StockDriftsStockDriftsTop 50 Wealth Management Associates, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.29% | 60.3K | $15.3M | +5.96%(+3.39K) | $83.59(+256.77%) | 2026-03-31 | |
| TLT | ISHARES TR | 4.37% | 146.2K | $12.7M | +4.87%(+6.79K) | $100.20(-15.25%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.25% | 18.8K | $12.3M | +1.57%(+291) | $416.53(+80.43%) | 2026-03-31 | |
| DVY | ISHARES TR | 3.14% | 60.1K | $9.1M | +2.50%(+1.46K) | $93.86(+62.47%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 3.08% | 27.8K | $8.9M | +0.05%(+14) | $173.11(+112.24%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.99% | 49.6K | $8.6M | +0.23%(+115) | $64.75(+264.05%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.74% | 21.4K | $7.9M | +3.43%(+712) | $192.91(+112.24%) | 2026-03-31 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 2.38% | 47.1K | $6.9M | -0.57%(-269) | $19.62(+581.65%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 2.36% | 15.9K | $6.8M | +8.34%(+1.22K) | $202.82(+110.63%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 2.32% | 45.3K | $6.7M | +5.05%(+2.18K) | $90.92(+72.94%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.94% | +68.28% |
| Top 20 Holdings Unweighted | +19.29% | +69.75% |
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