Loading...
Portfolio Diversification
Range
Most Diversified
47 instruments
January 2, 2023
Least Diversified
0 instruments
February 2, 2025
Average
30.7 instruments
Most Consistent Holdings
Top 5
SUNWQ98.99%
AAPL97.25%
SPWRQ82.42%
BTC78.36%
AMZN70.41%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Apple (AAPL) | 5.56% | 0% | 97.25% | 9/30/2026 |
| Bitcoin (BTC) | 5.35% | 0% | 78.36% | 9/30/2026 |
 State Street Financial Select Sector SPDR ETF (XLF) | 4.67% | 0% | 59.19% | 4/9/2025 |
 XRP (XRP) | 3.64% | 0% | 70.41% | 9/11/2025 |
 First Solar (FSLR) | 3.48% | 0% | 70.41% | 9/11/2025 |
 State Street Energy Select Sector SPDR ETF (XLE) | 2.79% | 0% | 70.41% | 9/11/2025 |
 Mastercard (MA) | 2.67% | 0% | 70.41% | 9/11/2025 |
 Visa (V) | 2.48% | 0% | 70.41% | 9/11/2025 |
 Coca-Cola (KO) | 2.45% | 0% | 70.41% | 9/11/2025 |
 Wells Fargo (WFC) | 1.92% | 0% | 59.19% | 4/9/2025 |
 Diageo (DGE.L) | 1.76% | 0% | 70.41% | 9/11/2025 |
 Goldman Sachs (GS) | 1.33% | 0% | 59.19% | 4/9/2025 |
 US Bancorp (USB) | 1.22% | 0% | 59.19% | 4/9/2025 |
 State Street Materials Select Sector SPDR ETF (XLB) | 1.06% | 0% | 70.41% | 9/11/2025 |
 Ameriprise (AMP.US) | 1.03% | 0% | 59.19% | 4/9/2025 |
 Shopify (SHOP) | 0.99% | 0% | 57.09% | 3/11/2025 |
 Litecoin (LTC) | 0.99% | 0% | 70.41% | 9/11/2025 |
 Bank of America (BAC) | 0.98% | 0% | 59.19% | 4/9/2025 |
 Citi (C) | 0.93% | 0% | 59.19% | 4/9/2025 |
 First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) | 0.89% | 0% | 57.09% | 3/11/2025 |
 JPMorgan (JPM) | 0.86% | 0% | 59.19% | 4/9/2025 |
 Humana (HUM) | 0.84% | 0% | 57.09% | 3/11/2025 |
 Disney (DIS) | 0.82% | 0% | 57.09% | 3/11/2025 |
 EA (EA) | 0.81% | 0% | 70.41% | 9/11/2025 |
 Walmart (WMT) | 0.79% | 0% | 70.41% | 9/11/2025 |
 PayPal (PYPL) | 0.74% | 0% | 57.09% | 3/11/2025 |
 DraftKings (DKNG) | 0.62% | 0% | 57.09% | 3/11/2025 |
 State Street Industrial Select Sector SPDR ETF (XLI) | 0.62% | 0% | 70.41% | 9/11/2025 |
 Procter & Gamble (PG) | 0.6% | 0% | 70.41% | 9/11/2025 |
 Colgate (CL) | 0.58% | 0% | 70.41% | 9/11/2025 |
 National Grid (NG.L) | 0.53% | 0% | 70.41% | 9/11/2025 |
 PZ Cussons (PZC.L) | 0.42% | 0% | 57.09% | 3/11/2025 |
 Invesco Solar ETF (TAN) | 0.37% | 0% | 57.09% | 3/11/2025 |
 Berkshire Hathaway (BRK.B) | 0.37% | 0% | 70.41% | 9/11/2025 |
 BNY Mellon (BNY) | 0.31% | 0% | 70.41% | 9/11/2025 |
 BlackRock (BLK) | 0.3% | 0% | 59.19% | 4/9/2025 |
 SolarEdge (SEDG) | 0.3% | 0% | 57.09% | 3/11/2025 |
| Amazon (AMZN) | 0.26% | 0% | 70.41% | 9/11/2025 |
 Bristol-Myers Squibb (BMY) | 0.21% | 0% | 59.19% | 4/9/2025 |
 Dash (DASH) | 0.21% | 0% | 57.09% | 3/11/2025 |
 Ballard Power (BLDP) | 0.19% | 0% | 57.09% | 3/11/2025 |
 KeyCorp (KEY) | 0.17% | 0% | 59.19% | 4/9/2025 |
| SunPower (SPWRQ) | 0.13% | 0% | 42.19% | 8/15/2024 |
 Pfizer (PFE) | 0.13% | 0% | 41.82% | 3/11/2025 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.1% | 0% | 7.45% | 4/17/2023 |
 Plug Power (PLUG) | 0.1% | 0% | 57.09% | 3/11/2025 |
 VAULTA (A) | 0.08% | 0% | 57.09% | 3/11/2025 |
| Sunworks (SUNWQ) | 0.08% | 7.56% | 50.94% | - |
 ExxonMobil (XOM) | 0.02% | 0% | 5.72% | 9/11/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Apple (AAPL) | 6.44% | 15.63% |
| Sunworks (SUNWQ) | 9.66% | 0% |
| SunPower (SPWRQ) | 12.88% | 0% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.