StockDriftsStockDriftsTop 50 Cornerstone Advisory, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JEPI | J P MORGAN EXCHANGE TRADED F | 10.9% | 2.03M | $115.1M | +3.50%(+68.59K) | $56.50(-1.01%) | 2026-03-31 | |
| GPIX | GOLDMAN SACHS ETF TR | 7.58% | 1.60M | $80.0M | +19.64%(+262.60K) | $49.62(+11.22%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 4.96% | 353.7K | $52.4M | +2.36%(+8.16K) | $91.91(+69.34%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.45% | 71.9K | $47.0M | +2.79%(+1.95K) | $256.00(+191.31%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.15% | 154.7K | $33.3M | +0.31%(+478) | $169.30(+35.07%) | 2026-03-31 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 3.01% | 688.6K | $31.7M | +8.81%(+55.75K) | $46.03(-0.09%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.75% | 114.2K | $29.0M | +0.08%(+97) | $61.67(+384.65%) | 2026-03-31 | |
| GSLC | GOLDMAN SACHS ETF TR | 2.55% | 215.0K | $26.9M | -3.62%(-8.06K) | $64.02(+119.53%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.46% | 54.2K | $26.0M | +0.42%(+227) | $289.33(+67.81%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 2.4% | 88.2K | $25.3M | +7.13%(+5.87K) | $62.60(+23.07%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.46% | +31.14% |
| Top 20 Holdings Unweighted | +11.35% | +38.06% |
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