StockDriftsStockDriftsTop 50 Potentia Wealth Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 21.34% | 85.0K | $55.3M | -3.52%(-3.10K) | $581.43(+28.09%) | 2026-03-31 | |
| AAPL | APPLE INC | 10.66% | 108.8K | $27.6M | +15.81%(+14.85K) | $243.52(+26.74%) | 2026-03-31 | |
| PAAA | PGIM ETF TR | 8.69% | 439.9K | $22.5M | +10.14%(+40.49K) | $51.35(-0.06%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 7.12% | 325.9K | $18.4M | -28.39%(-129.22K) | $52.17(+18.16%) | 2026-03-31 | |
| SHLD | GLOBAL X FDS | 4.17% | 152.3K | $10.8M | -7.10%(-11.65K) | $40.91(+56.35%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.37% | 18.2K | $8.7M | +4.32%(+754) | $462.42(+9.81%) | 2026-03-31 | |
| IWF | ISHARES TR | 3.3% | 20.0K | $8.5M | +0.36%(+71) | $397.19(-69.50%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.93% | 43.5K | $7.6M | -3.37%(-1.51K) | $127.44(+52.88%) | 2026-03-31 | |
| GSST | GOLDMAN SACHS ETF TR | 2.75% | 141.0K | $7.1M | +2.72%(+3.73K) | $50.46(-0.08%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.73% | 24.6K | $7.1M | +133.17%(+14.05K) | $250.03(+43.95%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.94% | +25.75% |
| Top 20 Holdings Unweighted | +9.01% | +29.54% |
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