StockDriftsStockDriftsTop 50 Sweeney & Michel, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 8.77% | 198.4K | $29.8M | +1.39%(+2.72K) | $96.20(+64.75%) | 2026-03-31 | |
| DGRO | ISHARES TR | 8.15% | 383.6K | $27.7M | +2.68%(+10.02K) | $51.92(+41.30%) | 2026-03-31 | |
| HDV | ISHARES TR | 6.18% | 156.4K | $21.0M | +2.40%(+3.67K) | $21.11(+29.26%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 6.04% | 64.3K | $20.5M | -0.41%(-264) | $97.17(+295.48%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.75% | 75.5K | $19.6M | -0.18%(-134) | $153.49(+85.15%) | 2026-03-31 | |
| SHYG | ISHARES TR | 4.19% | 335.0K | $14.2M | +4.14%(+13.33K) | $41.89(+1.24%) | 2026-03-31 | |
| CGIE | CAPITAL GROUP INTERNATIONAL | 3.42% | 324.3K | $11.6M | +1.49%(+4.75K) | $29.39(+21.10%) | 2026-03-31 | |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | 3.13% | 286.1K | $10.7M | +1.33%(+3.77K) | $26.54(+39.83%) | 2026-03-31 | |
| VYMI | VANGUARD WHITEHALL FDS | 3.05% | 104.8K | $10.4M | +6.43%(+6.33K) | $66.49(+48.00%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.85% | 20.2K | $9.7M | +0.05%(+10) | $310.23(+50.05%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.47% | +62.10% |
| Top 20 Holdings Unweighted | +15.85% | +55.47% |
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