StockDriftsStockDriftsTop 50 Elevation Point Wealth Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.56% | 590.0K | $149.7M | +136.88%(+340.95K) | $227.89(+31.15%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 3.14% | 307.0K | $132.1M | +54.12%(+107.80K) | $364.60(+18.07%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.07% | 499.7K | $87.2M | +125.28%(+277.90K) | $155.81(+44.94%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.03% | 231.0K | $85.5M | +87.98%(+108.10K) | $424.82(-4.62%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 1.98% | 139.3K | $83.2M | +7.89%(+10.19K) | $599.43(+13.84%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.66% | 242.2K | $69.6M | +214.69%(+165.24K) | $255.11(+57.82%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 1.56% | 387.9K | $65.8M | +44.71%(+119.84K) | $119.44(+26.90%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.5% | 302.5K | $63.0M | +94.83%(+147.23K) | $207.10(+30.44%) | 2026-03-31 | |
| IVV | ISHARES TR | 1.38% | 89.1K | $58.2M | +503.37%(+74.31K) | $652.21(+14.34%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 1.22% | 165.9K | $51.3M | +110.13%(+86.93K) | $281.62(+48.00%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.41% | +53.71% |
| Top 20 Holdings Unweighted | +14.95% | +51.89% |
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