StockDriftsStockDriftsTop 50 Twin City Private Wealth, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PM | PHILIP MORRIS INTL INC | 3.11% | 24.6K | $4.1M | -1.18%(-294) | $102.22(+83.82%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.93% | 13.1K | $3.9M | -5.81%(-811) | $198.95(+50.91%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.66% | 16.8K | $3.5M | +15.61%(+2.27K) | $187.78(+43.85%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.55% | 9.1K | $3.4M | +19.95%(+1.51K) | $417.84(-3.02%) | 2026-03-31 | |
| WFC | WELLS FARGO & CO | 2.52% | 41.7K | $3.3M | -4.90%(-2.15K) | $55.04(+33.59%) | 2026-03-31 | |
| SCHW | SCHWAB CHARLES CORP | 2.44% | 34.2K | $3.2M | +2.53%(+842) | $73.80(+23.54%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 2.41% | 18.7K | $3.2M | -12.93%(-2.78K) | $108.75(+39.38%) | 2026-03-31 | |
| BKNG | BOOKING HOLDINGS INC | 2.38% | 744 | $3.1M | +27.84%(+162) | $159.59(-2.86%) | 2026-03-31 | |
| META | META PLATFORMS INC | 2.32% | 5.3K | $3.1M | +4.07%(+209) | $482.14(+27.89%) | 2026-03-31 | |
| ENB | ENBRIDGE INC | 2.29% | 55.8K | $3.0M | -6.92%(-4.15K) | $36.88(+49.63%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.25% | +37.68% |
| Top 20 Holdings Unweighted | +12.33% | +41.73% |
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