StockDriftsStockDriftsTop 50 Essential Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PHYS | Sprott Gold Convert to Physical | 5.01% | 419.9K | $14.9M | +0.97%(+4.02K) | $24.87(+37.16%) | 2026-03-31 | |
| FIX | COMFORT SYS USA INC COM | 1.61% | 3.5K | $4.8M | -0.12%(-4) | $482.94(+278.57%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION COM | 1.27% | 21.6K | $3.8M | -5.24%(-1.19K) | $140.91(+52.82%) | 2026-03-31 | |
| FNDF | Schwab Fundamental Int'l Broad | 1.24% | 75.6K | $3.7M | +23.04%(+14.15K) | $40.33(+32.33%) | 2026-03-31 | |
| IVV | iShares S&P 500 | 1.18% | 5.3K | $3.5M | +5.25%(+267) | $604.81(+23.86%) | 2026-03-31 | |
| FNDB | Schwab Fundamental U.S. Broad | 1.16% | 127.0K | $3.5M | +0.07%(+95) | $23.43(+28.28%) | 2026-03-31 | |
| VGSH | Vanguard Short-Term USTS | 1.11% | 56.4K | $3.3M | +11.69%(+5.90K) | $58.72(-0.85%) | 2026-03-31 | |
| GM | GENERAL MTRS CO COM | 1.09% | 43.3K | $3.2M | +1.03%(+441) | $48.59(+62.14%) | 2026-03-31 | |
| GE | GE AEROSPACE COM NEW | 1.07% | 11.2K | $3.2M | +4.00%(+431) | $234.82(+28.97%) | 2026-03-31 | |
| MRK | MERCK & CO INC COM | 1.05% | 25.9K | $3.1M | -11.44%(-3.35K) | $87.25(+40.29%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.75% | +35.83% |
| Top 20 Holdings Unweighted | +5.42% | +17.16% |
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