StockDriftsStockDriftsTop 50 SOA Wealth Advisors, LLC. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 10.01% | 247.5K | $53.1M | -6.40%(-16.94K) | $135.56(+127.68%) | 2026-03-31 | |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | 9.72% | 206.9K | $51.5M | -17.31%(-43.32K) | $148.36(+91.02%) | 2026-03-31 | |
| VOO | VANGUARD S&P 500 ETF | 5.64% | 50.0K | $29.9M | -5.74%(-3.04K) | $367.38(+86.41%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION COM | 4.19% | 160.5K | $22.2M | +0.49%(+780) | $53.78(+262.28%) | 2026-03-31 | |
| VOE | VANGUARD MID-CAP VALUE ETF | 2.8% | 80.4K | $14.8M | +0.28%(+221) | $150.72(+32.80%) | 2026-03-31 | |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 2.58% | 279.6K | $13.7M | -0.24%(-659) | $32.88(+60.40%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 2.38% | 76.8K | $12.6M | -1.89%(-1.48K) | $341.34(+14.40%) | 2026-03-31 | |
| AMZN | AMAZON COM INC COM | 2.23% | 73.8K | $11.8M | -0.61%(-453) | $167.99(+44.46%) | 2026-03-31 | |
| EFIV | STATE STREET SPDR S&P 500 ESG ETF | 2.01% | 169.0K | $10.7M | -15.99%(-32.15K) | $53.34(+35.63%) | 2026-03-31 | |
| DVY | ISHARES SELECT DIVIDEND ETF | 1.81% | 63.4K | $9.6M | -2.66%(-1.73K) | $105.02(+51.47%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.71% | +63.10% |
| Top 20 Holdings Unweighted | +17.92% | +63.99% |
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