StockDriftsStockDriftsTop 50 Tower View Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS | 6.35% | 36.6K | $12.4M | -4.09%(-1.56K) | $53.97(+640.73%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST STATE STREET SPD | 4.87% | 124.1K | $9.5M | +4.45%(+5.28K) | $67.54(+29.36%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.6% | 51.4K | $9.0M | -0.63%(-326) | $5.15(+4282.78%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 4.57% | 9.7K | $8.9M | -5.31%(-542) | $142.31(+613.75%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS GROWTH ETF | 4% | 17.8K | $7.8M | +0.83%(+146) | $45.80(+91.08%) | 2026-03-31 | |
| GOOG | ALPHABET INC CAP STK CL C | 3.79% | 25.8K | $7.4M | -0.14%(-35) | $59.81(+567.23%) | 2026-03-31 | |
| PWR | QUANTA SVCS INC | 3.64% | 12.9K | $7.1M | -6.81%(-944) | $262.63(+194.61%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.42% | 18.0K | $6.7M | -2.13%(-391) | $166.81(+142.92%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 3.34% | 6.5K | $6.5M | -4.75%(-326) | $393.78(+162.35%) | 2026-03-31 | |
| NVMI | NOVA LTD | 3.18% | 14.3K | $6.2M | -18.07%(-3.14K) | $85.47(+489.26%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.29% | +74.04% |
| Top 20 Holdings Unweighted | +21.02% | +77.24% |
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