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BROKERAGE - New Portfolio

Performance Portfolio Details

Bill T

BROKERAGE

Individual Investor

Ranked #159,486 out of 769,002 TipRanks' Investors

Success Rate

863 out of 1538
profitable transactions

Average Return

18.52%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

22.29% TMLCX

19.98% TLT

10.09% MNKD

4.74% VGLT

2.02% AXON

40.88% Others

By Assets

50.29% Stocks

25.26% ETFs

22.34% Funds

2.11% Cash

0.00% Cryptocurrency

By Sector

48.62% General

22.68% Technology

14.39% Healthcare

4.38% Communication Services

4.32% Consumer Cyclical

5.61% Other

Portfolio Holdings

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To view investors' portfolios

CDRE

Cadre Holdings

$32.80

$0.37

(1.14%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.30B

1.34%

XPOF

Xponential Fitness

$14.37

$0.98

(6.38%)

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$754.01M

9.64%

VLN

Valens

$2.07

$0.11

(5.61%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$206.20M

-3.92%

ASPN

Aspen Aerogels

$14.00

$0.02

(0.14%)

premium

10 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.16B

30.53%

AMSC

American Superconductor

$33.96

$2.8

(8.99%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.25B

252.89%

RDFN

Redfin

$8.16

$0.19

(2.38%)

premium

2 Buy

7 Hold

2 Sell

Hold

premium

$1.01B

21.87%

KOSS

Koss

$7.37

$0.39

(5.59%)

premium

―

premium

$64.80M

153.82%

ALGN

Align Tech

$228.21

$4.34

(1.94%)

premium

5 Buy

3 Hold

2 Sell

Moderate Buy

premium

$16.62B

3.98%

SFIX

Stitch Fix

$4.20

$0.32

(8.25%)

premium

0 Buy

4 Hold

1 Sell

Hold

premium

$480.73M

13.78%

OKTA

Okta

$75.45

$1.76

(2.39%)

premium

9 Buy

18 Hold

1 Sell

Moderate Buy

premium

$12.66B

3.76%

DOCU

DocuSign

$80.15

$1.34

(1.7%)

premium

2 Buy

9 Hold

1 Sell

Hold

premium

$16.14B

85.44%

ESTC

Elastic

$94.13

$5.55

(6.27%)

premium

16 Buy

7 Hold

0 Sell

Moderate Buy

premium

$9.07B

14.34%

FTCHQ

Farfetch

<$0.01

>$0.001

(99%)

premium

―

premium

$395.00

-99.41%

PAYC

Paycom

$227.02

$7.24

(3.29%)

premium

0 Buy

14 Hold

0 Sell

Hold

premium

$12.12B

23.39%

TSM

Taiwan Semiconductor Manufacturing

$191.24

$2.88

(1.53%)

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$827.92B

91.40%

TMDX

TransMedics Group

$79.34

$2.14

(2.77%)

premium

7 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.78B

13.71%

CHWY

Chewy

$35.87

$1.25

(3.61%)

premium

13 Buy

5 Hold

0 Sell

Moderate Buy

premium

$13.44B

67.25%

LMND

Lemonade

$50.36

$3.78

(8.12%)

premium

1 Buy

4 Hold

3 Sell

Hold

premium

$2.87B

190.76%

$35.38

$0.2

(0.57%)

premium

13 Buy

2 Hold

0 Sell

Strong Buy

premium

$56.57B

25.28%

APPN

Appian

$38.55

$2.43

(6.73%)

premium

1 Buy

4 Hold

1 Sell

Hold

premium

$2.72B

0.17%

CPNG

Coupang

$24.00

$0.03

(0.13%)

premium

7 Buy

2 Hold

0 Sell

Strong Buy

premium

$43.51B

48.33%

VRTX

Vertex Pharmaceuticals

$450.37

$0.86

(0.19%)

premium

16 Buy

9 Hold

2 Sell

Moderate Buy

premium

$115.38B

27.18%

CELH

Celsius Holdings

$29.05

$1.34

(4.84%)

premium

9 Buy

3 Hold

1 Sell

Moderate Buy

premium

$6.41B

-47.01%

Unity Software

$22.46

$0.83

(3.84%)

premium

6 Buy

5 Hold

2 Sell

Moderate Buy

premium

$7.98B

-23.89%

TWLO

Twilio

$102.07

$3.63

(3.69%)

premium

12 Buy

10 Hold

2 Sell

Moderate Buy

premium

$14.78B

57.10%

MRNA

Moderna

$38.25

$1.31

(3.55%)

premium

6 Buy

11 Hold

3 Sell

Hold

premium

$14.35B

-52.11%

CCI

Crown Castle

$104.50

$0.13

(0.12%)

premium

3 Buy

9 Hold

0 Sell

Hold

premium

$45.40B

0.74%

PYPL

PayPal Holdings

$84.82

$0.08

(0.09%)

premium

13 Buy

15 Hold

0 Sell

Moderate Buy

premium

$84.30B

52.96%

GOOG

Alphabet Class C

$169.24

$8.09

(4.56%)

premium

9 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.19T

27.93%

TDOC

Teladoc

$10.40

$1.4

(15.56%)

premium

6 Buy

13 Hold

0 Sell

Moderate Buy

premium

$1.54B

-46.81%

ADBE

Adobe

$504.44

$4.94

(0.99%)

premium

23 Buy

5 Hold

2 Sell

Moderate Buy

premium

$219.93B

-18.25%

ISRG

Intuitive Surgical

$550.62

$8.8

(1.62%)

premium

13 Buy

5 Hold

0 Sell

Moderate Buy

premium

$191.92B

71.57%

NOW

ServiceNow

$1047.05

$24.07

(2.35%)

premium

26 Buy

2 Hold

1 Sell

Strong Buy

premium

$210.55B

53.05%

VEEV

Veeva Systems

$214.54

$3.91

(1.86%)

premium

17 Buy

8 Hold

1 Sell

Moderate Buy

premium

$33.99B

19.87%

RBLX

Roblox

$49.35

$2.17

(4.21%)

premium

16 Buy

6 Hold

1 Sell

Moderate Buy

premium

$34.28B

40.30%

ACN

Accenture

$361.05

$3.98

(1.11%)

premium

12 Buy

8 Hold

0 Sell

Moderate Buy

premium

$221.17B

8.12%

FLGT

Fulgent Genetics

$16.95

$0.33

(1.91%)

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$519.98M

-37.12%

FVRR

Fiverr International

$31.83

$1.18

(3.85%)

premium

5 Buy

4 Hold

0 Sell

Moderate Buy

premium

$1.07B

35.26%

AFRM

Affirm Holdings

$65.74

$2.55

(4.04%)

premium

8 Buy

9 Hold

0 Sell

Moderate Buy

premium

$20.09B

152.46%

WIX

Wix

$219.19

$8.92

(4.24%)

premium

13 Buy

2 Hold

0 Sell

Strong Buy

premium

$10.24B

117.51%

NET

Cloudflare

$104.24

$7.77

(8.05%)

premium

7 Buy

9 Hold

3 Sell

Hold

premium

$33.07B

30.63%

TTWO

Take-Two

$186.58

$1.08

(0.58%)

premium

17 Buy

2 Hold

0 Sell

Strong Buy

premium

$32.67B

19.11%

PINS

$29.31

$0.08

(0.27%)

premium

17 Buy

7 Hold

0 Sell

Moderate Buy

premium

$20.07B

-7.41%

PUBM

PubMatic

$16.20

$0.95

(6.23%)

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$739.82M

-4.33%

NFLX

Netflix

$897.48

$13.63

(1.54%)

premium

24 Buy

10 Hold

2 Sell

Moderate Buy

premium

$372.45B

86.09%

WDAY

Workday

$268.07

$8.63

(3.33%)

premium

22 Buy

6 Hold

1 Sell

Moderate Buy

premium

$69.13B

10.75%

TEAM

Atlassian

$253.97

$8.52

(3.47%)

premium

13 Buy

6 Hold

0 Sell

Moderate Buy

premium

$64.77B

32.63%

Block

$92.70

(3.34%)

premium

22 Buy

6 Hold

1 Sell

Moderate Buy

premium

$56.87B

52.89%

DOCN

DigitalOcean Holdings

$38.87

$1.34

(3.57%)

premium

4 Buy

4 Hold

1 Sell

Moderate Buy

premium

$3.51B

32.10%

CGNX

Cognex

$39.20

$0.15

(0.38%)

premium

2 Buy

4 Hold

0 Sell

Moderate Buy

premium

$6.73B

5.63%

BOC

Boston Omaha

$14.74

$0.03

(0.2%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$456.18M

-0.54%

NVCR

NovoCure

$17.09

$0.23

(1.36%)

premium

4 Buy

2 Hold

0 Sell

Moderate Buy

premium

$1.78B

41.44%

HUBS

HubSpot

$720.00

$25.52

(3.67%)

premium

21 Buy

4 Hold

0 Sell

Strong Buy

premium

$35.23B

48.49%

SNOW

Snowflake

$171.35

$42.23

(32.71%)

premium

24 Buy

10 Hold

0 Sell

Moderate Buy

premium

$43.66B

-22.53%

MELI

Mercadolibre

$1968.15

$36.89

(1.91%)

premium

12 Buy

1 Hold

0 Sell

Strong Buy

premium

$97.16B

29.14%

ADSK

Autodesk

$315.41

$7.57

(2.46%)

premium

15 Buy

8 Hold

0 Sell

Moderate Buy

premium

$65.62B

41.42%

ANET

Arista Networks

$404.97

$23.26

(6.09%)

premium

10 Buy

3 Hold

0 Sell

Strong Buy

premium

$118.95B

77.28%

XBI < ETF >

SPDR S&P BIOTECH ETF

$94.30

$0.29

(0.31%)

premium

1K Buy

265 Hold

26 Sell

Moderate Buy

premium

$6.58B

30.57%

LULU

Lululemon Athletica

$315.14

$6.83

(2.22%)

premium

14 Buy

6 Hold

1 Sell

Moderate Buy

premium

$38.60B

-28.36%

CRWD

CrowdStrike Holdings

$357.55

$7.4

(2.11%)

premium

34 Buy

6 Hold

0 Sell

Strong Buy

premium

$86.61B

67.55%

DDOG

Datadog

$143.86

$8.41

(6.21%)

premium

27 Buy

2 Hold

0 Sell

Strong Buy

premium

$45.32B

21.01%

SHOP

Shopify

$106.48

$2.54

(2.44%)

premium

17 Buy

12 Hold

3 Sell

Moderate Buy

premium

$135.01B

49.06%

TTD

Trade Desk

$127.35

$3.45

(2.78%)

premium

21 Buy

3 Hold

2 Sell

Moderate Buy

premium

$58.94B

88.15%

ABNB

Airbnb

$133.26

$1.99

(1.47%)

premium

7 Buy

21 Hold

6 Sell

Hold

premium

$83.33B

4.81%

Zscaler

$207.30

$6.36

(3.17%)

premium

21 Buy

10 Hold

0 Sell

Moderate Buy

premium

$31.16B

5.01%

ASML

ASML Holding

$672.16

$13.73

(2.09%)

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$259.18B

-3.80%

AXON

Axon Enterprise

$631.27

$21.45

(3.52%)

premium

10 Buy

1 Hold

0 Sell

Strong Buy

premium

$46.53B

166.97%

KNSL

Kinsale Capital Group

$489.92

$11.63

(2.43%)

premium

2 Buy

9 Hold

0 Sell

Hold

premium

$10.93B

31.82%

CRUS

Cirrus Logic

$102.55

$2.335

(2.33%)

premium

3 Buy

4 Hold

0 Sell

Moderate Buy

premium

$5.34B

32.44%

Electronic Arts

$167.97

$1.26

(0.76%)

premium

12 Buy

6 Hold

0 Sell

Moderate Buy

premium

$43.57B

22.53%

HQL < FUND >

Tekla Life Sciences Investors of Benef Interest

$13.83

$0.03

(0.22%)

premium

―

premium

$355.15M

21.39%

AMZN

Amazon

$198.38

$4.5

(2.22%)

premium

44 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.15T

40.99%

QRVO

Qorvo

$67.87

$2.21

(3.37%)

premium

2 Buy

15 Hold

2 Sell

Hold

premium

$6.27B

-29.50%

CLF

Cleveland-Cliffs

$11.88

$0.22

(1.89%)

premium

3 Buy

3 Hold

0 Sell

Moderate Buy

premium

$5.65B

-30.96%

ETSY

Etsy

$51.99

$1.13

(2.22%)

premium

7 Buy

11 Hold

4 Sell

Hold

premium

$5.67B

-27.95%

DIS

Walt Disney

$114.72

$0.46

(0.4%)

premium

15 Buy

5 Hold

0 Sell

Strong Buy

premium

$203.59B

20.97%

LSCC

Lattice Semiconductor

$52.26

$1.51

(2.98%)

premium

9 Buy

1 Hold

1 Sell

Moderate Buy

premium

$6.70B

-12.62%

AAPL

Apple

$228.52

$0.48

(0.21%)

premium

24 Buy

8 Hold

2 Sell

Moderate Buy

premium

$3.45T

20.12%

NVDA

Nvidia

$146.67

$0.78

(0.53%)

premium

40 Buy

4 Hold

0 Sell

Strong Buy

premium

$3.61T

192.11%

ILMN

Illumina

$136.99

$5.31

(4.03%)

premium

10 Buy

6 Hold

1 Sell

Moderate Buy

premium

$21.41B

37.21%

SWKS

Skyworks Solutions

$85.05

$1.62

(1.94%)

premium

5 Buy

12 Hold

3 Sell

Hold

premium

$13.36B

-10.94%

NXPI

NXP Semiconductors

$224.57

$4.23

(1.92%)

premium

14 Buy

5 Hold

1 Sell

Moderate Buy

premium

$55.89B

9.93%

BMY

Bristol-Myers Squibb

$58.23

$0.35

(0.6%)

premium

6 Buy

9 Hold

2 Sell

Hold

premium

$118.10B

19.39%

MNKD

MannKind

$6.90

$0.02

(0.29%)

premium

2 Buy

1 Hold

0 Sell

Moderate Buy

premium

$1.89B

88.49%

TMLCX < FUND >

SEI Institutional Managed Trust Tax-Managed Large Cap Fund Class F

$39.23

$0.32

(0.82%)

premium

212 Buy

41 Hold

2 Sell

Moderate Buy

premium

$4.25B

17.27%

TLT < ETF >

iShares 20+ Year Treasury Bond ETF

$90.34

$0.07

(0.08%)

premium

―

premium

$57.46B

-0.15%

SGML

Sigma Lithium

$14.65

$0.19

(1.31%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$1.55B

-49.60%

ABEV

Ambev SA

$2.15

$0.02

(0.92%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$33.91B

-21.38%

MNDY

Monday.com

$276.26

$16.11

(6.19%)

premium

16 Buy

4 Hold

0 Sell

Strong Buy

premium

$12.81B

52.49%

VGLT < ETF >

Vanguard Long-Term Treasury ETF

$56.93

$0.1

(0.18%)

premium

―

premium

$12.64B

0.47%

GCMG

GCM Grosvenor

$12.24

$0.19

(1.53%)

premium

1 Buy

3 Hold

0 Sell

Hold

premium

$2.28B

48.68%

DUOL

Duolingo

$341.60

$10.46

(3.16%)

premium

7 Buy

5 Hold

0 Sell

Moderate Buy

premium

$14.17B

54.07%

SCHW

Charles Schwab

$80.80

$0.34

(0.42%)

premium

7 Buy

7 Hold

1 Sell

Moderate Buy

premium

$146.79B

43.86%

BYRN

Byrna Technologies

$20.31

$0.97

(5.02%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$479.70M

258.15%

ENPH

Enphase Energy

$63.57

$0.19

(0.3%)

premium

14 Buy

12 Hold

4 Sell

Moderate Buy

premium

$8.29B

-35.54%

KRE < ETF >

SPDR S&P Regional Banking ETF

$66.13

$0.97

(1.49%)

premium

256 Buy

263 Hold

22 Sell

Hold

premium

$4.68B

47.99%

GPC

Genuine Parts Company

$122.69

$1.93

(1.6%)

premium

2 Buy

3 Hold

0 Sell

Moderate Buy

premium

$16.86B

-12.16%

TOST

Toast Inc

$42.36

$0.14

(0.33%)

premium

9 Buy

9 Hold

1 Sell

Moderate Buy

premium

$24.14B

207.53%

RXRX

Recursion Pharmaceuticals

$5.75

$0.29

(4.8%)

premium

2 Buy

5 Hold

0 Sell

Moderate Buy

premium

$1.80B

-7.65%

TFC

Truist Financial

$46.81

$0.63

(1.36%)

premium

4 Buy

5 Hold

0 Sell

Moderate Buy

premium

$61.90B

46.23%