNH | UNITEDHEALTH GROUP INC | 3.23% | 5.7K | $3.0M | +4.58%(+250) | — | 2023-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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