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Open Fidelity Positions - New Portfolio

Sam F

Open Fidelity Positions
Individual Investor
Ranked #134,177 out of 769,002 TipRanks' Investors
Success Rate
67%
50 out of 75
profitable transactions
Average Return
9.72%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
10.99% SOFI
10.50% BA
9.07% ANF
8.28% LMT
7.63% DELL
53.53% Others
By Assets
83.45% Stocks
12.59% ETFs
3.96% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
22.85% Industrials
20.30% Technology
13.11% General
10.99% Financial
9.07% Consumer Cyclical
23.69% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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jlso8m778
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jlso8m778
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vyd74r3h6pp
vyd74r3h6pp
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42pxhbzue2w
42pxhbzue2w
42pxhbzue2w
premium
42pxhbzue2w
premium
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jkem46bb6zt
premium
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3s29vday3ul
3s29vday3ul
premium
3s29vday3ul
premium
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CCI
Crown Castle
$104.50
$0.13
(0.12%)
premium
3 Buy
9 Hold
0 Sell
Hold
premium
$45.40B
0.74%
JNJ
Johnson & Johnson
$155.50
$2.39
(1.56%)
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$368.37B
1.32%
KVUE
Kenvue, Inc.
$24.09
$0.31
(1.3%)
premium
4 Buy
3 Hold
0 Sell
Moderate Buy
premium
$45.42B
19.50%
LMT
Lockheed Martin
$542.01
$7.28
(1.36%)
premium
9 Buy
7 Hold
0 Sell
Moderate Buy
premium
$126.40B
19.32%
WMT
Walmart
$88.39
$1.21
(1.39%)
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$696.11B
67.81%
XOM
Exxon Mobil
$121.93
$1.61
(1.34%)
premium
12 Buy
7 Hold
1 Sell
Moderate Buy
premium
$521.39B
15.18%
SOFI
SoFi Technologies
$15.01
$0.34
(2.32%)
premium
5 Buy
7 Hold
2 Sell
Hold
premium
$15.65B
118.30%
SNOW
Snowflake
$171.35
$42.23
(32.71%)
premium
24 Buy
10 Hold
0 Sell
Moderate Buy
premium
$43.66B
-22.53%
BA
Boeing
$143.41
$2.67
(1.83%)
premium
15 Buy
6 Hold
2 Sell
Moderate Buy
premium
$108.85B
-33.07%
DELL
Dell Technologies
$138.92
$4.96
(3.7%)
premium
14 Buy
3 Hold
0 Sell
Strong Buy
premium
$99.00B
81.96%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$545.64
$2.74
(0.5%)
premium
4K Buy
3K Hold
328 Sell
Moderate Buy
premium
$566.51B
30.35%
APG
APi Group
$37.00
$1
(2.78%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$9.97B
21.75%
XLV
XLV
< ETF >
Health Care Select Sector SPDR Fund
$144.03
$1.15
(0.8%)
premium
541 Buy
322 Hold
34 Sell
Moderate Buy
premium
$38.41B
8.78%
VOOV
VOOV
< ETF >
Vanguard S&P 500 Value ETF
$195.58
$2.18
(1.13%)
premium
3K Buy
2K Hold
280 Sell
Moderate Buy
premium
$5.34B
22.68%
ANF
Abercrombie Fitch
$141.57
$4.76
(3.48%)
premium
5 Buy
2 Hold
0 Sell
Moderate Buy
premium
$7.28B
84.80%
GLDM
GLDM
< ETF >
SPDR Gold MiniShares Trust
$52.93
$0.44
(0.84%)
premium
premium
$8.95B
32.38%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$28.98
$0.27
(0.94%)
premium
423 Buy
433 Hold
69 Sell
Moderate Buy
premium
$65.70B
20.80%
EXC
Exelon
$39.31
$0.58
(1.5%)
premium
4 Buy
7 Hold
0 Sell
Moderate Buy
premium
$39.29B
-0.39%