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wilsonc1234
🇲🇾 Tech and Software Investor.
1 copier.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Cash Allocation

Range

Highest Cash
April 24, 2024
Lowest Cash
April 26, 2025
Average Cash

Portfolio Diversification

Range

Most Diversified
51 instruments
October 4, 2023
Least Diversified
0 instruments
April 24, 2024
Average
44.6 instruments

Most Consistent Holdings

Top 5

avatarAAPL
99.89%
avatarMSFT
99.89%
avatarCVX
99.89%
avatarHD
99.89%
avatarJNJ
99.89%

Position Sizing

Analysis

Avg Largest Position
Avg Smallest Position
Size Distribution
Small (<10%)
Medium (10-20%)
Large (>20%)

Market Exposure

Analysis

Highest Exposure
April 26, 2025
Lowest Exposure
April 24, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Technology Services
17.91%
Electronic Technology
17.25%
Finance
11.41%
Health Technology
9.13%
Retail Trade
8.51%

Top Countries

Top 5

🇺🇸United States
82.63%
🇬🇧United Kingdom
0.86%
🇮🇪Ireland
0.74%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
AppleApple (AAPL)
5.48%10.14%99.89%-
MicrosoftMicrosoft (MSFT)
4.92%8.62%99.89%-
NVIDIANVIDIA (NVDA)
4.63%9.51%76.48%-
AlphabetAlphabet (GOOGL)
3.21%7.67%76.48%-
AmazonAmazon (AMZN)
3.1%7.9%76.48%-
MetaMeta (META)
2.47%3.93%76.48%-
WalmartWalmart (WMT)
2.13%1.78%99.89%-
JPMorganJPMorgan (JPM)
2.11%1.87%99.89%-
VisaVisa (V)
2.03%1.52%99.89%-
Berkshire HathawayBerkshire Hathaway (BRK.B)
1.78%2.31%76.48%-
TeslaTesla (TSLA)
1.77%3.57%76.48%-
MerckMerck (MRK)
1.76%0.68%99.89%-
BroadcomBroadcom (AVGO)
1.73%3.04%76.48%-
UnitedHealthUnitedHealth (UNH)
1.72%0.8%99.89%-
Procter & GambleProcter & Gamble (PG)
1.71%0.83%99.89%-
SalesforceSalesforce (CRM)
1.6%0.84%99.89%-
Home DepotHome Depot (HD)
1.57%0.84%99.89%-
Eli LillyEli Lilly (LLY)
1.55%1.65%76.48%-
McDonald'sMcDonald's (MCD)
1.54%0.49%99.89%-
Johnson & JohnsonJohnson & Johnson (JNJ)
1.52%0.92%99.89%-
Coca-ColaCoca-Cola (KO)
1.51%0.67%99.89%-
ChevronChevron (CVX)
1.41%0.63%99.89%-
CiscoCisco (CSCO)
1.39%0.86%90.33%-
MastercardMastercard (MA)
1.16%1.16%76.48%-
OracleOracle (ORCL)
1.13%1.55%76.48%-
ExxonMobilExxonMobil (XOM)
1.12%1.1%76.48%-
NikeNike (NKE)
1.11%0%50.48%4/23/2024
CostcoCostco (COST)
1.09%0.94%76.48%-
DisneyDisney (DIS)
1.05%0.76%75.94%-
VerizonVerizon (VZ)
1.02%0%65.09%2/25/2025
American ExpressAmerican Express (AXP)
1%0.49%72.82%-
IntelIntel (INTC)
0.98%0%50.48%4/23/2024
IBMIBM (IBM)
0.98%0.55%72.82%-
CaterpillarCaterpillar (CAT)
0.97%0%46.62%2/25/2025
AmgenAmgen (AMGN)
0.96%0%46.51%8/28/2024
AbbVieAbbVie (ABBV)
0.94%0.76%76.48%-
NetflixNetflix (NFLX)
0.9%1.12%76.48%-
T-MobileT-Mobile (TMUS)
0.89%0.62%76.48%-
LindeLinde (LIN)
0.86%0.51%76.48%-
Bank of AmericaBank of America (BAC)
0.81%1.26%76.48%-
PepsiCoPepsiCo (PEP)
0.77%0.63%76.48%-
Goldman SachsGoldman Sachs (GS)
0.77%0.5%40.06%-
AdobeAdobe (ADBE)
0.75%0.57%76.48%-
AccentureAccenture (ACN)
0.74%0.58%76.48%-
Thermo FisherThermo Fisher (TMO)
0.74%0.59%76.48%-
DowDow (DOW)
0.72%0%23.42%8/10/2023
AbbottAbbott (ABT)
0.71%0.5%76.48%-
BoeingBoeing (BA)
0.68%0%23.42%8/10/2023
HoneywellHoneywell (HON)
0.68%0%23.42%8/10/2023
AMDAMD (AMD)
0.68%0%52.09%2/25/2025
Wells FargoWells Fargo (WFC)
0.68%0.61%69.17%-
TravelersTravelers (TRV)
0.67%0%23.42%8/10/2023
WalgreensWalgreens (WBA)
0.62%0%23.42%8/10/2023
DanaherDanaher (DHR)
0.61%0%59.83%2/25/2025
AlphabetAlphabet (GOOG)
0.56%0%35.88%7/16/2024
3M3M (MMM)
0.56%0%23.42%8/10/2023
Philip MorrisPhilip Morris (PM)
0.44%0.57%47.15%-
QualcommQualcomm (QCOM)
0.38%0%36.31%2/25/2025
GEGE (GE)
0.36%0.96%39.85%-
ComcastComcast (CMCSA)
0.36%0%27.07%4/23/2024
IntuitIntuit (INTU)
0.3%0%29.32%10/14/2024
PfizerPfizer (PFE)
0.26%0%27.07%4/23/2024
Texas InstrumentsTexas Instruments (TXN)
0.26%0%32.55%2/25/2025
Morgan StanleyMorgan Stanley (MS)
0.22%0.53%25.24%-
ServiceNowServiceNow (NOW)
0.21%0.69%31.04%-
BlackStoneBlackStone (BX)
0.19%0.69%31.04%-
PalantirPalantir (PLTR)
0.14%0.81%16.65%-
Applied MaterialsApplied Materials (AMAT)
0.13%0%16.11%10/14/2024
AT&TAT&T (T)
0.12%0.64%16.65%-
UPSUPS (UPS)
0.12%0%8.59%11/2/2023
ConocoPhillipsConocoPhillips (COP)
0.11%0%7.52%1/11/2024
Intuitive SurgicalIntuitive Surgical (ISRG)
0.08%0.41%16.65%-
VeraltoVeralto (VLTO)
0%0%3.22%11/2/2023

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
AppleApple (AAPL)
10.29%11.03%
NVIDIANVIDIA (NVDA)
9.91%9.47%
MicrosoftMicrosoft (MSFT)
9.15%9.03%
AlphabetAlphabet (GOOGL)
5.96%6.73%
AmazonAmazon (AMZN)
5.81%6.63%
MetaMeta (META)
4.4%4.26%
TeslaTesla (TSLA)
4%3.79%
BroadcomBroadcom (AVGO)
2.53%3.19%
Berkshire HathawayBerkshire Hathaway (BRK.B)
2.9%2.81%
Eli LillyEli Lilly (LLY)
2.59%2.11%
WalmartWalmart (WMT)
1.89%2.1%
JPMorganJPMorgan (JPM)
1.85%1.97%
VisaVisa (V)
1.61%1.79%
MastercardMastercard (MA)
1.37%1.39%
ExxonMobilExxonMobil (XOM)
1.6%1.37%
OracleOracle (ORCL)
1.44%1.33%
UnitedHealthUnitedHealth (UNH)
1.62%1.33%
CostcoCostco (COST)
1.16%1.18%
Procter & GambleProcter & Gamble (PG)
1.18%1.13%
NetflixNetflix (NFLX)
0.91%1.11%
Home DepotHome Depot (HD)
1.2%1.1%
CiscoCisco (CSCO)
0.96%1.03%
Johnson & JohnsonJohnson & Johnson (JNJ)
1.14%1%
Bank of AmericaBank of America (BAC)
0.95%0.98%
SalesforceSalesforce (CRM)
0.81%0.92%
AbbVieAbbVie (ABBV)
1.01%0.9%
AMDAMD (AMD)
1.09%0.82%
GEGE (GE)
0.92%0.78%
Coca-ColaCoca-Cola (KO)
0.88%0.77%
ChevronChevron (CVX)
0.81%0.76%
T-MobileT-Mobile (TMUS)
0.73%0.74%
QualcommQualcomm (QCOM)
0.77%0.72%
VerizonVerizon (VZ)
0.79%0.72%
MerckMerck (MRK)
0.81%0.72%
Wells FargoWells Fargo (WFC)
0.62%0.68%
AccentureAccenture (ACN)
0.67%0.64%
ServiceNowServiceNow (NOW)
0.57%0.63%
American ExpressAmerican Express (AXP)
0.58%0.61%
BlackStoneBlackStone (BX)
0.55%0.6%
PepsiCoPepsiCo (PEP)
0.7%0.6%
McDonald'sMcDonald's (MCD)
0.64%0.59%
IBMIBM (IBM)
0.63%0.58%
LindeLinde (LIN)
0.66%0.57%
Thermo FisherThermo Fisher (TMO)
0.67%0.57%
AbbottAbbott (ABT)
0.59%0.56%
AdobeAdobe (ADBE)
0.65%0.56%
Philip MorrisPhilip Morris (PM)
0.54%0.54%
CaterpillarCaterpillar (CAT)
0.55%0.5%
Texas InstrumentsTexas Instruments (TXN)
0.55%0.49%
DanaherDanaher (DHR)
0.57%0.47%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments