StockDriftsStockDriftsTop 50 Forbes J M & Co Llp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IAU | ISHARES GOLD TRUST | 6.85% | 918.8K | $81.0M | -22.34%(-264.36K) | $33.67(+154.53%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.33% | 248.5K | $63.1M | +0.90%(+2.23K) | $61.14(+364.79%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.92% | 157.1K | $58.1M | -0.42%(-660) | $77.34(+431.94%) | 2026-03-31 | |
| AMZN | AMAZON.COM INC | 3.37% | 191.1K | $39.8M | +0.47%(+902) | $88.78(+208.12%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 2.43% | 117.6K | $28.8M | +0.79%(+917) | $90.61(+148.93%) | 2026-03-31 | |
| WMT | WALMART INC | 1.96% | 186.2K | $23.1M | +0.47%(+866) | $49.32(+165.21%) | 2026-03-31 | |
| BAC | BANK OF AMERICA CORP | 1.93% | 467.0K | $22.8M | +0.60%(+2.77K) | $28.61(+85.68%) | 2026-03-31 | |
| TJX | TJX COS INC | 1.7% | 125.6K | $20.1M | +0.21%(+262) | $67.02(+131.21%) | 2026-03-31 | |
| VIG | VANGUARD DIVIDEND APPREC ETF | 1.64% | 90.4K | $19.4M | +2.91%(+2.56K) | $140.53(+62.87%) | 2026-03-31 | |
| KO | COCA COLA CO | 1.61% | 250.7K | $19.1M | +0.86%(+2.15K) | $33.47(+134.49%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +22.27% | +82.81% |
| Top 20 Holdings Unweighted | +21.59% | +79.78% |
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