Fidelity - New Portfolio

Fidelity
Individual Investor
Ranked #53,485 out of 762,027 TipRanks' Investors
Success Rate
76%
54 out of 71
profitable transactions
Average Return
15.74%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
8.64% NVDA
5.98% AAPL
5.75% AMZN
5.54% GOOGL
5.26% AVGO
68.83% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
28.04% Technology
13.84% Financial
13.40% Healthcare
9.98% Communication Services
8.84% Consumer Cyclical
25.88% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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AAPL
Apple
$235.00
$2.85
(1.23%)
premium
23 Buy
10 Hold
1 Sell
Moderate Buy
premium
$3.53T
33.93%
VZ
Verizon
$43.99
$0.14
(0.32%)
premium
8 Buy
8 Hold
0 Sell
Moderate Buy
premium
$184.59B
39.30%
V
Visa
$290.62
$0.23
(0.08%)
premium
23 Buy
5 Hold
0 Sell
Strong Buy
premium
$573.78B
24.30%
RTX
RTX
$125.92
$0.17
(0.14%)
premium
6 Buy
9 Hold
0 Sell
Moderate Buy
premium
$167.28B
70.42%
PINE
Alpine Income Property Trust Inc
$18.47
$0.8
(4.53%)
premium
5 Buy
2 Hold
0 Sell
Moderate Buy
premium
$240.87M
11.60%
PG
Procter & Gamble
$171.28
$0.006
(<0.01%)
premium
10 Buy
9 Hold
0 Sell
Moderate Buy
premium
$404.81B
15.53%
OTTR
Otter Tail
$78.56
$0.95
(1.19%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$3.33B
9.72%
OLN
Olin
$47.00
$0.41
(0.86%)
premium
5 Buy
8 Hold
1 Sell
Moderate Buy
premium
$5.57B
-0.38%
NVDA
Nvidia
$138.00
$1.07
(0.78%)
premium
39 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.36T
227.78%
JNJ
Johnson & Johnson
$165.12
$0.65
(0.4%)
premium
5 Buy
8 Hold
0 Sell
Moderate Buy
premium
$395.92B
8.40%
HON
Honeywell International
$222.02
$2.47
(1.13%)
premium
8 Buy
7 Hold
0 Sell
Moderate Buy
premium
$142.64B
21.81%
GOOGL
Alphabet Class A
$163.42
$0.49
(0.3%)
premium
30 Buy
9 Hold
0 Sell
Strong Buy
premium
$2.01T
18.63%
BRK.B
Berkshire Hathaway B
$464.80
$1.05
(0.23%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$1.00T
37.25%
AMZN
Amazon
$188.99
$1.46
(0.78%)
premium
45 Buy
2 Hold
0 Sell
Strong Buy
premium
$1.97T
47.19%
AMAT
Applied Materials
$186.36
$3.12
(1.7%)
premium
16 Buy
8 Hold
0 Sell
Moderate Buy
premium
$151.06B
38.63%
ABBV
AbbVie
$188.86
$0.29
(0.15%)
premium
11 Buy
7 Hold
0 Sell
Moderate Buy
premium
$333.08B
29.78%
MSFT
Microsoft
$418.16
$1.44
(0.35%)
premium
26 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.10T
26.21%
XOM
Exxon Mobil
$120.01
$0.34
(0.28%)
premium
12 Buy
7 Hold
1 Sell
Moderate Buy
premium
$534.69B
6.18%
WFC
Wells Fargo
$64.36
$0.02
(0.03%)
premium
11 Buy
11 Hold
0 Sell
Moderate Buy
premium
$219.13B
56.29%
UNH
UnitedHealth
$569.61
$3.58
(0.63%)
premium
18 Buy
1 Hold
0 Sell
Strong Buy
premium
$522.68B
7.14%
COST
Costco
$889.56
$4.27
(0.48%)
premium
16 Buy
8 Hold
0 Sell
Moderate Buy
premium
$392.25B
57.27%
AVGO
Broadcom
$179.89
$1.64
(0.9%)
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$847.85B
107.29%
QCOM
Qualcomm
$170.92
$0.18
(0.11%)
premium
12 Buy
7 Hold
1 Sell
Moderate Buy
premium
$190.61B
53.59%