StockDriftsStockDriftsTop 50 Sonoma Private Wealth Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 10.97% | 24.1K | $8.9M | +3.04%(+710) | $364.41(+15.78%) | 2026-03-31 | |
| SGOV | ISHARES TR | 10.72% | 86.5K | $8.7M | +8.16%(+6.53K) | $100.58(-0.03%) | 2026-03-31 | |
| IVV | ISHARES TR | 6.99% | 8.7K | $5.7M | +3.39%(+285) | $393.47(+88.69%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 5.58% | 26.0K | $4.5M | +4.75%(+1.18K) | $81.28(+177.20%) | 2026-03-31 | |
| PHYS | SPROTT ASSET MANAGEMENT LP | 4.2% | 96.3K | $3.4M | +18.51%(+15.04K) | $24.98(+37.78%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.03% | 12.9K | $3.3M | -1.11%(-145) | $193.53(+55.13%) | 2026-03-31 | |
| CEF | SPROTT ASSET MANAGEMENT LP | 3.48% | 59.3K | $2.8M | -1.89%(-1.14K) | $23.90(+100.30%) | 2026-03-31 | |
| FNDF | SCHWAB STRATEGIC TR | 3.12% | 51.8K | $2.5M | +823.11%(+46.15K) | $46.75(+12.46%) | 2026-03-31 | |
| IVE | ISHARES TR | 2.97% | 11.4K | $2.4M | +21.05%(+1.99K) | $150.41(+48.56%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 2.34% | 9.7K | $1.9M | +8.89%(+790) | $146.28(+41.28%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.11% | +48.58% |
| Top 20 Holdings Unweighted | +15.55% | +54.29% |
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