StockDriftsStockDriftsTop 50 NorthStar Asset Management LLC /NJ/ Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IUSG | ISHARES TR | 11.26% | 150.3K | $23.3M | +10.06%(+13.74K) | $115.48(+60.46%) | 2026-03-31 | |
| GSLC | GOLDMAN SACHS ETF TR | 10.48% | 173.5K | $21.7M | +2.36%(+4.00K) | $94.55(+50.00%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 6.41% | 76.1K | $13.3M | -3.48%(-2.75K) | $46.83(+316.03%) | 2026-03-31 | |
| VOT | VANGUARD INDEX FDS | 5.49% | 44.1K | $11.4M | +3.97%(+1.68K) | $227.62(+32.35%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.77% | 121.8K | $7.8M | +1.38%(+1.66K) | $47.97(+47.61%) | 2026-03-31 | |
| GBIL | GOLDMAN SACHS ETF TR | 3.6% | 74.3K | $7.4M | +5.24%(+3.70K) | $100.11(-0.20%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.59% | 29.3K | $7.4M | -5.33%(-1.65K) | $188.34(+63.87%) | 2026-03-31 | |
| ILCV | ISHARES TR | 3.29% | 73.2K | $6.8M | +4.15%(+2.92K) | $72.97(+41.41%) | 2026-03-31 | |
| SCZ | ISHARES TR | 2.92% | 77.1K | $6.0M | +6.00%(+4.36K) | $63.06(+32.38%) | 2026-03-31 | |
| ISCG | ISHARES TR | 2.76% | 104.4K | $5.7M | +4.36%(+4.36K) | $44.41(+45.43%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.84% | +59.50% |
| Top 20 Holdings Unweighted | +15.14% | +52.64% |
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