StockDriftsStockDriftsTop 50 Journey Retirement Planning & Investment Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | 6.08% | 70.5K | $6.9M | -79.33%(-270.57K) | $105.60(+12.09%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 5.76% | 37.5K | $6.5M | -73.41%(-103.47K) | $186.54(+20.79%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 3.19% | 39.5K | $3.6M | -70.49%(-94.29K) | $91.56(-0.04%) | 2026-03-31 | |
| TSLA | TESLA INC | 3.11% | 9.5K | $3.5M | -74.06%(-27.13K) | $447.22(-5.59%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.06% | 16.7K | $3.5M | -75.87%(-52.38K) | $225.20(+17.29%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.89% | 8.9K | $3.3M | -73.72%(-24.86K) | $500.79(-15.75%) | 2026-03-31 | |
| META | META PLATFORMS INC | 2.86% | 5.7K | $3.2M | -72.83%(-15.21K) | $697.24(-11.90%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.65% | 10.4K | $3.0M | -72.63%(-27.72K) | $278.05(+42.70%) | 2026-03-31 | |
| NFLX | NETFLIX INC. | 2.34% | 27.6K | $2.7M | -73.82%(-77.82K) | $106.83(-18.54%) | 2026-03-31 | |
| V | VISA INC | 2.27% | 8.5K | $2.6M | -74.57%(-25.06K) | $346.04(-5.86%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -35.88% | -73.64% |
| Top 20 Holdings Unweighted | -33.79% | -70.97% |
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