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Working with TipRanks

7/6/24 ETF portfolio - New Portfolio

Performance Portfolio Details

Jon B

7/6/24 ETF portfolio

Individual Investor

Ranked #239,266 out of 781,107 TipRanks' Investors

Success Rate

83 out of 137
profitable transactions

Average Return

2.41%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

2.49% WCBR

2.43% VGT

2.42% MPLX

2.42% IGM

2.41% CIBR

87.83% Others

By Assets

78.84% ETFs

21.16% Stocks

0.00% Funds

0.00% Cryptocurrency

0.00% Cash

By Sector

78.84% General

8.98% Energy

8.08% Real Estate

4.10% Financial

Portfolio Holdings

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To view investors' portfolios

AIQ < ETF >

Global X Artificial Intelligence & Technology ETF

$40.08

$0.62

(1.57%)

premium

872 Buy

397 Hold

64 Sell

Moderate Buy

premium

$2.71B

25.51%

SCHD < ETF >

Schwab US Dividend Equity ETF

$28.22

$0.23

(0.82%)

premium

421 Buy

416 Hold

68 Sell

Moderate Buy

premium

$67.47B

9.17%

SCHG < ETF >

Schwab U.S. Large-Cap Growth ETF

$28.47

$0.18

(0.64%)

premium

3K Buy

1K Hold

125 Sell

Moderate Buy

premium

$37.67B

31.85%

SOXQ < ETF >

Invesco PHLX Semiconductor ETF

$42.35

$0.54

(1.29%)

premium

338 Buy

160 Hold

21 Sell

Moderate Buy

premium

$483.71M

21.12%

SPGP < ETF >

Invesco S&P 500 GARP ETF

$110.84

$0.62

(0.56%)

premium

1K Buy

812 Hold

74 Sell

Strong Buy

premium

$4.01B

15.10%

VIG < ETF >

Vanguard Dividend Appreciation ETF

$201.10

$1.95

(0.98%)

premium

2K Buy

1K Hold

136 Sell

Moderate Buy

premium

$87.80B

15.43%

VOO < ETF >

Vanguard S&P 500 ETF

$554.46

(0.91%)

premium

4K Buy

3K Hold

301 Sell

Moderate Buy

premium

$603.12B

23.67%

QTUM < ETF >

Defiance Quantum ETF

$84.52

$2.64

(3.22%)

premium

593 Buy

261 Hold

35 Sell

Moderate Buy

premium

$905.16M

47.48%

CIBR < ETF >

First Trust NASDAQ Cybersecurity ETF

$66.22

$1.48

(2.29%)

premium

276 Buy

186 Hold

12 Sell

Moderate Buy

premium

$7.56B

14.58%

DGRO < ETF >

iShares Core Dividend Growth ETF

$63.11

$0.52

(0.83%)

premium

2K Buy

2K Hold

176 Sell

Moderate Buy

premium

$30.59B

15.46%

DGRW < ETF >

WisdomTree US Quality Dividend Growth Fund

$83.17

$0.77

(0.93%)

premium

2K Buy

1K Hold

116 Sell

Moderate Buy

premium

$14.92B

15.08%

DIVO < ETF >

Amplify CWP Enhanced Dividend Income ETF

$41.78

$0.24

(0.58%)

premium

307 Buy

130 Hold

13 Sell

Moderate Buy

premium

$3.88B

12.79%

GPIQ < ETF >

Goldman Sachs Nasdaq 100 Core Premium Income ETF

$49.82

$0.22

(0.44%)

premium

3K Buy

1K Hold

144 Sell

Strong Buy

premium

$388.77M

10.12%

GPIX < ETF >

Goldman Sachs S&P 500 Core Premium Income ETF

$50.33

$0.32

(0.64%)

premium

8K Buy

5K Hold

604 Sell

Strong Buy

premium

$418.36M

12.13%

ISPY < ETF >

ProShares S&P 500 High Income ETF

$45.42

$0.38

(0.84%)

premium

8K Buy

5K Hold

604 Sell

Strong Buy

premium

$570.85M

10.81%

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%

QQQM < ETF >

Invesco NASDAQ 100 ETF

$216.10

$1.32

(0.61%)

premium

1K Buy

598 Hold

72 Sell

Moderate Buy

premium

$40.97B

23.72%

WCBR < ETF >

WisdomTree Cybersecurity Fund

$29.48

$0.6

(2.08%)

premium

532 Buy

326 Hold

18 Sell

Strong Buy

premium

$116.99M

11.33%

DRUP < ETF >

GraniteShares Nasdaq Select Disruptors ETF

$58.75

$0.752

(1.3%)

premium

2K Buy

600 Hold

56 Sell

Strong Buy

premium

$60.42M

22.71%

AMLP < ETF >

Alerian MLP ETF

$52.47

$0.76

(1.47%)

premium

44 Buy

31 Hold

11 Sell

Moderate Buy

premium

$10.36B

19.26%

IWM < ETF >

iShares Russell 2000 ETF

$229.79

$4.33

(1.92%)

premium

5K Buy

3K Hold

408 Sell

Moderate Buy

premium

$73.09B

14.71%

HTGC

Hercules Capital

$20.85

$0.1

(0.48%)

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$3.48B

22.20%

HESM

Hess Midstream Partners

$41.08

$0.2

(0.48%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$9.00B

28.48%

SHLD < ETF >

Global X Defense Tech ETF

$40.24

$1.18

(3.02%)

premium

248 Buy

178 Hold

28 Sell

Strong Buy

premium

$675.83M

37.24%

IGM < ETF >

iShares Expanded Tech Sector ETF

$104.95

$1.03

(0.99%)

premium

2K Buy

1K Hold

149 Sell

Moderate Buy

premium

$5.82B

32.13%

ADC

Agree Realty

$73.17

$0.73

(1.01%)

premium

14 Buy

2 Hold

1 Sell

Strong Buy

premium

$7.50B

18.44%

Realty Income

$55.26

$0.64

(1.17%)

premium

4 Buy

9 Hold

0 Sell

Moderate Buy

premium

$47.80B

-3.36%

VICI

VICI Properties

$30.26

$0.91

(3.1%)

premium

9 Buy

3 Hold

0 Sell

Strong Buy

premium

$30.94B

-3.96%

AVUV < ETF >

Avantis U.S. Small Cap Value ETF

$100.71

$1.39

(1.4%)

premium

1K Buy

1K Hold

177 Sell

Hold

premium

$15.91B

12.42%

PSA

Public Storage

$297.04

$0.97

(0.33%)

premium

6 Buy

6 Hold

0 Sell

Moderate Buy

premium

$51.87B

1.15%

XMHQ < ETF >

Invesco S&P MidCap Quality ETF

$103.94

$1.62

(1.58%)

premium

330 Buy

285 Hold

35 Sell

Moderate Buy

premium

$6.20B

12.24%

COWZ < ETF >

Pacer US Cash Cows 100 ETF

$58.78

$0.36

(0.62%)

premium

577 Buy

511 Hold

53 Sell

Moderate Buy

premium

$25.50B

13.39%

VIOG < ETF >

Vanguard S&P Small-Cap 600 Growth ETF

$122.18

$2.07

(1.72%)

premium

2K Buy

1K Hold

230 Sell

Strong Buy

premium

$1.02B

14.13%

CVX

Chevron

$158.24

$3.23

(2%)

premium

16 Buy

3 Hold

0 Sell

Strong Buy

premium

$290.18B

13.52%

WES

Western Midstream Partners

$42.89

$1.38

(3.32%)

premium

2 Buy

3 Hold

2 Sell

Hold

premium

$15.80B

50.44%

VGT < ETF >

Vanguard Information Technology ETF

$632.60

$5.13

(0.82%)

premium

2K Buy

1K Hold

139 Sell

Moderate Buy

premium

$85.12B

24.75%

SMH < ETF >

VanEck Semiconductor ETF

$262.39

$4.14

(1.6%)

premium

600 Buy

284 Hold

40 Sell

Strong Buy

premium

$23.92B

39.53%

MPLX

$52.64

$1.49

(2.91%)

premium

9 Buy

3 Hold

1 Sell

Moderate Buy

premium

$52.11B

37.91%

TEKX < ETF >

SPDR Galaxy Transformative Tech Accelerators ETF

$32.50

$0.26

(0.81%)

premium

736 Buy

270 Hold

18 Sell

Strong Buy

premium

$6.33M

28.13%

VYM < ETF >

Vanguard High Dividend Yield Index ETF

$132.94

$1.25

(0.95%)

premium

2K Buy

2K Hold

289 Sell

Moderate Buy

premium

$61.07B

17.80%

GRNY < ETF >

Fundstrat Granny Shots US Large Cap ETF

$20.98

$0.35

(1.7%)

premium

1K Buy

348 Hold

58 Sell

Strong Buy

premium

$733.61M

2.23%

IJR < ETF >

iShares Core S&P Small Cap ETF

$119.96

$1.97

(1.67%)

premium

1K Buy

1K Hold

232 Sell

Hold

premium

$88.96B

10.86%

SMLF < ETF >

iShares MSCI USA Small-Cap Multifactor ETF

$71.37

$1.13

(1.61%)

premium

7K Buy

5K Hold

628 Sell

Strong Buy

premium

$1.58B

21.96%

XSMO < ETF >

Invesco S&P SmallCap Momentum ETF

$70.03

$1.35

(1.97%)

premium

492 Buy

326 Hold

34 Sell

Strong Buy

premium

$1.44B

23.38%

VB < ETF >

Vanguard Small-Cap ETF

$252.64

$4.12

(1.66%)

premium

6K Buy

4K Hold

570 Sell

Moderate Buy

premium

$65.21B

17.97%

VIRT

Virtu Financial

$37.16

$0.1

(0.27%)

premium

3 Buy

3 Hold

0 Sell

Moderate Buy

premium

$5.76B

99.78%