StockDriftsStockDriftsTop 50 Global Wealth Management Investment Advisory, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | 3.62% | 279.1K | $23.1M | +3.69%(+9.92K) | $82.19(+0.45%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 3.43% | 386.8K | $21.9M | +4.09%(+15.20K) | $55.90(+0.05%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 3.41% | 371.7K | $21.8M | -4.48%(-17.45K) | $58.59(-0.55%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.06% | 111.9K | $19.5M | -2.08%(-2.38K) | $43.29(+421.71%) | 2026-03-31 | |
| IEFA | ISHARES TR | 2.97% | 209.7K | $19.0M | +4.44%(+8.91K) | $70.15(+38.47%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.92% | 32.3K | $18.7M | -0.39%(-125) | $274.63(+160.24%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.88% | 72.5K | $18.4M | -1.19%(-873) | $91.64(+226.12%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.75% | 26.9K | $17.6M | -0.61%(-165) | $292.89(+154.62%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 2.44% | 75.2K | $15.6M | -1.80%(-1.38K) | $140.56(+32.33%) | 2026-03-31 | |
| HYG | ISHARES TR | 2.35% | 188.3K | $15.0M | +4.22%(+7.62K) | $53.04(+50.66%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.38% | +34.47% |
| Top 20 Holdings Unweighted | +11.52% | +38.68% |
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