Top 50 Drive Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 5.62% | 415.7K | $26.6M | +2.24%(+9.11K) | $48.49(+42.27%) | 2026-03-31 | |
| IVV | ISHARES TR | 5.51% | 40.0K | $26.1M | -2.18%(-890) | $454.00(+60.13%) | 2026-03-31 | |
| BBUS | J P MORGAN EXCHANGE TRADED F | 4.17% | 168.5K | $19.7M | +15.10%(+22.10K) | $108.02(+20.72%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.6% | 97.9K | $17.1M | +2.86%(+2.72K) | $61.46(+219.71%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.16% | 58.9K | $15.0M | -0.34%(-201) | $161.74(+75.71%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.88% | 252.4K | $13.6M | +1.88%(+4.65K) | $41.26(+43.87%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.33% | 29.8K | $11.0M | +3.94%(+1.13K) | $316.42(+30.01%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 2.2% | 36.3K | $10.4M | +3.63%(+1.27K) | $57.59(+34.93%) | 2026-03-31 | |
| CLOA | BLACKROCK ETF TRUST II | 1.96% | 179.6K | $9.3M | -17.83%(-38.95K) | $51.92(-0.18%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.79% | 40.7K | $8.5M | +1.24%(+497) | $155.98(+75.38%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.98% | +48.06% |
| Top 20 Holdings Unweighted | +14.66% | +50.75% |
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