StockDriftsStockDriftsTop 50 Venturi Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEFA | iShares Trust Core (msci EAFE Etf) | 4.99% | 1.22M | $110.7M | +124.31%(+677.96K) | $83.18(+16.78%) | 2026-03-31 | |
| VOO | Vanguard S&P 500 ETF | 4.2% | 156.1K | $93.3M | -39.25%(-100.86K) | $544.08(+25.42%) | 2026-03-31 | |
| IEMG | iShares Inc Core (msci Emerging MKTS Etf) | 3.84% | 1.22M | $85.4M | -29.86%(-520.92K) | $57.26(+43.28%) | 2026-03-31 | |
| IUSV | iShares Core (S&P US Value Etf) | 3.65% | 792.0K | $81.0M | -38.95%(-505.36K) | $98.22(+10.68%) | 2026-03-31 | |
| AAPL | Apple Inc | 2.69% | 235.0K | $59.6M | +1.62%(+3.74K) | $145.70(+105.12%) | 2026-03-31 | |
| CGIE | Capital Group (international Eq SHS) | 2.66% | 1.75M | $59.1M | +17.69%(+262.73K) | $29.96(+21.01%) | 2026-03-31 | |
| NVDA | Nvidia Corporation | 2.55% | 324.8K | $56.6M | +3.42%(+10.73K) | $101.74(+121.97%) | 2026-03-31 | |
| GOOGL | Alphabet Inc Cap STK | 2.46% | 189.8K | $54.6M | -0.15%(-279) | $123.71(+225.46%) | 2026-03-31 | |
| USHY | iShares TR Broad Usd (high) | 2.18% | 1.32M | $48.5M | +5219.92%(+1.29M) | $37.12(-0.40%) | 2026-03-31 | |
| MSFT | Microsoft | 2.03% | 121.8K | $45.1M | +5.68%(+6.54K) | $242.01(+67.44%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.40% | +45.82% |
| Top 20 Holdings Unweighted | +14.26% | +49.19% |
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