StockDriftsStockDriftsTop 50 Colonial Trust Co / SC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 4.99% | 144.6K | $36.7M | -3.26%(-4.88K) | $157.87(+88.90%) | 2026-03-31 | |
| IVV | ISHARES CORE S&P 500 ETF | 3.25% | 36.6K | $23.9M | +10.74%(+3.55K) | $484.19(+55.22%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 3.2% | 63.6K | $23.6M | +2.86%(+1.77K) | $292.02(+40.21%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CAP STK CL A | 2.18% | 55.7K | $16.0M | -2.62%(-1.50K) | $116.01(+245.72%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO COM | 2.15% | 53.7K | $15.8M | +0.11%(+57) | $138.74(+116.17%) | 2026-03-31 | |
| LLY | LILLY ELI & CO COM | 2.13% | 17.1K | $15.7M | -2.01%(-349) | $353.35(+184.90%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION COM | 1.94% | 81.9K | $14.3M | +0.36%(+294) | $38.62(+510.45%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON COM | 1.87% | 56.2K | $13.7M | -0.30%(-171) | $167.17(+38.07%) | 2026-03-31 | |
| AMZN | AMAZON COM INC COM | 1.86% | 65.6K | $13.7M | +2.42%(+1.55K) | $131.48(+103.24%) | 2026-03-31 | |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 1.64% | 121.6K | $12.1M | +8.89%(+9.93K) | $98.87(-0.23%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.86% | +59.59% |
| Top 20 Holdings Unweighted | +14.90% | +51.71% |
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