StockDriftsStockDriftsTop 50 Register Financial Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 3.75% | 51.6K | $10.1M | +3.37%(+1.68K) | $147.75(+41.03%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 3.71% | 23.0K | $10.0M | +4.09%(+904) | $44.21(+97.95%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.67% | 39.1K | $9.9M | +1.24%(+480) | $156.92(+90.46%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 3.01% | 105.7K | $8.1M | +3.14%(+3.22K) | $55.09(+54.45%) | 2026-03-31 | |
| SPMD | SPDR SERIES TRUST | 1.93% | 88.3K | $5.2M | +2.77%(+2.38K) | $45.68(+40.38%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 1.87% | 17.2K | $5.1M | +7.60%(+1.22K) | $135.78(+121.13%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.87% | 13.7K | $5.1M | +1.92%(+257) | $303.37(+33.57%) | 2026-03-31 | |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | 1.77% | 68.0K | $4.8M | +3.06%(+2.02K) | $15.82(+231.84%) | 2026-03-31 | |
| ATI | ATI INC | 1.61% | 29.9K | $4.3M | -20.08%(-7.50K) | $33.23(+396.01%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.59% | 24.6K | $4.3M | +27.49%(+5.31K) | $95.42(+136.68%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.68% | +58.84% |
| Top 20 Holdings Unweighted | +16.49% | +58.09% |
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