StockDriftsStockDriftsTop 50 Exchange Bank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.02% | 28.5K | $7.2M | -1.70%(-494) | $183.14(+55.17%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 4.68% | 27.6K | $6.8M | -3.83%(-1.10K) | $160.96(+40.13%) | 2026-03-31 | |
| MUB | ISHARES NATIONAL AMT-FREE MUNI | 3.79% | 51.5K | $5.5M | +0.25%(+130) | $106.12(+0.61%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 3.67% | 7.5K | $5.3M | -9.83%(-815) | $252.80(+257.83%) | 2026-03-31 | |
| CVX | CHEVRON CORP | 3.22% | 22.5K | $4.7M | -1.59%(-363) | $159.85(+20.51%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 2.84% | 24.1K | $4.1M | -5.35%(-1.36K) | $108.42(+42.85%) | 2026-03-31 | |
| AGG | ISHARES CORE TOTAL US BOND | 2.58% | 37.4K | $3.7M | +1.82%(+671) | $97.97(+0.82%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.55% | 9.9K | $3.7M | +0.04%(+4) | $327.58(+25.58%) | 2026-03-31 | |
| WMT | WALMART INC | 2.53% | 29.4K | $3.6M | -4.60%(-1.42K) | $50.54(+158.79%) | 2026-03-31 | |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 2.48% | 11.1K | $3.6M | +4.68%(+498) | $220.91(+61.60%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.34% | +65.72% |
| Top 20 Holdings Unweighted | +17.36% | +61.66% |
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