StockDriftsStockDriftsTop 50 Legacy Wealth Management, Llc / Ms Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 18.22% | 366.6K | $63.9M | +0.48%(+1.75K) | $133.99(+46.65%) | 2026-03-31 | |
| SPY | SPDR S&P 500 ETF TR | 16.26% | 87.7K | $57.0M | -4.70%(-4.33K) | $336.90(+114.83%) | 2026-03-31 | |
| AAPL | APPLE INC | 7.9% | 109.2K | $27.7M | -0.43%(-468) | $200.69(+41.60%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.82% | 45.7K | $16.9M | -12.44%(-6.49K) | $257.58(+59.71%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 3.89% | 178.5K | $13.7M | +2.70%(+4.69K) | $59.29(+43.68%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.57% | 43.5K | $12.5M | +2.71%(+1.15K) | $121.81(+218.89%) | 2026-03-31 | |
| WMT | WALMART INC | 2.79% | 78.8K | $9.8M | -0.53%(-417) | $54.76(+138.83%) | 2026-03-31 | |
| RTX | RTX CORPORATION | 1.99% | 36.1K | $7.0M | -1.35%(-493) | $86.48(+99.91%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.79% | 30.2K | $6.3M | -4.14%(-1.30K) | $196.04(+39.53%) | 2026-03-31 | |
| V | VISA INC | 1.78% | 20.7K | $6.3M | +0.26%(+53) | $208.47(+54.48%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.76% | +55.12% |
| Top 20 Holdings Unweighted | +15.66% | +54.73% |
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