StockDriftsStockDriftsTop 50 Summit Place Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IAU | ISHARES GOLD TR | 4.16% | 98.3K | $8.7M | -5.53%(-5.75K) | $38.16(+131.08%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.16% | 34.1K | $8.7M | +0.18%(+62) | $123.96(+141.09%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.02% | 48.0K | $8.4M | -0.90%(-438) | $15.71(+1337.05%) | 2026-03-31 | |
| GEV | GE VERNOVA INC | 3.53% | 8.4K | $7.3M | +0.25%(+21) | $157.28(+575.60%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.1% | 17.4K | $6.4M | +4.80%(+798) | $203.03(+99.58%) | 2026-03-31 | |
| WMT | WALMART INC | 2.36% | 39.5K | $4.9M | -6.34%(-2.68K) | $48.61(+170.44%) | 2026-03-31 | |
| USDU | WISDOMTREE TR | 2.34% | 184.7K | $4.9M | -8.12%(-16.32K) | $26.75(-2.82%) | 2026-03-31 | |
| RTX | RTX CORPORATION | 2.33% | 25.2K | $4.9M | -13.49%(-3.93K) | $78.01(+128.32%) | 2026-03-31 | |
| IWM | ISHARES TR | 2.22% | 18.7K | $4.6M | +4.74%(+845) | $194.50(+45.33%) | 2026-03-31 | |
| NFLX | NETFLIX INC. | 2.15% | 46.7K | $4.5M | +7.26%(+3.16K) | $41.85(+109.24%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.58% | +71.00% |
| Top 20 Holdings Unweighted | +18.86% | +67.91% |
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