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New Portfolio - New Portfolio

Cole Umbrella LLC

New Portfolio
Individual Investor
Ranked #1,631 out of 778,277 TipRanks' Investors
Success Rate
81%
122 out of 150
profitable transactions
Average Return
121.95%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
66.22% NVDA
12.86% AMZN
6.62% NFLX
6.39% ABNB
2.51% SOUN
5.40% Others
By Assets
98.24% Stocks
1.76% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
70.34% Technology
21.16% Consumer Cyclical
6.62% Communication Services
1.76% General
0.11% Financial
0.00% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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NVDA
Nvidia
$149.15
$4.68
(3.24%)
premium
37 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.54T
194.25%
AAPL
Apple
$244.97
$1.61
(0.66%)
premium
19 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.68T
34.32%
SNAP
Snap
$12.50
$0.53
(4.43%)
premium
7 Buy
20 Hold
1 Sell
Hold
premium
$20.08B
-27.67%
AMZN
Amazon
$227.27
$3.08
(1.37%)
premium
46 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.36T
54.36%
ABNB
Airbnb
$135.69
$0.02
(0.01%)
premium
7 Buy
18 Hold
6 Sell
Hold
premium
$86.04B
-0.20%
FSLR
First Solar
$191.16
$4.725
(2.53%)
premium
20 Buy
4 Hold
0 Sell
Strong Buy
premium
$19.96B
11.72%
CTAS
Cintas
$184.42
$1.43
(0.77%)
premium
4 Buy
5 Hold
1 Sell
Moderate Buy
premium
$74.95B
28.78%
AZPN
Aspen Technology, Inc.
$252.46
$1.52
(0.61%)
premium
2 Buy
3 Hold
0 Sell
Moderate Buy
premium
$15.87B
20.51%
GAMB
Gambling.com
$13.92
$0.41
(2.86%)
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$529.11M
54.75%
SPY
SPY
< ETF >
SPDR S&P 500 ETF Trust
$594.66
$2.71
(0.46%)
premium
4K Buy
3K Hold
321 Sell
Moderate Buy
premium
$624.53B
24.73%
LEN
Lennar
$135.07
$0.81
(0.6%)
premium
4 Buy
9 Hold
1 Sell
Hold
premium
$36.73B
-7.10%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$523.71
$5.13
(0.99%)
premium
1K Buy
605 Hold
72 Sell
Moderate Buy
premium
$319.37B
28.06%
SHEL
Shell
$64.68
$0.16
(0.25%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$194.33B
-1.84%
TSLA
Tesla
$408.08
$2.36
(0.57%)
premium
14 Buy
11 Hold
9 Sell
Hold
premium
$1.32T
72.82%
MSFT
Microsoft
$427.30
$3.95
(0.93%)
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.15T
15.12%
LULU
Lululemon Athletica
$395.40
$17.22
(4.55%)
premium
13 Buy
10 Hold
1 Sell
Moderate Buy
premium
$47.99B
-22.99%
PAYX
Paychex
$136.27
$3.4
(2.43%)
premium
0 Buy
6 Hold
2 Sell
Hold
premium
$50.29B
18.38%
MULN
Mullen Automotive
$0.95
$0.018
(1.82%)
premium
premium
$8.58M
-92.75%
META
Meta Platforms
$628.65
$24.02
(3.97%)
premium
38 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.53T
71.79%
PLAY
Dave & Busters Entertainment
$30.67
$0.3
(0.99%)
premium
3 Buy
5 Hold
0 Sell
Moderate Buy
premium
$1.17B
-40.06%
WYNN
Wynn Resorts
$84.47
$1.15
(1.38%)
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
$9.15B
-12.89%
LMT
Lockheed Martin
$466.90
$14.92
(3.1%)
premium
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
$114.21B
5.55%
GOOG
Alphabet Class C
$197.39
$4.26
(2.21%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.36T
40.57%
AVGO
Broadcom
$235.23
$2.68
(1.15%)
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$1.09T
121.63%
NOW
ServiceNow
$1076.58
$2.81
(0.26%)
premium
26 Buy
3 Hold
0 Sell
Strong Buy
premium
$221.20B
58.80%
GM
General Motors
$53.46
$1.69
(3.26%)
premium
9 Buy
6 Hold
2 Sell
Moderate Buy
premium
$56.93B
43.84%
JNJ
Johnson & Johnson
$143.40
$0.79
(0.55%)
premium
5 Buy
11 Hold
0 Sell
Moderate Buy
premium
$347.16B
-10.51%
NFLX
Netflix
$878.97
$2.08
(0.24%)
premium
22 Buy
11 Hold
2 Sell
Moderate Buy
premium
$376.61B
85.85%
BGNE
BeiGene
$184.71
$0.9
(0.49%)
premium
premium
$20.33B
9.34%
HUM
Humana
$264.00
$1.535
(0.58%)
premium
5 Buy
14 Hold
0 Sell
Moderate Buy
premium
$31.60B
-42.73%
RHP
Ryman
$104.72
$0.41
(0.39%)
premium
7 Buy
0 Hold
1 Sell
Strong Buy
premium
$6.25B
-6.77%
ERIE
Erie Indemnity Company
$406.32
$8.38
(2.02%)
premium
premium
$19.31B
25.74%
MTN
Vail Resorts
$179.15
$0.21
(0.12%)
premium
3 Buy
5 Hold
2 Sell
Hold
premium
$6.70B
-14.85%
WAL
Western Alliance
$84.03
$0.37
(0.44%)
premium
11 Buy
1 Hold
0 Sell
Strong Buy
premium
$9.29B
33.35%
WMT
Walmart
$91.40
$0.62
(0.68%)
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$729.27B
73.79%
GNW
Genworth Financial
$6.92
$0.125
(1.78%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$3.01B
4.76%
MRK
Merck & Company
$99.49
$0.35
(0.35%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$250.79B
-15.42%
DKNG
DraftKings
$37.37
$0.08
(0.21%)
premium
25 Buy
2 Hold
0 Sell
Strong Buy
premium
$32.98B
12.87%
GOOGL
Alphabet Class A
$196.24
$4.45
(2.32%)
premium
24 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.36T
41.30%
$148.14
$1.85
(1.23%)
premium
2 Buy
3 Hold
1 Sell
Hold
premium
$6.95B
55.08%
TSM
Taiwan Semiconductor Manufacturing
$219.65
$11.04
(5.29%)
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$846.64B
109.43%
GME
GameStop
$32.91
$1.26
(3.98%)
premium
0 Buy
0 Hold
1 Sell
Moderate Sell
premium
$14.14B
98.31%
AMD
Advanced Micro Devices
$129.67
$4.3
(3.43%)
premium
24 Buy
8 Hold
0 Sell
Strong Buy
premium
$203.45B
-9.53%
COMP
Compass
$5.84
$0.04
(0.68%)
premium
3 Buy
4 Hold
0 Sell
Moderate Buy
premium
$3.00B
72.43%
CMP
Compass Minerals International
$11.32
$0.3
(2.72%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$456.81M
-51.11%
NG
Novagold Resources New
$3.31
$0.1
(2.93%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$1.15B
-6.83%
RBLX
Roblox
$61.82
$1.35
(2.23%)
premium
17 Buy
5 Hold
1 Sell
Moderate Buy
premium
$39.68B
44.87%
HD
Home Depot
$388.75
$0.43
(0.11%)
premium
17 Buy
4 Hold
0 Sell
Strong Buy
premium
$386.60B
13.48%
IBM
International Business Machines
$222.41
$0.24
(0.11%)
premium
5 Buy
6 Hold
1 Sell
Moderate Buy
premium
$205.87B
39.89%
LOW
Lowe's
$249.82
$1.34
(0.54%)
premium
17 Buy
8 Hold
0 Sell
Moderate Buy
premium
$140.30B
16.93%
AMCR
Amcor
$9.41
$0.08
(0.86%)
premium
5 Buy
2 Hold
0 Sell
Moderate Buy
premium
$13.49B
-4.21%
TEAM
Atlassian
$254.40
$4.13
(1.65%)
premium
14 Buy
7 Hold
0 Sell
Moderate Buy
premium
$65.43B
10.69%
GS
Goldman Sachs Group
$585.40
$5.27
(0.91%)
premium
12 Buy
5 Hold
0 Sell
Moderate Buy
premium
$182.11B
50.12%
STGW
Stagwell
$6.41
$0.09
(1.38%)
premium
5 Buy
3 Hold
0 Sell
Moderate Buy
premium
$1.73B
3.67%
ZNTL
Zentalis Pharmaceuticals
$3.16
$0.08
(2.47%)
premium
5 Buy
2 Hold
0 Sell
Moderate Buy
premium
$230.90M
-78.95%
MRVL
Marvell
$119.23
$1.05
(0.89%)
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$102.26B
97.23%
BOX
Box
$31.34
$0.15
(0.48%)
premium
5 Buy
2 Hold
1 Sell
Moderate Buy
premium
$4.53B
27.64%
SOUN
SoundHound AI, Inc Class A
$19.98
$0.64
(3.1%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$7.62B
936.18%
ADBE
Adobe
$429.11
$1.46
(0.34%)
premium
20 Buy
5 Hold
1 Sell
Moderate Buy
premium
$189.54B
-23.74%
PANW
Palo Alto Networks
$178.91
$4.34
(2.37%)
premium
32 Buy
4 Hold
2 Sell
Strong Buy
premium
$120.25B
29.54%
PLTR
Palantir Technologies
$76.16
$3.73
(4.67%)
premium
2 Buy
8 Hold
7 Sell
Moderate Sell
premium
$181.99B
399.94%
ORCL
Oracle
$165.68
$0.64
(0.38%)
premium
15 Buy
11 Hold
1 Sell
Moderate Buy
premium
$465.19B
61.90%
SMH
SMH
< ETF >
VanEck Semiconductor ETF
$260.18
$8.3
(3.3%)
premium
301 Buy
141 Hold
19 Sell
Moderate Buy
premium
$23.55B
46.48%
IGV
IGV
< ETF >
iShares Expanded Tech-Software Sector ETF
$101.51
$0.04
(0.04%)
premium
992 Buy
497 Hold
59 Sell
Moderate Buy
premium
$9.36B
27.76%
PSTG
Pure Storage
$64.60
$0.37
(0.58%)
premium
12 Buy
6 Hold
1 Sell
Moderate Buy
premium
$20.95B
78.96%
ASUR
Asure
$10.02
$0.37
(3.83%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$256.25M
15.15%
NKE
Nike
$72.09
$1.22
(1.66%)
premium
14 Buy
15 Hold
0 Sell
Moderate Buy
premium
$109.12B
-28.18%
OPEN
Opendoor Technologies
$1.71
$0.065
(3.94%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$1.18B
-54.48%
PTON
Peloton Interactive
$8.78
$0.29
(3.2%)
premium
3 Buy
14 Hold
0 Sell
Hold
premium
$3.46B
34.97%
RIVN
Rivian Automotive
$15.60
$0.89
(5.4%)
premium
8 Buy
11 Hold
2 Sell
Moderate Buy
premium
$16.83B
-13.57%
JPM
JPMorgan Chase & Co.
$241.00
$1.03
(0.43%)
premium
10 Buy
5 Hold
1 Sell
Moderate Buy
premium
$684.92B
41.22%
LCID
Lucid Group
$3.35
$0.06
(1.82%)
premium
1 Buy
6 Hold
2 Sell
Hold
premium
$9.91B
-12.96%
NDAQ
Nasdaq
$76.91
$1.31
(1.67%)
premium
10 Buy
4 Hold
0 Sell
Moderate Buy
premium
$44.96B
40.51%
RXRX
Recursion Pharmaceuticals
$8.02
$0.22
(2.82%)
premium
2 Buy
3 Hold
0 Sell
Moderate Buy
premium
$3.05B
-34.62%
BLK
BlackRock
$1013.45
$7.38
(0.72%)
premium
13 Buy
2 Hold
0 Sell
Strong Buy
premium
$158.11B
30.40%
SPOT
Spotify Technology SA
$468.08
$1.39
(0.3%)
premium
18 Buy
6 Hold
0 Sell
Strong Buy
premium
$91.47B
141.16%
CVNA
Carvana Co
$188.16
$11
(6.21%)
premium
7 Buy
8 Hold
0 Sell
Moderate Buy
premium
$36.78B
277.98%
BAC
Bank of America
$45.35
$0.545
(1.22%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$343.82B
30.15%
NAT
Nordic American Tanker
$2.54
$0.015
(0.6%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$526.17M
-44.74%
RTX
RTX
$113.87
$2
(1.73%)
premium
7 Buy
8 Hold
0 Sell
Moderate Buy
premium
$154.22B
35.71%
EBAY
eBay
$62.89
$1.28
(2.08%)
premium
10 Buy
11 Hold
2 Sell
Moderate Buy
premium
$29.51B
43.98%
DIS
Walt Disney
$111.16
>$0.001
(>0.01%)
premium
16 Buy
6 Hold
0 Sell
Moderate Buy
premium
$201.30B
22.29%
TJX
TJX Companies
$120.68
$0.05
(0.04%)
premium
15 Buy
2 Hold
0 Sell
Strong Buy
premium
$135.72B
31.64%