Top 50 Thurston, Springer, Miller, Herd & Titak, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 2.97% | 28.3K | $7.2M | -17.95%(-6.20K) | $259.69(+9.43%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.52% | 16.5K | $6.1M | -33.75%(-8.40K) | $490.32(-16.10%) | 2026-03-31 | |
| NVDA | NVIDIA CORP | 2.48% | 34.4K | $6.0M | -19.51%(-8.34K) | $177.70(+10.58%) | 2026-03-31 | |
| OUSA | ALPS ETF TR ETF | 1.93% | 83.9K | $4.7M | -36.24%(-47.72K) | $54.71(+5.35%) | 2026-03-31 | |
| RDVY | FIRST TRUST RISING ETF | 1.5% | 53.3K | $3.6M | -12.31%(-7.48K) | $67.31(+10.66%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 1.31% | 3.5K | $3.2M | -55.60%(-4.32K) | $910.29(+8.63%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC | 1.25% | 6.3K | $3.0M | -16.26%(-1.23K) | $490.81(-5.15%) | 2026-03-31 | |
| IVV | ISHARES CORE S&P 500 ETF | 1.22% | 4.5K | $3.0M | -4.85%(-231) | $676.99(+7.38%) | 2026-03-31 | |
| VUG | VANGUARD GROWTH ETF | 1.17% | 6.5K | $2.8M | -1.14%(-75) | $80.61(+4.60%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.08% | 12.6K | $2.6M | -20.12%(-3.17K) | $221.10(+23.72%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.22% | +49.03% |
| Top 20 Holdings Unweighted | +16.22% | +56.99% |
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