StockDriftsStockDriftsTop 50 Nvest Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | 6.51% | 41.0K | $17.5M | +2.17%(+872) | $335.28(-62.92%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.95% | 20.4K | $13.3M | +23.92%(+3.95K) | $558.45(+32.92%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.33% | 45.8K | $11.6M | +2.20%(+985) | $202.99(+47.23%) | 2026-03-31 | |
| IVE | ISHARES TR | 4.12% | 52.4K | $11.1M | +4.54%(+2.28K) | $174.37(+28.83%) | 2026-03-31 | |
| WMT | WALMART INC | 2.73% | 58.9K | $7.3M | +1.26%(+734) | $68.47(+92.02%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.63% | 24.5K | $7.1M | +2.03%(+488) | $170.54(+136.08%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.59% | 14.5K | $7.0M | +3.04%(+428) | $383.45(+26.62%) | 2026-03-31 | |
| CSB | VICTORY PORTFOLIOS II | 2.55% | 111.0K | $6.9M | +676.44%(+96.72K) | $59.84(+5.07%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.53% | 38.9K | $6.8M | -3.37%(-1.36K) | $111.60(+102.37%) | 2026-03-31 | |
| TJX | TJX COS INC NEW | 2.44% | 40.9K | $6.5M | +4.30%(+1.69K) | $111.11(+32.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.63% | +58.64% |
| Top 20 Holdings Unweighted | +16.08% | +56.42% |
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