StockDriftsStockDriftsTop 50 Goldenstone Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| USFR | WISDOMTREE TR | 11.04% | 301.6K | $15.2M | +4.80%(+13.81K) | $50.30(+0.15%) | 2026-03-31 | |
| DDTN | INNOVATOR ETFS TRUST | 10.36% | 760.7K | $14.2M | -1.65%(-12.74K) | $19.17(+6.35%) | 2026-03-31 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 10.14% | 412.7K | $13.9M | +8.78%(+33.33K) | $33.85(+7.96%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.87% | 26.4K | $6.7M | +0.09%(+25) | $263.24(+17.24%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.48% | 16.6K | $6.2M | +4.89%(+775) | $497.34(-21.48%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.96% | 31.2K | $5.4M | +1.53%(+469) | $186.45(+4.50%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 3.1% | 14.9K | $4.3M | +1.25%(+183) | $278.93(+27.70%) | 2026-03-31 | |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | 2.97% | 155.6K | $4.1M | +8.78%(+12.55K) | $26.23(+6.39%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.38% | 15.7K | $3.3M | +4.33%(+652) | $224.96(+7.87%) | 2026-03-31 | |
| AMAT | APPLIED MATLS INC | 2.28% | 9.2K | $3.1M | +0.11%(+10) | $230.94(+161.12%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -14.84% | -38.23% |
| Top 20 Holdings Unweighted | -11.55% | -30.79% |
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