StockDriftsStockDriftsTop 50 Elevation Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BBUS | J P MORGAN EXCHANGE TRADED F | 6.99% | 64.9K | $7.6M | +1.73%(+1.10K) | $121.96(+10.14%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 5.24% | 32.7K | $5.7M | +23.74%(+6.27K) | $185.37(+5.10%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.73% | 20.3K | $5.1M | +9.72%(+1.80K) | $263.21(+17.26%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.65% | 10.7K | $4.0M | +75.62%(+4.62K) | $468.97(-16.73%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.49% | 18.2K | $3.8M | +53.95%(+6.39K) | $223.21(+8.72%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.31% | 12.5K | $3.6M | +58.13%(+4.61K) | $286.22(+25.75%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.93% | 11.1K | $3.2M | +67.10%(+4.46K) | $287.37(+23.94%) | 2026-03-31 | |
| OCTW | AIM ETF PRODUCTS TRUST | 2.46% | 69.5K | $2.7M | -8.10%(-6.12K) | $38.67(+5.86%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 2.34% | 33.3K | $2.5M | +6.10%(+1.91K) | $79.28(+10.58%) | 2026-03-31 | |
| META | META PLATFORMS INC | 2.15% | 4.1K | $2.3M | +12.36%(+449) | $688.31(-15.31%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -27.40% | -61.73% |
| Top 20 Holdings Unweighted | -27.44% | -61.79% |
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