StockDriftsStockDriftsTop 50 Heritage Wealth Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | IShares S&P 500 Index | 17.31% | 678.1K | $442.9M | +2.38%(+15.75K) | $311.80(+141.04%) | 2026-03-31 | |
| SPHQ | Invesco S&P 500 Quality ETF | 13.77% | 4.69M | $352.5M | +8884.83%(+4.64M) | $131.36(-36.67%) | 2026-03-31 | |
| IEFA | iShares Core MSCI EAFE | 10.92% | 3.09M | $279.4M | +7.96%(+227.62K) | $75.21(+28.86%) | 2026-03-31 | |
| PHYS | Sprott Physical Gold Trust Unit | 6.64% | 4.79M | $169.9M | -6.70%(-344.12K) | $31.32(+12.58%) | 2026-03-31 | |
| IWS | iShares Russell Midcap Value | 3.11% | 545.5K | $79.5M | +1.07%(+5.79K) | $105.65(+49.37%) | 2026-03-31 | |
| IEMG | iShares Core MSCI Emerging Markets ETF | 2.73% | 1.00M | $70.0M | +11.88%(+106.48K) | $57.44(+43.27%) | 2026-03-31 | |
| GOOG | Alphabet Inc. Class C | 2.67% | 238.5K | $68.4M | -31.60%(-110.17K) | $105.86(+275.17%) | 2026-03-31 | |
| AAPL | Apple Computer Inc | 2.42% | 243.7K | $61.8M | -10.68%(-29.13K) | $101.67(+193.31%) | 2026-03-31 | |
| RTX | Raytheon Technologies Ord | 2.41% | 320.1K | $61.7M | -29.09%(-131.29K) | $86.05(+104.16%) | 2026-03-31 | |
| JNJ | Johnson & Johnson | 2.38% | 249.1K | $60.9M | -25.68%(-86.08K) | $156.43(+47.54%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.86% | +47.63% |
| Top 20 Holdings Unweighted | +12.52% | +42.44% |
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