StockDriftsStockDriftsTop 50 Transamerica Financial Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | 5.52% | 216.6K | $64.7M | -7.35%(-17.20K) | $196.18(+73.23%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.69% | 54.7K | $31.6M | -10.31%(-6.30K) | $435.51(+62.78%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 2.39% | 381.0K | $28.1M | -6.54%(-26.66K) | $75.84(-4.08%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.33% | 156.9K | $27.4M | +0.86%(+1.34K) | $122.55(+83.85%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 1.94% | 355.5K | $22.8M | -3.03%(-11.09K) | $45.67(+51.25%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 1.65% | 67.4K | $19.4M | -8.83%(-6.53K) | $60.64(+26.21%) | 2026-03-31 | |
| GEV | GE VERNOVA INC | 1.62% | 21.8K | $19.0M | -3.13%(-705) | $632.13(+65.98%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 1.6% | 730.6K | $18.7M | -10.19%(-82.89K) | $18.13(+60.16%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 1.57% | 59.7K | $18.5M | -2.23%(-1.36K) | $282.16(+50.69%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.51% | 69.8K | $17.7M | +12.41%(+7.71K) | $218.51(+37.40%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.40% | +23.88% |
| Top 20 Holdings Unweighted | +10.37% | +34.45% |
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