StockDriftsStockDriftsTop 50 Fiduciary Family Office, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 32.29% | 446.4K | $113.3M | +1.15%(+5.06K) | $232.43(+28.30%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.81% | 76.7K | $13.4M | +18.08%(+11.75K) | $130.41(+80.76%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 2.81% | 173.8K | $9.8M | -5.72%(-10.55K) | $57.51(-2.64%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.77% | 33.8K | $9.7M | +2.70%(+888) | $145.20(+176.22%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.29% | 21.7K | $8.0M | +15.83%(+2.96K) | $403.13(+1.56%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.98% | 33.4K | $7.0M | +40.53%(+9.63K) | $208.30(+28.29%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 1.59% | 6.1K | $5.6M | +113.13%(+3.22K) | $892.97(+12.74%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 1.38% | 11.2K | $4.8M | +51.81%(+3.83K) | $309.77(+37.91%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 1.3% | 14.8K | $4.6M | +14.05%(+1.82K) | $142.94(+207.68%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 1.23% | 14.6K | $4.3M | +2.78%(+396) | $239.67(+25.14%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +32.23% | +131.19% |
| Top 20 Holdings Unweighted | +33.68% | +138.90% |
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