StockDriftsStockDriftsTop 50 Segment Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 6.03% | 320.5K | $102.8M | -0.64%(-2.06K) | $167.85(+117.28%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.61% | 164.0K | $78.6M | +0.34%(+559) | $255.87(+89.75%) | 2026-03-31 | |
| GEV | GE VERNOVA INC | 3.14% | 61.2K | $53.5M | -6.33%(-4.14K) | $155.54(+583.16%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.13% | 172.4K | $53.3M | -1.18%(-2.06K) | $28.76(+1349.02%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.57% | 75.8K | $43.8M | -2.06%(-1.59K) | $98.84(+623.13%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.47% | 241.3K | $42.1M | +0.72%(+1.73K) | $86.48(+161.14%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.26% | 151.8K | $38.5M | +0.35%(+524) | $66.68(+348.19%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 2.03% | 204.2K | $34.7M | -0.74%(-1.53K) | $100.91(+50.20%) | 2026-03-31 | |
| ASML | ASML HLDG NV | 1.97% | 25.4K | $33.5M | -1.47%(-379) | $507.89(+211.40%) | 2026-03-31 | |
| WMT | WALMART INC | 1.85% | 253.2K | $31.5M | +0.09%(+228) | $28.69(+358.16%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.35% | +69.99% |
| Top 20 Holdings Unweighted | +20.22% | +73.74% |
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