StockDriftsStockDriftsTop 50 Coquina Private Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 25.89% | 226.0K | $32.2M | +3.19%(+6.98K) | $147.12(+10.11%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 7.45% | 301.7K | $9.3M | -0.19%(-564) | $27.36(+16.02%) | 2026-03-31 | |
| MGK | VANGUARD WORLD FD | 5.97% | 20.2K | $7.4M | +23.10%(+3.79K) | $80.86(+9.70%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.27% | 30.5K | $5.3M | +9.50%(+2.64K) | $186.01(+21.41%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.71% | 18.2K | $4.6M | -0.16%(-30) | $263.24(+13.53%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 3.43% | 18.0K | $4.3M | +17.32%(+2.65K) | $249.32(+17.99%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.67% | 5.8K | $3.3M | -8.98%(-568) | $607.34(+17.68%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.29% | 13.7K | $2.8M | +1.77%(+238) | $225.10(+20.01%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 2.12% | 12.2K | $2.6M | +16.63%(+1.73K) | $210.86(+9.09%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.01% | 7.8K | $2.5M | +39.99%(+2.22K) | $330.67(+10.29%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -17.85% | -44.56% |
| Top 20 Holdings Unweighted | -22.38% | -53.23% |
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