StockDriftsStockDriftsTop 50 Creativeone Wealth Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 2.39% | 405.3K | $102.9M | +14.86%(+52.43K) | $202.89(+47.98%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.35% | 1.58M | $101.1M | +0.01%(+200) | $45.95(+50.33%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 2.29% | 502.6K | $98.6M | +0.89%(+4.44K) | $124.06(+66.59%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.99% | 491.5K | $85.7M | +3.48%(+16.52K) | $100.43(+124.36%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 1.93% | 190.4K | $83.1M | -0.37%(-711) | $37.98(+130.17%) | 2026-03-31 | |
| BOND | PIMCO ETF TR | 1.79% | 835.7K | $77.1M | +8.25%(+63.70K) | $93.06(-2.09%) | 2026-03-31 | |
| VEGA | ADVISORSHARES TR | 1.68% | 1.49M | $72.1M | +6.74%(+94.40K) | $39.75(+29.76%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.66% | 343.9K | $71.6M | +2.81%(+9.39K) | $190.42(+38.72%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 1.61% | 119.9K | $69.2M | -11.53%(-15.63K) | $471.85(+50.24%) | 2026-03-31 | |
| SPY | SPDR S&P 500 ETF TR | 1.53% | 101.2K | $65.8M | +18.41%(+15.74K) | $530.59(+39.31%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.79% | +32.33% |
| Top 20 Holdings Unweighted | +10.27% | +34.09% |
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