StockDriftsStockDriftsTop 50 Garton & Associates Financial Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.16% | 20.0K | $5.1M | -3.28%(-680) | $263.24(+17.24%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.64% | 14.4K | $4.5M | -9.91%(-1.58K) | $344.94(+4.50%) | 2026-03-31 | |
| AMZN | AMAZONCOM INC | 3.48% | 20.4K | $4.2M | -9.85%(-2.23K) | $225.20(+7.76%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.17% | 10.5K | $3.9M | +10.32%(+980) | $493.87(-20.93%) | 2026-03-31 | |
| QQQM | INVESCO NASDAQ 100 ETF | 2.01% | 10.4K | $2.5M | +5.99%(+585) | $250.02(+17.36%) | 2026-03-31 | |
| DUK | DUKE ENERGY CORP NEW | 1.72% | 16.0K | $2.1M | -16.37%(-3.14K) | $120.48(+7.57%) | 2026-03-31 | |
| PEP | PEPSICO INC | 1.67% | 13.2K | $2.0M | -0.08%(-11) | $141.98(+1.58%) | 2026-03-31 | |
| FIS | FIDELITY NATL INFORMATIO | 1.62% | 42.2K | $2.0M | new | $56.68(-26.26%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CLASS CLASS A | 1.61% | 6.8K | $2.0M | -40.87%(-4.73K) | $278.05(+29.44%) | 2026-03-31 | |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | 1.56% | 2.9K | $1.9M | -12.58%(-422) | $674.05(+10.49%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -13.87% | -36.10% |
| Top 20 Holdings Unweighted | +0.16% | +0.48% |
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