StockDriftsStockDriftsTop 50 Lake Street Private Wealth, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 6.54% | 261.7K | $51.3M | +3.82%(+9.62K) | $143.09(+44.33%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.11% | 158.2K | $40.1M | -7.05%(-12.00K) | $93.88(+202.71%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.84% | 218.2K | $38.1M | -12.44%(-31.01K) | $13.36(+1370.49%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 4.5% | 81.0K | $35.4M | +2.35%(+1.86K) | $46.11(+82.85%) | 2026-03-31 | |
| BAR | GRANITESHARES GOLD TR | 2.39% | 407.5K | $18.8M | +0.25%(+1.02K) | $19.36(+131.66%) | 2026-03-31 | |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 2.23% | 293.6K | $17.5M | +13.12%(+34.04K) | $59.63(+0.27%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.01% | 42.7K | $15.8M | -1.78%(-773) | $211.34(+94.65%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 1.98% | 26.9K | $15.5M | -32.39%(-12.88K) | $295.16(+130.93%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.9% | 71.6K | $14.9M | +0.26%(+185) | $126.86(+115.62%) | 2026-03-31 | |
| PSQO | PALMER SQUARE FUNDS TR | 1.89% | 724.8K | $14.9M | +18.42%(+112.75K) | $20.39(+1.67%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.89% | +68.06% |
| Top 20 Holdings Unweighted | +15.95% | +55.89% |
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