StockDriftsStockDriftsTop 50 TrueMark Investments, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPSB | SPDR SERIES TRUST | 3.27% | 558.7K | $16.8M | +10.44%(+52.82K) | $30.23(-0.75%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 3.11% | 77.2K | $16.0M | +123.62%(+42.68K) | $169.15(+9.96%) | 2026-03-31 | |
| VZ | VERIZON COMMUNICATIONS INC | 2.81% | 287.3K | $14.4M | +6.29%(+16.99K) | $41.24(+14.47%) | 2026-03-31 | |
| PM | PHILIP MORRIS INTL INC | 2.74% | 85.0K | $14.1M | -0.41%(-351) | $121.25(+54.98%) | 2026-03-31 | |
| MPLX | MPLX LP | 2.58% | 231.8K | $13.2M | +6.32%(+13.79K) | $48.94(+11.99%) | 2026-03-31 | |
| BTI | BRITISH AMERN TOB PLC | 2.56% | 224.8K | $13.1M | +29.81%(+51.63K) | $41.23(+58.52%) | 2026-03-31 | |
| NEE | NEXTERA ENERGY INC | 2.3% | 127.4K | $11.8M | -5.70%(-7.70K) | $68.26(+38.96%) | 2026-03-31 | |
| OCTZ | ELEVATION SERIES TRUST | 2.19% | 274.0K | $11.3M | +42.78%(+82.10K) | $40.75(+11.62%) | 2026-03-31 | |
| DECZ | ELEVATION SERIES TRUST | 2.11% | 279.4K | $10.8M | +34.06%(+70.99K) | $38.84(+10.86%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 2.1% | 44.2K | $10.8M | +6.32%(+2.63K) | $163.66(+40.79%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.68% | +28.38% |
| Top 20 Holdings Unweighted | +7.48% | +24.16% |
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