StockDriftsStockDriftsTop 50 Parr Mcknight Wealth Management Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 4.6% | 53.7K | $35.1M | +1.31%(+694) | $586.21(+27.21%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.02% | 121.0K | $30.7M | +2.11%(+2.50K) | $232.98(+28.28%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.37% | 69.5K | $25.7M | +5.42%(+3.57K) | $425.95(-4.87%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 1.84% | 191.0K | $14.1M | -10.51%(-22.43K) | $73.51(-0.45%) | 2026-03-31 | |
| BOND | PIMCO ETF TR | 1.81% | 149.7K | $13.8M | +5.93%(+8.39K) | $91.96(-0.19%) | 2026-03-31 | |
| IUSB | ISHARES TR | 1.74% | 288.2K | $13.3M | -5.71%(-17.46K) | $46.17(-0.40%) | 2026-03-31 | |
| IEFA | ISHARES TR | 1.74% | 146.4K | $13.3M | +5.29%(+7.36K) | $74.96(+29.59%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 1.69% | 43.9K | $12.9M | -1.23%(-547) | $225.29(+33.28%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 1.68% | 41.4K | $12.8M | +5.41%(+2.13K) | $208.28(+100.11%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 1.63% | 60.2K | $12.5M | -16.14%(-11.59K) | $147.91(+25.75%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.75% | +21.64% |
| Top 20 Holdings Unweighted | +9.55% | +31.47% |
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