StockDriftsStockDriftsTop 50 Pennsylvania Capital Management Inc /Adv Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 10.81% | 148.8K | $37.8M | -1.22%(-1.83K) | $111.11(+168.98%) | 2026-03-31 | |
| IVV | ISHARES TR | 8.52% | 45.6K | $29.8M | -0.55%(-250) | $394.32(+89.12%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 8.2% | 77.4K | $28.6M | +0.07%(+52) | $197.02(+105.67%) | 2026-03-31 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 6.08% | 461.4K | $21.3M | +1.83%(+8.30K) | $45.35(+1.41%) | 2026-03-31 | |
| FNDX | SCHWAB STRATEGIC TR | 5.38% | 675.3K | $18.8M | +0.50%(+3.36K) | $24.31(+25.44%) | 2026-03-31 | |
| BINC | BLACKROCK ETF TRUST II | 5.33% | 358.5K | $18.6M | +3.89%(+13.42K) | $52.91(-1.25%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 5.19% | 87.2K | $18.2M | -0.13%(-114) | $126.61(+113.35%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.99% | 79.9K | $13.9M | +0.36%(+283) | $56.94(+296.58%) | 2026-03-31 | |
| FNDF | SCHWAB STRATEGIC TR | 3.87% | 276.6K | $13.5M | +3.88%(+10.32K) | $33.36(+60.55%) | 2026-03-31 | |
| MGK | VANGUARD WORLD FD | 3.24% | 30.8K | $11.3M | +0.73%(+222) | $68.25(+29.97%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.99% | +56.06% |
| Top 20 Holdings Unweighted | +17.41% | +61.87% |
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