StockDriftsStockDriftsTop 50 Riverbend Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 5.09% | 12.5K | $8.2M | +2.84%(+346) | $585.21(+27.89%) | 2026-03-31 | |
| DGRW | WISDOMTREE TR | 4.59% | 84.1K | $7.4M | +4.04%(+3.27K) | $83.13(+15.31%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.79% | 24.0K | $6.1M | +0.91%(+216) | $232.48(+32.75%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.2% | 8.9K | $5.2M | +3.27%(+283) | $505.10(+41.08%) | 2026-03-31 | |
| SMTH | ALPS ETF TR | 3.11% | 194.2K | $5.0M | +14.50%(+24.58K) | $25.94(-0.80%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.6% | 24.0K | $4.2M | +3.38%(+786) | $131.80(+47.82%) | 2026-03-31 | |
| DGRO | ISHARES TR | 2.34% | 53.5K | $3.8M | +3.28%(+1.70K) | $62.32(+23.98%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.25% | 9.8K | $3.6M | +12.11%(+1.05K) | $430.29(-9.25%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 1.97% | 10.3K | $3.2M | +0.82%(+83) | $203.55(+77.08%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.91% | 10.7K | $3.1M | -12.95%(-1.59K) | $177.78(+102.45%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.94% | +25.76% |
| Top 20 Holdings Unweighted | +9.87% | +32.62% |
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