Top 50 Investment Partners Asset Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.49% | 35.1K | $8.9M | -0.36%(-125) | $181.87(+64.33%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 3.79% | 108.3K | $6.1M | +3.12%(+3.28K) | $55.20(+1.33%) | 2026-03-31 | |
| PFFV | GLOBAL X FDS | 3.42% | 253.7K | $5.5M | +8.27%(+19.38K) | $23.04(-3.10%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.05% | 17.2K | $4.9M | -1.43%(-250) | $141.00(+185.54%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.92% | 12.8K | $4.7M | +2.12%(+265) | $349.91(+15.80%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.63% | 24.4K | $4.3M | +0.33%(+79) | $56.07(+302.79%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 2.48% | 153.4K | $4.0M | +14.10%(+18.96K) | $26.42(-0.29%) | 2026-03-31 | |
| SPYI | NEOS ETF TRUST | 2.21% | 72.4K | $3.6M | +2.67%(+1.88K) | $52.38(+2.42%) | 2026-03-31 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 2.06% | 60.0K | $3.3M | +10.46%(+5.68K) | $57.73(+3.75%) | 2026-03-31 | |
| STIP | ISHARES TR | 1.76% | 27.5K | $2.8M | +3.45%(+918) | $99.14(+4.62%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.10% | +60.59% |
| Top 20 Holdings Unweighted | +17.16% | +60.81% |
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