StockDriftsStockDriftsTop 50 Investor's Fiduciary Advisor Network, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.49% | 57.7K | $14.7M | -7.42%(-4.62K) | $230.71(+29.26%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 4.09% | 435.3K | $13.4M | -7.63%(-35.98K) | $27.74(+14.65%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.9% | 34.4K | $12.7M | -3.46%(-1.23K) | $431.96(-5.22%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.96% | 16.8K | $9.7M | -74.67%(-49.41K) | $578.52(+24.42%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 2.2% | 78.3K | $7.2M | +10.82%(+7.64K) | $91.60(-0.10%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 2.07% | 9.5K | $6.8M | -1.97%(-192) | $376.91(+144.15%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.8% | 28.1K | $5.9M | -5.31%(-1.58K) | $204.55(+30.64%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 1.61% | 35.5K | $5.3M | -1.72%(-621) | $135.81(+15.78%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.58% | 10.7K | $5.1M | +10.98%(+1.06K) | $485.95(-0.39%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 1.52% | 25.4K | $5.0M | -40.43%(-17.22K) | $184.05(+13.56%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.64% | +28.21% |
| Top 20 Holdings Unweighted | +10.78% | +35.96% |
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