StockDriftsStockDriftsTop 50 Keynote Financial Services Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.06% | 37.5K | $9.5M | -0.77%(-292) | $182.00(+63.85%) | 2026-03-31 | |
| VUSB | VANGUARD BD INDEX FNDS | 4.7% | 177.6K | $8.8M | +20.63%(+30.37K) | $49.88(-0.33%) | 2026-03-31 | |
| ABBV | ABBVIE INC | 4.54% | 39.3K | $8.5M | -0.37%(-146) | $168.80(+24.87%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC. | 2.85% | 11.2K | $5.4M | +6.52%(+686) | $439.07(+10.25%) | 2026-03-31 | |
| RTX | RTX CORP | 2.83% | 27.6K | $5.3M | -2.82%(-800) | $90.83(+93.41%) | 2026-03-31 | |
| GOOGL | ALPHABET INC. | 2.45% | 16.0K | $4.6M | +3.59%(+555) | $154.23(+160.05%) | 2026-03-31 | |
| LITE | LUMENTUM HOLDINGS INC | 2.13% | 5.7K | $4.0M | -8.34%(-518) | $50.35(+1889.74%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.07% | 10.5K | $3.9M | +4.56%(+459) | $400.52(+2.23%) | 2026-03-31 | |
| T | A T & T INC | 1.87% | 121.6K | $3.5M | -1.08%(-1.32K) | $18.21(+35.39%) | 2026-03-31 | |
| INTC | INTEL CORP | 1.85% | 78.9K | $3.5M | -6.54%(-5.52K) | $39.70(+191.98%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.70% | +39.38% |
| Top 20 Holdings Unweighted | +7.91% | +25.67% |
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