StockDriftsStockDriftsTop 50 Roosevelt Investment Group Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | 5.52% | 1.46M | $77K | — | — | 2022-09-30 | |
| AAPL | APPLE INC | 5.27% | 530.0K | $73K | — | — | 2022-09-30 | |
| MSFT | MICROSOFT CORP | 4.29% | 256.2K | $60K | — | — | 2022-09-30 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 3.41% | 177.4K | $47K | — | — | 2022-09-30 | |
| VTV | VANGUARD INDEX FDS | 3.11% | 350.3K | $43K | — | — | 2022-09-30 | |
| GOOGL | ALPHABET INC | 2.68% | 388.8K | $37K | — | — | 2022-09-30 | |
| UNH | UNITEDHEALTH GROUP INC | 2.41% | 66.4K | $34K | — | — | 2022-09-30 | |
| VRTX | VERTEX PHARMACEUTICALS INC | 2.1% | 100.7K | $29K | — | — | 2022-09-30 | |
| ODFL | OLD DOMINION FREIGHT LINE IN | 2.1% | 117.2K | $29K | — | — | 2022-09-30 | |
| CEG | CONSTELLATION ENERGY CORP | 2.02% | 338.1K | $28K | — | — | 2022-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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