StockDriftsStockDriftsTop 50 Naviter Wealth, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMLP | ALPS ETF TR | 8.85% | 1.35M | $70.8M | +12.30%(+147.44K) | $44.02(+22.44%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 4.89% | 773.9K | $39.2M | +33.77%(+195.38K) | $50.52(-0.12%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 3.85% | 91.1K | $30.9M | +6.78%(+5.78K) | $137.41(+187.03%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.35% | 154.0K | $26.9M | +3.34%(+4.98K) | $79.51(+147.15%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.26% | 103.0K | $26.1M | +3.47%(+3.45K) | $185.63(+53.09%) | 2026-03-31 | |
| ACWI | ISHARES TR | 3.1% | 179.3K | $24.8M | -5.98%(-11.41K) | $117.52(+29.64%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 3.01% | 141.8K | $24.1M | -0.20%(-278) | $72.93(+112.37%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.75% | 76.6K | $22.0M | +0.07%(+55) | $156.90(+147.56%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.17% | 46.9K | $17.3M | +2.46%(+1.12K) | $361.01(+13.95%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.73% | 66.6K | $13.9M | +3.32%(+2.14K) | $165.04(+65.75%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.19% | +37.46% |
| Top 20 Holdings Unweighted | +13.60% | +46.61% |
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