StockDriftsStockDriftsTop 50 Finivi Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TOTL | SSGA ACTIVE ETF TR | 5.74% | 264.5K | $10.5M | +14.64%(+33.77K) | $40.36(-2.12%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 5.57% | 123.2K | $10.2M | +24.43%(+24.18K) | $83.80(-1.54%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 4.96% | 15.7K | $9.1M | +8.33%(+1.21K) | $407.13(+67.42%) | 2026-03-31 | |
| WMT | WALMART INC | 3.53% | 52.0K | $6.5M | +6.68%(+3.26K) | $57.95(+125.70%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.45% | 20.4K | $6.3M | +3.14%(+622) | $111.42(+283.55%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 3.45% | 22.0K | $6.3M | +1.28%(+278) | $139.72(+175.02%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.22% | 23.2K | $5.9M | +5.66%(+1.24K) | $189.67(+49.83%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.06% | 26.9K | $5.6M | +4.10%(+1.06K) | $147.00(+86.09%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 2.87% | 31.0K | $5.3M | +9.01%(+2.56K) | $112.40(+37.79%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.75% | 13.6K | $5.0M | +4.84%(+629) | $354.28(+16.12%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +28.74% | +113.38% |
| Top 20 Holdings Unweighted | +30.12% | +120.29% |
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