StockDriftsStockDriftsTop 50 Patriot Financial Group Insurance Agency, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 2.48% | 173.2K | $44.0M | +123.64%(+95.74K) | $183.08(+63.25%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.26% | 61.4K | $40.1M | +100.57%(+30.78K) | $534.07(+39.63%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.2% | 223.3K | $38.9M | +130.82%(+126.58K) | $115.55(+95.45%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.07% | 99.0K | $36.6M | +121.09%(+54.20K) | $358.16(+13.14%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 1.8% | 111.5K | $32.0M | +140.74%(+65.19K) | $222.50(+79.34%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 1.6% | 47.4K | $28.3M | +111.59%(+24.98K) | $526.75(+29.55%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 1.48% | 450.2K | $26.2M | +126.10%(+251.11K) | $55.04(+20.71%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.39% | 118.0K | $24.6M | +120.79%(+64.57K) | $187.03(+44.43%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.38% | 51.1K | $24.5M | +110.03%(+26.79K) | $430.75(+12.71%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 1.09% | 65.8K | $19.4M | +129.71%(+37.14K) | $242.02(+24.06%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.74% | +51.05% |
| Top 20 Holdings Unweighted | +15.89% | +55.66% |
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