StockDriftsStockDriftsTop 50 Consultiva Wealth Management, Corp. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 10.12% | 5.8K | $3.5M | +0.00%(+0) | $458.68(+49.94%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 10.04% | 19.9K | $3.5M | +0.00%(+0) | $121.89(+93.40%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 9.78% | 22.8K | $3.4M | -4.27%(-1.02K) | $121.54(+29.37%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 6.71% | 30.0K | $2.3M | -3.87%(-1.21K) | $59.33(+43.30%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 5.75% | 6.9K | $2.0M | +0.00%(+0) | $174.64(+129.66%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.37% | 4.6K | $1.2M | +0.00%(+0) | $231.25(+28.95%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 3.31% | 4.4K | $1.1M | +0.00%(+0) | $219.65(+30.67%) | 2026-03-31 | |
| QAI | NEW YORK LIFE INVESTMENTS ET | 3.29% | 33.3K | $1.1M | +0.06%(+20) | $31.38(+15.65%) | 2026-03-31 | |
| URI | UNITED RENTALS INC | 2.11% | 1.0K | $729K | +0.00%(+0) | $665.57(+46.18%) | 2026-03-31 | |
| AXP | AMERICAN EXPRESS CO | 1.98% | 2.3K | $684K | +0.00%(+0) | $282.97(+10.53%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.63% | +42.89% |
| Top 20 Holdings Unweighted | +9.71% | +32.04% |
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