Top 50 Investment Research & Advisory Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | 24.11% | 115.5K | $69.0M | +0.47%(+543) | $392.83(+73.72%) | 2026-03-31 | |
| AAPL | APPLE INC | 6.83% | 76.0K | $19.5M | -0.90%(-690) | $72.07(+314.68%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CLASS CLASS A | 4.28% | 41.8K | $12.2M | -2.60%(-1.11K) | $73.05(+451.12%) | 2026-03-31 | |
| NVDA | NVIDIA CORP | 4.04% | 64.3K | $11.6M | -4.86%(-3.28K) | $116.97(+93.07%) | 2026-03-31 | |
| AMZN | AMAZON.COM INC | 3.01% | 41.2K | $8.6M | -0.06%(-26) | $100.89(+167.75%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.74% | 21.2K | $7.9M | +0.02%(+5) | $164.89(+145.74%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.67% | 25.9K | $7.6M | +0.32%(+82) | $128.65(+133.39%) | 2026-03-31 | |
| MA | MASTERCARD INC CLASS CLASS A | 2.39% | 13.7K | $6.8M | -0.18%(-24) | $297.90(+64.70%) | 2026-03-31 | |
| LLY | ELI LILLY AND CO | 2.37% | 7.4K | $6.8M | +0.68%(+50) | $480.99(+111.18%) | 2026-03-31 | |
| SCHW | CHARLES SCHWAB CORP | 2.2% | 66.9K | $6.3M | +1.24%(+822) | $51.39(+77.39%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.97% | +64.18% |
| Top 20 Holdings Unweighted | +17.97% | +64.20% |
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