Loading...
Portfolio Diversification
Range
Most Diversified
43 instruments
November 23, 2023
Least Diversified
0 instruments
April 4, 2026
Average
30.6 instruments
Most Consistent Holdings
Top 5
META99.7%
DIS99.7%
BABA99.7%
PYPL99.7%
GOOG98.51%
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 |
|---|---|---|---|---|
| Alphabet (GOOG) | 9.2% | 8% | 98.51% | - |
| Meta (META) | 7.15% | 9.35% | 99.7% | - |
 Microsoft (MSFT) | 5.84% | 9.89% | 83.41% | - |
| Disney (DIS) | 4.98% | 1.21% | 99.7% | - |
 Amazon (AMZN) | 4.66% | 4.97% | 65.57% | - |
 Netflix (NFLX) | 3.9% | 7.47% | 75.24% | - |
 NVIDIA (NVDA) | 3.43% | 7.75% | 64.14% | - |
 Visa (V) | 3.22% | 0% | 60.86% | 7/31/2026 |
 Starbucks (SBUX) | 3.07% | 0% | 63.84% | 12/22/2025 |
 MercadoLibre (MELI) | 2.64% | 6.08% | 61.81% | - |
 Nike (NKE) | 2.59% | 0% | 71% | 1/16/2026 |
| PayPal (PYPL) | 2.58% | 1.48% | 99.7% | - |
 Apple (AAPL) | 1.87% | 0% | 35.68% | 3/4/2025 |
 State Street SPDR S&P 500 ETF (SPY) | 1.85% | 0% | 31.56% | 1/24/2025 |
 LVMH (MC.PA) | 1.81% | 0.96% | 56.8% | - |
 UnitedHealth (UNH) | 1.62% | 1.25% | 49.28% | - |
| Alibaba (BABA) | 1.37% | 1.45% | 99.7% | - |
 Palantir (PLTR) | 1.32% | 0% | 58.05% | 7/30/2026 |
 UPS (UPS) | 1.25% | 0% | 68.85% | 8/14/2026 |
 Tesla (TSLA) | 1.25% | 0% | 45.64% | 9/4/2026 |
 McDonald's (MCD) | 1.21% | 0% | 31.62% | 8/7/2026 |
 Home Depot (HD) | 1.21% | 0% | 34.31% | 2/18/2026 |
 Ford (F) | 1.15% | 0% | 70.64% | 6/9/2025 |
 Carnival (CCL) | 1.13% | 0% | 43.68% | 9/19/2024 |
 Johnson & Johnson (JNJ) | 1.07% | 0% | 17.42% | 2/29/2024 |
 Novo-Nordisk (NVO) | 1.05% | 0% | 34.79% | 8/27/2026 |
 Boeing (BA) | 0.92% | 0% | 34.96% | 10/18/2024 |
 Airbnb (ABNB) | 0.85% | 0% | 35.5% | 12/17/2025 |
 PepsiCo (PEP) | 0.84% | 1.17% | 32.76% | - |
 Royal Caribbean (RCL) | 0.83% | 0% | 23.51% | 6/30/2026 |
 Roku (ROKU) | 0.83% | 0% | 83.53% | 12/3/2025 |
 AMD (AMD) | 0.8% | 0% | 32.28% | 6/23/2026 |
 Adobe (ADBE) | 0.8% | 0% | 48.51% | 2/9/2026 |
 Pfizer (PFE) | 0.75% | 0% | 54.47% | 8/11/2025 |
 Twitter (TWTR) | 0.68% | 0% | 16.23% | 10/12/2022 |
 Booking (BKNG) | 0.66% | 0% | 23.87% | 7/13/2026 |
 Etsy (ETSY) | 0.65% | 0% | 58.11% | 10/2/2024 |
 Devon Energy (DVN) | 0.64% | 0% | 24.64% | 4/11/2024 |
 Fiserv (FISV) | 0.59% | 1.11% | 27.39% | - |
 DraftKings (DKNG) | 0.59% | 0% | 43.2% | 1/24/2024 |
 ASML (ASML) | 0.57% | 3.03% | 18.32% | - |
 Intel (INTC) | 0.53% | 0% | 41.29% | 10/24/2025 |
 Deere (DE) | 0.5% | 0% | 18.91% | 9/6/2024 |
 Costco (COST) | 0.47% | 2.29% | 19.57% | - |
 Walmart (WMT) | 0.46% | 2.17% | 12.53% | - |
 Uber (UBER) | 0.46% | 2.76% | 21.66% | - |
 Gap (GAP) | 0.45% | 0% | 46.9% | 3/27/2024 |
 Monster Beverage (MNST) | 0.45% | 0% | 18.14% | 1/8/2025 |
 Ferrari (RACE) | 0.44% | 0% | 22.61% | 8/6/2026 |
 Chevron (CVX.US) | 0.43% | 0% | 16.11% | 4/25/2024 |
 Lululemon (LULU) | 0.43% | 0% | 23.27% | 11/26/2025 |
 Rivian (RIVN) | 0.41% | 0% | 57.94% | 10/2/2024 |
 Nu (NU) | 0.4% | 0% | 16.47% | 8/17/2026 |
 ProShares UltraPro QQQ (TQQQ) | 0.38% | 0% | 13.37% | 1/12/2026 |
 American Express (AXP) | 0.37% | 0% | 18.08% | 8/6/2026 |
 Charles Schwab (SCHW) | 0.36% | 0% | 15.81% | 11/14/2024 |
 Lockheed Martin (LMT) | 0.34% | 0% | 15.87% | 6/13/2025 |
 Vanguard Real Estate ETF (VNQ) | 0.33% | 0% | 12.59% | 2/14/2025 |
 YPF (YPF) | 0.32% | 0% | 17.48% | 11/18/2025 |
 JD.com (JD.US) | 0.28% | 0% | 18.56% | 8/14/2026 |
 Constellation Energy (CEG) | 0.26% | 2% | 12.29% | - |
 Vistra (VST) | 0.26% | 1.89% | 11.99% | - |
 MSCI (MSCI) | 0.26% | 0% | 11.28% | 9/15/2025 |
 Qualcomm (QCOM) | 0.25% | 0% | 13.42% | 3/5/2025 |
 Coca-Cola (KO) | 0.23% | 0% | 9.61% | 5/23/2024 |
 American Tower (AMT) | 0.22% | 0% | 11.28% | 1/28/2026 |
 State Street SPDR Dow Jones In (DIA.US) | 0.22% | 0% | 4.65% | 6/14/2023 |
 American Airlines (AAL) | 0.22% | 0% | 13.19% | 2/12/2026 |
 SunPower (SPWRQ) | 0.22% | 0% | 36.28% | 9/26/2024 |
 Cameco (CCJ) | 0.21% | 2.45% | 11.58% | - |
 Thermo Fisher (TMO) | 0.21% | 0% | 11.46% | 12/28/2023 |
 Simon (SPG) | 0.21% | 0% | 9.67% | 7/28/2023 |
 Goldman Sachs (GS) | 0.2% | 0% | 6.86% | 11/7/2023 |
 Realty Income (O) | 0.19% | 0% | 7.88% | 4/10/2024 |
 Bank of America (BAC) | 0.19% | 0% | 9.07% | 2/5/2026 |
 Cisco (CSCO) | 0.18% | 0% | 12.11% | 8/15/2024 |
 Ryanair (RYAAY) | 0.18% | 0% | 6.5% | 12/16/2024 |
 Sony (SONY) | 0.17% | 0% | 9.9% | 7/16/2024 |
 Oracle (ORCL) | 0.17% | 2.39% | 9.25% | - |
 Salesforce (CRM) | 0.17% | 0% | 11.4% | 10/7/2025 |
 Hershey (HSY) | 0.17% | 0% | 8.11% | 5/24/2024 |
 Schlumberger (SLB) | 0.16% | 0% | 8.41% | 4/11/2024 |
 TSMC (TSM) | 0.16% | 0% | 8.89% | 8/31/2026 |
 Bitcoin (BTC) | 0.15% | 0% | 11.58% | 7/22/2026 |
 Enphase (ENPH) | 0.15% | 0% | 4.77% | 3/22/2022 |
 Halliburton (HAL) | 0.15% | 0% | 8.77% | 4/11/2024 |
 BlackRock (BLK) | 0.14% | 0% | 10.5% | 12/5/2023 |
 Abbott (ABT.US) | 0.13% | 0% | 5.07% | 8/9/2024 |
 Kraft Heinz (KHC) | 0.13% | 0% | 7.22% | 12/5/2023 |
 Target (TGT) | 0.12% | 0% | 5.73% | 8/27/2024 |
 Eaton (ETN) | 0.1% | 0% | 6.21% | 5/29/2026 |
 United Airlines (UAL) | 0.1% | 1.78% | 5.43% | - |
 Arista (ANET) | 0.09% | 0% | 6.03% | 6/9/2026 |
 S&P Global (SPGI) | 0.09% | 0% | 5.73% | 11/15/2023 |
 Caterpillar (CAT) | 0.09% | 0.96% | 5.91% | - |
 IBM (IBM) | 0.09% | 1.46% | 4.3% | - |
 Freeport-McMoRan (FCX) | 0.08% | 0% | 7.7% | 7/2/2026 |
 CVS Health (CVS) | 0.08% | 0% | 7.34% | 10/11/2023 |
 Berkshire Hathaway (BRK.B) | 0.08% | 0% | 2.57% | 10/2/2025 |
 On (ONON) | 0.08% | 0% | 6.15% | 12/2/2025 |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.07% | 0% | 3.04% | 11/25/2024 |
 eBay (EBAY) | 0.07% | 0% | 4.18% | 2/29/2024 |
 Morgan Stanley (MS) | 0.07% | 0% | 2.45% | 4/5/2024 |
 Corteva (CTVA) | 0.05% | 0% | 2.57% | 2/28/2024 |
 Domino's (DPZ) | 0.05% | 1.34% | 2.98% | - |
 Mastercard (MA) | 0.05% | 0% | 3.82% | 11/13/2023 |
 Vertiv (VRT) | 0.04% | 0% | 2.86% | 8/20/2026 |
 Invesco QQQ (QQQ) | 0.04% | 0% | 1.97% | 8/24/2026 |
 Merck (MRK) | 0.04% | 0% | 4.95% | 10/26/2023 |
 Raytheon (RTX) | 0.04% | 0% | 2.09% | 2/22/2024 |
 Delta (DAL) | 0.04% | 0% | 2.8% | 10/28/2025 |
 Wells Fargo (WFC) | 0.04% | 0% | 3.46% | 9/26/2024 |
 Micron (MU) | 0.03% | 2.73% | 1.31% | - |
 Verizon (VZ) | 0.03% | 0% | 2.92% | 1/18/2023 |
 Duolingo (DUOL) | 0.03% | 0% | 3.58% | 2/3/2026 |
 Eli Lilly (LLY) | 0.03% | 0% | 1.25% | 12/12/2024 |
 Procter & Gamble (PG) | 0.03% | 0% | 2.09% | 1/21/2026 |
 Harmony Gold (HMY) | 0.02% | 0% | 1.25% | 1/21/2022 |
 iShares Silver Trust (SLV) | 0.02% | 2.15% | 0.95% | - |
 SAP (SAP) | 0.02% | 0% | 1.13% | 8/25/2026 |
 Sandisk Corp/DE (SNDK) | 0.02% | 1.94% | 1.31% | - |
 Comcast (CMCSA) | 0.02% | 0% | 1.37% | 8/16/2024 |
 Broadcom (AVGO) | 0.01% | 2.63% | 0.54% | - |
 Shopify (SHOP) | 0.01% | 0% | 1.67% | 9/5/2023 |
 Corning (GLW) | 0.01% | 1.33% | 0.6% | - |
 SPDR Gold (GLD) | 0.01% | 0% | 0.36% | 8/13/2026 |
 ServiceNow (NOW) | 0% | 1.37% | 0.3% | - |
 NYT (NYT) | 0% | 1.14% | 0.12% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 7.97% | 9.61% |
| Alphabet (GOOG) | 4.37% | 9.43% |
| Meta (META) | 6.55% | 8.07% |
| Visa (V) | 5.78% | 6.79% |
| NVIDIA (NVDA) | 4.79% | 6.56% |
| Microsoft (MSFT) | 5.68% | 6.22% |
| Netflix (NFLX) | 6.55% | 5.52% |
| Royal Caribbean (RCL) | 4.87% | 5.04% |
| UnitedHealth (UNH) | 4.26% | 3.68% |
| LVMH (MC.PA) | 3.85% | 3.55% |
| Home Depot (HD) | 3.56% | 3.4% |
| Novo-Nordisk (NVO) | 4.3% | 3.25% |
| MercadoLibre (MELI) | 3.46% | 3.22% |
| PayPal (PYPL) | 4.59% | 2.36% |
| Nike (NKE) | 2.8% | 1.86% |
| Fiserv (FISV) | 3.95% | 1.71% |
| Uber (UBER) | 1.8% | 1.7% |
| Ferrari (RACE) | 1.71% | 1.6% |
| Disney (DIS) | 2.17% | 1.6% |
| American Tower (AMT) | 1.57% | 1.58% |
| Bitcoin (BTC) | 1.61% | 1.55% |
| ProShares UltraPro QQQ (TQQQ) | 1.42% | 1.38% |
| Booking (BKNG) | 1.34% | 1.38% |
| Procter & Gamble (PG) | 1.42% | 1.38% |
| Costco (COST) | 1.44% | 1.34% |
| UPS (UPS) | 1.85% | 1.31% |
| JD.com (JD.US) | 1.45% | 1.15% |
| Alibaba (BABA) | 1.42% | 1.14% |
| Duolingo (DUOL) | 1.18% | 1.04% |
| Adobe (ADBE) | 0.84% | 0.59% |
| SunPower (SPWRQ) | 0.58% | 0% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.