StockDriftsStockDriftsTop 50 Compass Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | 6.3% | 82.3K | $25.5M | -9.03%(-8.17K) | $51.56(+708.31%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 5.54% | 116.9K | $22.4M | -3.66%(-4.44K) | $142.13(+42.77%) | 2026-03-31 | |
| AMAT | APPLIED MATLS INC | 3.22% | 38.2K | $13.0M | -7.33%(-3.02K) | $89.65(+386.99%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 3.18% | 44.9K | $12.9M | -1.55%(-707) | $107.43(+271.45%) | 2026-03-31 | |
| AEIS | ADVANCED ENERGY INDS | 3.12% | 39.1K | $12.6M | -26.43%(-14.04K) | $84.08(+303.40%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.8% | 39.4K | $11.3M | -0.69%(-275) | $92.53(+335.13%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.69% | 37.0K | $10.9M | -6.48%(-2.56K) | $119.61(+151.03%) | 2026-03-31 | |
| VFC | V F CORP | 2.6% | 618.8K | $10.5M | +3.09%(+18.53K) | $15.57(+10.01%) | 2026-03-31 | |
| DHR | DANAHER CORP DEL | 2.31% | 49.3K | $9.3M | -0.29%(-142) | $227.22(-26.95%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2.22% | 26.6K | $9.0M | -5.54%(-1.56K) | $71.52(+458.97%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.90% | +59.74% |
| Top 20 Holdings Unweighted | +13.26% | +45.30% |
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