StockDriftsStockDriftsTop 50 PUREfi Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | 5.48% | 67.3K | $8.4M | +23.98%(+13.02K) | $100.31(+31.06%) | 2026-03-31 | |
| SYK | STRYKER CORPORATION | 4.59% | 21.3K | $7.0M | +0.03%(+7) | $360.65(-16.24%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.18% | 9.8K | $6.4M | +58.91%(+3.62K) | $622.70(+19.76%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.28% | 19.7K | $5.0M | +21.57%(+3.50K) | $238.69(+25.21%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.25% | 13.4K | $5.0M | +30.00%(+3.09K) | $427.43(-5.20%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.5% | 12.3K | $3.8M | +11.95%(+1.32K) | $224.10(+85.99%) | 2026-03-31 | |
| SPY | SPDR S&P 500 ETF TR | 2.41% | 5.7K | $3.7M | +27.81%(+1.23K) | $597.57(+24.22%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.19% | 16.1K | $3.3M | +25.24%(+3.23K) | $206.41(+30.87%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.04% | 17.8K | $3.1M | +32.34%(+4.36K) | $146.05(+54.62%) | 2026-03-31 | |
| BINC | BLACKROCK ETF TRUST II | 1.59% | 46.7K | $2.4M | +314.62%(+35.43K) | $52.79(-1.03%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.16% | +26.53% |
| Top 20 Holdings Unweighted | +15.16% | +52.74% |
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