StockDriftsStockDriftsTop 50 Tradewinds, LLC. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | 7.2% | 112.6K | $22.3M | -11.82%(-15.09K) | $170.82(+32.21%) | 2026-03-31 | |
| AAPL | APPLE INC | 6.71% | 74.4K | $20.8M | -4.45%(-3.46K) | $232.15(+28.74%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.82% | 36.1K | $15.0M | -6.21%(-2.39K) | $501.91(-19.27%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.66% | 54.0K | $14.5M | -4.46%(-2.52K) | $212.73(+26.98%) | 2026-03-31 | |
| GOOG | ALPHABET INC NON VOTING CAP STK CL C | 4.17% | 33.7K | $12.9M | -8.28%(-3.05K) | $207.35(+92.45%) | 2026-03-31 | |
| WMT | WALMART INC | 3.82% | 90.0K | $11.8M | -6.11%(-5.85K) | $48.39(+171.67%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 3.57% | 35.5K | $11.1M | -4.94%(-1.84K) | $164.45(+82.57%) | 2026-03-31 | |
| MS | MORGAN STANLEY & CO | 3.13% | 51.0K | $9.7M | -4.78%(-2.56K) | $87.77(+120.83%) | 2026-03-31 | |
| BKR | BAKER HUGHES A GE CO | 2.83% | 127.2K | $8.8M | -7.20%(-9.87K) | $42.69(+53.24%) | 2026-03-31 | |
| DE | DEERE & CO | 2.77% | 14.9K | $8.6M | -6.44%(-1.02K) | $369.81(+57.01%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.23% | +41.38% |
| Top 20 Holdings Unweighted | +8.90% | +29.16% |
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