StockDriftsStockDriftsTop 50 Peak Planning Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 11.63% | 64.2K | $41.9M | +6.02%(+3.65K) | $676.66(+10.21%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 10.74% | 67.2K | $38.8M | +6.26%(+3.96K) | $606.66(+17.81%) | 2026-03-31 | |
| PULS | PGIM ETF TR | 8.08% | 589.2K | $29.2M | +25.53%(+119.85K) | $49.68(-0.11%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 7.02% | 52.9K | $25.3M | +0.74%(+387) | $493.87(-1.69%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.85% | 83.1K | $21.1M | -4.73%(-4.13K) | $263.24(+13.53%) | 2026-03-31 | |
| XMMO | INVESCO EXCHANGE TRADED FD T | 4.06% | 101.0K | $14.6M | +12.63%(+11.32K) | $137.39(+22.28%) | 2026-03-31 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 4.04% | 213.3K | $14.6M | +13.10%(+24.70K) | $68.42(+8.00%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.88% | 59.7K | $10.4M | +1.94%(+1.13K) | $186.42(+21.14%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.86% | 27.8K | $10.3M | -0.32%(-88) | $500.79(-19.09%) | 2026-03-31 | |
| AMAT | APPLIED MATLS INC | 2.41% | 25.4K | $8.7M | +0.42%(+105) | $231.15(+88.89%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -15.40% | -39.45% |
| Top 20 Holdings Unweighted | -7.76% | -21.52% |
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