tiprankstipranks

New Portfolio - New Portfolio

BRIAN WALTON-KING

New Portfolio
Individual Investor
Ranked #192,291 out of 769,002 TipRanks' Investors
Success Rate
60%
97 out of 162
profitable transactions
Average Return
7.40%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
22.31% LLY
9.62% AGNC
8.13% AVGO
5.23% PGR
5.14% PG
49.57% Others
By Assets
97.16% Stocks
2.84% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
29.90% Technology
27.64% Healthcare
13.00% Real Estate
9.42% Utilities
7.96% Financial
12.07% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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AAPL
Apple
$228.52
$0.48
(0.21%)
premium
24 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.45T
20.12%
META
Meta Platforms
$563.09
$2.43
(0.43%)
premium
40 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.42T
67.82%
NVDA
Nvidia
$146.67
$0.78
(0.53%)
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.61T
192.11%
AMZN
Amazon
$198.38
$4.5
(2.22%)
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.15T
40.99%
PGR
Progressive
$263.44
$6.42
(2.5%)
premium
12 Buy
4 Hold
0 Sell
Strong Buy
premium
$149.09B
58.84%
XOM
Exxon Mobil
$121.93
$1.61
(1.34%)
premium
12 Buy
7 Hold
1 Sell
Moderate Buy
premium
$521.39B
15.68%
MSFT
Microsoft
$412.87
$1.79
(0.43%)
premium
27 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.11T
11.37%
HOOD
Robinhood Markets
$35.09
$0.99
(2.74%)
premium
10 Buy
6 Hold
1 Sell
Moderate Buy
premium
$31.15B
352.13%
MU
Micron
$102.76
$4.39
(4.46%)
premium
23 Buy
1 Hold
1 Sell
Strong Buy
premium
$108.36B
28.24%
GOOGL
Alphabet Class A
$167.63
$8.35
(4.74%)
premium
27 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.19T
28.48%
LLY
Eli Lilly & Co
$749.92
$3.49
(0.46%)
premium
17 Buy
1 Hold
0 Sell
Strong Buy
premium
$692.74B
27.14%
CRWD
CrowdStrike Holdings
$357.55
$7.4
(2.11%)
premium
34 Buy
6 Hold
0 Sell
Strong Buy
premium
$86.61B
67.55%
AMD
Advanced Micro Devices
$137.49
$0.11
(0.08%)
premium
23 Buy
7 Hold
0 Sell
Strong Buy
premium
$226.20B
15.47%
CHKP
Check Point
$181.99
$5.16
(2.92%)
premium
5 Buy
13 Hold
0 Sell
Moderate Buy
premium
$19.20B
22.31%
MNST
Monster Beverage
$53.98
$0.28
(0.52%)
premium
10 Buy
6 Hold
1 Sell
Moderate Buy
premium
$52.25B
-2.01%
PG
Procter & Gamble
$172.75
$1.86
(1.09%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$402.15B
14.22%
CYBR
CyberArk Software
$329.15
$12.25
(3.87%)
premium
26 Buy
1 Hold
0 Sell
Strong Buy
premium
$13.73B
65.46%
TTD
Trade Desk
$127.35
$3.45
(2.78%)
premium
21 Buy
3 Hold
2 Sell
Moderate Buy
premium
$58.94B
88.15%
VRTX
Vertex Pharmaceuticals
$450.37
$0.86
(0.19%)
premium
16 Buy
9 Hold
2 Sell
Moderate Buy
premium
$115.38B
27.18%
NOW
ServiceNow
$1047.05
$24.07
(2.35%)
premium
26 Buy
2 Hold
1 Sell
Strong Buy
premium
$210.55B
53.05%
SYF
Synchrony Financial
$65.14
$0.74
(1.15%)
premium
11 Buy
6 Hold
1 Sell
Moderate Buy
premium
$24.78B
118.53%
ALL
Allstate
$203.48
$6.19
(3.14%)
premium
13 Buy
2 Hold
1 Sell
Strong Buy
premium
$52.06B
46.18%
AGNC
AGNC Investment
$9.70
$0.05
(0.52%)
premium
7 Buy
4 Hold
0 Sell
Moderate Buy
premium
$8.56B
9.41%
NLY
Annaly Capital
$19.78
$0.31
(1.59%)
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$11.07B
9.81%
O
Realty Income
$57.39
$0.51
(0.9%)
premium
3 Buy
8 Hold
0 Sell
Moderate Buy
premium
$50.04B
6.22%
AMGN
Amgen
$289.90
$2.03
(0.71%)
premium
11 Buy
11 Hold
1 Sell
Moderate Buy
premium
$150.48B
9.53%
AVGO
Broadcom
$163.94
$0.69
(0.42%)
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$772.28B
66.38%
DELL
Dell Technologies
$138.92
$4.96
(3.7%)
premium
14 Buy
3 Hold
0 Sell
Strong Buy
premium
$99.00B
81.96%
MNDY
Monday.com
$276.26
$16.11
(6.19%)
premium
16 Buy
4 Hold
0 Sell
Strong Buy
premium
$12.81B
52.49%
SFY
SFY
< ETF >
SoFi Select 500 ETF
$110.99
$0.79
(0.72%)
premium
5K Buy
3K Hold
296 Sell
Moderate Buy
premium
$959.31M
36.64%
DDOG
Datadog
$143.86
$8.41
(6.21%)
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$45.32B
21.01%
ARCC
Ares Capital
$21.78
$0.01
(0.05%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$14.10B
10.38%
XLU
XLU
< ETF >
Utilities Select Sector SPDR Fund
$81.89
$1.4
(1.74%)
premium
189 Buy
129 Hold
18 Sell
Moderate Buy
premium
$16.89B
29.28%
FRT
Federal Realty
$114.40
$1.25
(1.1%)
premium
8 Buy
3 Hold
0 Sell
Moderate Buy
premium
$9.69B
23.23%
NEE
NextEra Energy
$77.36
$0.48
(0.62%)
premium
8 Buy
5 Hold
1 Sell
Moderate Buy
premium
$158.51B
32.60%
ET
Energy Transfer
$18.97
$0.69
(3.77%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$61.49B
33.43%
VST
Vistra Energy
$166.61
$11.98
(7.75%)
premium
9 Buy
0 Hold
0 Sell
Strong Buy
premium
$52.69B
348.33%
NRG
NRG Energy
$96.89
$2.37
(2.51%)
premium
4 Buy
3 Hold
0 Sell
Moderate Buy
premium
$19.22B
109.12%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$56.47
$0.26
(0.46%)
premium
1K Buy
534 Hold
62 Sell
Moderate Buy
premium
$18.60B
14.48%
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%
SRE
Sempra Energy
$94.69
$1.57
(1.69%)
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$59.15B
27.79%
LTL
LTL
< ETF >
ProShares Ultra Telecommunications
$84.58
$0.411
(0.48%)
premium
premium
$7.32M
73.59%
SCHG
SCHG
< ETF >
Schwab U.S. Large-Cap Growth ETF
$27.45
$0.05
(0.18%)
premium
3K Buy
1K Hold
132 Sell
Moderate Buy
premium
$35.11B
37.92%
TSM
Taiwan Semiconductor Manufacturing
$191.24
$2.88
(1.53%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$827.92B
91.40%
MSTR
Microstrategy
$397.28
$76.55
(16.16%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$87.25B
861.04%