StockDriftsStockDriftsTop 50 Finer Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 8.75% | 68.3K | $17.3M | -0.89%(-611) | $162.64(+83.35%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 7.28% | 82.8K | $14.4M | -1.28%(-1.08K) | $40.49(+482.28%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 6.11% | 13.2K | $12.1M | -3.23%(-440) | $253.64(+296.91%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 6.01% | 32.2K | $11.9M | -0.81%(-263) | $332.27(+23.22%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 5.19% | 35.8K | $10.3M | -2.89%(-1.07K) | $138.54(+189.49%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.66% | 44.3K | $9.2M | -1.18%(-531) | $158.19(+68.92%) | 2026-03-31 | |
| META | META PLATFORMS INC | 4% | 13.8K | $7.9M | +0.04%(+5) | $335.15(+84.53%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 3.56% | 10.0K | $7.1M | -0.80%(-80) | $220.14(+318.02%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 3.14% | 21.2K | $6.2M | -1.94%(-419) | $158.39(+89.35%) | 2026-03-31 | |
| WMT | WALMART INC | 3.08% | 49.2K | $6.1M | -1.06%(-527) | $50.63(+161.61%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.12% | +77.70% |
| Top 20 Holdings Unweighted | +15.78% | +55.20% |
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