StockDriftsStockDriftsTop 50 RBA Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 4.01% | 38.8K | $11.1M | -3.61%(-1.45K) | $67.56(+495.91%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.65% | 39.9K | $10.1M | -1.13%(-457) | $57.05(+423.90%) | 2026-03-31 | |
| CMI | CUMMINS INC | 3.55% | 18.3K | $9.9M | -3.53%(-670) | $157.18(+351.42%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.4% | 30.5K | $9.4M | -0.67%(-207) | $39.90(+944.56%) | 2026-03-31 | |
| AMAT | APPLIED MATLS INC | 3.32% | 26.9K | $9.2M | -6.15%(-1.77K) | $180.95(+141.29%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2.75% | 22.6K | $7.6M | -2.17%(-501) | $173.93(+129.86%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.64% | 19.8K | $7.3M | -0.24%(-48) | $173.38(+133.72%) | 2026-03-31 | |
| WM | WASTE MGMT INC DEL | 2.63% | 31.8K | $7.3M | -0.80%(-257) | $159.67(+35.56%) | 2026-03-31 | |
| CBOE | CBOE GLOBAL MKTS INC | 2.61% | 25.8K | $7.3M | +1.66%(+422) | $212.93(+72.22%) | 2026-03-31 | |
| GS | GOLDMAN SACHS GROUP INC | 2.41% | 7.9K | $6.7M | +0.32%(+25) | $626.80(+52.43%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.57% | +46.48% |
| Top 20 Holdings Unweighted | +13.01% | +44.34% |
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