StockDriftsStockDriftsTop 50 M.e. Allison & Co., Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGGR | CAPITAL GROUP GROWTH ETF | 4.49% | 168.0K | $6.8M | +5.40%(+8.61K) | $37.64(+19.94%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 3.93% | 139.3K | $5.9M | +4.09%(+5.48K) | $36.60(+27.47%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.93% | 6.8K | $4.4M | +3.03%(+200) | $584.44(+23.84%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.77% | 16.5K | $4.2M | -0.26%(-43) | $235.58(+20.63%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 2.68% | 71.2K | $4.0M | +11.99%(+7.62K) | $57.90(-2.42%) | 2026-03-31 | |
| JAAA | JANUS DETROIT STR TR | 2.27% | 69.3K | $3.4M | -13.31%(-10.64K) | $50.77(-0.42%) | 2026-03-31 | |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 2.06% | 81.1K | $3.1M | +0.85%(+685) | $35.96(+18.83%) | 2026-03-31 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 2.04% | 55.2K | $3.1M | +21.42%(+9.75K) | $54.64(+8.09%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.89% | 7.7K | $2.9M | +0.47%(+36) | $428.42(-3.98%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 1.88% | 19.2K | $2.8M | +0.02%(+3) | $127.91(+22.22%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.21% | +33.86% |
| Top 20 Holdings Unweighted | +12.38% | +41.93% |
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