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Horizon Sky Investments
- New Portfolio
Performance
Portfolio Details
Rob Wade
Horizon Sky Investments
Individual Investor
Ranked #81,880 out of 769,002 TipRanks' Investors
Success Rate
71%
77 out of 108
profitable transactions
Average Return
6.40%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
27.88%
NVDA
11.33%
VTV
6.91%
VOO
6.35%
VPU
4.99%
BRK.B
42.54%
Others
By Assets
59.82%
Stocks
40.18%
ETFs
0.00%
Funds
0.00%
Cryptocurrency
0.00%
Cash
By Sector
40.18%
General
37.64%
Technology
7.11%
Financial
4.95%
Consumer Cyclical
2.90%
Communication Services
7.22%
Other
Portfolio Holdings
Select Columns
60
Results | Showing
1
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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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AAPL
Apple
$228.52
$0.48
(
0.21%
)
premium
24
Buy
8
Hold
2
Sell
Moderate Buy
premium
$3.45T
20.12%
GOOG
Alphabet Class C
$169.24
$8.09
(
4.56%
)
premium
9
Buy
1
Hold
0
Sell
Strong Buy
premium
$2.19T
27.93%
MSFT
Microsoft
$412.87
$1.79
(
0.43%
)
premium
27
Buy
3
Hold
0
Sell
Strong Buy
premium
$3.11T
11.37%
NVDA
Nvidia
$146.67
$0.78
(
0.53%
)
premium
40
Buy
4
Hold
0
Sell
Strong Buy
premium
$3.61T
192.11%
VPU
< ETF >
Vanguard Utilities ETF
$176.73
$2.96
(
1.7%
)
premium
242
Buy
198
Hold
29
Sell
Moderate Buy
premium
$6.61B
29.69%
VTV
< ETF >
Vanguard Value ETF
$178.77
$2.15
(
1.22%
)
premium
2K
Buy
2K
Hold
198
Sell
Moderate Buy
premium
$131.12B
24.98%
NEE
NextEra Energy
$77.36
$0.48
(
0.62%
)
premium
8
Buy
5
Hold
1
Sell
Moderate Buy
premium
$158.51B
32.60%
PEP
PepsiCo
$160.34
$1.6
(
1.01%
)
premium
6
Buy
9
Hold
0
Sell
Moderate Buy
premium
$215.02B
-5.40%
AVGO
Broadcom
$163.94
$0.69
(
0.42%
)
premium
23
Buy
3
Hold
0
Sell
Strong Buy
premium
$772.28B
66.38%
LIN
Linde
$455.07
$4.93
(
1.1%
)
premium
9
Buy
4
Hold
1
Sell
Moderate Buy
premium
$211.44B
9.28%
NFLX
Netflix
$897.48
$13.63
(
1.54%
)
premium
24
Buy
10
Hold
2
Sell
Moderate Buy
premium
$372.45B
86.09%
DAL
Delta Air Lines
$63.34
$0.3
(
0.47%
)
premium
17
Buy
0
Hold
0
Sell
Strong Buy
premium
$41.78B
77.37%
WMT
Walmart
$88.39
$1.21
(
1.39%
)
premium
26
Buy
2
Hold
0
Sell
Strong Buy
premium
$696.11B
67.81%
VZ
Verizon
$42.50
$0.28
(
0.66%
)
premium
8
Buy
9
Hold
0
Sell
Moderate Buy
premium
$176.51B
13.34%
HD
Home Depot
$410.45
$10.45
(
2.61%
)
premium
22
Buy
4
Hold
0
Sell
Strong Buy
premium
$404.07B
31.00%
T
AT&T
$22.98
$0.15
(
0.66%
)
premium
9
Buy
4
Hold
0
Sell
Moderate Buy
premium
$163.09B
41.01%
ABBV
AbbVie
$171.73
$3.97
(
2.37%
)
premium
13
Buy
7
Hold
0
Sell
Moderate Buy
premium
$294.35B
20.93%
KMB
Kimberly Clark
$137.03
$0.66
(
0.48%
)
premium
6
Buy
6
Hold
2
Sell
Moderate Buy
premium
$45.22B
12.19%
COST
Costco
$955.65
$27.57
(
2.97%
)
premium
17
Buy
8
Hold
0
Sell
Moderate Buy
premium
$412.12B
58.84%
GE
GE Aerospace
$178.70
$0.72
(
0.4%
)
premium
11
Buy
0
Hold
0
Sell
Strong Buy
premium
$192.17B
48.45%
F
Ford Motor
$10.80
$0.07
(
0.65%
)
premium
4
Buy
9
Hold
1
Sell
Hold
premium
$43.92B
5.30%
LLY
Eli Lilly & Co
$749.92
$3.49
(
0.46%
)
premium
17
Buy
1
Hold
0
Sell
Strong Buy
premium
$692.74B
27.14%
XOM
Exxon Mobil
$121.93
$1.61
(
1.34%
)
premium
12
Buy
7
Hold
1
Sell
Moderate Buy
premium
$521.39B
15.18%
GM
General Motors
$55.68
$0.81
(
1.48%
)
premium
10
Buy
6
Hold
2
Sell
Moderate Buy
premium
$60.60B
96.67%
LMT
Lockheed Martin
$542.01
$7.28
(
1.36%
)
premium
9
Buy
7
Hold
0
Sell
Moderate Buy
premium
$126.40B
19.32%
SO
Southern Co
$88.14
$0.17
(
0.19%
)
premium
5
Buy
8
Hold
1
Sell
Moderate Buy
premium
$96.74B
26.30%
CAT
Caterpillar
$389.59
$8.09
(
2.12%
)
premium
5
Buy
5
Hold
4
Sell
Hold
premium
$184.59B
52.96%
BRK.B
Berkshire Hathaway B
$472.06
$3.23
(
0.69%
)
premium
1
Buy
1
Hold
0
Sell
Moderate Buy
premium
$1.01T
29.87%
JPM
JPMorgan Chase & Co.
$244.76
$3.98
(
1.65%
)
premium
10
Buy
6
Hold
1
Sell
Moderate Buy
premium
$684.38B
57.40%
AEP
American Electric Power
$98.08
$1.28
(
1.32%
)
premium
5
Buy
5
Hold
2
Sell
Hold
premium
$51.50B
24.04%
DOW
Dow Inc
$44.81
$0.88
(
2%
)
premium
4
Buy
9
Hold
0
Sell
Moderate Buy
premium
$30.56B
-15.08%
MMM
3M
$127.32
$0.52
(
0.41%
)
premium
5
Buy
3
Hold
2
Sell
Moderate Buy
premium
$69.81B
36.01%
PM
Philip Morris
$131.21
$0.82
(
0.63%
)
premium
7
Buy
0
Hold
1
Sell
Strong Buy
premium
$201.41B
40.51%
SHW
Sherwin-Williams Company
$383.32
$11.66
(
3.14%
)
premium
12
Buy
5
Hold
1
Sell
Moderate Buy
premium
$94.07B
35.87%
GIS
General Mills
$64.12
$0.32
(
0.5%
)
premium
3
Buy
12
Hold
0
Sell
Hold
premium
$34.85B
-1.33%
LOW
Lowe's
$265.22
$2.19
(
0.83%
)
premium
18
Buy
8
Hold
0
Sell
Moderate Buy
premium
$147.08B
32.80%
KO
Coca-Cola
$63.76
$0.77
(
1.22%
)
premium
11
Buy
4
Hold
0
Sell
Moderate Buy
premium
$269.63B
8.55%
TM
Toyota Motor
$173.38
$0.47
(
0.27%
)
premium
1
Buy
0
Hold
0
Sell
Moderate Buy
premium
$237.22B
-5.62%
STZ
Constellation Brands
$240.76
$1.01
(
0.42%
)
premium
13
Buy
5
Hold
0
Sell
Moderate Buy
premium
$43.65B
2.34%
CL
Colgate-Palmolive
$94.25
$0.34
(
0.36%
)
premium
8
Buy
6
Hold
1
Sell
Moderate Buy
premium
$76.48B
22.64%
DUK
Duke Energy
$114.86
$1.12
(
0.98%
)
premium
9
Buy
5
Hold
0
Sell
Moderate Buy
premium
$87.74B
26.55%
EMR
Emerson Electric Company
$128.27
$0.83
(
0.64%
)
premium
10
Buy
5
Hold
1
Sell
Moderate Buy
premium
$73.88B
45.71%
MRK
Merck & Company
$99.86
$2.42
(
2.48%
)
premium
16
Buy
5
Hold
0
Sell
Strong Buy
premium
$244.21B
-4.67%
ORCL
Oracle
$192.43
$1.68
(
0.88%
)
premium
19
Buy
13
Hold
0
Sell
Moderate Buy
premium
$523.45B
64.33%
D
Dominion Energy
$58.37
$0.57
(
0.99%
)
premium
2
Buy
10
Hold
0
Sell
Hold
premium
$48.38B
24.52%
JNJ
Johnson & Johnson
$155.50
$2.39
(
1.56%
)
premium
6
Buy
8
Hold
0
Sell
Moderate Buy
premium
$368.37B
1.32%
MO
Altria Group
$56.03
$0.05
(
0.09%
)
premium
3
Buy
2
Hold
2
Sell
Hold
premium
$94.67B
37.34%
HLT
Hilton Worldwide Holdings
$251.83
$1.69
(
0.68%
)
premium
7
Buy
9
Hold
0
Sell
Moderate Buy
premium
$60.89B
47.26%
META
Meta Platforms
$563.09
$2.43
(
0.43%
)
premium
40
Buy
3
Hold
1
Sell
Strong Buy
premium
$1.42T
67.82%
MA
Mastercard
$515.10
$2.56
(
0.5%
)
premium
21
Buy
4
Hold
0
Sell
Strong Buy
premium
$476.78B
25.33%
FBRT
Franklin BSP Realty Trust
$12.86
$0.03
(
0.23%
)
premium
3
Buy
0
Hold
0
Sell
Strong Buy
premium
$1.06B
-0.31%
GDDY
GoDaddy
$193.01
$2.89
(
1.52%
)
premium
8
Buy
5
Hold
0
Sell
Moderate Buy
premium
$26.31B
104.74%
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$59.91
$0.43
(
0.72%
)
premium
1K
Buy
604
Hold
49
Sell
Moderate Buy
premium
$36.72B
9.28%
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%
VYM
< ETF >
Vanguard High Dividend Yield Index ETF
$132.50
$1.64
(
1.25%
)
premium
2K
Buy
2K
Hold
311
Sell
Moderate Buy
premium
$60.22B
24.29%
VUG
< ETF >
Vanguard Growth ETF
$403.95
$0.48
(
0.12%
)
premium
2K
Buy
983
Hold
113
Sell
Moderate Buy
premium
$148.43B
35.60%
VGT
< ETF >
Vanguard Information Technology ETF
$619.28
$6.46
(
1.05%
)
premium
2K
Buy
1K
Hold
135
Sell
Moderate Buy
premium
$80.39B
33.63%
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%
VNQ
< ETF >
Vanguard Real Estate ETF
$95.52
$0.7
(
0.74%
)
premium
490
Buy
503
Hold
55
Sell
Moderate Buy
premium
$36.09B
19.81%
CCL
Carnival
$25.35
$0.27
(
1.08%
)
premium
14
Buy
1
Hold
1
Sell
Strong Buy
premium
$31.45B
76.62%
60
Results | Showing
1
out of
1
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