StockDriftsStockDriftsTop 50 Triangle Securities Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JAVA | J P MORGAN EXCHANGE TRADED F | 4.04% | 248.2K | $17.8M | +3.13%(+7.53K) | $61.01(+25.21%) | 2026-03-31 | |
| SCHM | SCHWAB STRATEGIC TR | 3.74% | 532.0K | $16.5M | +2.94%(+15.21K) | $17.07(+101.99%) | 2026-03-31 | |
| VGT | VANGUARD WORLD FD | 3.15% | 19.9K | $13.9M | -1.55%(-313) | $12.67(+795.42%) | 2026-03-31 | |
| SLYV | SPDR SERIES TRUST | 2.67% | 124.3K | $11.8M | -0.43%(-534) | $56.18(+79.77%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.51% | 38.6K | $11.1M | -4.20%(-1.69K) | $67.84(+488.17%) | 2026-03-31 | |
| SAMT | ADVISORS INNER CIRCLE FD III | 2.32% | 259.8K | $10.2M | -0.10%(-251) | $22.43(+103.95%) | 2026-03-31 | |
| IJH | ISHARES TR | 2.28% | 148.6K | $10.0M | -46.30%(-128.15K) | $57.21(+27.83%) | 2026-03-31 | |
| TPYP | TORTOISE CAPITAL SERIES TRUS | 2.18% | 227.1K | $9.6M | +0.11%(+241) | $22.90(+86.44%) | 2026-03-31 | |
| IJR | ISHARES TR | 2.1% | 74.6K | $9.3M | +3.89%(+2.79K) | $91.21(+48.32%) | 2026-03-31 | |
| IUSB | ISHARES TR | 2.09% | 199.7K | $9.2M | +2.33%(+4.55K) | $45.21(+1.74%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.31% | +53.32% |
| Top 20 Holdings Unweighted | +15.62% | +54.58% |
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