StockDriftsStockDriftsTop 50 Tred Avon Family Wealth, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BAC | BANK AMERICA CORP | 4.64% | 286.8K | $14.0M | -11.02%(-35.51K) | $49.45(+0.78%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.49% | 16.1K | $10.5M | -6.46%(-1.11K) | $646.66(+15.32%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.36% | 39.9K | $10.1M | -3.21%(-1.32K) | $236.52(+26.36%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.09% | 25.2K | $9.3M | -0.31%(-78) | $506.99(-20.08%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 2.4% | 29.5K | $7.2M | -1.64%(-494) | $171.19(+34.60%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.22% | 32.2K | $6.7M | -1.15%(-373) | $220.10(+22.73%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 1.97% | 20.7K | $5.9M | -1.45%(-304) | $223.63(+78.44%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.74% | 30.0K | $5.2M | -7.52%(-2.44K) | $172.29(+31.08%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.64% | 10.3K | $5.0M | -39.89%(-6.86K) | $485.43(+0.02%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 1.48% | 15.1K | $4.4M | -0.79%(-120) | $303.66(-1.12%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -12.69% | -33.43% |
| Top 20 Holdings Unweighted | -12.65% | -33.36% |
Sign up free to track Tred Avon Family Wealth, Llc, compare funds side by side, and get alerts the moment positions change.