StockDriftsStockDriftsTop 50 Kestra Private Wealth Services, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.32% | 1.06M | $269.5M | +1.74%(+18.21K) | $132.75(+125.14%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.17% | 1.48M | $257.4M | -3.66%(-56.06K) | $62.25(+262.75%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.99% | 775.5K | $161.5M | -1.04%(-8.15K) | $155.99(+73.17%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.77% | 387.6K | $143.5M | +6.26%(+22.84K) | $320.54(+26.41%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.55% | 435.7K | $125.3M | -1.23%(-5.41K) | $123.08(+227.12%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 1.27% | 178.9K | $103.2M | +5.12%(+8.71K) | $428.51(+66.79%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 1.25% | 345.8K | $101.7M | +9.57%(+30.20K) | $156.32(+92.07%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.03% | 174.3K | $83.5M | -3.09%(-5.57K) | $280.79(+72.92%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 1.02% | 422.5K | $82.9M | +4.95%(+19.95K) | $151.52(+37.52%) | 2026-03-31 | |
| SPY | TATE STR SPDR S&P 500 ETF T | 0.99% | 122.9K | $79.9M | +9.35%(+10.51K) | $503.51(+47.43%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.40% | +70.21% |
| Top 20 Holdings Unweighted | +19.27% | +69.66% |
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