StockDriftsStockDriftsTop 50 Hohimer Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GBIL | GOLDMAN SACHS ETF TR | 6.23% | 509.0K | $51.0M | +7.39%(+35.03K) | $100.11(-0.20%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 5.89% | 130.2K | $48.2M | +41.90%(+38.45K) | $330.32(+18.22%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.54% | 114.2K | $29.0M | +61.68%(+43.58K) | $217.32(+42.01%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.4% | 112.7K | $19.6M | +38.65%(+31.41K) | $113.74(+71.29%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 2.17% | 40.6K | $17.7M | +8.74%(+3.26K) | $52.44(+63.03%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.88% | 73.9K | $15.4M | +8.61%(+5.86K) | $189.44(+28.10%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 1.62% | 207.5K | $13.3M | +7.90%(+15.19K) | $48.92(+44.76%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 1.53% | 40.6K | $12.6M | +17.67%(+6.09K) | $83.06(+333.97%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 1.43% | 59.5K | $11.7M | +12.63%(+6.67K) | $152.89(+43.35%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.31% | 37.4K | $10.8M | -14.68%(-6.44K) | $126.70(+184.06%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.65% | +62.85% |
| Top 20 Holdings Unweighted | +19.52% | +70.74% |
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