StockDriftsStockDriftsTop 50 Waystone Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 8.67% | 26.2K | $9.7M | -4.71%(-1.29K) | $500.79(-17.85%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 7.13% | 13.3K | $8.0M | +4.82%(+614) | $619.41(+7.41%) | 2026-03-31 | |
| MGK | VANGUARD WORLD FD | 7.12% | 21.7K | $8.0M | -2.97%(-664) | $81.52(+4.48%) | 2026-03-31 | |
| MGV | VANGUARD WORLD FD | 5.2% | 40.1K | $5.8M | -1.07%(-436) | $139.45(+9.52%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.08% | 26.2K | $4.6M | +3.81%(+960) | $186.32(+5.47%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.38% | 59.0K | $3.8M | +26.37%(+12.31K) | $61.63(+11.93%) | 2026-03-31 | |
| PAVE | GLOBAL X FDS | 3.2% | 70.5K | $3.6M | +20.64%(+12.06K) | $47.98(+19.57%) | 2026-03-31 | |
| META | META PLATFORMS INC | 2.78% | 5.4K | $3.1M | -0.06%(-3) | $697.24(-13.23%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.45% | 10.8K | $2.7M | -2.24%(-248) | $263.24(+7.95%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 2.27% | 44.8K | $2.5M | new | $56.70(+5.78%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -1.75% | -5.16% |
| Top 20 Holdings Unweighted | -0.79% | -2.35% |
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