StockDriftsStockDriftsTop 50 Pines Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 5.7% | 27.0K | $17.6M | -15.61%(-4.99K) | $580.17(+25.31%) | 2026-03-31 | |
| VGUS | VANGUARD INSTL INDEX FD | 4.26% | 174.0K | $13.2M | new | $75.56(-0.10%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 3.71% | 146.1K | $11.5M | +69.98%(+60.15K) | $78.37(-0.48%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.6% | 63.8K | $11.1M | -2.08%(-1.36K) | $128.78(+52.59%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.29% | 40.0K | $10.2M | +3.79%(+1.46K) | $240.70(+18.06%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.68% | 22.3K | $8.3M | +2.24%(+489) | $425.19(-3.25%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.57% | 38.2K | $8.0M | +1.59%(+598) | $203.36(+34.51%) | 2026-03-31 | |
| MUB | ISHARES TR | 2.51% | 73.0K | $7.7M | -4.52%(-3.46K) | $107.28(-0.48%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.29% | 22.8K | $7.1M | +0.81%(+183) | $204.20(+109.28%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.71% | 8.1K | $5.3M | +2.89%(+228) | $584.61(+23.80%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.92% | +18.84% |
| Top 20 Holdings Unweighted | +6.60% | +21.14% |
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