StockDriftsStockDriftsTop 50 Marin Bay Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| OEF | ISHARES TR | 14.63% | 76.5K | $24.3M | -2.10%(-1.64K) | $337.90(+8.34%) | 2026-03-31 | |
| IVV | ISHARES TR | 5.6% | 93.0K | $9.3M | +506.69%(+77.70K) | $670.40(+11.64%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.43% | 37.0K | $9.0M | -12.18%(-5.14K) | $263.24(+17.24%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 4.84% | 39.9K | $8.0M | +11.87%(+4.23K) | $156.59(+8.05%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 4.67% | 13.5K | $7.8M | -13.86%(-2.17K) | $607.34(+17.33%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 4.28% | 16.5K | $7.1M | -4.64%(-805) | $375.89(+0.60%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.56% | 136.9K | $5.9M | +1312.55%(+127.21K) | $666.69(+11.71%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.31% | 32.2K | $5.5M | -5.49%(-1.87K) | $186.54(+4.44%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.84% | 24.7K | $4.7M | +3.70%(+883) | $224.99(+7.86%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.11% | 13.4K | $3.5M | +11.85%(+1.42K) | $317.70(+5.28%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -17.12% | -43.07% |
| Top 20 Holdings Unweighted | -17.80% | -44.45% |
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