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ShawnaC0914 - New Portfolio

Shawna Cortez

ShawnaC0914
Individual Investor
Ranked #169,435 out of 769,291 TipRanks' Investors
Success Rate
62%
78 out of 126
profitable transactions
Average Return
7.59%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
58.58% RETTX
13.43% NKE
5.35% BBN
4.43% SMCI
4.23% ISRG
13.98% Others
By Assets
64.13% Funds
34.26% Stocks
1.41% Cryptocurrency
0.20% Cash
<0.01% ETFs
By Sector
64.26% General
15.50% Consumer Cyclical
4.70% Technology
4.68% Financial
4.23% Healthcare
6.62% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
kzcp872keja
kzcp872keja
kzcp872keja
premium
kzcp872keja
premium
kzcp872keja
kzcp872keja
kzcp872keja
hwo1l0xyh4q
hwo1l0xyh4q
hwo1l0xyh4q
premium
hwo1l0xyh4q
premium
hwo1l0xyh4q
hwo1l0xyh4q
hwo1l0xyh4q
lurdahxu1mb
lurdahxu1mb
lurdahxu1mb
premium
lurdahxu1mb
premium
lurdahxu1mb
lurdahxu1mb
lurdahxu1mb
nsby22girzc
nsby22girzc
nsby22girzc
premium
nsby22girzc
premium
nsby22girzc
nsby22girzc
nsby22girzc
guxuto0vol
guxuto0vol
guxuto0vol
premium
guxuto0vol
premium
guxuto0vol
guxuto0vol
guxuto0vol
nhwlek8633p
nhwlek8633p
nhwlek8633p
premium
nhwlek8633p
premium
nhwlek8633p
nhwlek8633p
nhwlek8633p
ekuu3116vi
ekuu3116vi
ekuu3116vi
premium
ekuu3116vi
premium
ekuu3116vi
ekuu3116vi
ekuu3116vi
omvnervdepe
omvnervdepe
omvnervdepe
premium
omvnervdepe
premium
omvnervdepe
omvnervdepe
omvnervdepe
6fqs0bf6bc
6fqs0bf6bc
6fqs0bf6bc
premium
6fqs0bf6bc
premium
6fqs0bf6bc
6fqs0bf6bc
6fqs0bf6bc
pvliak32xr
pvliak32xr
pvliak32xr
premium
pvliak32xr
premium
pvliak32xr
pvliak32xr
pvliak32xr
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META
Meta Platforms
$558.06
$5.03
(0.89%)
premium
40 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.42T
64.89%
AAPL
Apple
$229.52
$1
(0.44%)
premium
24 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.45T
19.45%
MSFT
Microsoft
$414.36
$1.49
(0.36%)
premium
27 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.07T
9.27%
SPY
SPY
< ETF >
SPDR S&P 500 ETF Trust
$595.23
$1.56
(0.26%)
premium
4K Buy
3K Hold
326 Sell
Moderate Buy
premium
$621.43B
29.77%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$505.39
$0.41
(0.08%)
premium
1K Buy
624 Hold
72 Sell
Moderate Buy
premium
$307.70B
29.00%
AMZN
Amazon
$197.25
$1.135
(0.57%)
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.09T
35.22%
NVDA
Nvidia
$142.06
$4.61
(3.14%)
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.59T
201.07%
ETH-USD
Ethereum
$3281.81
$67.763
(2.02%)
premium
premium
$406.16B
70.35%
VO
VO
< ETF >
Vanguard Mid-Cap ETF
$281.80
$2.52
(0.9%)
premium
2K Buy
2K Hold
193 Sell
Moderate Buy
premium
$74.42B
27.77%
GOOGL
Alphabet Class A
$164.89
$2.74
(1.63%)
premium
27 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.06T
21.04%
BTC-USD
Bitcoin
$99330.47
$1.409K
(1.44%)
premium
premium
$1.96T
171.96%
RKT
Rocket Companies
$13.74
$0.13
(0.96%)
premium
0 Buy
8 Hold
3 Sell
Moderate Sell
premium
$27.15B
52.85%
GB:RKT
Reckitt
4845.00p
103p
(2.17%)
premium
4 Buy
8 Hold
0 Sell
Moderate Buy
premium
£32.64B
-12.85%
IT:RKT
Rocket Sharing Company S.p.A.
€0.34
€0
(0%)
premium
premium
12.96%
AFAAX
AFAAX
< FUND >
Yorktown Capital Appreciation Fund Institutional Class
$23.74
$0
(0%)
premium
39 Buy
7 Hold
0 Sell
Moderate Buy
premium
0.00%
BDFIX
BDFIX
< FUND >
Baron Discovery Fund Institutional Shares
$33.86
$0.77
(2.33%)
premium
49 Buy
12 Hold
0 Sell
Moderate Buy
premium
33.67%
TTD
Trade Desk
$128.70
$1.35
(1.06%)
premium
21 Buy
3 Hold
2 Sell
Moderate Buy
premium
$62.86B
90.56%
GLBE
Global-e Online
$49.63
$0.26
(0.52%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$8.33B
52.91%
RBLX
Roblox
$49.54
$0.19
(0.39%)
premium
16 Buy
6 Hold
1 Sell
Moderate Buy
premium
$32.38B
40.30%
ISRG
Intuitive Surgical
$547.23
$3.39
(0.62%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$196.12B
74.36%
NKE
Nike
$77.13
$2.03
(2.7%)
premium
14 Buy
14 Hold
0 Sell
Moderate Buy
premium
$111.79B
-30.41%
GB:0LD8
Target
$121.23
$1.68
(1.37%)
premium
13 Buy
14 Hold
0 Sell
Moderate Buy
premium
$56.01B
-6.83%
WMT
Walmart
$90.37
$1.98
(2.24%)
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$710.50B
71.44%
ULTA
Ulta Beauty
$340.98
$2.2
(0.65%)
premium
11 Buy
10 Hold
2 Sell
Moderate Buy
premium
$15.96B
-17.27%
MCD
McDonald's
$289.70
$1.23
(0.43%)
premium
16 Buy
10 Hold
0 Sell
Moderate Buy
premium
$206.72B
2.32%
TGT
Target
$125.14
$3.55
(2.92%)
premium
13 Buy
14 Hold
0 Sell
Moderate Buy
premium
$56.01B
-6.83%
EBTC
Enterprise Bancorp
$36.97
$0.535
(1.47%)
premium
premium
$452.80M
37.99%
AXP
American Express
$301.05
$8.05
(2.75%)
premium
6 Buy
9 Hold
1 Sell
Moderate Buy
premium
$206.40B
77.28%
JPM
JPMorgan Chase & Co.
$248.86
$4.1
(1.68%)
premium
10 Buy
6 Hold
1 Sell
Moderate Buy
premium
$689.08B
59.63%
V
Visa
$309.69
$0.21
(0.07%)
premium
22 Buy
3 Hold
0 Sell
Strong Buy
premium
$550.36B
22.14%
F
Ford Motor
$11.27
$0.465
(4.31%)
premium
4 Buy
9 Hold
1 Sell
Hold
premium
$42.92B
5.26%
PGR
Progressive
$265.34
$1.9
(0.72%)
premium
12 Buy
4 Hold
0 Sell
Strong Buy
premium
$154.33B
62.01%
SCHW
Charles Schwab
$81.18
$0.38
(0.47%)
premium
7 Buy
7 Hold
1 Sell
Moderate Buy
premium
$147.91B
44.47%
GAP
Gap Inc
$24.58
$2.54
(11.52%)
premium
7 Buy
5 Hold
0 Sell
Moderate Buy
premium
$8.29B
17.23%
TIPRX
TIPRX
< FUND >
Bluerock Total Income + Real Estate Fund Class A
$26.62
$0.01
(0.04%)
premium
premium
$702.81M
-12.92%
BACIX
BACIX
< FUND >
BlackRock Fds, All-Cap Energy & Resources Ptf Insti Class
$14.83
$0.16
(1.09%)
premium
29 Buy
3 Hold
0 Sell
Moderate Buy
premium
10.67%
BBN
BBN
< FUND >
BlackRock Taxable Municipal Bond Trust
$16.32
$0.05
(0.31%)
premium
premium
$1.01B
4.31%
FLYW
Flywire
$23.21
$0.285
(1.24%)
premium
6 Buy
2 Hold
0 Sell
Strong Buy
premium
$2.85B
-1.08%
CRM
Salesforce
$340.13
$4.355
(1.3%)
premium
34 Buy
8 Hold
1 Sell
Strong Buy
premium
$321.01B
50.01%
AVGO
Broadcom
$163.83
$0.11
(0.07%)
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$765.69B
68.66%
SMCI
Super Micro Computer
$33.11
$3.41
(11.48%)
premium
2 Buy
6 Hold
2 Sell
Hold
premium
$17.39B
3.61%
CMI
Cummins
$371.76
$4.72
(1.29%)
premium
3 Buy
6 Hold
2 Sell
Hold
premium
$50.60B
64.30%
ABM
ABM Industries
$56.96
$0.58
(1.03%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$3.54B
37.91%
AAIRF
American Aires
$0.14
$0.002
(1.4%)
premium
premium
$14.39M
-4.11%
DE:SZR
Southwest Gas
€74.00
€1
(1.37%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
€5.31B
29.16%
GB:0L8F
Southwest Airlines
$31.93
$0.342
(1.08%)
premium
2 Buy
9 Hold
1 Sell
Hold
premium
$19.07B
28.65%
DAL
Delta Air Lines
$63.20
$0.14
(0.22%)
premium
17 Buy
0 Hold
0 Sell
Strong Buy
premium
$40.87B
76.19%
RETTX
RETTX
< FUND >
Global Real Estate Securities Fund Class M
$30.69
$0.13
(0.43%)
premium
87 Buy
35 Hold
3 Sell
Moderate Buy
premium
15.50%
OANBX
OANBX
< FUND >
Oakmark Equity and Income Fund Institutional Class
$36.96
$0.18
(0.49%)
premium
premium
14.40%
DE:TT8
Trade Desk
€119.00
€2.08
(1.78%)
premium
21 Buy
3 Hold
2 Sell
Moderate Buy
premium
€60.03B
90.56%
GB:WISE
Wise PLC Class A
871.00p
3.5p
(0.4%)
premium
5 Buy
2 Hold
1 Sell
Moderate Buy
premium
£12.35B
14.84%
WISE
WISE
< ETF >
Themes Generative Artificial Intelligence ETF
$33.40
$0.63
(1.92%)
premium
476 Buy
180 Hold
32 Sell
Moderate Buy
premium
$14.04M
25.70%
IT:1SBUX
Starbucks
€95.61
€2.84
(3.06%)
premium
15 Buy
6 Hold
4 Sell
Moderate Buy
premium
€108.35B
-3.27%
SBUX
Starbucks
$101.93
$1.87
(1.87%)
premium
15 Buy
6 Hold
4 Sell
Moderate Buy
premium
$113.45B
-3.27%
TIP
TIP
< ETF >
iShares TIPS Bond ETF
$107.80
$0.115
(0.11%)
premium
premium
$16.20B
3.04%
XRP-USD
Ripple
$1.43
$0.254
(21.65%)
premium
premium
$138.35B
133.56%
BNB-USD
Binance Coin
$621.80
$3.114
(0.5%)
premium
premium
$89.26B
171.19%
USDC-USD
USD Coin
$1.00
<$0.001
(<0.01%)
premium
premium
$38.30B
-0.10%
USDT-USD
Tether
$1.00
>$0.001
(>0.01%)
premium
premium
$136.16B
0.10%
AVAX-USD
Avalanche
$39.36
$3.624
(10.14%)
premium
premium
$16.08B
81.90%
SOL-USD
Solana
$254.05
$0.086
(0.03%)
premium
premium
$153.12B
383.62%
LINK-USD
ChainLink
$15.30
$0.386
(2.59%)
premium
premium
$15.30B
8.17%
UNI-USD
Uniswap
$9.29
$0.191
(2.1%)
premium
premium
$9.38B
76.71%
DOT-USD
Polkadot
$6.33
$0.492
(8.43%)
premium
premium
$9.30B
22.55%
$0.20
<$0.001
(0.46%)
premium
premium
$17.15B
104.08%
MATIC-USD
Polygon
$0.47
$0.025
(5.67%)
premium
premium
$4.58B
-37.38%
BCH-USD
Bitcoin Cash
$487.81
$3.665
(0.76%)
premium
premium
$9.76B
124.42%
ICP-USD
Internet Computer
$10.30
$1.078
(11.69%)
premium
premium
$5.03B
126.77%
LTC-USD
Litecoin
$90.48
$1.75
(1.97%)
premium
premium
$6.75B
33.28%
ETC-USD
Ethereum Classic
$27.97
$0.744
(2.73%)
premium
premium
$4.20B
50.43%
ATOM-USD
Cosmos
$7.26
$0.951
(15.06%)
premium
premium
$2.77B
-23.16%
HBAR-USD
Hedera
$0.14
$0.012
(10.09%)
premium
premium
$6.59B
116.67%
VET-USD
VeChain
$0.03
$0.002
(5.05%)
premium
premium
$2.81B
60.00%
XLM-USD
Stellar
$0.32
$0.077
(31.39%)
premium
premium
$14.04B
146.09%
DOGE-USD
Dogecoin
$0.40
$0.015
(3.94%)
premium
premium
$57.70B
432.43%
WBTC-USD
Wrapped Bitcoin
$99043.09
$1.4K
(1.43%)
premium
premium
$14.45B
171.57%
ADA-USD
Cardano
$0.97
$0.172
(21.6%)
premium
premium
$38.77B
135.41%
ENS-USD
Ethereum Name Service
$19.08
$0.096
(0.5%)
premium
premium
$1.95B
138.54%
AXS-USD
Axie Infinity
$5.93
$0.138
(2.39%)
premium
premium
$1.58B
2.17%
CRV-USD
Curve DAO Token
$0.44
$0.039
(9.81%)
premium
premium
$912.66M
-23.93%
APE-USD
ApeCoin
$1.14
$0.008
(0.66%)
premium
premium
$1.19B
-14.80%
FTM-USD
Fantom
$0.70
$0.004
(0.52%)
premium
premium
$2.26B
146.90%
TCPC
BlackRock TCP Capital
$9.06
$0.07
(0.78%)
premium
0 Buy
0 Hold
1 Sell
Moderate Sell
premium
$769.46M
-24.13%
DE:CS1
Expand Energy
€93.18
€0
(0%)
premium
8 Buy
6 Hold
1 Sell
Moderate Buy
premium
€22.29B
23.42%