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The Analysis of Bulltick Wealth Management, LLC's Holdings & P&L

Currently, Bulltick Wealth Management, LLC holds 137 types of securities in its portfolio with a total value $452.7M. In the most recent quarter, they have increased their positions in MSFT (+23.5K shares, valued at $8.7M), SAP (+31.2K shares, valued at $5.3M), USO (+40.6K shares, valued at $5.2M); decreased their positions in N/A (-32.7K shares, valued at $18.9M), SHV (-91.2K shares, valued at $10.1M), IBDR (-355.1K shares, valued at $8.6M); initiated new positions in USO (+40.6K shares, valued at $5.2M), N/A (+41.6K shares, valued at $4.6M), XLE (+75.0K shares, valued at $4.6M).

1M P&L

+12.4M+3.39%

3M P&L

+18.9M+5.27%

HY P&L

+12.6M+3.46%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A178.1M

47.6%

2Software - Infrastructure31.4M

8.4%

3Software - Application27.6M

7.4%

Top Industries by Stock Count

1N/A43 stocks

35.2%

2Drug Manufacturers - General7 stocks

5.7%

3Software - Application6 stocks

4.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GLD SPDR GOLD TR61.1K shares13.18%2026-03-312026-04-27

SHV ISHARES TR215.7K shares-29.72%2026-03-312026-04-27

NVDA NVIDIA CORPORATION116.9K shares11.66%2026-03-312026-04-27

IEF ISHARES TR205.4K shares28.80%2026-03-312026-04-27

MSFT MICROSOFT CORP49.3K shares91.10%2026-03-312026-04-27

AMZN AMAZON COM INC79.9K shares19.10%2026-03-312026-04-27

EZU ISHARES INC245.1K shares22.98%2026-03-312026-04-27

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL28.7K shares14.18%2026-03-312026-04-27

Sponsored

IVV ISHARES TR20.8K shares-14.38%2026-03-312026-04-27

ORCL ORACLE CORP86.3K shares33.31%2026-03-312026-04-27

ISHARES GOLD TR ISHARES GOLD TR141.5K shares-35.87%2026-03-312026-04-27

CRM SALESFORCE INC63.0K shares48.20%2026-03-312026-04-27

ALPHABET INC ALPHABET INC38.4K shares-1.29%2026-03-312026-04-27

VRT VERTIV HOLDINGS CO41.9K shares0.00%2026-03-312026-04-27

BLACKSTONE INC BLACKSTONE INC83.8K shares104.15%2026-03-312026-04-27

META META PLATFORMS INC16.5K shares-0.94%2026-03-312026-04-27

Sponsored

TLT ISHARES TR102.6K shares97.60%2026-03-312026-04-27

AAPL APPLE INC34.4K shares8.97%2026-03-312026-04-27

SHY ISHARES TR97.0K shares20.53%2026-03-312026-04-27

BROADCOM INC BROADCOM INC25.1K shares-0.34%2026-03-312026-04-27

SAP SAP SE44.0K shares244.33%2026-03-312026-04-27

PH PARKER-HANNIFIN CORP7.9K shares-0.10%2026-03-312026-04-27

ONON ON HLDG AG200.0K shares59.02%2026-03-312026-04-27

EPI WISDOMTREE TR159.9K shares0.00%2026-03-312026-04-27

Sponsored

KMB KIMBERLY-CLARK CORP64.9K shares-2.92%2026-03-312026-04-27

IBIT ISHARES BITCOIN TRUST ETF138.4K shares43.99%2026-03-312026-04-27

VANGUARD INDEX FDS VANGUARD INDEX FDS8.7K shares513.23%2026-03-312026-04-27

USO UNITED STS OIL FD LP40.6K sharesnew addition2026-03-312026-04-27

IEI ISHARES TR41.4K shares39.23%2026-03-312026-04-27

EEM ISHARES TR84.5K shares218.10%2026-03-312026-04-27

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC41.6K sharesnew addition2026-03-312026-04-27

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T24.0K shares-21.15%2026-03-312026-04-27

Sponsored

XLE SELECT SECTOR SPDR TR75.0K sharesnew addition2026-03-312026-04-27

AMP AMERIPRISE FINL INC9.7K shares0.00%2026-03-312026-04-27

UNH UNITEDHEALTH GROUP INC15.7K shares-3.15%2026-03-312026-04-27

V VISA INC13.3K shares56.91%2026-03-312026-04-27

QUAL ISHARES TR20.6K shares28.47%2026-03-312026-04-27

ISHG ISHARES TR51.6K shares14.30%2026-03-312026-04-27

DELL DELL TECHNOLOGIES INC22.3K shares-55.66%2026-03-312026-04-27

NVO NOVO-NORDISK A S86.0K shares-18.64%2026-03-312026-04-27

Sponsored

INVESCO QQQ TR INVESCO QQQ TR5.3K shares-86.05%2026-03-312026-04-27

NOW SERVICENOW INC28.3K sharesnew addition2026-03-312026-04-27

ALPHABET INC ALPHABET INC9.4K shares70.69%2026-03-312026-04-27

UBER UBER TECHNOLOGIES INC37.3K shares-3.91%2026-03-312026-04-27

SPY STATE STR SPDR S&P 500 ETF T4.1K shares14.00%2026-03-312026-04-27

SBUX STARBUCKS CORP27.7K shares0.19%2026-03-312026-04-27

IGV ISHARES TR30.8K shares59.20%2026-03-312026-04-27

ADBE ADOBE INC9.8K sharesnew addition2026-03-312026-04-27

Sponsored

IBDR ISHARES TR95.4K shares-78.82%2026-03-312026-04-27

LQD ISHARES TR20.8K shares11.15%2026-03-312026-04-27

EWJ ISHARES INC26.1K shares6.13%2026-03-312026-04-27

OWL BLUE OWL CAPITAL INC238.5K sharesnew addition2026-03-312026-04-27

JPM JPMORGAN CHASE & CO7.0K shares55.79%2026-03-312026-04-27

NFLX NETFLIX INC.19.3K shares14.31%2026-03-312026-04-27

XLK SELECT SECTOR SPDR TR12.2K shares43.94%2026-03-312026-04-27

DRAFTKINGS INC NEW DRAFTKINGS INC NEW65.3K shares-52.37%2026-03-312026-04-27

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND7.1K shares0.00%2026-03-312026-04-27

SOXX ISHARES TR3.3K sharesnew addition2026-03-312026-04-27

GLNG GOLAR LNG LTD20.0K sharesnew addition2026-03-312026-04-27

VTIP VANGUARD MALVERN FDS21.6K shares6.31%2026-03-312026-04-27

MELI MERCADOLIBRE INC571 shares-73.40%2026-03-312026-04-27

BAC BANK AMERICA CORP16.6K shares212.58%2026-03-312026-04-27

ICSH ISHARES TR15.3K shares-61.05%2026-03-312026-04-27

ABT ABBOTT LABORATORIES7.5K sharesnew addition2026-03-312026-04-27

Sponsored

GRUPO AEROMEXICO SAB DE CV GRUPO AEROMEXICO SAB DE CV50.5K shares0.00%2026-03-312026-04-27

SLV ISHARES SILVER TR10.0K shares-78.91%2026-03-312026-04-27

RACE FERRARI N V2.0K shares-41.94%2026-03-312026-04-27

XLC SELECT SECTOR SPDR TR6.0K shares-79.88%2026-03-312026-04-27

RBLX ROBLOX CORP11.8K sharesnew addition2026-03-312026-04-27

PFE PFIZER INC22.9K shares0.41%2026-03-312026-04-27

DIS DISNEY WALT CO6.5K shares64.63%2026-03-312026-04-27

HD HOME DEPOT INC1.9K shares-1.25%2026-03-312026-04-27

Sponsored

IDEV ISHARES TR7.1K sharesnew addition2026-03-312026-04-27

TMO THERMO FISHER SCIENTIFIC INC1.2K shares-62.77%2026-03-312026-04-27

PG PROCTER & GAMBLE CO4.0K shares1.43%2026-03-312026-04-27

UUUU ENERGY FUELS INC31.0K sharesnew addition2026-03-312026-04-27

DEO DIAGEO PLC7.4K sharesnew addition2026-03-312026-04-27

APD AIR PRODUCTS AND CHEMICALS I1.9K shares2.40%2026-03-312026-04-27

XOP SPDR SERIES TRUST3.0K sharesnew addition2026-03-312026-04-27

BSX BOSTON SCIENTIFIC CORP8.5K shares291.57%2026-03-312026-04-27

Sponsored

WM WASTE MGMT INC DEL2.3K sharesnew addition2026-03-312026-04-27

WMT WALMART INC4.0K shares-65.73%2026-03-312026-04-27

GS GOLDMAN SACHS GROUP INC585 shares0.86%2026-03-312026-04-27

AMD ADVANCED MICRO DEVICES INC2.4K shares-38.37%2026-03-312026-04-27

LULU LULULEMON ATHLETICA INC3.2K shares-78.38%2026-03-312026-04-27

XLY SELECT SECTOR SPDR TR4.2K sharesnew addition2026-03-312026-04-27

MMC MARSH & MCLENNAN COS INC2.6K shares140.29%2026-03-312026-04-27

MU MICRON TECHNOLOGY INC1.3K sharesnew addition2026-03-312026-04-27

Sponsored

GEV GE VERNOVA INC502 shares-4.56%2026-03-312026-04-27

TMUS T-MOBILE US INC2.0K shares98.43%2026-03-312026-04-27

ACM AECOM5.0K sharesnew addition2026-03-312026-04-27

PANW PALO ALTO NETWORKS INC2.6K sharesnew addition2026-03-312026-04-27

SHEL SHELL PLC4.5K shares-43.90%2026-03-312026-04-27

CEG CONSTELLATION ENERGY CORP1.5K shares105.36%2026-03-312026-04-27

MA MASTERCARD INCORPORATED803 shares1.90%2026-03-312026-04-27

MS MORGAN STANLEY2.3K shares0.00%2026-03-312026-04-27

Sponsored

VXUS VANGUARD STAR FDS4.9K shares0.00%2026-03-312026-04-27

ABBV ABBVIE INC1.7K shares0.41%2026-03-312026-04-27

DBC INVESCO DB COMMDY INDX TRCK12.8K sharesnew addition2026-03-312026-04-27

PWR QUANTA SVCS INC669 shares0.60%2026-03-312026-04-27

NEE NEXTERA ENERGY INC3.8K shares0.00%2026-03-312026-04-27

COIN COINBASE GLOBAL INC2.0K sharesnew addition2026-03-312026-04-27

JAAA JANUS DETROIT STR TR6.9K sharesnew addition2026-03-312026-04-27

LLY ELI LILLY & CO364 shares-2.15%2026-03-312026-04-27

Sponsored

KO COCA COLA CO4.4K shares3.14%2026-03-312026-04-27

SNY SANOFI SA6.8K sharesnew addition2026-03-312026-04-27

JNJ JOHNSON & JOHNSON1.3K shares-24.76%2026-03-312026-04-27

BP BP PLC6.9K shares0.00%2026-03-312026-04-27

XLF SELECT SECTOR SPDR TR6.3K shares12.51%2026-03-312026-04-27

DBB INVESCO DB MULTI-SECTOR COMM13.1K sharesnew addition2026-03-312026-04-27

GBTC GRAYSCALE BITCOIN TRUST ETF5.8K shares-8.92%2026-03-312026-04-27

ACWI ISHARES TR2.2K shares5.22%2026-03-312026-04-27

Sponsored

TAK TAKEDA PHARMACEUTICAL CO LTD16.3K shares43.35%2026-03-312026-04-27

EQIX EQUINIX INC305 shares0.00%2026-03-312026-04-27

MSTR STRATEGY INC2.2K shares25.52%2026-03-312026-04-27

EOG EOG RES INC1.9K sharesnew addition2026-03-312026-04-27

HON HONEYWELL INTL INC1.2K shares0.00%2026-03-312026-04-27

SDVY FIRST TR EXCHANGE TRADED FD6.8K shares0.00%2026-03-312026-04-27

PBR.A PETROLEO BRASILEIRO S A13.9K shares-1.44%2026-03-312026-04-27

QCOM QUALCOMM INC1.9K shares-2.26%2026-03-312026-04-27

Sponsored

CMG CHIPOTLE MEXICAN GRILL INC7.6K shares-3.17%2026-03-312026-04-27

ETHE GRAYSCALE ETHEREUM STAKING E14.2K shares11.84%2026-03-312026-04-27

ISRG INTUITIVE SURGICAL INC523 shares-14.82%2026-03-312026-04-27

REMX VANECK ETF TRUST2.7K shares0.00%2026-03-312026-04-27

MUB ISHARES TR2.2K sharesnew addition2026-03-312026-04-27

XLV SELECT SECTOR SPDR TR1.5K shares10.46%2026-03-312026-04-27

BABA ALIBABA GROUP HLDG LTD1.8K sharesnew addition2026-03-312026-04-27

TSM TAIWAN SEMICONDUCTOR MANUFAC648 sharesnew addition2026-03-312026-04-27

Sponsored

EATON CORP PLC EATON CORP PLC609 sharesnew addition2026-03-312026-04-27

BWMX BETTERWARE DE MEXC S A P I D12.8K shares-50.60%2026-03-312026-04-27

GSK PLC GSK PLC3.7K sharesnew addition2026-03-312026-04-27

CIBR FIRST TR EXCHANGE-TRADED FD3.2K shares-3.20%2026-03-312026-04-27

PHG KONINKLIJKE PHILIPS N V7.3K sharesnew addition2026-03-312026-04-27

ABEV AMBEV SA60.5K shares25.08%2026-03-312026-04-27

GRFS GRIFOLS S A21.0K shares68.93%2026-03-312026-04-27

SAN BANCO SANTANDER SA12.9K shares2.01%2026-03-312026-04-27

Sponsored

ENIC ENEL CHILE SA26.6K shares47.59%2026-03-312026-04-27

GLD

SPDR GOLD TR

13.18%

Shares61.1K

Event2026-03-31

Filed2026-04-27

SHV

ISHARES TR

-29.72%

Shares215.7K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

11.66%

Shares116.9K

Event2026-03-31

Filed2026-04-27

IEF

ISHARES TR

28.80%

Shares205.4K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

91.10%

Shares49.3K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

19.10%

Shares79.9K

Event2026-03-31

Filed2026-04-27

EZU

ISHARES INC

22.98%

Shares245.1K

Event2026-03-31

Filed2026-04-27

BERKSHIRE HATHAWAY INC DEL

14.18%

Shares28.7K

Event2026-03-31

Filed2026-04-27

IVV

ISHARES TR

-14.38%

Shares20.8K

Event2026-03-31

Filed2026-04-27

ORCL

ORACLE CORP

33.31%

Shares86.3K

Event2026-03-31

Filed2026-04-27

ISHARES GOLD TR

-35.87%

Shares141.5K

Event2026-03-31

Filed2026-04-27

CRM

SALESFORCE INC

48.20%

Shares63.0K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

-1.29%

Shares38.4K

Event2026-03-31

Filed2026-04-27

VRT

VERTIV HOLDINGS CO

0.00%

Shares41.9K

Event2026-03-31

Filed2026-04-27

BLACKSTONE INC

104.15%

Shares83.8K

Event2026-03-31

Filed2026-04-27