Loading...
Portfolio Diversification
Range
Most Diversified
30 instruments
April 13, 2022
Least Diversified
0 instruments
November 12, 2025
Average
22.2 instruments
Most Consistent Holdings
Top 5
AMZN99.68%
PFE99.68%
F99.68%
NLY99.68%
GRMN99.55%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Vanguard S&P 500 Growth ETF (VOOG) | 7.21% | 9.23% | 99.16% | - |
| Pfizer (PFE) | 6.66% | 5.13% | 99.68% | - |
 Altria (MO) | 6.34% | 5.02% | 91.88% | - |
| Annaly (NLY) | 6.29% | 4.55% | 99.68% | - |
 Vanguard Value ETF (VTV) | 4.97% | 0% | 63.7% | 11/27/2024 |
| Amazon (AMZN) | 4.97% | 7.58% | 99.68% | - |
| Garmin (GRMN) | 4.75% | 8.34% | 99.55% | - |
 Vanguard S&P 500 ETF (VOO) | 4.58% | 10.43% | 47.66% | - |
 AT&T (T) | 3.85% | 0% | 79.48% | 6/10/2025 |
| Ford (F) | 3.37% | 6.69% | 99.68% | - |
 iShares Core Dividend Growth ETF (DGRO) | 3.3% | 0% | 50.06% | 3/12/2024 |
 Apple (AAPL) | 2.97% | 0% | 72.27% | 2/19/2025 |
 ASML (ASML) | 2.79% | 9.34% | 40.19% | - |
 Anheuser-Busch (BUD) | 2.69% | 0% | 50.13% | 3/13/2024 |
 Vanguard S&P 500 Value ETF (VOOV) | 2.63% | 5.91% | 32.86% | - |
 Invesco QQQ (QQQ) | 2.42% | 0% | 51.62% | 4/5/2024 |
 PepsiCo (PEP) | 2.15% | 5.75% | 31.62% | - |
 Fifth Third (FITB) | 2.1% | 0% | 57.99% | 9/4/2025 |
 3M (MMM) | 1.73% | 0% | 25.78% | 1/21/2025 |
 Flow Traders (FLOW.NV) | 1.64% | 0% | 57.47% | 7/5/2024 |
 Philip Morris (PM) | 1.62% | 0% | 35% | 7/19/2023 |
 Ethereum (ETH) | 1.6% | 0% | 83.57% | 8/12/2025 |
 AMD (AMD) | 1.57% | 0% | 46.69% | 1/19/2024 |
 Microsoft (MSFT) | 1.46% | 0% | 34.09% | 7/5/2023 |
 iShares Semiconductor ETF (SOXX) | 1.21% | 0% | 33.77% | 6/30/2023 |
 US Global Jets ETF (JETS) | 1.09% | 0% | 50.13% | 3/13/2024 |
 NXP (NXPI) | 1.05% | 2.01% | 42.21% | - |
 STMicroelectronics (STMMI.MI) | 1.02% | 2.97% | 42.21% | - |
 Visa (V) | 1% | 0% | 23.18% | 1/2/2025 |
 SunPower (SPWRQ) | 0.77% | 0% | 53.96% | 7/18/2024 |
 Novo-Nordisk (NVO) | 0.67% | 5.42% | 10.58% | - |
 ProShares UltraPro QQQ (TQQQ) | 0.66% | 0% | 55.71% | 6/24/2025 |
 Intel (INTC) | 0.63% | 0% | 17.92% | 10/20/2025 |
 Shell (SHEL) | 0.58% | 0% | 19.81% | 12/1/2023 |
 Mandiant Inc (MNDT) | 0.57% | 0% | 16.04% | 9/13/2022 |
 Canadian Solar (CSIQ) | 0.56% | 0% | 30.65% | 7/19/2023 |
 Figma Inc (FIG) | 0.39% | 1.32% | 16.1% | - |
 Nio (NIO) | 0.36% | 0% | 63.57% | 10/7/2024 |
 ExxonMobil (XOM) | 0.34% | 0% | 7.27% | 4/9/2024 |
 TotalEnergies (TTE.PA) | 0.24% | 4.86% | 6.56% | - |
 Marathon Petroleum (MPC) | 0.24% | 0% | 6.04% | 4/9/2026 |
 Rivian (RIVN) | 0.21% | 0% | 45.26% | 12/28/2023 |
 Realty Income (O) | 0.18% | 3.17% | 6.56% | - |
 ASML (ASML.NV) | 0.13% | 0% | 2.01% | 10/27/2025 |
 BioNano (BNGO) | 0.11% | 0% | 45.26% | 12/28/2023 |
 ASM (ASM.NV) | 0.09% | 0% | 2.01% | 10/27/2025 |
 TD (TD) | 0.09% | 0% | 3.25% | 7/5/2024 |
 Cocrystal Pharma (COCP) | 0.07% | 0% | 63.57% | 10/7/2024 |
 Royal Dutch Shell A (ADR) (RDS.A) | 0.05% | 0% | 1.36% | 1/31/2022 |
 GSK (GSK.L) | 0.03% | 0% | 1.56% | 1/12/2024 |
 Proshares Ultra S&P 500 (SSO) | 0.02% | 0% | 0.78% | 6/30/2025 |
 Kellanova (K) | 0.02% | 0% | 1.36% | 1/8/2024 |
| 0.01% | 2.06% | 0.71% | - | |
 Solventum (SOLV) | 0.01% | 0% | 0.45% | 4/9/2024 |
 Warner Bros Discovery (WBD) | 0% | 0% | 0.06% | 4/13/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 11.72% | 13.29% |
| ASML (ASML) | 8.68% | 9.75% |
| Novo-Nordisk (NVO) | 8.23% | 9.38% |
| Amazon (AMZN) | 7.68% | 8.32% |
| Ford (F) | 7.57% | 7.53% |
| Vanguard S&P 500 Value ETF (VOOV) | 6.07% | 6.95% |
| PepsiCo (PEP) | 6.46% | 6.8% |
| Garmin (GRMN) | 7.2% | 6.73% |
| Annaly (NLY) | 7.38% | 6.59% |
| Vanguard S&P 500 Growth ETF (VOOG) | 5.79% | 6.4% |
| Pfizer (PFE) | 7.94% | 6.1% |
| Figma Inc (FIG) | 5.11% | 2.73% |
| Altria (MO) | 1.92% | 2.11% |
| NXP (NXPI) | 2.41% | 2.04% |
| STMicroelectronics (STMMI.MI) | 2.89% | 1.73% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.