StockDriftsStockDriftsTop 50 Wimmer Associates 1 Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE | 6.93% | 55.9K | $14.2M | -9.44%(-5.83K) | $52.40(+472.93%) | 2026-03-31 | |
| NVDA | NVIDIA | 5.36% | 62.9K | $11.0M | -1.49%(-955) | $3.08(+7210.79%) | 2026-03-31 | |
| GOOGL | ALPHABET CLASS A | 4.99% | 35.5K | $10.2M | -2.05%(-744) | $41.26(+861.68%) | 2026-03-31 | |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX ETF | 4.97% | 47.3K | $10.2M | -0.48%(-229) | $108.51(+111.39%) | 2026-03-31 | |
| MSFT | MICROSOFT | 4.47% | 24.7K | $9.2M | -0.89%(-221) | $98.79(+327.11%) | 2026-03-31 | |
| PRF | INVESCO FTSE RAFI U.S. 1000 ETF | 3.96% | 170.6K | $8.1M | -0.01%(-15) | $25.86(+101.99%) | 2026-03-31 | |
| GOOG | ALPHABET CLASS C | 3.53% | 25.2K | $7.2M | -1.77%(-453) | $49.59(+693.09%) | 2026-03-31 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX ETF | 3.06% | 19.5K | $6.3M | -0.33%(-65) | $113.45(+219.75%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE | 3.06% | 6.3K | $6.3M | -1.83%(-117) | $119.12(+780.58%) | 2026-03-31 | |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | 3.01% | 63.8K | $6.2M | -1.55%(-1.00K) | $72.63(+36.70%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.01% | +60.20% |
| Top 20 Holdings Unweighted | +16.40% | +57.71% |
Sign up free to track Wimmer Associates 1 Llc, compare funds side by side, and get alerts the moment positions change.