Bulltick Wealth Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BW Bulltick Wealth Management, LLC | Institutional Filer | ▼ 3.80% | $452.7M | 137 |
Current Portfolio Holdings
Showing all 137 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | GLD | SPDR GOLD TR | — | 61K | $26.3M | 5.81% |
| 2 | SHV | ISHARES TR | — | 216K | $23.8M | 5.26% |
| 3 | NVDA | NVIDIA Corporation | Technology | 117K | $20.4M | 4.50% |
| 4 | IEF | ISHARES TR | — | 205K | $19.6M | 4.33% |
| 5 | MSFT | Microsoft Corporation | Technology | 49K | $18.3M | 4.03% |
| 6 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 80K | $16.6M | 3.68% |
| 7 | EZU | ISHARES INC | — | 245K | $15.3M | 3.39% |
| 8 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 29K | $13.8M | 3.04% |
| 9 | IVV | ISHARES TR | — | 21K | $13.6M | 3.00% |
| 10 | ORCL | Oracle Corporation | Technology | 86K | $12.7M | 2.80% |
| 11 | IAU | ISHARES GOLD TR | — | 142K | $12.5M | 2.76% |
| 12 | CRM | Salesforce, Inc. | Technology | 63K | $11.8M | 2.60% |
| 13 | GOOGL | Alphabet Inc. | Technology | 38K | $11.0M | 2.44% |
| 14 | VRT | Vertiv Holdings Co | Industrials | 42K | $10.5M | 2.32% |
| 15 | BX | Blackstone Inc. | Financial Services | 84K | $9.6M | 2.13% |
Showing 1 to 15 of 137 holdings