StockDriftsStockDriftsTop 50 Laurel Oak Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 7.14% | 167.6K | $42.5M | +2.80%(+4.56K) | $263.23(+13.54%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.23% | 144.4K | $25.2M | -3.20%(-4.77K) | $186.54(+21.06%) | 2026-03-31 | |
| VT | VANGUARD INTL EQUITY INDEX F | 3.36% | 144.7K | $20.0M | +91.08%(+68.99K) | $139.54(+11.37%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 2.82% | 38.4K | $16.8M | -14.80%(-6.67K) | $80.62(+8.54%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.79% | 79.8K | $16.6M | +3.20%(+2.47K) | $225.02(+20.05%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.76% | 57.1K | $16.4M | +1.13%(+639) | $278.30(+44.67%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.09% | 33.7K | $12.5M | +4.63%(+1.49K) | $497.52(-18.55%) | 2026-03-31 | |
| HEGD | LISTED FDS TR | 2.03% | 488.5K | $12.1M | +118.96%(+265.39K) | $25.01(+6.74%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 1.93% | 39.2K | $11.5M | +9.34%(+3.35K) | $317.92(-5.56%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 1.91% | 200.5K | $11.3M | -23.44%(-61.38K) | $56.07(+7.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -24.61% | -57.16% |
| Top 20 Holdings Unweighted | -22.68% | -53.77% |
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