StockDriftsStockDriftsTop 50 Sun Group Wealth Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 9.97% | 49.9K | $12.7M | -3.00%(-1.54K) | $263.24(+17.24%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 8.03% | 10.3K | $10.2M | +3.26%(+324) | $895.10(+6.32%) | 2026-03-31 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 7.3% | 63.5K | $9.3M | +0.56%(+352) | $179.98(-28.16%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 6.16% | 44.9K | $7.8M | +7.59%(+3.17K) | $186.11(+4.69%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 5.54% | 22.8K | $7.0M | +6.57%(+1.40K) | $343.85(+4.83%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 5.27% | 32.2K | $6.7M | +1.13%(+360) | $225.13(+7.79%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5.25% | 13.9K | $6.7M | +6.27%(+822) | $493.72(+2.85%) | 2026-03-31 | |
| NFLX | NETFLIX INC. | 3.63% | 48.0K | $4.6M | +0.42%(+202) | $106.78(-27.28%) | 2026-03-31 | |
| VGT | VANGUARD WORLD FD | 3.54% | 6.5K | $4.5M | -6.04%(-415) | $93.41(+22.73%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.28% | 14.5K | $4.2M | -0.32%(-46) | $278.05(+29.44%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -26.18% | -59.78% |
| Top 20 Holdings Unweighted | -28.94% | -64.12% |
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