StockDriftsStockDriftsTop 50 Jackson Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 5.31% | 203.3K | $51.6M | -0.93%(-1.92K) | $161.28(+91.36%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 5.17% | 135.9K | $50.3M | +0.21%(+284) | $310.77(+25.65%) | 2026-03-31 | |
| AVGO | BROADCOM INC COM | 5.17% | 162.5K | $50.3M | -2.23%(-3.70K) | $106.99(+236.90%) | 2026-03-31 | |
| SPYM | SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 4.24% | 538.7K | $41.2M | +1.49%(+7.89K) | $64.02(+36.93%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS S&P 500 ETF SHS NEW | 3.97% | 64.5K | $38.6M | -0.44%(-283) | $456.69(+49.96%) | 2026-03-31 | |
| KLAC | KLA CORP COM | 3.24% | 21.4K | $31.5M | -3.03%(-670) | $535.96(-56.05%) | 2026-03-31 | |
| IVV | ISHARES TR CORE S&P 500 ETF | 2.38% | 35.5K | $23.2M | +0.28%(+98) | $501.34(+49.28%) | 2026-03-31 | |
| LRCX | LAM RESH CORP COM NEW | 2.26% | 102.7K | $21.9M | -2.69%(-2.84K) | $70.69(+397.08%) | 2026-03-31 | |
| SMH | VANECK ETF TR SEMICONDUCTOR ETF | 1.98% | 50.2K | $19.2M | +30.91%(+11.85K) | $247.04(+139.76%) | 2026-03-31 | |
| OEF | ISHARES TR S&P 100 ETF | 1.92% | 58.7K | $18.7M | -1.21%(-721) | $240.57(+52.17%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.41% | +66.01% |
| Top 20 Holdings Unweighted | +18.35% | +65.78% |
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