StockDriftsStockDriftsTop 50 Core Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 7.43% | 63.0K | $16.0M | -1.75%(-1.12K) | $149.02(+107.10%) | 2026-03-31 | |
| ROK | ROCKWELL AUTOMATION INC | 6.97% | 41.8K | $15.0M | +0.15%(+62) | $285.65(+65.13%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.18% | 14.3K | $6.8M | -1.22%(-176) | $343.04(+48.02%) | 2026-03-31 | |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 2.83% | 272.7K | $6.1M | +0.06%(+174) | $22.58(-1.26%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.72% | 15.8K | $5.8M | +0.50%(+78) | $273.11(+42.98%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.41% | 18.1K | $5.2M | -0.45%(-82) | $142.05(+153.37%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.21% | 22.8K | $4.7M | -0.11%(-24) | $128.52(+88.82%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.17% | 26.8K | $4.7M | -3.71%(-1.03K) | $58.56(+232.72%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 2.05% | 25.9K | $4.4M | -6.67%(-1.85K) | $108.07(+26.85%) | 2026-03-31 | |
| SGOV | ISHARES TR | 1.98% | 42.4K | $4.3M | -11.40%(-5.45K) | $100.38(+0.06%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.40% | +27.37% |
| Top 20 Holdings Unweighted | +8.92% | +29.23% |
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