StockDriftsStockDriftsTop 50 Seamount Financial Group Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.38% | 55.8K | $14.2M | -3.49%(-2.02K) | $188.24(+58.77%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 4.59% | 239.3K | $10.2M | +5.97%(+13.49K) | $33.17(+44.10%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.3% | 45.8K | $9.5M | -2.84%(-1.34K) | $144.70(+86.69%) | 2026-03-31 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 4.28% | 155.0K | $9.5M | +2.57%(+3.88K) | $50.03(+35.90%) | 2026-03-31 | |
| CGBL | CAPITAL GROUP CORE BALANCED | 3.74% | 241.3K | $8.3M | +24.53%(+47.54K) | $32.70(+14.26%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 3.52% | 24.4K | $7.8M | +0.50%(+122) | $234.75(+55.36%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.29% | 15.2K | $7.3M | +2.51%(+373) | $409.89(+18.45%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.79% | 10.4K | $6.2M | +4.70%(+465) | $483.54(+41.13%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.55% | 26.3K | $5.6M | +2.80%(+716) | $171.97(+32.98%) | 2026-03-31 | |
| VDE | VANGUARD WORLD FD | 2.06% | 26.5K | $4.6M | -0.06%(-15) | $122.16(+33.93%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.39% | +41.96% |
| Top 20 Holdings Unweighted | +12.37% | +41.88% |
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