StockDriftsStockDriftsTop 50 StrongBox Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JPST | J P MORGAN EXCHANGE TRADED F | 9.86% | 609.0K | $30.8M | +2.26%(+13.46K) | $50.40(+0.04%) | 2026-03-31 | |
| SHY | ISHARES TR | 4.71% | 178.3K | $14.7M | +8.43%(+13.86K) | $82.47(-0.65%) | 2026-03-31 | |
| CGIE | CAPITAL GROUP INTERNATIONAL | 4.12% | 380.4K | $12.9M | +10.19%(+35.17K) | $32.52(+13.27%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.64% | 39.5K | $11.4M | +7.75%(+2.84K) | $116.68(+208.46%) | 2026-03-31 | |
| QUAL | ISHARES TR | 3.52% | 57.3K | $11.0M | +7.73%(+4.12K) | $137.37(+59.00%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.31% | 17.9K | $10.4M | +14.12%(+2.22K) | $300.86(+136.85%) | 2026-03-31 | |
| IJH | ISHARES TR | 3.31% | 153.2K | $10.3M | -18.11%(-33.90K) | $58.38(+30.34%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.82% | 28.4K | $8.8M | +2.62%(+726) | $71.27(+405.74%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.63% | 22.2K | $8.2M | +2.95%(+638) | $262.38(+48.82%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 2.57% | 8.1K | $8.0M | -1.34%(-109) | $520.30(+82.91%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.06% | +40.73% |
| Top 20 Holdings Unweighted | +15.41% | +53.73% |
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