StockDriftsStockDriftsTop 50 KPP Advisory Services LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQM | INVESCO EXCH TRADED FD TR II | 4.93% | 143.0K | $34.0M | +11.21%(+14.42K) | $201.70(+45.84%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.94% | 35.1K | $20.2M | -13.59%(-5.51K) | $445.96(+60.26%) | 2026-03-31 | |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 2.75% | 183.4K | $19.0M | -3.15%(-5.96K) | $100.29(+8.41%) | 2026-03-31 | |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 2.6% | 266.8K | $17.9M | -4.31%(-12.03K) | $50.63(+41.92%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.56% | 69.4K | $17.6M | -5.43%(-3.98K) | $177.15(+68.71%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 2.19% | 212.8K | $15.1M | +7.71%(+15.24K) | $57.51(+40.36%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 2.08% | 337.3K | $14.4M | +1.47%(+4.88K) | $35.28(+35.48%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 1.99% | 23.0K | $13.7M | +24.63%(+4.54K) | $525.09(+29.96%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.84% | 34.3K | $12.7M | -1.10%(-380) | $351.19(+15.38%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.72% | 68.1K | $11.9M | -22.82%(-20.13K) | $108.86(+107.45%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.02% | +44.37% |
| Top 20 Holdings Unweighted | +15.93% | +55.79% |
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