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WELLSTRADE IRA ...1307 - New Portfolio

Performance Portfolio Details

Freedom

WELLSTRADE IRA ...1307

Individual Investor

Ranked #61,461 out of 747,498 TipRanks' Investors

Success Rate

95 out of 167
profitable transactions

Average Return

33.41%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

16.50% AVGO

12.53% NVDA

7.53% META

4.55% MSFT

3.85% TSLA

55.04% Others

By Assets

91.01% Stocks

8.38% ETFs

0.61% Cash

0.00% Funds

0.00% Cryptocurrency

By Sector

41.40% Technology

12.13% Consumer Cyclical

11.10% Communication Services

10.69% Energy

8.43% General

16.24% Other

Portfolio Holdings

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To view investors' portfolios

RGTI

Rigetti Computing

$1.02

$0.02

(1.92%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$178.80M

-36.59%

LILM

Lilium

$0.91

$0.056

(5.78%)

premium

2 Buy

0 Hold

1 Sell

Moderate Buy

premium

$573.75M

-25.95%

SHIP

Seanergy Maritime

$9.30

$0.22

(2.42%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$188.68M

81.96%

GWH

ESS Tech

$0.79

$0.006

(0.77%)

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$139.25M

-55.55%

TOLWF

Trican Well Service

$3.60

$0.01

(0.28%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$716.70M

25.44%

ARQ

Arq Inc

$6.31

(0%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$227.41M

142.69%

TNEYF

Tamarack Valley Energy

$2.81

(0%)

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.55B

4.85%

KELTF

Kelt Exploration

$4.43

(0%)

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$853.50M

-8.19%

CWEGF

Crew Energy

$2.93

$0.032

(1.08%)

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$468.33M

-29.86%

IONQ

IonQ

$7.62

$0.19

(2.56%)

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$1.57B

-48.47%

BTE

Baytex Energy

$3.67

$0.035

(0.94%)

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$2.99B

2.77%

CDDRF

Headwater Exploration

$5.24

$0.02

(0.38%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.25B

1.35%

NVTS

Navitas Semiconductor

$4.08

$0.05

(1.24%)

premium

5 Buy

2 Hold

0 Sell

Moderate Buy

premium

$737.90M

-57.98%

ENVX

Enovix

$15.70

$0.12

(0.77%)

premium

8 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.65B

-17.65%

MAT

Mattel

$16.12

$0.11

(0.68%)

premium

5 Buy

2 Hold

0 Sell

Moderate Buy

premium

$5.58B

-24.76%

PSFE

Paysafe

$20.21

$0.29

(1.41%)

premium

1 Buy

3 Hold

1 Sell

Hold

premium

$1.25B

75.81%

WLDBF

WildBrain

$0.88

$0.058

(6.2%)

premium

1 Buy

4 Hold

0 Sell

Hold

premium

$181.67M

-31.78%

ZPTAF

Surge Energy

$5.12

$0.045

(0.87%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$521.73M

-10.73%

KIM

Kimco Realty

$21.04

$0.205

(0.97%)

premium

3 Buy

7 Hold

0 Sell

Moderate Buy

premium

$14.32B

6.89%

NESR

National Energy Services Reunited

$9.35

(0%)

premium

―

premium

$892.07M

163.38%

VRN

Veren

$7.73

$0.04

(0.51%)

premium

7 Buy

0 Hold

0 Sell

Strong Buy

premium

$4.82B

4.15%

NUVSF

NuVista Energy

$9.83

$0.1

(1.01%)

premium

6 Buy

2 Hold

0 Sell

Strong Buy

premium

$2.03B

18.43%

CVV

CVD Equipment

$4.03

$0.05

(1.23%)

premium

―

premium

$27.85M

-42.45%

NKLA

Nikola

$9.35

$0.11

(1.16%)

premium

2 Buy

4 Hold

0 Sell

Moderate Buy

premium

$427.77M

-86.75%

NRG

NRG Energy

$76.19

$1.28

(1.71%)

premium

1 Buy

3 Hold

0 Sell

Hold

premium

$15.62B

102.51%

FOXA

Fox

$36.50

$0.39

(1.06%)

premium

7 Buy

6 Hold

1 Sell

Moderate Buy

premium

$16.61B

11.96%

UMH

Umh

$17.39

$0.045

(0.26%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.23B

12.45%

LEVI

Levi Strauss & Co

$18.27

$0.06

(0.33%)

premium

5 Buy

6 Hold

0 Sell

Moderate Buy

premium

$7.29B

32.06%

BAC

Bank of America

$42.32

$0.58

(1.35%)

premium

9 Buy

5 Hold

1 Sell

Moderate Buy

premium

$335.49B

35.29%

DALXF

Spartan Delta

$3.04

(0%)

premium

7 Buy

1 Hold

0 Sell

Strong Buy

premium

$492.05M

-15.29%

FITB

Fifth Third Bancorp

$40.40

$0.59

(1.44%)

premium

8 Buy

5 Hold

0 Sell

Moderate Buy

premium

$28.04B

49.43%

AETUF

ARC Resources

$16.99

$0.05

(0.29%)

premium

8 Buy

1 Hold

0 Sell

Strong Buy

premium

$10.23B

19.33%

GOLD

Barrick Gold

$18.43

$0.04

(0.22%)

premium

11 Buy

1 Hold

0 Sell

Strong Buy

premium

$32.32B

8.43%

Verizon

$38.92

$2.7

(6.49%)

premium

7 Buy

6 Hold

0 Sell

Moderate Buy

premium

$175.19B

31.38%

AAVVF

Advantage Energy

$7.25

$0.052

(0.71%)

premium

8 Buy

2 Hold

0 Sell

Strong Buy

premium

$1.16B

5.66%

CARR

Carrier Global

$66.59

$0.35

(0.53%)

premium

7 Buy

3 Hold

1 Sell

Moderate Buy

premium

$59.68B

24.75%

TPR

Tapestry

$40.63

$0.6

(1.46%)

premium

8 Buy

1 Hold

0 Sell

Strong Buy

premium

$9.47B

1.75%

WFC

Wells Fargo

$58.77

$0.46

(0.78%)

premium

7 Buy

8 Hold

0 Sell

Moderate Buy

premium

$206.49B

31.39%

CSCO

Cisco Systems

$46.99

$0.33

(0.7%)

premium

6 Buy

12 Hold

0 Sell

Moderate Buy

premium

$190.64B

-8.04%

MOS

Mosaic Co

$29.14

$0.5

(1.69%)

premium

3 Buy

8 Hold

1 Sell

Hold

premium

$9.53B

-23.13%

SSSS

SuRo Capital

$4.00

$0.02

(0.5%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$93.88M

-1.95%

BTU

Peabody Energy Comm

$22.59

$0.44

(1.91%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$2.90B

5.54%

AT&T

$18.33

$0.79

(4.13%)

premium

11 Buy

4 Hold

0 Sell

Moderate Buy

premium

$137.09B

36.67%

DAWN

Day One Biopharmaceuticals

$14.78

$0.2

(1.34%)

premium

9 Buy

1 Hold

1 Sell

Moderate Buy

premium

$1.31B

23.80%

CAE

$18.25

$0.22

(1.19%)

premium

7 Buy

4 Hold

1 Sell

Moderate Buy

premium

$5.87B

-15.58%

Suncor Energy

$38.29

$0.23

(0.6%)

premium

6 Buy

7 Hold

0 Sell

Moderate Buy

premium

$49.47B

33.42%

GOVT < ETF >

iShares U.S. Treasury Bond ETF

$22.78

$0.03

(0.13%)

premium

―

premium

$26.48B

-0.39%

PRMRF

Paramount Resources

$21.73

$0.148

(0.67%)

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$3.21B

3.31%

MET

Metlife

$74.36

$0.42

(0.56%)

premium

8 Buy

0 Hold

0 Sell

Strong Buy

premium

$53.18B

24.65%

DAL

Delta Air Lines

$43.90

$1.54

(3.39%)

premium

11 Buy

0 Hold

0 Sell

Strong Buy

premium

$29.33B

-3.61%

SHLS

Shoals Technologies Group

$6.61

$0.02

(0.3%)

premium

9 Buy

3 Hold

2 Sell

Moderate Buy

premium

$1.12B

-75.36%

TRMLF

Tourmaline Oil

$44.13

$0.19

(0.43%)

premium

8 Buy

1 Hold

0 Sell

Strong Buy

premium

$15.48B

-5.63%

UCTT

Ultra Clean Holdings

$48.58

$1.68

(3.58%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$2.11B

31.41%

MRK

Merck & Company

$125.48

$0.29

(0.23%)

premium

15 Buy

2 Hold

0 Sell

Strong Buy

premium

$318.55B

18.68%

AutoNation

$173.18

$0.62

(0.36%)

premium

6 Buy

3 Hold

0 Sell

Moderate Buy

premium

$7.00B

15.74%

OMF

OneMain Holdings

$50.62

$0.53

(1.04%)

premium

9 Buy

5 Hold

0 Sell

Moderate Buy

premium

$6.13B

15.72%

RENT

Rent the Runway

$16.21

$0.01

(0.06%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$60.37M

-56.16%

BIREF

Birchcliff Energy

$4.83

$0.415

(9.4%)

premium

1 Buy

5 Hold

0 Sell

Hold

premium

$1.19B

-17.84%

QCOM

Qualcomm

$191.68

$5.47

(2.94%)

premium

19 Buy

9 Hold

1 Sell

Moderate Buy

premium

$207.81B

53.47%

DVN

Devon Energy

$46.63

$1.105

(2.31%)

premium

12 Buy

9 Hold

0 Sell

Moderate Buy

premium

$29.96B

-6.00%

OXY

Occidental Petroleum

$61.82

$1.31

(2.08%)

premium

3 Buy

11 Hold

0 Sell

Hold

premium

$55.97B

2.65%

IUSB < ETF >

iShares Core Total USD Bond Market ETF

$45.68

$0.05

(0.11%)

premium

―

premium

$28.86B

0.60%

VTIP < ETF >

Vanguard Short-Term Inflation-Protected Securities ETF

$48.27

$0.015

(0.03%)

premium

―

premium

$10.97B

2.16%

MBGAF

Mercedes-Benz Group

$70.15

$1.05

(1.52%)

premium

12 Buy

4 Hold

1 Sell

Moderate Buy

premium

$73.99B

-12.64%

PWR

Quanta Services

$262.90

$4.34

(1.68%)

premium

10 Buy

2 Hold

0 Sell

Strong Buy

premium

$37.85B

28.52%

NXPI

NXP Semiconductors

$271.08

$1.79

(0.66%)

premium

14 Buy

7 Hold

2 Sell

Moderate Buy

premium

$68.85B

29.95%

WGO

Winnebago Industries

$56.07

$0.74

(1.3%)

premium

5 Buy

5 Hold

0 Sell

Moderate Buy

premium

$1.64B

-14.48%

GOOG

Alphabet Class C

$182.69

$3.3

(1.84%)

premium

9 Buy

0 Hold

0 Sell

Strong Buy

premium

$2.21T

49.28%

LOW

Lowe's

$237.87

$0.65

(0.27%)

premium

10 Buy

11 Hold

0 Sell

Moderate Buy

premium

$135.92B

4.03%

BNDW < ETF >

Vanguard Total World Bond ETF

$68.65

$0.05

(0.07%)

premium

―

premium

$818.46M

0.44%

IQV

IQVIA Holdings

$235.18

$10.61

(4.72%)

premium

11 Buy

1 Hold

0 Sell

Strong Buy

premium

$40.92B

-1.57%

PDS

Precision Drilling

$70.46

$1.17

(1.63%)

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.04B

23.35%

HCA

HCA Healthcare

$324.53

$2.37

(0.74%)

premium

15 Buy

2 Hold

0 Sell

Strong Buy

premium

$84.38B

13.94%

AMZN

Amazon

$183.64

$0.51

(0.28%)

premium

44 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.91T

42.18%

AOR < ETF >

iShares Core Growth Allocation ETF

$56.84

$0.255

(0.45%)

premium

―

premium

$2.08B

9.14%

AGG < ETF >

iShares Core U.S. Aggregate Bond ETF

$98.16

$0.11

(0.11%)

premium

―

premium

$111.36B

0.24%

CVX

Chevron

$157.64

$1.51

(0.95%)

premium

10 Buy

5 Hold

0 Sell

Moderate Buy

premium

$293.31B

4.48%

NVDA

Nvidia

$121.37

$3.44

(2.92%)

premium

37 Buy

4 Hold

0 Sell

Strong Buy

premium

$2.90T

164.42%

NKE

Nike

$73.72

$1.02

(1.4%)

premium

13 Buy

17 Hold

2 Sell

Moderate Buy

premium

$109.74B

-32.21%

EOG

EOG Resources

$127.64

$1.61

(1.25%)

premium

9 Buy

12 Hold

0 Sell

Moderate Buy

premium

$74.28B

6.69%

AAPL

Apple

$227.08

$2.77

(1.23%)

premium

25 Buy

9 Hold

1 Sell

Moderate Buy

premium

$3.44T

16.99%