StockDriftsStockDriftsTop 50 Ascentis Independent Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 5.45% | 413.2K | $72.1M | +97.88%(+204.41K) | $151.51(+49.05%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.75% | 247.5K | $62.8M | +133.77%(+141.63K) | $247.56(+20.73%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.19% | 78.3K | $29.0M | +80.11%(+34.80K) | $423.29(-4.27%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.9% | 120.4K | $25.1M | +90.00%(+57.02K) | $205.12(+31.69%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.62% | 74.5K | $21.4M | +38.13%(+20.56K) | $206.31(+95.15%) | 2026-03-31 | |
| AGG | ISHARES TR | 1.45% | 193.3K | $19.2M | +101.51%(+97.36K) | $99.36(-0.70%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 1.32% | 56.3K | $17.4M | +54.54%(+19.86K) | $233.74(+78.31%) | 2026-03-31 | |
| IVV | ISHARES TR | 1.14% | 23.1K | $15.1M | +138.98%(+13.44K) | $619.82(+20.32%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 1.13% | 25.1K | $15.0M | +86.99%(+11.66K) | $576.42(+18.39%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 1.06% | 47.6K | $14.0M | +49.27%(+15.72K) | $249.97(+20.11%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.50% | +24.23% |
| Top 20 Holdings Unweighted | +7.27% | +23.42% |
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