StockDriftsStockDriftsTop 50 NewEdge Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| USFR | WISDOMTREE TR | 4.59% | 7.63M | $384.2M | -8.38%(-698.03K) | $50.30(+0.25%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.12% | 1.36M | $345.1M | +1.18%(+15.84K) | $185.67(+60.61%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.4% | 768.8K | $284.6M | -2.49%(-19.64K) | $333.76(+22.67%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.86% | 1.37M | $239.3M | -7.96%(-118.64K) | $126.80(+85.92%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.79% | 813.2K | $233.8M | -8.35%(-74.05K) | $155.06(+158.65%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 1.89% | 512.7K | $158.7M | +9.25%(+43.41K) | $164.76(+166.93%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.82% | 233.9K | $152.1M | +1.20%(+2.77K) | $479.27(+56.11%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 1.73% | 492.6K | $144.9M | +2.51%(+12.06K) | $186.22(+61.05%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.67% | 672.4K | $140.0M | -0.10%(-693) | $188.77(+41.56%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 1.57% | 2.24M | $131.2M | +13.47%(+266.04K) | $58.86(-1.04%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.82% | +80.79% |
| Top 20 Holdings Unweighted | +20.59% | +75.36% |
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