StockDriftsStockDriftsTop 50 Wealth Preservation Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | 12.74% | 88.0K | $15.3M | -6.60%(-6.22K) | $124.88(+80.42%) | 2026-03-31 | |
| AMZN | AMAZON.COM INC | 12.52% | 72.4K | $15.1M | -14.26%(-12.04K) | $204.83(+28.96%) | 2026-03-31 | |
| GOOG | ALPHABET INC CLASS CLASS C | 10.89% | 45.7K | $13.1M | -54.23%(-54.14K) | $173.34(+126.91%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 7% | 22.8K | $8.4M | -5.60%(-1.35K) | $398.63(+5.84%) | 2026-03-31 | |
| AAPL | APPLE INC | 6.09% | 28.9K | $7.3M | -16.95%(-5.89K) | $232.27(+29.26%) | 2026-03-31 | |
| VTV | VANGUARD VALUE INDEX FUND ETF SHARES | 4.04% | 24.8K | $4.9M | -16.92%(-5.05K) | $172.65(+19.70%) | 2026-03-31 | |
| NFLX | NETFLIX INC | 2.42% | 30.3K | $2.9M | -0.58%(-177) | $102.96(-15.49%) | 2026-03-31 | |
| VOE | VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES | 2.21% | 14.4K | $2.7M | +3.35%(+468) | $162.16(+17.58%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CLASS CLASS A | 1.74% | 7.3K | $2.1M | -6.44%(-502) | $173.07(+129.26%) | 2026-03-31 | |
| OBDC | BLUE OWL CAP CORP | 1.7% | 184.6K | $2.0M | -0.85%(-1.58K) | $14.86(-24.57%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +25.30% | +96.71% |
| Top 20 Holdings Unweighted | +17.96% | +64.15% |
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