StockDriftsStockDriftsTop 50 Hoxton Planning & Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 15.01% | 76.6K | $50.0M | +3.89%(+2.87K) | $405.70(+83.82%) | 2026-03-31 | |
| IUSB | ISHARES TR | 4.58% | 330.6K | $15.3M | +6.63%(+20.57K) | $45.07(+2.05%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.29% | 62.8K | $10.9M | -0.38%(-239) | $19.34(+1067.97%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.88% | 14.8K | $9.6M | +4.73%(+667) | $610.33(+21.62%) | 2026-03-31 | |
| IWR | ISHARES TR | 2.68% | 91.7K | $8.9M | +0.64%(+580) | $72.43(+44.60%) | 2026-03-31 | |
| ISTB | ISHARES TR | 2.35% | 161.9K | $7.8M | -9.20%(-16.41K) | $47.64(+1.29%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.08% | 27.3K | $6.9M | -0.89%(-246) | $147.52(+102.60%) | 2026-03-31 | |
| SCHZ | SCHWAB STRATEGIC TR | 2.03% | 291.8K | $6.8M | +1.60%(+4.61K) | $23.08(+0.00%) | 2026-03-31 | |
| IVE | ISHARES TR | 2.02% | 31.8K | $6.7M | -4.52%(-1.51K) | $191.39(+17.37%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 2.01% | 68.5K | $6.7M | +3.12%(+2.07K) | $93.12(+27.61%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.66% | +43.01% |
| Top 20 Holdings Unweighted | +12.19% | +41.20% |
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