Bulltick Wealth Management, LLC

data from 30/09/2025

Capitalization

$ 422.950 M 4.36 %

Average holding period

7 ans

Performance

$ 128.331 M 37.52 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Bulltick Wealth Management, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 SHV ISHARES TR 10.22% 43.244 M $ 391384 2020/12/31 24.492 K $ 0.06 %
2025/09/30 NVDA NVIDIA CORPORATION 3.65% 15.417 M $ 82623 2021/06/30 2.805 M $ 18.09 %
2025/09/30 GLD SPDR GOLD TR 3.25% 13.767 M $ 38728 2024/06/30 245.604 K $ 16.61 %
2025/09/30 IAU ISHARES GOLD TR 3.19% 13.498 M $ 185859 2024/12/31 1.040 M $ 16.69 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 2.98% 12.614 M $ 25090 2020/12/31 254.193 K $ 3.49 %
2025/09/30 IEF ISHARES TR 2.95% 12.464 M $ 129309 2022/12/31 143.533 K $ 0.72 %
2025/09/30 GOOGL ALPHABET INC 2.92% 12.342 M $ 50770 2020/12/31 4.155 M $ 37.94 %
2025/09/30 EZU ISHARES INC 2.91% 12.323 M $ 198945 2021/06/30 515.103 K $ 4.19 %
2025/09/30 MSFT MICROSOFT CORP 2.85% 12.050 M $ 23264 2020/12/31 502.675 K $ 4.13 %
2025/09/30 AMZN AMAZON COM INC 2.78% 11.747 M $ 53498 2020/12/31 9.802 K $ 0.08 %
2025/09/30 IBDR ISHARES TR 2.59% 10.948 M $ 450515 2024/09/30 22.525 K $ 0.21 %
2025/09/30 CRM SALESFORCE INC 2.36% 9.979 M $ 42038 2023/12/31 -434.418 K $ -13.08 %
2025/09/30 DELL DELL TECHNOLOGIES INC 2.28% 9.639 M $ 67990 2024/09/30 1.382 M $ 15.64 %
2025/09/30 NVO NOVO-NORDISK A S 2.07% 8.761 M $ 157888 2024/09/30 -824.748 K $ -19.60 %
2025/09/30 TLT ISHARES TR 2.00% 8.475 M $ 94901 2023/12/31 79.395 K $ 1.27 %
2025/09/30 ITB ISHARES TR 1.96% 8.277 M $ 77178 2020/12/31 1.091 M $ 15.11 %
2025/09/30 AAPL APPLE INC 1.94% 8.208 M $ 32236 2020/12/31 1.683 M $ 24.11 %
2025/09/30 AVGO BROADCOM INC 1.83% 7.725 M $ 23414 2024/03/31 1.351 M $ 19.68 %
2025/09/30 V VISA INC 1.77% 7.472 M $ 21888 2020/12/31 -255.287 K $ -3.85 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 1.75% 7.408 M $ 21455 2022/06/30 798.086 K $ 10.68 %
2025/09/30 SPY SPDR S&P 500 ETF TR 1.68% 7.122 M $ 10662 2020/12/31 1.662 M $ 7.80 %
2025/09/30 SAP SAP SE 1.67% 7.079 M $ 26491 2025/09/30 0.000 $ 0.00 %
2025/09/30 EPI WISDOMTREE TR 1.67% 7.070 M $ 159945 2024/03/31 -524.328 K $ -6.89 %
2025/09/30 ICSH ISHARES TR 1.60% 6.766 M $ 133835 2024/06/30 5.349 K $ 0.08 %
2025/09/30 MELI MERCADOLIBRE INC 1.55% 6.560 M $ 2807 2023/03/31 -776.668 K $ -10.59 %
2025/09/30 IWF ISHARES TR 1.51% 6.400 M $ 13663 2025/03/31 146.567 K $ 10.32 %
2025/09/30 VRT VERTIV HOLDINGS CO 1.49% 6.315 M $ 41860 2025/06/30 1.180 M $ 17.48 %
2025/09/30 PH PARKER-HANNIFIN CORP 1.42% 5.993 M $ 7905 2022/03/31 473.560 K $ 8.54 %
2025/09/30 IVV ISHARES TR 1.41% 5.943 M $ 8880 2024/06/30 467.205 K $ 7.80 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 1.36% 5.772 M $ 30429 2023/06/30 256.319 K $ 4.38 %
2025/09/30 META META PLATFORMS INC 1.34% 5.655 M $ 7700 2020/12/31 -27.695 K $ -0.50 %
2025/09/30 SE SEA LTD 1.30% 5.508 M $ 30819 2025/09/30 0.000 $ 0.00 %
2025/09/30 AMP AMERIPRISE FINL INC 1.13% 4.775 M $ 9720 2020/12/31 -412.905 K $ -7.96 %
2025/09/30 SHY ISHARES TR 1.10% 4.670 M $ 56294 2022/12/31 3.115 K $ 0.12 %
2025/09/30 QQQ INVESCO QQQ TR 1.02% 4.316 M $ 7190 2021/12/31 269.330 K $ 8.82 %
2025/09/30 MSCI MSCI INC 0.94% 3.983 M $ 7020 2025/03/31 -65.496 K $ -1.62 %
2025/09/30 GOOG ALPHABET INC 0.88% 3.716 M $ 15256 2020/12/31 1.569 M $ 37.33 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.85% 3.587 M $ 36613 2023/06/30 204.494 K $ 5.01 %
2025/09/30 VRTX VERTEX PHARMACEUTICALS INC 0.84% 3.565 M $ 9102 2020/12/31 -487.128 K $ -12.03 %
2025/09/30 IBIT ISHARES BITCOIN TRUST ETF 0.83% 3.514 M $ 54061 2024/12/31 182.189 K $ 6.19 %
2025/09/30 ASML ASML HOLDING N V 0.80% 3.395 M $ 3507 2024/09/30 617.956 K $ 21.30 %
2025/09/30 QUAL ISHARES TR 0.73% 3.095 M $ 15912 2023/03/31 217.283 K $ 6.39 %
2025/09/30 ONON ON HLDG AG 0.68% 2.882 M $ 68061 2025/09/30 0.000 $ 0.00 %
2025/09/30 LULU LULULEMON ATHLETICA INC 0.67% 2.848 M $ 16008 2021/03/31 -79.036 K $ -25.11 %
2025/09/30 ISHG ISHARES TR 0.65% 2.732 M $ 35867 2023/06/30 -17.854 K $ -0.50 %
2025/09/30 UPS UNITED PARCEL SERVICE INC 0.61% 2.589 M $ 31000 2025/09/30 0.000 $ 0.00 %
2025/09/30 ITA ISHARES TR 0.61% 2.584 M $ 12350 2025/09/30 0.000 $ 0.00 %
2025/09/30 XLE SELECT SECTOR SPDR TR 0.59% 2.475 M $ 27700 2025/09/30 0.000 $ 0.00 %
2025/09/30 SBUX STARBUCKS CORP 0.55% 2.342 M $ 27686 2021/06/30 -194.632 K $ -7.67 %
2025/09/30 MRK MERCK & CO INC 0.49% 2.080 M $ 24546 2025/06/30 89.280 K $ 5.99 %
2025/09/30 BX BLACKSTONE INC 0.49% 2.062 M $ 12069 2025/03/31 267.342 K $ 14.22 %
2025/09/30 SLV ISHARES SILVER TR 0.48% 2.009 M $ 47424 2024/06/30 457.006 K $ 29.14 %
2025/09/30 EWJ ISHARES INC 0.46% 1.959 M $ 24423 2020/12/31 136.433 K $ 6.99 %
2025/09/30 LQD ISHARES TR 0.44% 1.857 M $ 16660 2023/03/31 41.831 K $ 1.70 %
2025/09/30 DGRW WISDOMTREE TR 0.44% 1.844 M $ 20723 2022/12/31 129.262 K $ 6.23 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.42% 1.794 M $ 3695 2021/03/31 319.512 K $ 19.62 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.41% 1.740 M $ 7054 2025/09/30 0.000 $ 0.00 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.37% 1.581 M $ 5011 2020/12/31 188.439 K $ 8.80 %
2025/09/30 LLY ELI LILLY & CO 0.37% 1.573 M $ 2062 2024/06/30 -48.928 K $ -2.12 %
2025/09/30 PYPL PAYPAL HLDGS INC 0.36% 1.509 M $ 22501 2020/12/31 -162.892 K $ -9.77 %
2025/09/30 EEM ISHARES TR 0.33% 1.409 M $ 26378 2023/06/30 163.277 K $ 10.70 %
2025/09/30 HAL HALLIBURTON CO 0.33% 1.378 M $ 56000 2024/06/30 746.940 K $ 20.71 %
2025/09/30 CZR CAESARS ENTERTAINMENT INC NE 0.28% 1.189 M $ 44000 2025/09/30 0.000 $ 0.00 %
2025/09/30 XLK SELECT SECTOR SPDR TR 0.28% 1.186 M $ 4206 2024/06/30 131.125 K $ 11.31 %
2025/09/30 WMT WALMART INC 0.24% 1.004 M $ 9743 2025/09/30 0.000 $ 0.00 %
2025/09/30 VTIP VANGUARD MALVERN FDS 0.22% 923.694 K $ 18244 2022/03/31 8.878 K $ 0.72 %
2025/09/30 XLC SELECT SECTOR SPDR TR 0.20% 846.819 K $ 7154 2023/06/30 81.977 K $ 9.07 %
2025/09/30 VOO VANGUARD INDEX FDS 0.20% 837.905 K $ 1364 2024/09/30 119.966 K $ 7.77 %
2025/09/30 NKE NIKE INC 0.18% 773.657 K $ 11056 2024/06/30 -23.980 K $ -1.84 %
2025/09/30 COP CONOCOPHILLIPS 0.16% 657.401 K $ 6950 2024/12/31 25.283 K $ 5.40 %
2025/09/30 GBTC GRAYSCALE BITCOIN TRUST ETF 0.15% 634.943 K $ 7073 2024/03/31 37.835 K $ 5.82 %
2025/09/30 PFE PFIZER INC 0.14% 590.244 K $ 23165 2023/03/31 32.506 K $ 5.12 %
2025/09/30 HL HECLA MNG CO 0.14% 578.102 K $ 47777 2020/12/31 291.917 K $ 102.00 %
2025/09/30 MSTR STRATEGY INC 0.14% 576.111 K $ 1788 2024/12/31 -144.601 K $ -20.29 %
2025/09/30 IEI ISHARES TR 0.13% 562.027 K $ 4703 2024/09/30 1.612 K $ 0.35 %
2025/09/30 APD AIR PRODS & CHEMS INC 0.12% 499.078 K $ 1830 2025/09/30 0.000 $ 0.00 %
2025/09/30 SHEL SHELL PLC 0.11% 486.118 K $ 6796 2022/09/30 7.981 K $ 1.59 %
2025/09/30 HD HOME DEPOT INC 0.11% 481.771 K $ 1189 2025/03/31 0.000 $ 0.00 %
2025/09/30 OXY OCCIDENTAL PETE CORP 0.11% 474.900 K $ 10000 2025/03/31 52.400 K $ 12.40 %
2025/09/30 JMBS JANUS DETROIT STR TR 0.10% 435.737 K $ 9541 2023/12/31 5.915 K $ 1.38 %
2025/09/30 GEV GE VERNOVA INC 0.10% 421.821 K $ 686 2024/12/31 808.108 K $ 16.21 %
2025/09/30 ADBE ADOBE INC 0.10% 407.074 K $ 1154 2020/12/31 -357.818 K $ -8.82 %
2025/09/30 ACWI ISHARES TR 0.10% 402.002 K $ 2908 2025/06/30 17.303 K $ 7.50 %
2025/09/30 CMG CHIPOTLE MEXICAN GRILL INC 0.09% 401.188 K $ 10237 2025/09/30 0.000 $ 0.00 %
2025/09/30 ETHE GRAYSCALE ETHEREUM TRUST ETF 0.09% 390.130 K $ 11384 2024/12/31 139.665 K $ 64.29 %
2025/09/30 VXUS VANGUARD STAR FDS 0.08% 357.456 K $ 4866 2024/09/30 21.264 K $ 6.33 %
2025/09/30 BWMX BETTERWARE DE MEXC S A P I D 0.08% 349.700 K $ 26000 2025/06/30 47.999 K $ 55.49 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.08% 320.558 K $ 1729 2025/06/30 73.017 K $ 21.39 %
2025/09/30 SILJ AMPLIFY ETF TR 0.07% 290.057 K $ 12562 2024/03/31 104.138 K $ 56.01 %
2025/09/30 BAC BANK AMERICA CORP 0.06% 273.427 K $ 5300 2024/12/31 48.037 K $ 9.02 %
2025/09/30 SPTS SPDR SERIES TRUST 0.06% 272.353 K $ 9289 2024/09/30 270.000 $ 0.10 %
2025/09/30 CIBR FIRST TR EXCHANGE TRADED FD 0.06% 260.278 K $ 3424 2024/12/31 1.519 K $ 0.57 %
2025/09/30 SDVY FIRST TR EXCHANGE-TRADED FD 0.06% 256.708 K $ 6752 2025/09/30 0.000 $ 0.00 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.06% 254.334 K $ 1572 2025/03/31 135.769 K $ 14.02 %
2025/09/30 HON HONEYWELL INTL INC 0.06% 250.495 K $ 1190 2025/09/30 0.000 $ 0.00 %
2025/09/30 DLTR DOLLAR TREE INC 0.06% 247.249 K $ 2620 2025/09/30 0.000 $ 0.00 %
2025/09/30 BABA ALIBABA GROUP HLDG LTD 0.06% 242.179 K $ 1355 2020/12/31 0.000 $ 0.00 %
2025/09/30 XLF SELECT SECTOR SPDR TR 0.06% 240.654 K $ 4467 2024/09/30 6.615 K $ 2.86 %
2025/09/30 EQIX EQUINIX INC 0.06% 238.888 K $ 305 2025/09/30 0.000 $ 0.00 %
2025/09/30 SPTI SPDR SERIES TRUST 0.05% 224.553 K $ 7770 2025/06/30 988.000 $ 0.45 %