StockDriftsStockDriftsTop 50 Sound View Wealth Advisors Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.74% | 274.8K | $69.7M | -1.78%(-4.98K) | $141.11(+118.71%) | 2026-03-31 | |
| IBDS | ISHARES TR | 3.38% | 2.05M | $49.7M | +3.34%(+66.28K) | $24.22(-0.34%) | 2026-03-31 | |
| IBDR | ISHARES TR | 3.27% | 1.98M | $48.0M | -1.59%(-32.05K) | $24.44(-1.05%) | 2026-03-31 | |
| IBDU | ISHARES TR | 2.79% | 1.77M | $41.1M | +9.48%(+152.90K) | $23.02(+0.38%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.7% | 228.0K | $39.8M | -0.13%(-299) | $40.79(+377.65%) | 2026-03-31 | |
| IBDT | ISHARES TR | 2.69% | 1.56M | $39.6M | +8.06%(+116.56K) | $24.98(+0.84%) | 2026-03-31 | |
| IBDV | ISHARES TR | 2.6% | 1.75M | $38.2M | +18.10%(+267.63K) | $21.64(+0.38%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.37% | 94.0K | $34.8M | +1.40%(+1.30K) | $230.26(+69.59%) | 2026-03-31 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 2.03% | 883.1K | $29.8M | -1.30%(-11.59K) | $27.94(+30.81%) | 2026-03-31 | |
| IBDW | ISHARES TR | 1.68% | 1.18M | $24.8M | +5.69%(+63.63K) | $20.52(+1.21%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.26% | +41.49% |
| Top 20 Holdings Unweighted | +12.82% | +43.61% |
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