StockDriftsStockDriftsTop 27 Price Financial Group Wealth Management, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC CLASS CLASS A | 8.44% | 1.5K | $511K | +0.00%(+0) | $278.05(+29.44%) | 2026-03-31 | |
| AFL | AFLAC INC | 7.98% | 4.2K | $483K | +0.50%(+21) | $110.98(+8.92%) | 2026-03-31 | |
| NVDA | NVIDIA CORP | 7.66% | 2.3K | $464K | +3.84%(+85) | $186.31(+4.57%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 5.31% | 770 | $322K | -2.53%(-20) | $500.79(-22.02%) | 2026-03-31 | |
| COST | COSTCO WHSL CORP NEW | 4.81% | 292 | $291K | +0.00%(+0) | $893.99(+6.45%) | 2026-03-31 | |
| AMZN | AMAZON.COM INC | 4.44% | 1.1K | $269K | -13.29%(-166) | $225.20(+7.76%) | 2026-03-31 | |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | 4.12% | 6.1K | $250K | +0.00%(+0) | $36.11(+9.17%) | 2026-03-31 | |
| BDYN | BLACKROCK ISHARES DYNAMIC EQUITY ACTIVE ETF | 3.98% | 9.2K | $241K | new | $24.96(+10.78%) | 2026-03-31 | |
| VOO | VANGUARD S&P 500 ETF | 3.84% | 357 | $233K | +0.28%(+1) | $619.73(+10.51%) | 2026-03-31 | |
| DIS | DISNEY WALT CO | 3.63% | 2.1K | $220K | +0.00%(+0) | $114.13(-12.82%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -17.60% | -44.04% |
| Top 20 Holdings Unweighted | -14.76% | -38.07% |
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