StockDriftsStockDriftsTop 50 Clearstead Trust, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 14.29% | 151.9K | $87.7M | +4.99%(+7.22K) | $324.86(+119.35%) | 2026-03-31 | |
| ILCG | ISHARES TR | 8.68% | 557.9K | $53.3M | +12.51%(+62.04K) | $57.12(+99.73%) | 2026-03-31 | |
| QLD | PROSHARES TR | 7.3% | 733.8K | $44.8M | +0.31%(+2.30K) | $22.94(+294.98%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.48% | 108.3K | $27.5M | -0.35%(-381) | $137.94(+123.74%) | 2026-03-31 | |
| IWF | ISHARES TR | 4.06% | 58.3K | $24.9M | +21.06%(+10.15K) | $465.30(-73.96%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.62% | 60.0K | $22.2M | +4.35%(+2.50K) | $236.45(+65.15%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.05% | 107.2K | $18.7M | -1.38%(-1.50K) | $68.93(+182.64%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.57% | 54.9K | $15.8M | -1.18%(-653) | $128.25(+180.64%) | 2026-03-31 | |
| CGCV | CAPITAL GROUP CONSERVATIVE E | 2.5% | 513.8K | $15.3M | +67.84%(+207.66K) | $30.24(+9.03%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.34% | 68.8K | $14.3M | +2.37%(+1.59K) | $144.18(+68.31%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.95% | +76.92% |
| Top 20 Holdings Unweighted | +20.54% | +75.14% |
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