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New Portfolio - New Portfolio

BRIAN WALTON-KING

New Portfolio
Individual Investor
Ranked #199,183 out of 781,107 TipRanks' Investors
Success Rate
59%
95 out of 162
profitable transactions
Average Return
9.94%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
21.31% LLY
11.59% AVGO
9.30% AGNC
4.65% PG
4.61% PGR
48.54% Others
By Assets
97.24% Stocks
2.76% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
33.39% Technology
26.22% Healthcare
12.45% Real Estate
9.13% Utilities
7.32% Financial
11.49% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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AAPL
Apple
$221.39
$8.59
(3.74%)
premium
18 Buy
7 Hold
4 Sell
Moderate Buy
premium
$3.46T
20.06%
META
Meta Platforms
$617.54
$4.77
(0.78%)
premium
40 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.55T
59.80%
NVDA
Nvidia
$141.32
$3.61
(2.62%)
premium
36 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.37T
131.48%
AMZN
Amazon
$230.36
$4.42
(1.96%)
premium
48 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.38T
45.45%
PGR
Progressive
$240.33
$3.35
(1.37%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$142.75B
43.22%
XOM
Exxon Mobil
$111.72
$0.6
(0.53%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$493.66B
15.85%
MSFT
Microsoft
$428.75
$0.28
(0.07%)
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.19T
7.61%
HOOD
Robinhood Markets
$50.18
$2.03
(4.22%)
premium
12 Buy
4 Hold
0 Sell
Strong Buy
premium
$42.56B
349.58%
MU
Micron
$109.93
$4.18
(3.95%)
premium
20 Buy
2 Hold
0 Sell
Strong Buy
premium
$117.82B
20.84%
GOOGL
Alphabet Class A
$198.93
$2.93
(1.49%)
premium
24 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.41T
33.90%
LLY
Eli Lilly & Co
$739.94
$14.22
(1.96%)
premium
15 Buy
2 Hold
0 Sell
Strong Buy
premium
$688.94B
15.45%
CRWD
CrowdStrike Holdings
$367.85
$10.85
(3.04%)
premium
29 Buy
4 Hold
0 Sell
Strong Buy
premium
$87.93B
22.87%
AMD
Advanced Micro Devices
$122.95
$1.49
(1.23%)
premium
21 Buy
10 Hold
1 Sell
Moderate Buy
premium
$197.11B
-30.29%
CHKP
Check Point
$194.41
$6.54
(3.48%)
premium
5 Buy
18 Hold
0 Sell
Hold
premium
$20.66B
19.11%
MNST
Monster Beverage
$49.14
$0.28
(0.57%)
premium
9 Buy
6 Hold
2 Sell
Moderate Buy
premium
$48.06B
-13.57%
PG
Procter & Gamble
$161.62
$0.49
(0.3%)
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$379.47B
9.19%
CYBR
CyberArk Software
$353.85
$1.625
(0.46%)
premium
27 Buy
1 Hold
0 Sell
Strong Buy
premium
$17.36B
51.48%
TTD
Trade Desk
$124.35
$0.07
(0.06%)
premium
24 Buy
4 Hold
1 Sell
Strong Buy
premium
$61.41B
86.12%
VRTX
Vertex Pharmaceuticals
$428.71
$6.71
(1.59%)
premium
15 Buy
9 Hold
2 Sell
Moderate Buy
premium
$108.68B
-2.99%
NOW
ServiceNow
$1097.82
$26.34
(2.46%)
premium
26 Buy
3 Hold
0 Sell
Strong Buy
premium
$220.72B
43.03%
SYF
Synchrony Financial
$69.38
$0.63
(0.92%)
premium
14 Buy
4 Hold
0 Sell
Strong Buy
premium
$26.77B
86.26%
ALL
Allstate
$190.02
$1.12
(0.59%)
premium
10 Buy
1 Hold
1 Sell
Strong Buy
premium
$50.02B
21.96%
AGNC
AGNC Investment
$9.71
$0.095
(0.99%)
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$8.51B
-1.84%
NLY
Annaly Capital
$19.46
$0.145
(0.75%)
premium
5 Buy
3 Hold
0 Sell
Moderate Buy
premium
$10.83B
0.10%
O
Realty Income
$55.27
$0.65
(1.19%)
premium
4 Buy
9 Hold
0 Sell
Moderate Buy
premium
$47.80B
-3.36%
AMGN
Amgen
$276.26
$4.15
(1.53%)
premium
10 Buy
9 Hold
1 Sell
Moderate Buy
premium
$146.27B
-11.60%
AVGO
Broadcom
$241.30
$3.86
(1.63%)
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$1.11T
96.04%
DELL
Dell Technologies
$111.13
$1.49
(1.36%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$76.93B
31.79%
MNDY
Monday.com
$247.26
$5.21
(2.15%)
premium
16 Buy
4 Hold
0 Sell
Strong Buy
premium
$12.07B
23.73%
SFY
SFY
< ETF >
SoFi Select 500 ETF
$112.62
$1.27
(1.14%)
premium
5K Buy
3K Hold
277 Sell
Moderate Buy
premium
$978.67M
29.85%
DDOG
Datadog
$138.56
$0.155
(0.11%)
premium
26 Buy
5 Hold
0 Sell
Strong Buy
premium
$47.02B
6.21%
ARCC
Ares Capital
$23.36
$0.175
(0.75%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$14.98B
13.85%
XLU
XLU
< ETF >
Utilities Select Sector SPDR Fund
$80.32
$1.48
(1.88%)
premium
180 Buy
127 Hold
13 Sell
Moderate Buy
premium
$17.49B
29.95%
FRT
Federal Realty
$105.85
$0.46
(0.44%)
premium
10 Buy
3 Hold
0 Sell
Strong Buy
premium
$9.02B
4.74%
NEE
NextEra Energy
$71.03
$0.275
(0.39%)
premium
9 Buy
6 Hold
1 Sell
Moderate Buy
premium
$145.51B
23.58%
ET
Energy Transfer
$20.89
$0.595
(2.93%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$69.47B
47.13%
VST
Vistra Energy
$187.72
$16.86
(9.87%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$58.13B
325.34%
NRG
NRG Energy
$112.27
$7.76
(7.43%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$21.17B
98.99%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$57.56
$0.29
(0.51%)
premium
3K Buy
1K Hold
138 Sell
Strong Buy
premium
$21.51B
11.22%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$28.15
$0.16
(0.57%)
premium
421 Buy
416 Hold
68 Sell
Moderate Buy
premium
$67.47B
9.17%
SRE
Sempra Energy
$86.87
$1.69
(1.98%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$53.95B
16.88%
LTL
LTL
< ETF >
ProShares Ultra Telecommunications
$86.28
$1.98
(2.35%)
premium
premium
$9.11M
56.65%
SCHG
SCHG
< ETF >
Schwab U.S. Large-Cap Growth ETF
$28.46
$0.17
(0.6%)
premium
3K Buy
1K Hold
125 Sell
Moderate Buy
premium
$37.67B
31.85%
TSM
TSMC
$220.02
$8.52
(4.03%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$889.17B
85.20%
MSTR
Microstrategy
$400.30
$3.8
(0.96%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$97.73B
724.32%