StockDriftsStockDriftsTop 50 Smith Salley Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 6.81% | 776.1K | $135.4M | -0.22%(-1.70K) | $51.47(+338.78%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.31% | 416.5K | $105.7M | +0.60%(+2.47K) | $94.63(+215.82%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.49% | 241.1K | $89.3M | +1.59%(+3.78K) | $179.70(+125.49%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 4.01% | 278.3K | $79.8M | +0.90%(+2.48K) | $88.35(+351.67%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.94% | 281.0K | $58.5M | +2.54%(+6.97K) | $114.21(+136.52%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.47% | 102.5K | $49.1M | +1.16%(+1.18K) | $211.92(+129.10%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.38% | 161.1K | $47.4M | +1.73%(+2.73K) | $97.99(+206.40%) | 2026-03-31 | |
| META | META PLATFORMS INC | 2.32% | 80.6K | $46.1M | +2.06%(+1.63K) | $307.40(+100.60%) | 2026-03-31 | |
| TJX | TJX COS INC NEW | 2.26% | 281.0K | $44.9M | +1.22%(+3.39K) | $46.99(+212.87%) | 2026-03-31 | |
| RTX | RTX CORPORATION | 2.08% | 214.0K | $41.3M | +2.72%(+5.67K) | $90.73(+96.31%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.34% | +61.55% |
| Top 20 Holdings Unweighted | +16.35% | +57.52% |
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