StockDriftsStockDriftsTop 50 High Net Worth Advisory Group Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 6.53% | 46.9K | $28.0M | +1.54%(+711) | $432.38(+53.87%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.5% | 110.7K | $19.3M | -0.77%(-854) | $31.66(+520.64%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.88% | 77.4K | $16.6M | +1.51%(+1.15K) | $165.23(+38.53%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 3.59% | 104.0K | $15.4M | +1.05%(+1.08K) | $111.91(+39.69%) | 2026-03-31 | |
| AGG | ISHARES TR | 3.23% | 139.4K | $13.8M | -0.20%(-281) | $107.73(-8.32%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.05% | 51.5K | $13.1M | -3.09%(-1.64K) | $161.23(+76.26%) | 2026-03-31 | |
| CGBL | CAPITAL GROUP CORE BALANCED | 2.54% | 317.0K | $10.9M | +7.15%(+21.15K) | $32.71(+12.28%) | 2026-03-31 | |
| ABBV | ABBVIE INC | 2.3% | 45.4K | $9.9M | -0.13%(-60) | $124.32(+65.79%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 2.17% | 163.9K | $9.3M | -1.44%(-2.40K) | $56.48(+0.04%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 1.67% | 233.8K | $7.2M | -1.70%(-4.05K) | $26.09(+21.48%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.15% | +41.07% |
| Top 20 Holdings Unweighted | +11.75% | +39.55% |
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