StockDriftsStockDriftsTop 50 Northcape Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | 8.12% | 69.3K | $29.8M | -5.09%(-3.71K) | $173.38(+148.30%) | 2026-03-31 | |
| JAAA | JANUS DETROIT STR TR | 5.2% | 378.9K | $19.1M | +1.27%(+4.74K) | $50.81(-0.35%) | 2026-03-31 | |
| BINC | BLACKROCK ETF TRUST II | 4.91% | 347.1K | $18.0M | new | $52.35(-0.19%) | 2026-03-31 | |
| IEFA | ISHARES TR | 4.12% | 166.8K | $15.1M | +5.80%(+9.14K) | $74.86(+29.77%) | 2026-03-31 | |
| IQLT | ISHARES TR | 3.11% | 246.7K | $11.4M | +0.75%(+1.85K) | $33.85(+45.87%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.73% | 39.5K | $10.0M | -2.74%(-1.11K) | $156.56(+90.90%) | 2026-03-31 | |
| KMI | KINDER MORGAN INC DEL | 2.7% | 295.2K | $9.9M | -4.47%(-13.81K) | $16.94(+93.67%) | 2026-03-31 | |
| HGER | HARBOR ETF TRUST | 2.68% | 316.7K | $9.8M | +39.20%(+89.18K) | $25.69(+29.40%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 1.95% | 24.9K | $7.1M | -0.86%(-215) | $61.58(+25.10%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 1.83% | 39.5K | $6.7M | +0.23%(+91) | $96.92(+56.38%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.14% | +44.83% |
| Top 20 Holdings Unweighted | +13.03% | +44.42% |
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