StockDriftsStockDriftsTop 50 Waverly Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 6.12% | 1.25M | $815.9M | +4.83%(+57.50K) | $495.83(+49.74%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 2.53% | 773.1K | $337.7M | +4.94%(+36.43K) | $36.52(+139.42%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.41% | 1.27M | $321.7M | +6.67%(+79.23K) | $206.19(+45.61%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.02% | 1.25M | $269.7M | +3.09%(+37.61K) | $176.39(+30.05%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.74% | 1.33M | $231.7M | +10.17%(+122.66K) | $130.59(+72.54%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.56% | 560.5K | $207.5M | +18.02%(+85.58K) | $421.25(+0.16%) | 2026-03-31 | |
| SPIB | SPDR SERIES TRUST | 1.36% | 5.40M | $181.0M | +6.21%(+315.29K) | $33.19(+0.34%) | 2026-03-31 | |
| PRF | INVESCO EXCHANGE TRADED FD T | 1.31% | 3.66M | $173.9M | -1.18%(-43.65K) | $23.10(+126.10%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 1.17% | 1.41M | $155.8M | +7.45%(+97.78K) | $86.43(+35.65%) | 2026-03-31 | |
| SGOV | ISHARES TR | 1.14% | 1.51M | $152.0M | +2.68%(+39.43K) | $100.64(-0.09%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.59% | +46.55% |
| Top 20 Holdings Unweighted | +12.76% | +43.38% |
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