Long-term investor
Bulltick Wealth Management, LLC @bulltickwealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001912448).
Record
- Tracked since 2025-06-30 (441 days), 259 trades recorded
- Returns: week n/a · month n/a · 90 days +4.7% · 6 months n/a · 1 year +7.0% · all +7.0%
- Max drawdown n/a · win rate 22% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SHV · 7.8% · long · since 2025-06-30
- GLD · 4.8% · long · since 2025-06-30
- NVDA · 4.5% · long · since 2025-06-30
- MSFT · 4.2% · long · since 2025-06-30
- IEF · 4.0% · long · since 2025-06-30
- AMZN · 3.4% · long · since 2025-06-30
- BRK-B · 3.3% · long · since 2025-06-30
- IVV · 3.2% · long · since 2025-06-30
- EZU · 2.8% · long · since 2025-06-30
- GOOGL · 2.8% · long · since 2025-06-30
- DELL · 2.6% · long · since 2025-06-30
- META · 2.5% · long · since 2025-06-30