StockDriftsStockDriftsTop 50 Journey Strategic Wealth Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | 42.46% | 7.00M | $1.71B | -0.77%(-54.06K) | $159.43(+44.53%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 11.53% | 714.2K | $464.5M | -2.40%(-17.58K) | $460.55(+61.18%) | 2026-03-31 | |
| IVV | ISHARES TR | 8.66% | 533.9K | $348.8M | -1.91%(-10.40K) | $482.40(+54.59%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.53% | 878.2K | $222.9M | +1.33%(+11.56K) | $166.44(+79.56%) | 2026-03-31 | |
| TBIL | RBB FD INC | 1.03% | 832.6K | $41.5M | -21.93%(-233.81K) | $50.00(-0.18%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 0.98% | 66.1K | $39.5M | +69.43%(+27.08K) | $524.35(+30.14%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 0.98% | 106.5K | $39.4M | -2.62%(-2.87K) | $384.92(+5.27%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 0.97% | 224.2K | $39.1M | +14.68%(+28.69K) | $106.31(+112.42%) | 2026-03-31 | |
| PEP | PEPSICO INC | 0.85% | 219.3K | $34.1M | -0.27%(-583) | $161.33(-7.48%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 0.79% | 563.1K | $31.9M | +8.19%(+42.65K) | $52.30(+15.07%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.10% | +52.47% |
| Top 20 Holdings Unweighted | +12.67% | +43.04% |
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