StockDriftsStockDriftsTop 47 Wernau Asset Management Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 24.72% | 93.6K | $23.8M | +0.01%(+11) | $232.36(+28.62%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 11.57% | 17.1K | $11.1M | +0.94%(+160) | $580.73(+27.82%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 7.2% | 14.4K | $6.9M | -0.13%(-19) | $457.85(+6.04%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 6.84% | 22.9K | $6.6M | +0.05%(+12) | $178.88(+123.08%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.96% | 12.9K | $4.8M | +1.37%(+174) | $425.98(-4.88%) | 2026-03-31 | |
| BAC | BANK AMERICA CORP | 4.2% | 82.8K | $4.0M | +0.10%(+81) | $41.82(+19.16%) | 2026-03-31 | |
| PFE | PFIZER INC | 3.33% | 114.0K | $3.2M | +0.13%(+149) | $27.60(-5.95%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.02% | 10.1K | $2.9M | -1.18%(-120) | $181.12(+122.30%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.94% | 9.6K | $2.8M | +0.25%(+24) | $225.67(+33.05%) | 2026-03-31 | |
| T | AT&T INC | 2.49% | 82.7K | $2.4M | +0.23%(+190) | $22.41(+10.41%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.47% | +17.31% |
| Top 20 Holdings Unweighted | +6.48% | +20.73% |
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