StockDriftsStockDriftsTop 50 Successful Portfolios Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 4.98% | 13.9K | $9.0M | +4.31%(+576) | $485.84(+53.49%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 4.72% | 109.3K | $8.6M | +10.15%(+10.07K) | $77.66(+0.44%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.42% | 12.5K | $8.0M | -3.26%(-422) | $276.65(+168.32%) | 2026-03-31 | |
| WMT | WALMART INC | 3.5% | 51.1K | $6.3M | -5.69%(-3.09K) | $34.27(+283.58%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 3.44% | 19.6K | $6.2M | +6.76%(+1.24K) | $216.13(+68.75%) | 2026-03-31 | |
| SCHO | SCHWAB STRATEGIC TR | 2.98% | 223.0K | $5.4M | +2.93%(+6.35K) | $25.00(-3.41%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 2.88% | 208.8K | $5.2M | -6.32%(-14.10K) | $13.67(+108.97%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.75% | 19.9K | $5.0M | -1.60%(-324) | $61.80(+383.64%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.66% | 28.9K | $4.8M | -0.46%(-135) | $4.96(+4450.00%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.34% | 11.7K | $4.3M | -4.96%(-608) | $112.30(+260.82%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.56% | +62.47% |
| Top 20 Holdings Unweighted | +16.03% | +56.23% |
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