StockDriftsStockDriftsTop 50 D.a. Davidson & Co. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 6.67% | 5.61M | $1.10B | +0.84%(+46.82K) | $75.40(+176.34%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 4.8% | 1.81M | $791.1M | +2.13%(+37.84K) | $21.32(+310.54%) | 2026-03-31 | |
| IXUS | ISHARES TR | 4.08% | 7.76M | $672.6M | -1.08%(-85.16K) | $61.28(+56.00%) | 2026-03-31 | |
| AGG | ISHARES TR | 3.11% | 5.17M | $512.9M | +6.95%(+335.90K) | $103.05(-4.25%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.34% | 1.52M | $386.8M | +1.81%(+27.11K) | $65.01(+359.74%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.99% | 885.0K | $327.6M | +4.85%(+40.94K) | $156.54(+158.85%) | 2026-03-31 | |
| IWN | ISHARES TR | 1.46% | 1.27M | $241.4M | +2.18%(+27.19K) | $126.56(+65.33%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 1.39% | 3.57M | $228.9M | -1.60%(-58.10K) | $40.14(+75.96%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 1.34% | 714.3K | $221.1M | -2.32%(-16.96K) | $81.90(+408.88%) | 2026-03-31 | |
| SPIB | SPDR SERIES TRUST | 1.32% | 6.48M | $217.3M | +6.76%(+410.39K) | $32.38(+3.25%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.59% | +46.56% |
| Top 20 Holdings Unweighted | +15.58% | +54.39% |
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