StockDriftsStockDriftsTop 50 Lodestar Private Asset Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 8.67% | 134.5K | $87.9M | +3.97%(+5.13K) | $423.08(+76.26%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.73% | 65.5K | $37.8M | -1.00%(-663) | $272.53(+162.25%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.58% | 143.1K | $36.3M | -0.64%(-916) | $142.33(+109.98%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 3.51% | 149.9K | $35.6M | +3.09%(+4.49K) | $132.79(+121.53%) | 2026-03-31 | |
| SPAB | SPDR SERIES TRUST | 3.34% | 1.32M | $33.9M | +5.35%(+67.07K) | $25.41(+0.12%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 3.22% | 166.5K | $32.7M | +21.51%(+29.48K) | $168.53(+23.64%) | 2026-03-31 | |
| IXUS | ISHARES TR | 3.19% | 373.3K | $32.3M | +18.34%(+57.86K) | $73.73(+29.66%) | 2026-03-31 | |
| CWI | SPDR INDEX SHS FDS | 3.09% | 857.0K | $31.4M | +2.76%(+22.99K) | $24.70(+62.96%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 2.74% | 359.5K | $27.7M | +7.89%(+26.29K) | $76.03(+0.77%) | 2026-03-31 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 2.73% | 601.5K | $27.7M | +15.48%(+80.64K) | $45.87(+0.26%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.72% | +43.21% |
| Top 20 Holdings Unweighted | +12.14% | +41.00% |
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