StockDriftsStockDriftsTop 50 Personal Cfo Solutions, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CB | CHUBB LTD SWITZ | 8.82% | 192.2K | $62.8M | -0.44%(-843) | $202.53(+56.03%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.91% | 137.6K | $34.9M | -2.22%(-3.12K) | $153.10(+95.22%) | 2026-03-31 | |
| PJAN | INNOVATOR ETFS TRUST | 3.85% | 593.5K | $27.4M | new | $46.58(+5.20%) | 2026-03-31 | |
| BALT | INNOVATOR ETFS TRUST | 2.59% | 550.3K | $18.4M | new | $29.98(+13.45%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.31% | 57.2K | $16.4M | -2.15%(-1.25K) | $75.54(+433.02%) | 2026-03-31 | |
| IFEB | INNOVATOR ETFS TRUST | 2.26% | 540.7K | $16.1M | new | $30.02(+3.15%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.18% | 88.9K | $15.5M | +0.27%(+240) | $80.15(+181.75%) | 2026-03-31 | |
| SHV | ISHARES TR | 1.99% | 128.3K | $14.2M | new | $110.27(-0.07%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.8% | 34.6K | $12.8M | -2.90%(-1.03K) | $229.99(+76.19%) | 2026-03-31 | |
| BJAN | INNOVATOR ETFS TRUST | 1.76% | 234.5K | $12.5M | new | $54.19(+7.50%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.08% | +48.48% |
| Top 20 Holdings Unweighted | +14.01% | +48.20% |
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