StockDriftsStockDriftsTop 50 Cmh Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 4.74% | 74.6K | $27.6M | +37.60%(+20.37K) | $235.08(+74.99%) | 2026-03-31 | |
| JPHY | J P MORGAN EXCHANGE TRADED F | 4.36% | 506.0K | $25.4M | +0.85%(+4.26K) | $50.79(-0.75%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.33% | 87.7K | $25.2M | -16.94%(-17.88K) | $70.83(+448.40%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.87% | 88.9K | $22.6M | +16.95%(+12.88K) | $97.01(+192.95%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.68% | 102.8K | $21.4M | -0.18%(-184) | $104.03(+162.96%) | 2026-03-31 | |
| MFSI | MFS ACTIVE EXCHANGE TRADED F | 3.22% | 631.2K | $18.8M | +340.24%(+487.82K) | $29.44(+6.17%) | 2026-03-31 | |
| TMSL | T ROWE PRICE ETF INC | 3.18% | 504.4K | $18.5M | +0.47%(+2.34K) | $31.76(+28.48%) | 2026-03-31 | |
| VFH | VANGUARD WORLD FD | 3.01% | 145.3K | $17.6M | +9.92%(+13.12K) | $68.62(+85.04%) | 2026-03-31 | |
| BA | BOEING CO | 2.35% | 68.7K | $13.7M | +5.90%(+3.83K) | $182.19(+23.16%) | 2026-03-31 | |
| VDE | VANGUARD WORLD FD | 2.32% | 78.0K | $13.5M | -18.47%(-17.68K) | $91.92(+84.10%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.68% | +50.80% |
| Top 20 Holdings Unweighted | +13.94% | +47.91% |
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