StockDriftsStockDriftsTop 50 Strategic Planning Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCIO | FIRST TR EXCHANGE-TRADED FD | 6.89% | 2.39M | $49.3M | +202.80%(+1.60M) | $20.72(-0.19%) | 2026-03-31 | |
| SPIB | SPDR SERIES TRUST | 6.73% | 1.43M | $48.1M | +400.51%(+1.15M) | $33.58(-0.45%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.1% | 143.8K | $36.5M | -17.22%(-29.91K) | $197.53(+51.30%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.97% | 136.5K | $28.4M | -15.35%(-24.75K) | $167.81(+60.98%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 3.73% | 93.1K | $26.7M | -34.19%(-48.35K) | $161.97(+146.37%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.58% | 147.0K | $25.6M | -23.17%(-44.35K) | $69.18(+226.45%) | 2026-03-31 | |
| WMT | WALMART INC | 3.35% | 192.6K | $23.9M | -18.39%(-43.40K) | $70.83(+85.60%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.33% | 64.3K | $23.8M | -3.40%(-2.27K) | $414.13(-2.15%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 3.32% | 23.8K | $23.7M | -7.01%(-1.79K) | $779.67(+32.50%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.19% | 73.8K | $22.8M | +176.74%(+47.11K) | $256.27(+62.63%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.65% | +80.03% |
| Top 20 Holdings Unweighted | +22.59% | +84.22% |
Sign up free to track Strategic Planning Group, Llc, compare funds side by side, and get alerts the moment positions change.