StockDriftsStockDriftsTop 50 Rede Wealth, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 53.73% | 208 | $149.4M | +0.00%(+0) | $752510.31(-6.98%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.3% | 47.1K | $12.0M | -0.86%(-407) | $143.23(+98.40%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 3.26% | 37.1K | $9.1M | +0.00%(+0) | $191.17(+17.98%) | 2026-03-31 | |
| ITOT | ISHARES TR | 3.1% | 60.5K | $8.6M | +4.91%(+2.83K) | $105.60(+50.09%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.77% | 11.8K | $7.7M | +8.13%(+887) | $513.35(+41.62%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.76% | 23.5K | $4.9M | -3.73%(-913) | $199.66(+37.01%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.73% | 10.0K | $4.8M | -0.72%(-73) | $440.82(+5.60%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.21% | 5.2K | $3.4M | -0.06%(-3) | $575.85(+25.69%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 1.2% | 66.9K | $3.3M | -0.58%(-390) | $50.19(-0.09%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.1% | 8.3K | $3.1M | +0.24%(+20) | $287.75(+42.96%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.41% | +45.88% |
| Top 20 Holdings Unweighted | +15.63% | +54.62% |
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