StockDriftsStockDriftsTop 50 Mutual Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 5.59% | 400.6K | $260.5M | +1.43%(+5.66K) | $441.41(+68.17%) | 2026-03-31 | |
| IEF | ISHARES TR | 4.44% | 2.17M | $207.1M | +2.87%(+60.48K) | $94.30(+0.02%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.48% | 639.3K | $162.3M | -2.26%(-14.80K) | $98.56(+203.23%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.9% | 206.6K | $135.0M | -3.11%(-6.63K) | $333.40(+123.67%) | 2026-03-31 | |
| SGOV | ISHARES TR | 2.21% | 1.02M | $102.9M | +1.34%(+13.54K) | $100.53(-0.01%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.2% | 214.3K | $102.7M | +1.73%(+3.65K) | $289.34(+67.81%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.91% | 241.1K | $89.3M | +7.88%(+17.61K) | $231.96(+74.69%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 1.37% | 107.3K | $64.1M | +13.58%(+12.82K) | $409.55(+66.62%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 1.35% | 68.3K | $62.8M | +3.79%(+2.49K) | $622.09(+63.28%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.29% | 345.0K | $60.2M | -0.72%(-2.52K) | $41.31(+446.67%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.18% | +44.98% |
| Top 20 Holdings Unweighted | +15.81% | +55.31% |
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