StockDriftsStockDriftsTop 50 CrossGen Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR CORE S&P500 ETF | 11.39% | 19.9K | $13.0M | -1.95%(-395) | $677.12(+10.13%) | 2026-03-31 | |
| AAPL | APPLE INCORPORATED | 4.71% | 21.1K | $5.4M | -0.83%(-177) | $263.24(+13.53%) | 2026-03-31 | |
| VLO | VALERO ENERGY CORPORATION | 4.43% | 20.4K | $5.0M | -3.36%(-711) | $166.52(+46.58%) | 2026-03-31 | |
| WMT | WALMART INCORPORATED | 4.29% | 39.3K | $4.9M | -0.86%(-343) | $107.24(+22.60%) | 2026-03-31 | |
| AVGO | BROADCOM INCORPORATED | 4.04% | 14.9K | $4.6M | -1.77%(-267) | $344.94(+20.83%) | 2026-03-31 | |
| MSFT | MICROSOFT CORPORATION | 3.83% | 11.8K | $4.4M | -1.41%(-168) | $500.79(-19.09%) | 2026-03-31 | |
| GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | 3.73% | 14.8K | $4.2M | -3.29%(-502) | $278.05(+44.80%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & COMPANY | 3.56% | 13.8K | $4.0M | -0.13%(-18) | $318.82(-5.83%) | 2026-03-31 | |
| MPC | MARATHON PETE CORPORATION | 3.42% | 15.9K | $3.9M | -0.91%(-147) | $177.69(+40.19%) | 2026-03-31 | |
| AMZN | AMAZON COM INCORPORATED | 3.07% | 16.8K | $3.5M | +0.27%(+46) | $225.18(+19.96%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.44% | +10.67% |
| Top 20 Holdings Unweighted | +21.10% | +77.60% |
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