StockDriftsStockDriftsTop 50 DMKC Advisory Services, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | 4.53% | 354.4K | $10.9M | +17.11%(+51.79K) | $27.70(+14.60%) | 2026-03-31 | |
| VHT | VANGUARD WORLD FD | 4.04% | 35.6K | $9.7M | +8.53%(+2.80K) | $267.31(+2.66%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.68% | 14.8K | $8.8M | -14.30%(-2.47K) | $539.53(+26.48%) | 2026-03-31 | |
| BAC | BANK AMERICA CORP | 3.62% | 178.5K | $8.7M | +2.87%(+4.98K) | $43.46(+14.67%) | 2026-03-31 | |
| DE | DEERE & CO | 3.34% | 14.2K | $8.0M | +2.06%(+287) | $465.77(+24.66%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 3.21% | 10.9K | $7.7M | +0.34%(+37) | $378.07(+138.66%) | 2026-03-31 | |
| WFC | WELLS FARGO & CO | 2.95% | 88.9K | $7.1M | +2.77%(+2.39K) | $68.80(+6.88%) | 2026-03-31 | |
| USB | US BANCORP | 2.79% | 129.0K | $6.7M | +3.38%(+4.21K) | $46.53(+13.35%) | 2026-03-31 | |
| PFG | PRINCIPAL FINANCIAL GROUP IN | 2.73% | 72.8K | $6.6M | -0.03%(-24) | $81.56(+23.13%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 2.52% | 24.7K | $6.0M | +3.84%(+915) | $161.89(+42.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.50% | +34.92% |
| Top 20 Holdings Unweighted | +10.92% | +36.48% |
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