StockDriftsStockDriftsTop 50 Northern Financial Advisors Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 8% | 16.9K | $11.0M | +55.16%(+6.00K) | $512.50(+44.84%) | 2026-03-31 | |
| WMT | WALMART INC | 4.02% | 44.4K | $5.5M | +72.94%(+18.73K) | $80.01(+64.31%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.49% | 15.5K | $4.8M | +16.56%(+2.20K) | $103.06(+304.40%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.47% | 18.7K | $4.8M | +33.50%(+4.70K) | $192.81(+55.01%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.45% | 12.8K | $4.7M | +35.91%(+3.38K) | $316.48(+28.03%) | 2026-03-31 | |
| DIA | STATE STR SPDR DOW JONES IND | 3.15% | 9.3K | $4.3M | +13.93%(+1.14K) | $330.14(+50.58%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 3.08% | 24.9K | $4.2M | +70.45%(+10.31K) | $119.19(+27.16%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.04% | 23.9K | $4.2M | +38.93%(+6.69K) | $92.47(+144.22%) | 2026-03-31 | |
| NFLX | NETFLIX INC. | 2.95% | 42.0K | $4.0M | +85.71%(+19.41K) | $63.07(+38.83%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 2.67% | 5.2K | $3.7M | +93.26%(+2.49K) | $422.31(+113.66%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.03% | +64.45% |
| Top 20 Holdings Unweighted | +19.73% | +71.62% |
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