StockDriftsStockDriftsTop 50 Quadrant Private Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 8.47% | 314.0K | $54.8M | +3.01%(+9.16K) | $44.71(+335.72%) | 2026-03-31 | |
| BPRE | BLUEROCK PVT REAL ESTATE FD | 4.92% | 1.91M | $31.8M | +74.40%(+816.71K) | $15.34(-16.25%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 2.88% | 243.2K | $18.6M | +28.98%(+54.64K) | $60.20(+45.64%) | 2026-03-31 | |
| IVE | ISHARES TR | 2.3% | 70.5K | $14.9M | -3.45%(-2.52K) | $180.36(+27.64%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.24% | 50.6K | $14.5M | +0.99%(+494) | $89.64(+297.33%) | 2026-03-31 | |
| META | META PLATFORMS INC | 2% | 22.6K | $12.9M | +2.57%(+565) | $275.37(+111.68%) | 2026-03-31 | |
| TLT | ISHARES TR | 1.86% | 138.4K | $12.0M | +9.91%(+12.47K) | $93.52(-8.56%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.8% | 31.4K | $11.6M | +31.60%(+7.53K) | $331.05(+17.96%) | 2026-03-31 | |
| IVW | ISHARES TR | 1.77% | 101.4K | $11.5M | +7.32%(+6.92K) | $91.27(+48.37%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 1.65% | 34.4K | $10.6M | +0.76%(+259) | $79.81(+351.63%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.43% | +70.36% |
| Top 20 Holdings Unweighted | +17.98% | +64.21% |
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