StockDriftsStockDriftsTop 50 Principle Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XLG | INVESCO EXCHANGE TRADED FD T | 7.96% | 2.55M | $139.3M | +3.48%(+85.97K) | $44.42(+36.73%) | 2026-03-31 | |
| BKDV | BNY MELLON ETF TRUST II | 6.73% | 3.97M | $117.7M | +4.24%(+161.42K) | $25.87(+30.26%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 6.01% | 357.8K | $105.2M | -0.09%(-338) | $115.44(+189.73%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.32% | 366.7K | $93.1M | -1.40%(-5.19K) | $82.58(+273.72%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 3.07% | 122.8K | $53.6M | +0.31%(+379) | $37.66(+127.04%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.83% | 283.8K | $49.5M | +0.94%(+2.65K) | $62.76(+210.45%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.8% | 227.9K | $49.0M | -1.65%(-3.81K) | $121.01(+97.19%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.43% | 114.7K | $42.4M | +1.50%(+1.69K) | $214.79(+81.80%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2% | 167.6K | $34.9M | +1.99%(+3.27K) | $129.52(+87.36%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 1.58% | 113.1K | $27.7M | -0.06%(-69) | $153.60(+71.25%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.37% | +49.59% |
| Top 20 Holdings Unweighted | +12.80% | +43.53% |
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