StockDriftsStockDriftsTop 50 Soltis Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 5.45% | 226.3K | $83.8M | +2.11%(+4.68K) | $341.75(+18.57%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 5.38% | 474.2K | $82.7M | +12.19%(+51.53K) | $108.66(+107.84%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.42% | 267.6K | $67.9M | +3.75%(+9.67K) | $167.07(+78.88%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 3.92% | 817.8K | $60.2M | -9.55%(-86.30K) | $73.58(-0.54%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.05% | 72.1K | $46.9M | +86.45%(+33.43K) | $578.74(+28.26%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.36% | 174.1K | $36.3M | -8.63%(-16.44K) | $169.69(+59.19%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.02% | 47.7K | $31.1M | -6.83%(-3.50K) | $395.29(+88.66%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.43% | 76.5K | $22.0M | -20.69%(-19.96K) | $159.67(+152.16%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 1.4% | 872.5K | $21.6M | +13.68%(+104.97K) | $19.04(+43.43%) | 2026-03-31 | |
| IJH | ISHARES TR | 1.33% | 301.9K | $20.4M | +1.25%(+3.73K) | $45.58(+60.43%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.53% | +35.05% |
| Top 20 Holdings Unweighted | +12.35% | +41.80% |
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