StockDriftsStockDriftsTop 50 Steinberganna Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 17.99% | 263.0K | $37.5M | +3.26%(+8.30K) | $140.78(+12.58%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 10.61% | 38.3K | $22.1M | +4.37%(+1.60K) | $578.15(+17.89%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 10.41% | 33.3K | $21.7M | +6.48%(+2.03K) | $645.26(+12.17%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.9% | 48.4K | $12.3M | -1.76%(-865) | $229.90(+23.61%) | 2026-03-31 | |
| IYY | ISHARES TR | 2.79% | 36.6K | $5.8M | -4.15%(-1.59K) | $156.67(+12.38%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 2.5% | 27.2K | $5.2M | -0.05%(-13) | $185.77(+9.40%) | 2026-03-31 | |
| IMCG | ISHARES TR | 2% | 52.8K | $4.2M | -5.71%(-3.20K) | $81.48(+9.93%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 1.82% | 17.6K | $3.8M | -3.34%(-610) | $210.23(+8.87%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.76% | 21.1K | $3.7M | -9.75%(-2.27K) | $172.29(+14.06%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.62% | 9.1K | $3.4M | +0.08%(+7) | $507.62(-18.96%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +2.36% | +7.26% |
| Top 20 Holdings Unweighted | +2.24% | +6.88% |
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