StockDriftsStockDriftsTop 50 Northern Lights Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 16.31% | 375.7K | $24.1M | +2.81%(+10.26K) | $61.25(+15.31%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 5.89% | 23.5K | $8.7M | +21.24%(+4.12K) | $487.84(-16.94%) | 2026-03-31 | |
| IWF | ISHARES TR | 5.87% | 20.3K | $8.7M | +1.09%(+219) | $470.63(-73.59%) | 2026-03-31 | |
| IEMG | ISHARES INC | 5.65% | 119.6K | $8.3M | +0.31%(+366) | $66.58(+23.24%) | 2026-03-31 | |
| IWD | ISHARES TR | 5.29% | 36.6K | $7.8M | -1.73%(-644) | $206.96(+13.40%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 4.97% | 147.1K | $7.3M | +2.34%(+3.36K) | $50.18(-0.16%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.84% | 34.3K | $7.1M | +6.26%(+2.02K) | $224.86(+20.13%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 4.02% | 18.5K | $5.9M | -5.83%(-1.15K) | $331.72(+9.95%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.58% | 20.8K | $5.3M | +26.11%(+4.31K) | $263.16(+13.57%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 3.11% | 23.4K | $4.6M | +7.34%(+1.60K) | $189.07(+10.21%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -11.58% | -30.88% |
| Top 20 Holdings Unweighted | -10.55% | -28.42% |
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