StockDriftsStockDriftsTop 50 Up Strategic Wealth Investment Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 18.09% | 412.3K | $28.7M | +1.19%(+4.85K) | $48.94(+44.19%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 13.85% | 763.7K | $22.0M | +6.27%(+45.04K) | $21.03(+39.84%) | 2026-03-31 | |
| VCRB | VANGUARD MALVERN FDS | 5.85% | 120.4K | $9.3M | +32.13%(+29.28K) | $77.45(-0.62%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 5.62% | 42.2K | $8.9M | +16.70%(+6.04K) | $89.47(+163.49%) | 2026-03-31 | |
| IWB | ISHARES TR | 5.41% | 21.5K | $8.6M | +0.00%(+0) | $249.11(+63.61%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.95% | 21.8K | $6.3M | +11.62%(+2.27K) | $206.37(+44.50%) | 2026-03-31 | |
| ITOT | ISHARES TR | 3.32% | 32.9K | $5.3M | -0.81%(-270) | $99.71(+63.67%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.97% | 11.9K | $4.7M | +0.85%(+100) | $159.87(+150.88%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.54% | 9.6K | $4.0M | +11.33%(+975) | $398.51(+2.74%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.29% | 13.4K | $3.6M | +11.30%(+1.36K) | $176.58(+51.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.64% | +71.27% |
| Top 20 Holdings Unweighted | +21.16% | +77.84% |
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