StockDriftsStockDriftsTop 50 Red Door Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 5.15% | 1.93M | $49.5M | -2.71%(-53.78K) | $17.50(+68.03%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.73% | 261.0K | $45.5M | +0.12%(+302) | $42.41(+359.38%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.24% | 160.6K | $40.8M | -0.35%(-568) | $141.51(+118.10%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.17% | 83.6K | $40.1M | +0.54%(+449) | $312.81(+62.33%) | 2026-03-31 | |
| EAGL | 2023 ETF SERIES TRUST | 3.58% | 1.13M | $34.4M | +6.08%(+64.78K) | $28.91(+14.00%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 3.57% | 119.5K | $34.3M | -0.96%(-1.16K) | $116.28(+206.31%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.87% | 132.7K | $27.6M | +1.66%(+2.17K) | $152.18(+59.47%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.71% | 70.3K | $26.0M | +1.59%(+1.10K) | $295.05(+32.35%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.54% | 83.1K | $24.4M | +1.18%(+965) | $165.86(+101.66%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.23% | 36.0K | $21.5M | +1.95%(+686) | $479.25(+42.90%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.63% | +58.64% |
| Top 20 Holdings Unweighted | +15.29% | +53.23% |
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