StockDriftsStockDriftsTop 50 J. Derek Lewis & Associates Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGBL | CAPITAL GROUP CORE BALANCED | 9.5% | 1.15M | $40.5M | +0.00%(+0) | $35.03(+6.67%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 7.36% | 719.4K | $31.4M | +0.00%(+0) | $42.83(+11.59%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 4.91% | 471.0K | $20.9M | +0.00%(+0) | $44.19(+4.83%) | 2026-03-31 | |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 4.81% | 748.9K | $20.5M | +0.00%(+0) | $27.34(-0.13%) | 2026-03-31 | |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 4.75% | 584.3K | $20.2M | +0.00%(+0) | $34.41(+15.40%) | 2026-03-31 | |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | 4.71% | 563.3K | $20.1M | +0.00%(+0) | $35.15(+6.22%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.44% | 69.7K | $18.9M | +0.00%(+0) | $263.24(+13.53%) | 2026-03-31 | |
| TSLA | TESLA INC | 4.33% | 41.1K | $18.5M | +0.00%(+0) | $447.22(-0.44%) | 2026-03-31 | |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 3.99% | 616.7K | $17.0M | +0.00%(+0) | $27.69(-0.70%) | 2026-03-31 | |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 3.37% | 635.5K | $14.4M | +0.00%(+0) | $22.68(-1.54%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -17.10% | -43.03% |
| Top 20 Holdings Unweighted | -18.92% | -46.70% |
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