StockDriftsStockDriftsTop 50 Olde Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | 12.81% | 423.2K | $40.5M | +3.31%(+13.56K) | $76.78(+32.96%) | 2026-03-31 | |
| EFIV | STATE STREET SPDR S&P 500 ESG ETF | 10.35% | 518.6K | $32.7M | +6.34%(+30.91K) | $56.37(+28.84%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION COM | 7.62% | 138.0K | $24.1M | -1.50%(-2.11K) | $13.31(+1671.36%) | 2026-03-31 | |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | 6.93% | 460.7K | $21.9M | +4.99%(+21.91K) | $50.63(-6.71%) | 2026-03-31 | |
| ESGV | VANGUARD ESG U.S. STOCK ETF | 6.58% | 185.3K | $20.8M | -0.31%(-571) | $72.03(+82.79%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 5.24% | 65.2K | $16.6M | -5.20%(-3.57K) | $122.52(+143.40%) | 2026-03-31 | |
| VCRB | VANGUARD CORE BOND ETF | 4.23% | 172.7K | $13.4M | +0.75%(+1.29K) | $77.44(-0.60%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 3.6% | 30.7K | $11.4M | -1.82%(-570) | $228.89(+78.88%) | 2026-03-31 | |
| GARP | ISHARES MSCI USA QUALITY GARP ETF | 3.06% | 151.1K | $9.7M | +2.36%(+3.48K) | $56.78(+37.41%) | 2026-03-31 | |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 2.98% | 166.3K | $9.4M | +3.27%(+5.27K) | $49.52(+21.80%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.87% | +55.57% |
| Top 20 Holdings Unweighted | +14.99% | +52.04% |
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