StockDriftsStockDriftsTop 50 Helium Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 8.53% | 24.1K | $8.9M | +41.36%(+7.06K) | $414.74(-2.30%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 8.03% | 166.1K | $8.4M | -2.47%(-4.21K) | $50.56(-0.08%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 5.94% | 10.4K | $6.2M | -6.18%(-685) | $532.93(+28.05%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.11% | 6.6K | $4.3M | -0.45%(-30) | $581.66(+28.21%) | 2026-03-31 | |
| IEFA | ISHARES TR | 3.83% | 44.3K | $4.0M | -7.40%(-3.54K) | $74.50(+30.39%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.78% | 15.6K | $4.0M | -6.36%(-1.06K) | $232.35(+28.63%) | 2026-03-31 | |
| GBIL | GOLDMAN SACHS ETF TR | 3.68% | 38.5K | $3.9M | -20.89%(-10.16K) | $100.12(-0.11%) | 2026-03-31 | |
| JAAA | JANUS DETROIT STR TR | 2.89% | 60.2K | $3.0M | -2.26%(-1.39K) | $50.75(-0.23%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 2.86% | 7.0K | $3.0M | +46.95%(+2.23K) | $300.53(+43.25%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.78% | 5.0K | $2.9M | +14.95%(+656) | $512.48(+39.46%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.32% | +13.51% |
| Top 20 Holdings Unweighted | +7.90% | +25.62% |
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