Bulltick Wealth Management, LLC Portfolio Holdings

Bulltick Wealth Management, LLC

  • $436 Billion
  • Q4 2024

Bulltick Wealth Management, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $436 Billion distributed in 124 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $95.1B, Ishares Tr Ibonds Dec 2026 Ter with a value of $20.8B, Ishares Barclays with a value of $17B, Amazon Com Inc with a value of $15.1B, and Apple Inc. with a value of $13.5B.

Examining the 13F form we can see an increase of $22.1B in the current position value, from $413B to 436B.

Bulltick Wealth Management, LLC is based out at Miami, FL

Below you can find more details about Bulltick Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $436 Billion
ETFs: $235 Billion
Technology: $77.8 Billion
Communication Services: $34 Billion
Consumer Cyclical: $29.9 Billion
Financial Services: $18.4 Billion
Healthcare: $11.9 Billion
Industrials: $8.48 Billion
Energy: $8.12 Billion
Other: $5.59 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.39B
$2.61 Billion 0.6% of portfolio
131,600
Q4 2024 New
$8.43B
$1.64 Billion 0.38% of portfolio
176,000
Q4 2024 New
$3.04B
$430 Million 0.1% of portfolio
1,484
Q4 2024 New
$3.79B
$235 Million 0.05% of portfolio
47,777
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 124
  • Current Value $436 Billion
  • Prior Value $413 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 22 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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