StockDriftsStockDriftsTop 50 Financial Perspectives, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD WHITEHALL FDS | 6% | 145.1K | $21.5M | +0.55%(+795) | $100.88(+58.09%) | 2026-03-31 | |
| VGT | VANGUARD WORLD FD | 5.44% | 27.9K | $19.5M | +0.49%(+135) | $52.24(+119.46%) | 2026-03-31 | |
| MDT | MEDTRONIC PLC | 5.3% | 218.9K | $19.0M | +0.74%(+1.60K) | $114.38(-27.27%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.64% | 65.5K | $16.6M | +2.57%(+1.64K) | $133.63(+130.96%) | 2026-03-31 | |
| VYMI | VANGUARD WHITEHALL FDS | 3.62% | 137.7K | $13.0M | +2.99%(+4.00K) | $66.66(+48.92%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.45% | 33.4K | $12.4M | +0.61%(+204) | $238.53(+63.70%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 3.13% | 33.2K | $11.2M | -1.04%(-348) | $118.74(+265.63%) | 2026-03-31 | |
| IVW | ISHARES TR | 3.12% | 98.9K | $11.2M | +0.25%(+244) | $68.96(+96.35%) | 2026-03-31 | |
| HDV | ISHARES TR | 2.84% | 74.8K | $10.2M | +0.87%(+644) | $19.66(+42.61%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.8% | 32.4K | $10.0M | -0.24%(-79) | $50.51(+613.59%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.52% | +58.19% |
| Top 20 Holdings Unweighted | +20.90% | +76.73% |
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