StockDriftsStockDriftsTop 50 Pathfinder Wealth Consulting, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 5.71% | 20.2K | $8.8M | +0.07%(+15) | $80.62(+8.55%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 5.65% | 44.4K | $8.7M | -0.57%(-253) | $188.74(+10.40%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.9% | 23.7K | $6.0M | +2.69%(+622) | $263.23(+13.54%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.21% | 13.4K | $4.9M | +4.57%(+584) | $497.56(-18.56%) | 2026-03-31 | |
| FELG | FIDELITY COVINGTON TRUST | 2.85% | 117.4K | $4.4M | +16.29%(+16.45K) | $41.16(+7.23%) | 2026-03-31 | |
| FELV | FIDELITY COVINGTON TRUST | 2.65% | 117.3K | $4.1M | +5.88%(+6.51K) | $34.13(+12.85%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.61% | 19.3K | $4.0M | +6.18%(+1.13K) | $224.87(+20.13%) | 2026-03-31 | |
| IUSV | ISHARES TR | 2.16% | 32.5K | $3.3M | -1.47%(-484) | $101.24(+7.37%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.95% | 10.5K | $3.0M | +3.18%(+323) | $278.74(+44.44%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 1.94% | 7.0K | $3.0M | -3.07%(-221) | $375.89(+14.53%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -21.61% | -51.83% |
| Top 20 Holdings Unweighted | -18.77% | -46.40% |
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