StockDriftsStockDriftsTop 50 Petros Family Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 5.75% | 12.4K | $8.1M | +7.62%(+879) | $588.68(+26.10%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.82% | 26.7K | $6.8M | -14.82%(-4.64K) | $241.38(+23.82%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 4.74% | 78.4K | $6.7M | +10.63%(+7.54K) | $74.50(+22.65%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.84% | 84.1K | $5.4M | +13.74%(+10.17K) | $61.45(+14.95%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 3.78% | 18.5K | $5.3M | +9.23%(+1.56K) | $72.70(+5.97%) | 2026-03-31 | |
| QGRO | AMERICAN CENTY ETF TR | 3.3% | 44.1K | $4.6M | +22.20%(+8.01K) | $99.47(+12.77%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.56% | 9.7K | $3.6M | -11.65%(-1.28K) | $438.15(-7.52%) | 2026-03-31 | |
| IJH | ISHARES TR | 2.5% | 51.9K | $3.5M | +9.06%(+4.31K) | $62.97(+16.13%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.47% | 19.9K | $3.5M | -22.58%(-5.80K) | $142.07(+58.96%) | 2026-03-31 | |
| SHY | ISHARES TR | 2.38% | 40.4K | $3.3M | new | $82.69(-0.61%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.30% | +20.12% |
| Top 20 Holdings Unweighted | +7.79% | +25.24% |
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