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Portfolio Warren Buffett portfolio stocks

Current Balance

1 000,00 USD

Total Balance

+33 740,00 USD (+33,74%)

Daily Income

0,00 USD (0,00%)

05.07.2025 - 12.07.2025
Total Balance
+33.74%
Items
23
Market Value
1 000.00 USD
Daily Income
+1 000.00 USD

About Portfolio

Active Since: 12th December 2022 Portfolio Beta: 0.79 Dividend Yield On Cost: +0.68% Annual Total Return: +14.38%

Price Returns

6 months: +6.28% 12 months: +14.34% All Time: +33.74% Annual Price Return: +13.70%

Best Deal

Top Performer: Amazon.com, Inc (AMZN) First Bought: 25 Jan 2023 Price Return: +133.62 %

Diversification

Your strategy’s breakdown by sectors, industries, and assets - this shows how you’re spreading your bets across the market.

Sectors

Industries

Assets

Strategy Breakdown

Here’s the full picture of where your money’s working - every holding in your strategy, along with how much weight each one has.

Total Strategy Value

1000 USD

Top Holdings (by % of Strategy)

Market Cap Breakdown

The big dogs. These are the $10 billion and up giants.
AAPL Apple Inc
AMZN Amazon.com, Inc
ATVI Activision Bliz...
CHTR Charter Communi...
VRSN VeriSign Inc
ALLY Ally Financial...
AON Aon PLC
C Citigroup Inc
CVX Chevron Corpora...
DVA DaVita Inc
GM General Motors...
KR The Kroger Co
MA Mastercard Inco...
MCK McKesson Corpor...
MKL Markel Corporat...
OXY Occidental Petr...
USB U.S. Bancorp
V VISA Inc.
These are solid, well-established companies, usually worth between $2 billion and $10 billion. Big enough to weather storms but still with room to grow.
LSXMK Liberty Media C...
CE Celanese Corpor...
STOR STORE Capital C...
PARA PREMARA FINANCI...
The scrappy up-and-comers. These companies are usually worth under $300 million. More risk, but if you catch a winner, the payoff can be big.
HP Helmerich & Pay...

Strategy Breakdown – By Sector

Here’s where your money’s working across different industries. A good mix of sectors helps smooth out risk - some pay steady dividends, others offer growth potential.

Top Holdings in manufactured goods

  1. Intel (MMM)
    23.03%
  2. Texas instrumental (AMAT)
    7.11%
  3. Tractor supply (CMI)
    8.25%
  4. Pool (POOL)
    3.03%
  5. ZM company (ROCK)
    5.24%

Your Asset Mix

Here’s the breakdown of what you own

My Holdings

Top Positions in Your Strategy

Large Assets of Type

Company
AAPL
Apple Inc
AMZN
Amazon.com, Inc
ATVI
Activision Blizzard Inc.
CHTR
Charter Communications, Inc
LSXMK
Liberty Media Corp SiriusXM C
VRSN
VeriSign Inc
ALLY
Ally Financial Inc
AON
Aon PLC
C
Citigroup Inc
CE
Celanese Corporation
CVX
Chevron Corporation
DVA
DaVita Inc
GM
General Motors Company
HP
Helmerich & Payne, Inc
KR
The Kroger Co
MA
Mastercard Incorporated
MCK
McKesson Corporation
MKL
Markel Corporation
OXY
Occidental Petroleum Corporation
STOR
STORE Capital Corporation
USB
U.S. Bancorp
V
VISA Inc.
PARA
PREMARA FINANCIAL
Profit Margin
Operating Margin ttm
ROA ttm
ROE ttm
Revenue/Share ttm
Enterprise Value / Ebitda
24.3 % 31.03 % 23.81 138.02 26.46 23.2
10.14 % 11.82 % 7.63 25.24 61.79 17.98
24.88 % 27.37 % 5.2 11.1 11.11 22.05
9.42 % 24.46 % 5.64 33.12 387.41 6.92
9.42 % 19.52 % 3.94 8.28 27.43 6.9
50.2 % 67.41 % 42.14 - 16.32 24.2
4.51 % 1.32 % 0.16 2.16 21.64 -
15.58 % 33.71 % 6.03 72.01 75.82 17.5
18.62 % 28.7 % 0.54 6.44 37.93 -
-16.54 % 7.41 % 2.66 -24.98 91.97 61.76
8.03 % 10.6 % 5.23 10.08 109.27 6.86
6.63 % 13.44 % 7.04 54.79 156.46 8.48
3.08 % 7.64 % 2.76 8.56 175.59 7.22
-11.29 % -12.49 % -7.13 -18.85 0.15 9.25
1.76 % 1.99 % 5.92 24.24 210.04 8.57
45.21 % 59.31 % 23.36 187.7 31.61 29.41
0.92 % 1.53 % 4.31 - 2818.3 17.17
11.85 % 8.31 % 2.73 11.32 1202.53 -
11.43 % 22.15 % 4.51 9.49 29.75 5.82
36.46 % 56.91 % 3.14 6.14 3.17 17.52
26.38 % 35.71 % 0.99 11.53 16.25 -
52.86 % 67.07 % 16.94 50.66 19.87 26.58
-19.09 % 7.87 % 2.87 -27.75 42.96 23.71

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