StockDriftsStockDriftsTop 50 Montag A & Associates Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 7.36% | 242.5K | $158.4M | -5.26%(-13.46K) | $344.57(+116.43%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 5.41% | 178.6K | $116.5M | -0.28%(-510) | $265.97(+179.10%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.48% | 295.2K | $74.9M | -1.86%(-5.58K) | $59.33(+403.78%) | 2026-03-31 | |
| MDY | STATE STR SPDR S&P MIDCAP 40 | 2.99% | 104.1K | $64.4M | +0.64%(+660) | $173.07(+285.62%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.67% | 200.0K | $57.4M | -3.17%(-6.54K) | $49.20(+711.10%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.38% | 138.4K | $51.2M | -0.13%(-184) | $118.51(+241.93%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.82% | 187.8K | $39.1M | -2.16%(-4.15K) | $101.09(+167.21%) | 2026-03-31 | |
| IWB | ISHARES TR | 1.78% | 107.4K | $38.3M | -0.02%(-21) | $153.59(+163.25%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 1.51% | 544.6K | $32.4M | +17.33%(+80.42K) | $59.59(-1.03%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 1.51% | 169.0K | $32.4M | +13.62%(+20.25K) | $115.62(+75.51%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.95% | +44.09% |
| Top 20 Holdings Unweighted | +12.79% | +43.47% |
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