StockDriftsStockDriftsTop 50 Community Financial Services Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEF | ISHARES TR | 7.4% | 442.1K | $42.0M | +5.60%(+23.44K) | $94.57(-0.05%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 4.97% | 175.7K | $28.2M | +1.74%(+3.01K) | $113.52(+36.43%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.75% | 73.1K | $27.0M | +7.15%(+4.88K) | $350.32(+17.43%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.56% | 101.2K | $25.9M | +3.12%(+3.06K) | $186.01(+52.78%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 3.5% | 67.5K | $19.9M | +2.14%(+1.41K) | $130.38(+194.74%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.09% | 56.0K | $17.5M | -2.33%(-1.33K) | $135.68(+214.98%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.03% | 98.0K | $17.2M | +2.61%(+2.50K) | $87.85(+123.67%) | 2026-03-31 | |
| QUAL | ISHARES TR | 2.76% | 81.4K | $15.7M | -0.90%(-742) | $177.00(+17.23%) | 2026-03-31 | |
| WMT | WALMART INC | 2.64% | 120.3K | $15.0M | +0.94%(+1.12K) | $59.19(+120.98%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 2.59% | 14.8K | $14.7M | +7.46%(+1.03K) | $629.21(+61.54%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.48% | +34.86% |
| Top 20 Holdings Unweighted | +11.92% | +40.17% |
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