StockDriftsStockDriftsTop 50 Novak & Powell Financial Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TRUST | 6.36% | 20.5K | $11.8M | -0.78%(-160) | $451.10(+59.56%) | 2026-03-31 | |
| VUG | VANGUARD GROWTH ETF | 6.08% | 25.8K | $11.3M | -1.20%(-314) | $56.43(+56.81%) | 2026-03-31 | |
| AAPL | APPLE INCORPORATED | 5.33% | 39.0K | $9.9M | -2.21%(-882) | $183.12(+62.85%) | 2026-03-31 | |
| VV | VANGUARD LARGE-CAP ETF | 4.61% | 28.6K | $8.6M | -0.01%(-4) | $210.68(+63.25%) | 2026-03-31 | |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | 3.58% | 10.2K | $6.6M | +0.17%(+17) | $457.78(+63.44%) | 2026-03-31 | |
| VTV | VANGUARD VALUE ETF | 2.86% | 27.0K | $5.3M | +0.06%(+15) | $154.96(+34.88%) | 2026-03-31 | |
| VT | VANGUARD TOTAL WORLD STOCK ETF | 2.58% | 34.7K | $4.8M | +0.18%(+63) | $102.91(+51.61%) | 2026-03-31 | |
| MSFT | MICROSOFT CORPORATION | 2.28% | 11.4K | $4.2M | -1.77%(-206) | $376.37(+8.78%) | 2026-03-31 | |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 2.19% | 18.9K | $4.1M | +0.12%(+22) | $164.02(+40.75%) | 2026-03-31 | |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF | 1.98% | 8.0K | $3.7M | +0.35%(+28) | $358.24(+39.79%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.80% | +67.69% |
| Top 20 Holdings Unweighted | +18.17% | +65.00% |
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