StockDriftsStockDriftsTop 50 SageGuard Financial Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.61% | 142.8K | $36.2M | -1.55%(-2.25K) | $263.24(+13.53%) | 2026-03-31 | |
| WMT | WALMART INC | 3.75% | 195.0K | $24.2M | -5.08%(-10.45K) | $107.24(+22.60%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.44% | 127.6K | $22.2M | -9.37%(-13.19K) | $186.54(+21.06%) | 2026-03-31 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 3.03% | 352.5K | $19.6M | -3.78%(-13.85K) | $57.82(+3.58%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.02% | 93.6K | $19.5M | -3.45%(-3.35K) | $225.20(+19.95%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.88% | 50.3K | $18.6M | -5.71%(-3.04K) | $500.79(-19.09%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.77% | 37.3K | $17.9M | -5.33%(-2.10K) | $493.90(-1.70%) | 2026-03-31 | |
| KO | COCA COLA CO | 2.49% | 211.5K | $16.1M | -13.42%(-32.77K) | $68.12(+17.83%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 2.4% | 36.0K | $15.5M | -28.94%(-14.65K) | $375.89(+14.53%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 2.37% | 15.3K | $15.3M | -1.37%(-213) | $893.99(+15.56%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.24% | +13.28% |
| Top 20 Holdings Unweighted | +7.09% | +22.80% |
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