Bucket List Wealth Management, LLC
Top Portfolio Positions
21 positions ·
$18,174,351 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
9,253 | $5,340,646 | 29.39% | |
| OUNZ |
VanEck Merk Gold ETF
|
86,355 | $3,890,292 | 21.41% | |
| AAPL |
Apple Inc.
Technology
|
5,951 | $1,510,304 | 8.31% | |
| GLD |
Spdr Gold Trust
|
2,671 | $1,149,304 | 6.32% | |
| SLV |
iShares Silver Trust
|
11,009 | $750,153 | 4.13% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
1,870 | $695,172 | 3.83% | |
| PFE |
Pfizer Inc
Healthcare
|
19,224 | $539,809 | 2.97% | |
| CSX |
Csx Corp
Industrials
|
10,152 | $416,739 | 2.29% | |
| VZ |
Verizon Communications Inc
Communication Services
|
7,923 | $397,734 | 2.19% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,847 | $384,674 | 2.12% |
Portfolio Trend
2 quarters · across all stocks
Holdings in WPRT
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $34,854 | 22,200 | Shares | Sole | 2026-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||