StockDriftsStockDriftsTop 50 Colonial Trust Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 6.09% | 308.8K | $78.4M | -11.10%(-38.55K) | $52.68(+466.05%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 4.34% | 150.8K | $55.8M | +0.16%(+245) | $89.21(+358.95%) | 2026-03-31 | |
| IVV | ISHARES CORE S&P 500 ETF | 4.33% | 85.3K | $55.7M | +1.60%(+1.34K) | $294.59(+155.12%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION COM | 3.16% | 233.1K | $40.7M | +1.22%(+2.81K) | $37.22(+533.35%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CAP STK CL A | 2.99% | 133.6K | $38.4M | -2.48%(-3.40K) | $62.85(+538.12%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON COM | 2.57% | 135.4K | $33.1M | -0.74%(-1.02K) | $107.75(+114.19%) | 2026-03-31 | |
| LLY | LILLY ELI & CO COM | 2.57% | 36.0K | $33.1M | -1.89%(-694) | $116.33(+765.41%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO COM | 2.52% | 110.2K | $32.4M | -1.00%(-1.11K) | $87.27(+243.68%) | 2026-03-31 | |
| AMZN | AMAZON COM INC COM | 2.35% | 145.0K | $30.2M | -0.13%(-182) | $68.15(+292.08%) | 2026-03-31 | |
| V | VISA INC COM CL A | 1.82% | 77.6K | $23.4M | -3.02%(-2.42K) | $63.01(+411.83%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.40% | +65.97% |
| Top 20 Holdings Unweighted | +16.10% | +56.49% |
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