StockDriftsStockDriftsTop 50 Partners Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.96% | 26.6K | $6.8M | +0.17%(+44) | $232.50(+28.55%) | 2026-03-31 | |
| AMAX | STARBOARD INVT TR | 6.34% | 800.8K | $6.2M | +42.24%(+237.84K) | $7.92(+2.45%) | 2026-03-31 | |
| AGOX | STARBOARD INVT TR | 5.82% | 212.2K | $5.6M | -8.41%(-19.49K) | $28.41(+21.07%) | 2026-03-31 | |
| VNLA | JANUS DETROIT STR TR | 4.46% | 88.6K | $4.3M | -4.21%(-3.90K) | $49.14(-0.36%) | 2026-03-31 | |
| RHRX | STARBOARD INVT TR | 3.82% | 194.9K | $3.7M | +40.35%(+56.04K) | $16.60(+30.88%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.34% | 6.8K | $3.2M | -0.88%(-60) | $456.77(+6.29%) | 2026-03-31 | |
| IVE | ISHARES TR | 2.59% | 11.9K | $2.5M | +1.37%(+161) | $194.25(+15.65%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 2.57% | 2.7K | $2.5M | -3.70%(-104) | $828.11(+22.66%) | 2026-03-31 | |
| T | AT&T INC | 2.3% | 76.9K | $2.2M | -2.00%(-1.57K) | $22.39(+10.52%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 2.12% | 12.1K | $2.1M | -0.16%(-20) | $112.40(+34.85%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.86% | +12.04% |
| Top 20 Holdings Unweighted | +6.55% | +20.98% |
Sign up free to track Partners Wealth Management, Llc, compare funds side by side, and get alerts the moment positions change.