StockDriftsStockDriftsTop 50 Walter & Keenan Wealth Management LLC In Adv Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.4% | 89.5K | $22.7M | -0.10%(-86) | $51.71(+496.84%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 5.53% | 21.4K | $19.7M | -1.31%(-283) | $74.92(+1520.26%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 4.66% | 57.6K | $16.5M | -0.06%(-33) | $46.85(+660.25%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.78% | 36.3K | $13.4M | -5.01%(-1.91K) | $71.01(+449.88%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 3.57% | 39.5K | $12.7M | +10.55%(+3.77K) | $294.26(+25.32%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 3.22% | 38.8K | $11.4M | -0.41%(-159) | $72.37(+362.20%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.12% | 23.1K | $11.1M | -5.81%(-1.42K) | $211.22(+140.40%) | 2026-03-31 | |
| WMT | WALMART INC | 2.91% | 83.1K | $10.3M | -0.54%(-448) | $20.97(+433.26%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.65% | 43.9K | $9.4M | +0.80%(+349) | $163.72(+45.75%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.44% | 30.2K | $8.7M | -1.56%(-478) | $39.06(+821.48%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.60% | +62.64% |
| Top 20 Holdings Unweighted | +15.79% | +55.22% |
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