StockDriftsStockDriftsTop 35 M3 Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | 8.5% | 51.3K | $11.0M | +5089.89%(+50.34K) | $217.43(+9.75%) | 2026-03-31 | |
| SPTM | SPDR SERIES TRUST | 8.39% | 137.8K | $10.9M | new | $80.78(+12.08%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 8.39% | 56.8K | $10.9M | new | $191.59(+12.17%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.59% | 20.7K | $6.0M | +289.75%(+15.40K) | $284.92(+26.32%) | 2026-03-31 | |
| GEV | GE VERNOVA INC | 4.28% | 6.4K | $5.6M | new | $763.24(+45.84%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 3.49% | 18.6K | $4.5M | +71.10%(+7.71K) | $208.45(+26.19%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 3.32% | 57.4K | $4.3M | +967.32%(+52.01K) | $74.03(+12.10%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.26% | 16.7K | $4.2M | -26.85%(-6.12K) | $263.24(+17.24%) | 2026-03-31 | |
| VLO | VALERO ENERGY CORP | 3.21% | 16.9K | $4.2M | new | $204.93(+30.66%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 3.17% | 14.3K | $4.1M | new | $72.81(+10.58%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -5.20% | -14.81% |
| Top 20 Holdings Unweighted | +15.40% | +53.67% |
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