StockDriftsStockDriftsTop 50 Trinity Legacy Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JCPB | J P MORGAN EXCHANGE TRADED F | 4.03% | 393.0K | $18.6M | +7.58%(+27.69K) | $46.66(+0.28%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 3.66% | 617.0K | $16.9M | +1.41%(+8.56K) | $19.62(+45.28%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.55% | 83.4K | $16.4M | +0.43%(+354) | $20.29(+868.64%) | 2026-03-31 | |
| SCHM | SCHWAB STRATEGIC TR | 3.53% | 493.1K | $16.3M | +1.78%(+8.64K) | $25.26(+36.32%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 2.97% | 236.8K | $13.7M | +0.56%(+1.32K) | $55.09(+2.56%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.94% | 52.4K | $13.6M | +18.58%(+8.22K) | $107.20(+165.10%) | 2026-03-31 | |
| VIS | VANGUARD WORLD FD | 2.92% | 40.1K | $13.5M | -1.08%(-437) | $220.56(+52.96%) | 2026-03-31 | |
| MMSC | FIRST TR EXCHNG TRADED FD VI | 2.61% | 460.3K | $12.0M | +0.26%(+1.18K) | $21.25(+28.71%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.59% | 36.1K | $11.9M | -0.32%(-116) | $111.32(+245.19%) | 2026-03-31 | |
| MAIN | MAIN STR CAP CORP | 2.48% | 203.2K | $11.5M | +6.09%(+11.66K) | $40.40(+41.96%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.33% | +23.65% |
| Top 20 Holdings Unweighted | +9.50% | +31.29% |
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