StockDriftsStockDriftsTop 42 U S Wealth Group, Llc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | 7.3% | 35.4K | $11.1M | -9.79%(-3.84K) | $186.37(+80.89%) | 2025-12-31 | |
| IEF | IEF | 6.64% | 104.8K | $10.1M | -1.16%(-1.23K) | $95.51(+0.07%) | 2025-12-31 | |
| AGG | Ishares Tr Lehman Bd Fd | 6.61% | 100.5K | $10.0M | -1.52%(-1.55K) | $99.26(+0.36%) | 2025-12-31 | |
| TLT | TLT | 6.5% | 113.2K | $9.9M | -1.14%(-1.31K) | $91.57(-5.18%) | 2025-12-31 | |
| NVDA | Nvidia Corp | 5.93% | 48.2K | $9.0M | -0.45%(-219) | $128.62(+54.62%) | 2025-12-31 | |
| AAPL | Apple Computer Inc | 5.06% | 28.2K | $7.7M | -0.64%(-182) | $240.50(+10.78%) | 2025-12-31 | |
| GLD | Streettracks Gold TRUST | 4.82% | 18.5K | $7.3M | +0.10%(+18) | $242.72(+81.46%) | 2025-12-31 | |
| SCHX | Schwab US Large Cap Etf | 3.94% | 221.9K | $6.0M | -1.90%(-4.30K) | $22.92(+20.36%) | 2025-12-31 | |
| MSFT | Microsoft Corp | 3.52% | 11.0K | $5.3M | -0.77%(-86) | $426.58(-3.60%) | 2025-12-31 | |
| META | Facebook Inc Class A | 3.49% | 8.0K | $5.3M | -0.80%(-65) | $602.03(+11.55%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.09% | +73.21% |
| Top 20 Holdings Unweighted | +15.58% | +54.41% |
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