StockDriftsStockDriftsTop 50 One Wealth Management Investment & Advisory Services, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 14.58% | 49.2K | $13.4M | +0.43%(+210) | $188.12(+41.63%) | 2025-12-31 | |
| NVDA | NVIDIA CORPORATION | 11.29% | 55.5K | $10.4M | +1.33%(+730) | $58.06(+242.51%) | 2025-12-31 | |
| AMZN | AMAZON COM INC | 8.03% | 31.9K | $7.4M | +1.08%(+342) | $144.81(+71.61%) | 2025-12-31 | |
| GOOGL | ALPHABET INC | 6.71% | 19.7K | $6.2M | -0.74%(-146) | $136.81(+146.42%) | 2025-12-31 | |
| MSFT | MICROSOFT CORP | 6.48% | 12.3K | $5.9M | +0.07%(+8) | $352.47(+16.67%) | 2025-12-31 | |
| QQQ | INVESCO QQQ TR | 5.37% | 8.0K | $4.9M | +5.10%(+389) | $480.87(+32.55%) | 2025-12-31 | |
| SPY | SPDR S&P 500 ETF TR | 4.98% | 6.7K | $4.6M | +9.30%(+569) | $561.58(+24.64%) | 2025-12-31 | |
| META | META PLATFORMS INC | 4.78% | 6.6K | $4.4M | -0.69%(-46) | $355.85(+88.73%) | 2025-12-31 | |
| VTI | VANGUARD INDEX FDS | 3.62% | 9.9K | $3.3M | +6.50%(+604) | $274.40(+25.82%) | 2025-12-31 | |
| TSLA | TESLA INC | 3.11% | 6.3K | $2.8M | +4.90%(+296) | $271.96(+44.12%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +25.21% | +96.30% |
| Top 20 Holdings Unweighted | +28.31% | +111.22% |
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