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Bulltick Wealth Management, LLC

Portfolio Manager
Bulltick Wealth Management, LLC
Performance
-5.68% (2026 Q1)
AUM (13F)
$452.73M
# of Holdings
137
Performance Rank
Allocation (Top 20)
61.55%

Bulltick Wealth Management, LLC Holdings Map

Top 50 Bulltick Wealth Management, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GLD
SPDR GOLD TR
5.81%61.1K$26.3M
+13.18%(+7.12K)
2025-Q1: 2.7K shares2025-Q2: 4.8K shares2025-Q3: 38.7K shares2025-Q4: 54.0K shares2026-Q1: 61.1K shares
$345.35(+9.49%)
2026-03-31
SHV
ISHARES TR
5.26%215.7K$23.8M
-29.72%(-91.21K)
2025-Q1: 389.9K shares2025-Q2: 349.9K shares2025-Q3: 391.4K shares2025-Q4: 306.9K shares2026-Q1: 215.7K shares
$110.49(-0.36%)
2026-03-31
NVDA
NVIDIA CORPORATION
4.5%116.9K$20.4M
+11.66%(+12.20K)
2025-Q1: 127.2K shares2025-Q2: 98.1K shares2025-Q3: 82.6K shares2025-Q4: 104.7K shares2026-Q1: 116.9K shares
$126.29(+54.28%)
2026-03-31
IEF
ISHARES TR
4.33%205.4K$19.6M
+28.80%(+45.94K)
2025-Q1: 174.1K shares2025-Q2: 208.0K shares2025-Q3: 129.3K shares2025-Q4: 159.5K shares2026-Q1: 205.4K shares
$95.48(-1.43%)
2026-03-31
MSFT
MICROSOFT CORP
4.03%49.3K$18.3M
+91.10%(+23.50K)
2025-Q1: 27.6K shares2025-Q2: 24.5K shares2025-Q3: 23.3K shares2025-Q4: 25.8K shares2026-Q1: 49.3K shares
$354.17(+10.25%)
2026-03-31
AMZN
AMAZON COM INC
3.68%79.9K$16.6M
+19.10%(+12.82K)
2025-Q1: 53.4K shares2025-Q2: 54.5K shares2025-Q3: 53.5K shares2025-Q4: 67.1K shares2026-Q1: 79.9K shares
$180.05(+34.78%)
2026-03-31
EZU
ISHARES INC
3.39%245.1K$15.3M
+22.98%(+45.79K)
2025-Q1: 206.3K shares2025-Q2: 206.9K shares2025-Q3: 198.9K shares2025-Q4: 199.3K shares2026-Q1: 245.1K shares
$51.40(+34.67%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
3.04%28.7K$13.8M
+14.18%(+3.57K)
2025-Q1: 3.1K shares2025-Q2: 15.0K shares2025-Q3: 25.1K shares2025-Q4: 25.2K shares2026-Q1: 28.7K shares
$484.30(+4.85%)
2026-03-31
IVV
ISHARES TR
3%20.8K$13.6M
-14.38%(-3.49K)
2025-Q1: 9.7K shares2025-Q2: 9.7K shares2025-Q3: 8.9K shares2025-Q4: 24.3K shares2026-Q1: 20.8K shares
$635.34(+17.80%)
2026-03-31
ORCL
ORACLE CORP
2.8%86.3K$12.7M
+33.31%(+21.56K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 64.7K shares2026-Q1: 86.3K shares
$221.32(-36.62%)
2026-03-31

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