StockDriftsStockDriftsTop 50 Northstar Financial Companies, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TR | 9.43% | 33.3K | $11.9M | -1.32%(-444) | $318.28(+27.04%) | 2026-03-31 | |
| V | VISA INC | 6.16% | 25.6K | $7.7M | +2.90%(+723) | $301.34(+6.30%) | 2026-03-31 | |
| VOOG | VANGUARD ADMIRAL FDS INC | 3.77% | 11.6K | $4.7M | +0.00%(+0) | $59.32(+39.10%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.73% | 18.5K | $4.7M | -18.91%(-4.31K) | $232.75(+28.41%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.27% | 64.2K | $4.1M | -4.62%(-3.11K) | $50.36(+40.25%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 2.97% | 18.1K | $3.7M | +7.18%(+1.21K) | $151.36(+22.89%) | 2026-03-31 | |
| VZ | VERIZON COMMUNICATIONS INC | 2.73% | 68.5K | $3.4M | +9.31%(+5.83K) | $42.89(+10.07%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.65% | 9.0K | $3.3M | -7.97%(-780) | $433.89(-6.61%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 2.6% | 19.3K | $3.3M | +27.38%(+4.14K) | $121.49(+24.76%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 2.45% | 60.8K | $3.1M | +76.83%(+26.43K) | $50.62(-0.20%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.72% | +35.74% |
| Top 20 Holdings Unweighted | +18.64% | +66.98% |
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