StockDriftsStockDriftsTop 50 Gilpin Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VLUE | ISHARES TR | 4.2% | 37.3K | $5.3M | -2.82%(-1.08K) | $130.89(+40.47%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.68% | 26.6K | $4.6M | -0.86%(-230) | $186.54(+21.06%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.95% | 11.6K | $3.7M | +0.00%(+0) | $331.72(+9.95%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.93% | 5.7K | $3.7M | -1.10%(-63) | $677.12(+10.13%) | 2026-03-31 | |
| VXF | VANGUARD INDEX FDS | 2.57% | 15.8K | $3.2M | +0.00%(+0) | $209.23(+8.78%) | 2026-03-31 | |
| FLRN | SPDR SERIES TRUST | 2.54% | 104.2K | $3.2M | -0.14%(-147) | $30.80(-0.05%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.38% | 11.8K | $3.0M | -1.23%(-147) | $263.24(+13.53%) | 2026-03-31 | |
| AOK | ISHARES TR | 2.24% | 71.0K | $2.8M | +71.65%(+29.64K) | $40.10(+2.75%) | 2026-03-31 | |
| SPIB | SPDR SERIES TRUST | 2.09% | 78.6K | $2.6M | +0.81%(+628) | $33.85(-1.24%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2% | 8.8K | $2.5M | -4.29%(-395) | $278.05(+44.80%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -15.17% | -38.95% |
| Top 20 Holdings Unweighted | -16.44% | -41.66% |
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