StockDriftsStockDriftsTop 50 OneAscent Investment Solutions LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VGIT | VANGUARD SCOTTSDALE FDS | 15.99% | 268.4K | $16.0M | +0.40%(+1.06K) | $58.79(+0.33%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 5.58% | 95.3K | $5.6M | +7.45%(+6.61K) | $58.45(-0.31%) | 2026-03-31 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 4.99% | 106.3K | $5.0M | +0.00%(+0) | $45.87(+1.79%) | 2026-03-31 | |
| IBD | NORTHERN LTS FD TR IV | 3.68% | 154.2K | $3.7M | +0.13%(+199) | $23.64(+0.74%) | 2026-03-31 | |
| OAIM | UNIFIED SER TR | 3.07% | 71.3K | $3.1M | +13.35%(+8.40K) | $33.94(+39.08%) | 2026-03-31 | |
| OACP | UNIFIED SER TR | 2.83% | 124.4K | $2.8M | +15.44%(+16.64K) | $22.66(+0.09%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.78% | 15.9K | $2.8M | +1.87%(+292) | $138.81(+62.69%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.3% | 8.0K | $2.3M | +28.21%(+1.76K) | $200.85(+100.46%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.18% | 5.9K | $2.2M | +7.35%(+404) | $440.05(-7.92%) | 2026-03-31 | |
| EQNR | EQUINOR ASA | 1.65% | 39.0K | $1.6M | -8.33%(-3.55K) | $24.97(+53.29%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.37% | +27.27% |
| Top 20 Holdings Unweighted | +18.25% | +65.36% |
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