StockDriftsStockDriftsTop 50 Global Financial Private Client, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 4.79% | 22.5K | $14.6M | +1.33%(+296) | $408.20(+81.85%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.47% | 53.8K | $13.7M | +5.83%(+2.96K) | $124.35(+140.34%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.36% | 17.2K | $10.3M | +12.73%(+1.94K) | $402.05(+69.73%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.18% | 18.0K | $6.7M | +10.69%(+1.74K) | $236.17(+71.57%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 1.86% | 184.9K | $5.7M | -0.06%(-114) | $21.81(+45.54%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 1.77% | 26.2K | $5.4M | +7.05%(+1.73K) | $129.67(+43.44%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.67% | 29.3K | $5.1M | +14.05%(+3.61K) | $73.49(+207.30%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 1.64% | 23.3K | $5.0M | +3.33%(+751) | $160.21(+42.74%) | 2026-03-31 | |
| MRK | MERCK & CO INC | 1.44% | 36.7K | $4.4M | +6.77%(+2.32K) | $90.00(+26.05%) | 2026-03-31 | |
| GEV | GE VERNOVA INC | 1.44% | 5.0K | $4.4M | +10.74%(+488) | $220.56(+381.77%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.99% | +40.46% |
| Top 20 Holdings Unweighted | +11.46% | +38.49% |
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