StockDriftsStockDriftsTop 50 Dougherty & Associates, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 11.47% | 71.6K | $12.5M | -9.89%(-7.86K) | $186.54(+21.06%) | 2026-03-31 | |
| RCL | ROYAL CARIBBEAN GROUP | 9.34% | 36.9K | $10.2M | -4.81%(-1.87K) | $301.25(-12.30%) | 2026-03-31 | |
| PFXF | VANECK ETF TRUST | 8.26% | 512.5K | $9.0M | +6.41%(+30.87K) | $17.71(+6.11%) | 2026-03-31 | |
| VGT | VANGUARD WORLD FD | 6.55% | 10.2K | $7.1M | +7.54%(+716) | $93.56(+21.26%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 6.12% | 11.2K | $6.7M | +1.76%(+193) | $619.63(+10.13%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 5.76% | 21.8K | $6.3M | -1.58%(-350) | $278.05(+44.80%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.64% | 15.6K | $4.0M | -1.26%(-200) | $263.24(+13.53%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.18% | 16.6K | $3.5M | +9.40%(+1.43K) | $224.71(+20.21%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.14% | 9.2K | $3.4M | +43.02%(+2.77K) | $478.56(-15.33%) | 2026-03-31 | |
| VPU | VANGUARD WORLD FD | 2.6% | 14.3K | $2.8M | +11.92%(+1.52K) | $187.69(+3.11%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -19.71% | -48.23% |
| Top 20 Holdings Unweighted | -19.78% | -48.39% |
Sign up free to track Dougherty & Associates, LLC, compare funds side by side, and get alerts the moment positions change.