StockDriftsStockDriftsTop 50 EPG Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 4.61% | 26.0K | $17.0M | +0.17%(+45) | $328.46(+127.86%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.15% | 87.8K | $15.3M | -2.98%(-2.70K) | $22.73(+757.11%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.71% | 53.8K | $13.7M | -1.57%(-860) | $90.69(+240.31%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 3.05% | 76.0K | $11.3M | +1.21%(+909) | $94.38(+68.97%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 2.74% | 172.5K | $10.1M | +1.00%(+1.70K) | $58.53(-0.77%) | 2026-03-31 | |
| IVW | ISHARES TR | 2.7% | 87.9K | $9.9M | +2.54%(+2.18K) | $53.10(+155.01%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.39% | 30.7K | $8.8M | +18.98%(+4.90K) | $149.02(+141.51%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.21% | 127.1K | $8.1M | +3790.21%(+123.86K) | $62.88(+12.62%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.18% | 21.8K | $8.1M | +37.81%(+5.97K) | $263.84(+48.00%) | 2026-03-31 | |
| PWR | QUANTA SVCS INC | 2.08% | 14.0K | $7.7M | -7.78%(-1.18K) | $178.51(+274.39%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.17% | +65.02% |
| Top 20 Holdings Unweighted | +19.06% | +68.76% |
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