StockDriftsStockDriftsTop 50 Herold Advisors Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.68% | 83.9K | $21.3M | +2.50%(+2.05K) | $148.56(+102.09%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.36% | 113.8K | $19.8M | -0.18%(-205) | $50.29(+348.01%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.98% | 36.6K | $13.6M | +0.93%(+338) | $298.25(+41.47%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 2.43% | 65.3K | $11.1M | -0.39%(-257) | $88.09(+79.27%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 2.06% | 10.2K | $9.4M | -2.40%(-251) | $363.89(+176.16%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 2.06% | 84.3K | $9.4M | +5.11%(+4.10K) | $82.79(+50.24%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 2.06% | 132.1K | $9.4M | +13.99%(+16.21K) | $62.28(+28.90%) | 2026-03-31 | |
| WMT | WALMART INC | 1.92% | 70.5K | $8.8M | -0.47%(-336) | $51.18(+156.86%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 1.87% | 28.9K | $8.5M | +0.29%(+85) | $161.24(+84.70%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 1.73% | 15.8K | $7.9M | +2.77%(+426) | $370.06(+33.55%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.38% | +61.71% |
| Top 20 Holdings Unweighted | +16.68% | +58.84% |
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