Seeing Machines. About 50% of my entire portfolios.
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Not in order
I specialise in dividend paying stocks and my portfolio is made up of the VWRL for other stock market exposures and inflation linked bonds hedged back to my currency (£) and couple commodities( copper, gold and brass) , then a couple of REITs for property. At the moment in time my
Equity(stocks, REITs, commodity’s) are 90% and bonds are 10%
JNJ- love there company
Honeywell- worked in the industry and use there products brought at the really low lows of march
Coca-Cola- done really well brought at the low last lock down March.
Microsoft / VWRL / IDEXX ( same value)
Avon Protection?!? Me too 
What’s your reasoning behind Avon protection?
Previously great business, defence contracts galore (NATO) but recently nose dived and warning of missed earnungs 
Good company overall in the right sector so imho its gotta be a takeover tgt imho so have bought more.
Defence/ US PE companies raiding U.K. plcs world become more uncertain of late and strong order book - been hit by supply issues but will sort that our no doubt soon enough. I think it’s been well oversold personally but hey have put my money where my mouth is so will wait and see.! 
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Largest holdings some dividends and some growth stocks:
Lloyds Banking Group 40%
Legal & General
National Grid
GSK
Vodafone
Apple
Microsoft
Palantir
Tesla
Fiverr
Skilz
Bank of America
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Darktrace
Seraphim
Paypoint
Cmc Markets
Helium One
HydrogenOne
Are my top 6. I say top 6 as CMC Markets was just an add for the divedend and will probably come out once it levels off.
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SONG - Hipgnosis
REDX - Redx Pharma
BOO - Boohoo
SFOR - S4 Capital
Freetrade
You seem to like some risk/volatility @J4ckSt4yn3s ! I have some of those but not as my largest holdings. Maybe you like a bit of ‘chaos’ 
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Blood for the Blood God!
I have settled down quite a bit as my first couple of months on Freetrade were a big learning curve. But I have learned that it’s always best to buy stocks… I like the name of.
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Darktrace 
@J4ckSt4yn3s
(not my largest value holding)
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Mine is Seed Innovations (formerly Fastforward Innovations), nearly £15k. The company invests across the fast growing medical cannabis and wellness sectors, and is really a halfway house between a venture capital company and an investment trust. It’s a high risk/high reward company, although the risk is somewhat tempered by the 30% discount to historical NAV (probably approaching 50% with today’s valuations). Some imminent liquidity events should get things moving - hopefully…
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Thought I’d resurrect this interesting thread! Has your largest value holding changed or stayed the same?
I originally posted:
Blockquote
$ARVL Arrival
£SSIT Seraphim Space Trust
£LGEN Legal & General
$AMD AMD
Blockquote
Changed a bit:
$ARVL Arrival
$AMD AMD
£GROW Molten Ventures
£ECOG L&G E-commerce Logistics ETF
What a mixed bag of a day for you today. One up 5% the other down 9%
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So I dropped Diago (which I do regret a bit) and went heavy on big tech as we started into this rocky market. Dropped Amazon because they had stagnated and faces supply chain issues / rising wages.
New top holdings are
Alphabet
Apple
Microsoft
AirBnb
Berkshire Hathaway (up 12% while other have tumbled)
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Arrival own 25000 shares
Itm energy 10k shares
Apple 22 shares
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I don’t think I posted mine before -
But mine are now
VWRL
CTY
SMT
GSK
LLOY
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Please tell me you’ve only just bought these and didn’t by at the peak.
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I don’t think anyone can go wrong with Brkb. Need to get some shares myself
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