StockDriftsStockDriftsTop 50 Provence Wealth Management Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE | 7.36% | 28.7K | $13.7M | -10.82%(-3.48K) | — | 2023-12-31 | |
| SPY | SPDR S&P | 6.17% | 24.2K | $11.5M | -2.41%(-596) | — | 2023-12-31 | |
| AAPL | APPLE INC | 3.84% | 37.1K | $7.1M | +14.90%(+4.81K) | — | 2023-12-31 | |
| IUSB | ISHARES CORE | 2.62% | 105.9K | $4.9M | -14.19%(-17.51K) | — | 2023-12-31 | |
| MSFT | MICROSOFT CORP | 2.58% | 12.8K | $4.8M | +24.81%(+2.54K) | — | 2023-12-31 | |
| QUAL | ISHARES MSCI | 2.3% | 29.1K | $4.3M | -12.88%(-4.30K) | — | 2023-12-31 | |
| NVDA | NVIDIA CORP | 2.18% | 8.2K | $4.1M | +9.65%(+720) | — | 2023-12-31 | |
| MBB | ISHARES MBS | 2.15% | 42.5K | $4.0M | +4.05%(+1.65K) | — | 2023-12-31 | |
| DGRW | WISDOMTREE TRUST | 2.05% | 54.2K | $3.8M | -1.12%(-612) | — | 2023-12-31 | |
| ESGU | ISHARES ESG | 1.94% | 34.4K | $3.6M | -12.33%(-4.84K) | — | 2023-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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