StockDriftsStockDriftsTop 50 Pathstone Holdings, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 5.98% | 2.30M | $1.50B | +2.25%(+50.59K) | $469.16(+59.53%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 5.64% | 2.18M | $1.42B | -1.83%(-40.61K) | $467.51(+59.31%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.96% | 1.67M | $995.2M | +1.89%(+30.92K) | $439.09(+55.97%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.94% | 2.91M | $738.7M | +5.27%(+145.75K) | $195.72(+57.69%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.55% | 1.73M | $641.3M | -2.68%(-47.71K) | $364.09(+7.25%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.38% | 3.42M | $597.3M | +0.32%(+11.00K) | $61.04(+219.19%) | 2026-03-31 | |
| MDY | STATE STR SPDR S&P MIDCAP 40 | 2.06% | 840.2K | $518.2M | -0.79%(-6.68K) | $482.01(+43.92%) | 2026-03-31 | |
| IJH | ISHARES TR | 1.9% | 7.09M | $478.5M | +1.12%(+78.48K) | $52.94(+43.72%) | 2026-03-31 | |
| IWB | ISHARES TR | 1.58% | 1.11M | $396.5M | +0.23%(+2.52K) | $250.30(+63.31%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 1.36% | 5.34M | $342.1M | +13.73%(+644.41K) | $48.65(+45.54%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.43% | +42.12% |
| Top 20 Holdings Unweighted | +12.94% | +44.08% |
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