StockDriftsStockDriftsTop 50 Avior Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 5.39% | 435.4K | $189.9M | -2.65%(-11.87K) | $51.37(+64.13%) | 2026-03-31 | |
| DGRO | ISHARES TR | 3.78% | 1.90M | $133.3M | -0.42%(-7.92K) | $49.70(+47.61%) | 2026-03-31 | |
| VOE | VANGUARD INDEX FDS | 2.76% | 528.2K | $97.3M | -2.33%(-12.60K) | $126.73(+52.88%) | 2026-03-31 | |
| VOT | VANGUARD INDEX FDS | 2.61% | 357.5K | $92.0M | +2.39%(+8.35K) | $195.58(+47.84%) | 2026-03-31 | |
| JAVA | J P MORGAN EXCHANGE TRADED F | 1.99% | 978.1K | $70.2M | -4.16%(-42.50K) | $54.25(+40.19%) | 2026-03-31 | |
| JGRO | J P MORGAN EXCHANGE TRADED F | 1.9% | 793.1K | $67.0M | -1.82%(-14.73K) | $73.22(+29.24%) | 2026-03-31 | |
| IVV | ISHARES TR | 1.61% | 86.8K | $56.7M | -5.41%(-4.96K) | $402.60(+80.57%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 1.53% | 730.4K | $53.8M | +49.33%(+241.28K) | $73.89(-0.88%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.48% | 109.0K | $52.3M | +0.20%(+218) | $246.82(+88.60%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.43% | 198.4K | $50.3M | +8.85%(+16.14K) | $129.94(+118.70%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.27% | +45.34% |
| Top 20 Holdings Unweighted | +12.95% | +44.11% |
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