StockDriftsStockDriftsTop 50 Walsh & Associates LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES RUSSELL | 13.68% | 32.4K | $13.8M | +1.93%(+613) | $470.46(-73.56%) | 2026-03-31 | |
| SPYG | STATE STREET | 13.13% | 135.2K | $13.2M | +1.81%(+2.40K) | $105.55(+12.15%) | 2026-03-31 | |
| SPYV | STATE STREET | 10.3% | 183.6K | $10.4M | -0.22%(-397) | $56.07(+6.80%) | 2026-03-31 | |
| DFUV | DIMENSIONAL US | 8.99% | 187.0K | $9.1M | +3.27%(+5.92K) | $45.70(+14.09%) | 2026-03-31 | |
| SPEM | STATE STREET | 5.51% | 118.5K | $5.6M | +1.49%(+1.74K) | $46.81(+8.61%) | 2026-03-31 | |
| SPDW | STATE STREET | 2.85% | 63.1K | $2.9M | +1.71%(+1.06K) | $43.62(+12.71%) | 2026-03-31 | |
| DFAT | DIMENSIONAL US | 2.55% | 41.2K | $2.6M | +5.07%(+1.99K) | $58.98(+10.75%) | 2026-03-31 | |
| NVDA | NVIDIA CORP | 2.4% | 13.9K | $2.4M | -0.24%(-33) | $186.54(+20.79%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.27% | 9.0K | $2.3M | -0.44%(-40) | $263.24(+14.05%) | 2026-03-31 | |
| MDYG | STATE STREET | 1.93% | 20.3K | $2.0M | +4.26%(+831) | $92.08(+14.25%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -12.36% | -32.69% |
| Top 20 Holdings Unweighted | -4.42% | -12.69% |
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