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ShawnaC0914
- New Portfolio
Performance
Portfolio Details
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
Select Columns
84
Results | Showing
1
out of
1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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kzcp872keja
kzcp872keja
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kzcp872keja
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kzcp872keja
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hwo1l0xyh4q
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premium
hwo1l0xyh4q
hwo1l0xyh4q
hwo1l0xyh4q
lurdahxu1mb
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lurdahxu1mb
premium
lurdahxu1mb
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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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
< 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
< 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
< 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%
RKT
Reckitt
4845.00p
103p
(
2.17%
)
premium
4
Buy
8
Hold
0
Sell
Moderate Buy
premium
£32.64B
-12.85%
RKT
Rocket Sharing Company S.p.A.
€0.34
€0
(
0%
)
premium
―
premium
―
12.96%
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
< 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%
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
< FUND >
Bluerock Total Income + Real Estate Fund Class A
$26.62
$0.01
(
0.04%
)
premium
―
premium
$702.81M
-12.92%
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
< 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%
SZR
Southwest Gas
€74.00
€1
(
1.37%
)
premium
1
Buy
2
Hold
0
Sell
Moderate Buy
premium
€5.31B
29.16%
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
< 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
< FUND >
Oakmark Equity and Income Fund Institutional Class
$36.96
$0.18
(
0.49%
)
premium
―
premium
―
14.40%
TT8
Trade Desk
€119.00
€2.08
(
1.78%
)
premium
21
Buy
3
Hold
2
Sell
Moderate Buy
premium
€60.03B
90.56%
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
< 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%
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
< 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%
TRX-USD
TRON
$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%
CS1
Expand Energy
€93.18
€0
(
0%
)
premium
8
Buy
6
Hold
1
Sell
Moderate Buy
premium
€22.29B
23.42%
84
Results | Showing
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