StockDriftsStockDriftsTop 50 Weatherly Asset Management L. P. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LLY | ELI LILLY & CO | 20.31% | 273.1K | $251.2M | -0.38%(-1.03K) | $81.51(+1113.22%) | 2026-03-31 | |
| AAPL | APPLE INC | 6.65% | 323.9K | $82.2M | -2.23%(-7.39K) | $27.36(+938.75%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.69% | 218.8K | $45.6M | -2.12%(-4.75K) | $39.26(+596.83%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 3.33% | 898.5K | $41.1M | +1.80%(+15.92K) | $45.39(+0.35%) | 2026-03-31 | |
| NFLX | NETFLIX INC. | 3.1% | 398.3K | $38.3M | -0.72%(-2.88K) | $7.55(+1064.69%) | 2026-03-31 | |
| JMST | J P MORGAN EXCHANGE TRADED F | 3% | 726.6K | $37.0M | +2.68%(+18.95K) | $50.93(-0.11%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.96% | 98.7K | $36.5M | -0.04%(-42) | $84.06(+389.37%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.34% | 100.4K | $28.9M | -1.70%(-1.74K) | $49.16(+690.16%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 2.21% | 27.4K | $27.3M | -2.01%(-562) | $176.01(+477.46%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 2.15% | 525.3K | $26.6M | +2.78%(+14.21K) | $50.45(+0.02%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.99% | +77.09% |
| Top 20 Holdings Unweighted | +17.61% | +62.70% |
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