StockDriftsStockDriftsTop 50 Olistico Wealth, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD GROWTH ETF | 9.08% | 42.2K | $18.4M | -1.00%(-427) | $42.65(+97.67%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 7.62% | 60.9K | $15.5M | -1.85%(-1.15K) | $146.57(+93.89%) | 2026-03-31 | |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 6.78% | 42.9K | $13.8M | -11.46%(-5.55K) | $214.60(+66.35%) | 2026-03-31 | |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 5.07% | 14.7K | $10.3M | -12.42%(-2.09K) | $47.71(+123.87%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | 4.39% | 209.3K | $8.9M | +9.92%(+18.89K) | $32.55(+43.33%) | 2026-03-31 | |
| VTV | VANGUARD VALUE ETF | 4.14% | 42.8K | $8.4M | -6.39%(-2.92K) | $135.12(+52.84%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION COM | 3.85% | 44.8K | $7.8M | -3.55%(-1.65K) | $42.57(+361.62%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 3.2% | 161.4K | $6.5M | +12.73%(+18.22K) | $32.78(+37.76%) | 2026-03-31 | |
| AMZN | AMAZON COM INC COM | 2.72% | 26.5K | $5.5M | -3.34%(-913) | $103.97(+163.09%) | 2026-03-31 | |
| OKE | ONEOK INC NEW COM | 2.09% | 46.8K | $4.2M | +2.68%(+1.22K) | $65.82(+36.77%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.24% | +69.53% |
| Top 20 Holdings Unweighted | +21.21% | +78.10% |
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