StockDriftsStockDriftsTop 50 Kmg Fiduciary Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.36% | 285.6K | $72.5M | +0.20%(+572) | $73.69(+285.64%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 5.12% | 397.2K | $69.3M | -3.35%(-13.79K) | $47.30(+315.40%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.83% | 180.0K | $51.8M | -3.03%(-5.62K) | $84.39(+360.28%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.61% | 131.7K | $48.8M | +3.28%(+4.19K) | $192.04(+114.22%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.9% | 60.1K | $39.2M | -9.83%(-6.55K) | $231.10(+214.57%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.89% | 187.5K | $39.0M | +4.11%(+7.40K) | $126.95(+115.48%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.64% | 121.4K | $35.7M | -0.95%(-1.17K) | $117.16(+164.08%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 2.36% | 417.3K | $31.9M | -15.20%(-74.82K) | $55.94(+52.29%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 2% | 29.4K | $27.1M | -5.65%(-1.76K) | $409.48(+141.49%) | 2026-03-31 | |
| META | META PLATFORMS INC | 1.87% | 44.3K | $25.3M | +2.04%(+885) | $267.47(+126.18%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.49% | +74.90% |
| Top 20 Holdings Unweighted | +19.62% | +71.17% |
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