StockDriftsStockDriftsTop 50 Heritage Trust Co Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.73% | 225.2K | $57.2M | -2.34%(-5.39K) | $72.41(+326.24%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 4.18% | 170.5K | $41.7M | -0.72%(-1.24K) | $144.59(+81.92%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.93% | 105.8K | $39.2M | +2.83%(+2.91K) | $108.37(+260.33%) | 2026-03-31 | |
| SPY | STATE STREET SPDR S&P 500 | 2.93% | 44.9K | $29.2M | +2.88%(+1.26K) | $456.34(+63.21%) | 2026-03-31 | |
| VEA | VANGUARD | 2.86% | 444.6K | $28.5M | +1.93%(+8.40K) | $39.28(+80.28%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.68% | 93.1K | $26.7M | -1.31%(-1.23K) | $54.97(+547.96%) | 2026-03-31 | |
| ABBV | ABBVIE INC | 2.05% | 93.7K | $20.4M | -1.17%(-1.11K) | $85.55(+205.16%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 1.99% | 67.6K | $19.9M | -0.77%(-526) | $112.05(+198.51%) | 2026-03-31 | |
| RSP | INVESCO | 1.93% | 100.5K | $19.3M | +14.02%(+12.35K) | $161.33(+33.21%) | 2026-03-31 | |
| WMT | WALMART INC | 1.84% | 147.3K | $18.3M | -2.42%(-3.65K) | $22.47(+397.84%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.12% | +52.56% |
| Top 20 Holdings Unweighted | +12.63% | +42.89% |
Sign up free to track Heritage Trust Co, compare funds side by side, and get alerts the moment positions change.