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Schwab Account - New Portfolio

Schwab Account
Individual Investor
Ranked #10,174 out of 778,277 TipRanks' Investors
Success Rate
86%
86 out of 100
profitable transactions
Average Return
28.55%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
25.33% AAPL
16.04% AMZN
13.82% MSFT
12.34% NVDA
7.27% VOO
25.20% Others
By Assets
92.73% Stocks
7.27% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
51.49% Technology
16.04% Consumer Cyclical
14.38% Financial
10.82% Communication Services
7.27% General

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
92p12cku
92p12cku
92p12cku
premium
92p12cku
premium
92p12cku
92p12cku
92p12cku
5l0mor10u
5l0mor10u
5l0mor10u
premium
5l0mor10u
premium
5l0mor10u
5l0mor10u
5l0mor10u
3xbd61i1h
3xbd61i1h
3xbd61i1h
premium
3xbd61i1h
premium
3xbd61i1h
3xbd61i1h
3xbd61i1h
l35zu7
l35zu7
l35zu7
premium
l35zu7
premium
l35zu7
l35zu7
l35zu7
0zxsg9f
0zxsg9f
0zxsg9f
premium
0zxsg9f
premium
0zxsg9f
0zxsg9f
0zxsg9f
nh6d5t9
nh6d5t9
nh6d5t9
premium
nh6d5t9
premium
nh6d5t9
nh6d5t9
nh6d5t9
mije0kvofn
mije0kvofn
mije0kvofn
premium
mije0kvofn
premium
mije0kvofn
mije0kvofn
mije0kvofn
dkz4aazdog
dkz4aazdog
dkz4aazdog
premium
dkz4aazdog
premium
dkz4aazdog
dkz4aazdog
dkz4aazdog
3pzcldcyyj
3pzcldcyyj
3pzcldcyyj
premium
3pzcldcyyj
premium
3pzcldcyyj
3pzcldcyyj
3pzcldcyyj
7dhqryqt4xq
7dhqryqt4xq
7dhqryqt4xq
premium
7dhqryqt4xq
premium
7dhqryqt4xq
7dhqryqt4xq
7dhqryqt4xq
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AAPL
Apple
$244.87
$1.51
(0.62%)
premium
19 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.68T
34.32%
AMZN
Amazon
$227.09
$2.9
(1.29%)
premium
46 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.36T
54.36%
GOOGL
Alphabet Class A
$196.14
$4.35
(2.27%)
premium
24 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.36T
41.30%
MSFT
Microsoft
$426.94
$3.59
(0.85%)
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.15T
15.12%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$547.16
$2.76
(0.51%)
premium
4K Buy
3K Hold
320 Sell
Moderate Buy
premium
$584.10B
24.82%
WFC
Wells Fargo
$72.13
$0.82
(1.15%)
premium
10 Buy
9 Hold
0 Sell
Moderate Buy
premium
$237.43B
42.85%
NVDA
Nvidia
$150.25
$5.78
(4%)
premium
37 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.54T
194.25%
BRK.B
Berkshire Hathaway B
$451.53
$2.03
(0.45%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$978.68B
24.06%
JPM
JPMorgan Chase & Co.
$241.49
$0.54
(0.22%)
premium
10 Buy
5 Hold
1 Sell
Moderate Buy
premium
$684.92B
41.22%
META
Meta Platforms
$625.20
$20.57
(3.4%)
premium
38 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.53T
71.79%