StockDriftsStockDriftsTop 50 Excelsior Advisor Network LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 4.69% | 191.5K | $12.3M | +17.42%(+28.41K) | $61.50(+12.32%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.03% | 45.5K | $7.9M | +6.90%(+2.93K) | $186.15(+21.04%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.87% | 29.5K | $7.5M | +29.62%(+6.75K) | $263.15(+14.09%) | 2026-03-31 | |
| FFIN | FIRST FINL BANKSHARES INC | 2.64% | 234.4K | $6.9M | new | $29.66(+4.86%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 2.56% | 23.3K | $6.7M | +13.98%(+2.86K) | $72.89(+4.99%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 2.54% | 33.8K | $6.6M | +12.47%(+3.75K) | $189.28(+9.19%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 2.52% | 214.3K | $6.6M | +1.29%(+2.74K) | $27.39(+15.82%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 2.41% | 71.6K | $6.3M | -11.47%(-9.27K) | $76.97(+11.10%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 2.3% | 23.0K | $6.0M | +16.96%(+3.33K) | $256.67(+9.80%) | 2026-03-31 | |
| ITA | ISHARES TR | 2.29% | 27.4K | $6.0M | +0.50%(+136) | $212.00(+2.49%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -2.17% | -6.38% |
| Top 20 Holdings Unweighted | -1.57% | -4.62% |
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