StockDriftsStockDriftsTop 50 Total Wealth Planning & Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LNG | CHENIERE ENERGY INC | 3.44% | 15.3K | $4.3M | +136.35%(+8.83K) | $224.47(+6.64%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.03% | 15.0K | $3.8M | -4.98%(-788) | $233.35(+28.08%) | 2026-03-31 | |
| ABBV | ABBVIE INC | 2.22% | 12.9K | $2.8M | +0.75%(+96) | $187.85(+10.99%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.08% | 12.6K | $2.6M | -12.96%(-1.87K) | $204.84(+31.87%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.92% | 6.5K | $2.4M | +1.55%(+100) | $425.92(-4.86%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 1.92% | 14.2K | $2.4M | -0.90%(-129) | $112.54(+34.68%) | 2026-03-31 | |
| FDS | FACTSET RESH SYS INC | 1.82% | 10.6K | $2.3M | +441.45%(+8.65K) | $260.01(-22.36%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 1.76% | 7.5K | $2.2M | +1.84%(+136) | $231.09(+29.93%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.61% | 7.1K | $2.0M | -17.81%(-1.53K) | $188.33(+113.79%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.55% | 11.2K | $2.0M | +4.74%(+506) | $130.24(+73.39%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.63% | +14.54% |
| Top 20 Holdings Unweighted | +9.85% | +32.56% |
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