StockDriftsStockDriftsTop 25 Spahn Wealth & Retirement LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | 9.34% | 42.1K | $7.3M | -54.36%(-50.10K) | $127.86(+84.37%) | 2026-03-31 | |
| TSLA | TESLA INC | 8.75% | 18.5K | $6.9M | -0.17%(-31) | $332.74(+33.23%) | 2026-03-31 | |
| IWM | ISHARES RUSSELL 2000 ETF | 7.4% | 23.4K | $5.8M | +0.00%(+0) | $221.27(+28.55%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 7.35% | 20.1K | $5.8M | -38.89%(-12.80K) | $178.82(+122.11%) | 2026-03-31 | |
| AAPL | APPLE INC | 7.18% | 22.2K | $5.6M | -10.27%(-2.54K) | $232.35(+28.34%) | 2026-03-31 | |
| C | CITIGROUP INC | 6.85% | 47.4K | $5.4M | -50.17%(-47.75K) | $68.38(+82.54%) | 2026-03-31 | |
| AMZN | AMAZON.COM INC | 6.6% | 24.9K | $5.2M | -15.27%(-4.49K) | $203.03(+31.61%) | 2026-03-31 | |
| PH | PARKER-HANNIFIN CORP COM E | 5.78% | 5.1K | $4.5M | new | $887.10(-0.75%) | 2026-03-31 | |
| XLU | SELECT SECTOR SPDR TR STATE STREET UTI E | 5.64% | 96.6K | $4.4M | new | $44.29(+1.38%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 5.14% | 10.9K | $4.0M | +0.00%(+0) | $426.87(-4.08%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -1.02% | -3.03% |
| Top 20 Holdings Unweighted | -0.88% | -2.63% |
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