StockDriftsStockDriftsTop 50 Clear Trail Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XOM | EXXON MOBIL CORP | 6.68% | 236.6K | $40.1M | -0.89%(-2.11K) | $116.54(+32.89%) | 2026-03-31 | |
| DRI | DARDEN RESTAURANTS INC | 5.24% | 160.7K | $31.5M | +0.81%(+1.30K) | $187.21(+3.89%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.34% | 79.0K | $20.0M | -2.13%(-1.72K) | $263.24(+7.95%) | 2026-03-31 | |
| GIS | GENERAL MLS INC | 3.12% | 504.2K | $18.8M | -6.16%(-33.07K) | $48.46(-28.70%) | 2026-03-31 | |
| DIVO | AMPLIFY ETF TR | 2.98% | 399.1K | $17.9M | +8.35%(+30.77K) | $44.55(+1.94%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.72% | 55.6K | $16.4M | +1.75%(+959) | $318.64(-2.90%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.66% | 43.2K | $16.0M | +8.40%(+3.35K) | $495.06(-16.90%) | 2026-03-31 | |
| CVX | CHEVRON CORP NEW | 2.62% | 76.2K | $15.8M | +14.21%(+9.48K) | $157.06(+22.65%) | 2026-03-31 | |
| WMT | WALMART INC | 2.56% | 123.8K | $15.4M | +3.18%(+3.81K) | $107.56(+21.60%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.53% | 49.0K | $15.2M | -1.53%(-760) | $338.01(+26.44%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +2.27% | +6.98% |
| Top 20 Holdings Unweighted | +1.23% | +3.73% |
Sign up free to track Clear Trail Advisors, Llc, compare funds side by side, and get alerts the moment positions change.