StockDriftsStockDriftsTop 36 Investment Insight Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 28.67% | 152.5K | $26.6M | +0.22%(+338) | $186.53(+21.07%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 14.74% | 44.2K | $13.7M | +1.01%(+441) | $344.76(+20.89%) | 2026-03-31 | |
| MGK | VANGUARD WORLD FD | 10.78% | 27.2K | $10.0M | -8.24%(-2.44K) | $81.52(+8.82%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.52% | 14.6K | $4.2M | +0.16%(+24) | $278.09(+44.78%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.33% | 6.2K | $4.0M | +0.11%(+7) | $674.04(+10.13%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.06% | 14.8K | $3.8M | -0.55%(-82) | $263.24(+13.53%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 3.64% | 6.8K | $3.4M | +0.04%(+3) | $569.83(-13.90%) | 2026-03-31 | |
| SHOP | SHOPIFY INC | 2.9% | 22.7K | $2.7M | +0.18%(+40) | $154.76(-38.36%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.78% | 7.0K | $2.6M | +0.91%(+63) | $500.12(-18.98%) | 2026-03-31 | |
| V | VISA INC | 2.29% | 7.0K | $2.1M | -1.01%(-72) | $346.04(-7.44%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -34.81% | -72.30% |
| Top 20 Holdings Unweighted | -33.90% | -71.12% |
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