StockDriftsStockDriftsTop 50 Colter Lewis Investment Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | 12.02% | 163.0K | $12.8M | +4491.80%(+159.46K) | $78.62(-1.10%) | 2026-03-31 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 4.49% | 103.6K | $4.8M | +24.53%(+20.42K) | $46.32(-0.92%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 4.23% | 7.5K | $4.5M | +37.04%(+2.03K) | $617.75(+10.86%) | 2026-03-31 | |
| STUB | STUBHUB HLDGS INC | 4.01% | 682.7K | $4.3M | new | $9.88(+30.10%) | 2026-03-31 | |
| AXP | AMERICAN EXPRESS CO | 3.97% | 14.0K | $4.2M | -41.78%(-10.02K) | $351.06(+0.26%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.34% | 6.7K | $2.5M | +180.38%(+4.33K) | $453.25(-13.85%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.28% | 7.5K | $2.4M | +26.91%(+1.60K) | $330.94(+11.43%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.26% | 11.2K | $2.4M | +11.49%(+1.15K) | $217.75(+9.59%) | 2026-03-31 | |
| VT | VANGUARD INTL EQUITY INDEX F | 2.26% | 17.3K | $2.4M | +0.24%(+42) | $139.43(+12.01%) | 2026-03-31 | |
| IEFA | ISHARES TR | 2.16% | 25.4K | $2.3M | +2.92%(+720) | $88.43(+10.03%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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