StockDriftsStockDriftsTop 50 Silvia Mccoll Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 12.71% | 453.6K | $19.3M | +6.55%(+27.88K) | $38.17(+22.23%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.9% | 35.3K | $9.0M | -2.29%(-826) | $139.21(+104.14%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 5.63% | 39.4K | $8.6M | -3.40%(-1.38K) | $156.62(+48.21%) | 2026-03-31 | |
| CVX | CHEVRON CORP NEW | 5.26% | 38.6K | $8.0M | -2.57%(-1.02K) | $161.50(+19.28%) | 2026-03-31 | |
| IJH | ISHARES TR | 2.81% | 63.1K | $4.3M | -1.87%(-1.21K) | $56.11(+30.57%) | 2026-03-31 | |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 2.42% | 110.1K | $3.7M | +2.05%(+2.21K) | $29.87(+28.19%) | 2026-03-31 | |
| ITOT | ISHARES TR | 2.33% | 24.8K | $3.5M | +0.00%(+0) | $82.17(+92.88%) | 2026-03-31 | |
| ANGL | VANECK ETF TRUST | 2.26% | 119.4K | $3.4M | -0.80%(-967) | $27.26(+6.77%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.94% | 7.9K | $2.9M | -0.04%(-3) | $252.71(+62.79%) | 2026-03-31 | |
| IVV | ISHARES TR | 1.84% | 4.3K | $2.8M | +0.00%(+0) | $371.43(+95.72%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.60% | +31.67% |
| Top 20 Holdings Unweighted | +10.70% | +35.66% |
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