StockDriftsStockDriftsTop 50 Palo Alto Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | 34.14% | 401.7K | $117.2M | -7.04%(-30.40K) | $159.58(+97.37%) | 2025-09-30 | |
| GOOGL | ALPHABET INC | 16.15% | 190.3K | $55.4M | -2.08%(-4.04K) | $154.64(+102.74%) | 2025-09-30 | |
| QUAL | ISHARES TR | 7.2% | 125.7K | $24.7M | +4.61%(+5.54K) | $137.30(+46.42%) | 2025-09-30 | |
| DGRW | WISDOMTREE TR | 6.18% | 236.8K | $21.2M | +3.11%(+7.13K) | $62.44(+44.79%) | 2025-09-30 | |
| NVDA | NVIDIA CORPORATION | 4.67% | 83.0K | $16.0M | -15.65%(-15.39K) | $109.04(+74.74%) | 2025-09-30 | |
| MOAT | VANECK ETF TRUST | 3.38% | 114.1K | $11.6M | -10.56%(-13.47K) | $66.96(+56.34%) | 2025-09-30 | |
| GSIE | GOLDMAN SACHS ETF TR | 2.93% | 239.5K | $10.1M | +15.23%(+31.66K) | $29.88(+44.59%) | 2025-09-30 | |
| AAPL | APPLE INC | 2.61% | 32.5K | $9.0M | -2.48%(-826) | $178.95(+52.78%) | 2025-09-30 | |
| MSFT | MICROSOFT CORP | 2.42% | 16.3K | $8.3M | +1.44%(+232) | $246.34(+97.99%) | 2025-09-30 | |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 2.2% | 115.9K | $7.5M | -3.71%(-4.47K) | $49.36(+35.83%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +25.94% | +88.57% |
| Top 20 Holdings Unweighted | +23.11% | +77.13% |
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