StockDriftsStockDriftsTop 50 Independent Solutions Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LEXI | LISTED FDS TR | 17.45% | 3.36M | $118.5M | +542.61%(+2.84M) | $34.76(+13.55%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.18% | 85.1K | $21.6M | +4.06%(+3.32K) | $120.95(+147.10%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.66% | 103.7K | $18.1M | +1.96%(+2.00K) | $24.55(+819.98%) | 2026-03-31 | |
| IVW | ISHARES TR | 2.55% | 153.3K | $17.3M | +2.27%(+3.40K) | $54.54(+151.67%) | 2026-03-31 | |
| SHV | ISHARES TR | 2.36% | 145.0K | $16.0M | +29.83%(+33.31K) | $110.37(-0.16%) | 2026-03-31 | |
| IVE | ISHARES TR | 2.26% | 72.6K | $15.3M | -3.42%(-2.57K) | $115.94(+93.75%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.11% | 46.2K | $14.3M | -1.06%(-495) | $54.04(+671.28%) | 2026-03-31 | |
| AGG | ISHARES TR | 1.64% | 112.4K | $11.2M | +0.75%(+841) | $111.56(-11.55%) | 2026-03-31 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 1.63% | 75.7K | $11.1M | -4.44%(-3.52K) | $13.06(+895.83%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 1.57% | 10.7K | $10.6M | -5.99%(-681) | $421.12(+145.32%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.63% | +46.70% |
| Top 20 Holdings Unweighted | +13.98% | +48.06% |
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