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stock Portfolio 7/7/24
- New Portfolio
Performance
Portfolio Details
Jon B
stock Portfolio 7/7/24
Individual Investor
Ranked #118,882 out of 769,632 TipRanks' Investors
Success Rate
65%
138 out of 213
profitable transactions
Average Return
11.16%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
2.91%
APP
2.21%
MSTR
1.79%
SOFI
1.68%
PLTR
1.60%
SOUN
89.81%
Others
By Assets
99.03%
Stocks
0.97%
ETFs
0.00%
Funds
0.00%
Cryptocurrency
0.00%
Cash
By Sector
44.91%
Technology
12.76%
Financial
10.60%
Industrials
9.59%
Consumer Cyclical
4.55%
Communication Services
17.57%
Other
Portfolio Holdings
Select Columns
102
Results | Showing
1
out of
2
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
$229.87
$1.35
(
0.59%
)
premium
24
Buy
8
Hold
2
Sell
Moderate Buy
premium
$3.47T
21.00%
MSFT
Microsoft
$417.00
$4.13
(
1%
)
premium
27
Buy
3
Hold
0
Sell
Strong Buy
premium
$3.10T
10.48%
TSLA
Tesla
$352.56
$12.92
(
3.8%
)
premium
11
Buy
14
Hold
9
Sell
Hold
premium
$1.13T
49.74%
ADBE
Adobe
$512.15
$7.71
(
1.53%
)
premium
23
Buy
5
Hold
2
Sell
Moderate Buy
premium
$225.45B
-17.32%
VST
Vistra Energy
$161.92
$4.69
(
2.81%
)
premium
9
Buy
0
Hold
0
Sell
Strong Buy
premium
$55.09B
364.49%
VRT
Vertiv Holdings
$140.15
$1.34
(
0.95%
)
premium
11
Buy
0
Hold
0
Sell
Strong Buy
premium
$52.60B
228.37%
VICI
VICI Properties
$32.23
$0.14
(
0.43%
)
premium
7
Buy
2
Hold
0
Sell
Strong Buy
premium
$33.98B
12.46%
TSM
Taiwan Semiconductor Manufacturing
$190.08
$1.16
(
0.61%
)
premium
5
Buy
0
Hold
0
Sell
Strong Buy
premium
$827.72B
94.30%
HPQ
HPQ-Silicon Resources
C$0.26
C$0.005
(
2%
)
premium
―
premium
C$96.29M
4.08%
SPGI
S&P Global
$514.46
$3.09
(
0.6%
)
premium
14
Buy
1
Hold
0
Sell
Strong Buy
premium
$159.64B
23.94%
SMCI
Super Micro Computer
$33.15
$3.45
(
11.62%
)
premium
2
Buy
6
Hold
2
Sell
Hold
premium
$19.41B
16.04%
QCOM
Qualcomm
$156.79
$1.33
(
0.86%
)
premium
11
Buy
9
Hold
1
Sell
Moderate Buy
premium
$174.19B
22.73%
O
Realty Income
$57.45
$0.06
(
0.1%
)
premium
3
Buy
8
Hold
0
Sell
Moderate Buy
premium
$50.28B
6.57%
NOW
ServiceNow
$1060.60
$13.55
(
1.29%
)
premium
26
Buy
2
Hold
1
Sell
Strong Buy
premium
$218.48B
57.38%
MU
Micron
$102.64
$0.12
(
0.12%
)
premium
23
Buy
1
Hold
1
Sell
Strong Buy
premium
$113.80B
33.52%
MA
Mastercard
$520.86
$5.76
(
1.12%
)
premium
21
Buy
4
Hold
0
Sell
Strong Buy
premium
$478.06B
26.27%
KO
Coca-Cola
$63.92
$0.16
(
0.25%
)
premium
11
Buy
4
Hold
0
Sell
Moderate Buy
premium
$275.35B
9.13%
INSM
Insmed
$73.15
$0.66
(
0.89%
)
premium
11
Buy
0
Hold
0
Sell
Strong Buy
premium
$13.09B
204.41%
HTGC
Hercules Capital
$18.76
$0.23
(
1.24%
)
premium
3
Buy
2
Hold
0
Sell
Moderate Buy
premium
$3.05B
19.87%
HPQ
HP
$38.13
$0.22
(
0.58%
)
premium
3
Buy
9
Hold
1
Sell
Hold
premium
$36.75B
33.13%
FUTU
Futu Holdings
$84.22
$0.47
(
0.55%
)
premium
5
Buy
2
Hold
0
Sell
Moderate Buy
premium
$3.74B
43.40%
DELL
Dell Technologies
$144.21
$5.29
(
3.81%
)
premium
14
Buy
3
Hold
0
Sell
Strong Buy
premium
$105.06B
93.80%
AZO
AutoZone
$3099.38
$30.69
(
1%
)
premium
16
Buy
3
Hold
1
Sell
Strong Buy
premium
$52.39B
15.30%
AMZN
Amazon
$197.12
$1.26
(
0.64%
)
premium
44
Buy
1
Hold
0
Sell
Strong Buy
premium
$2.07T
34.33%
AMAT
Applied Materials
$174.88
$0.87
(
0.5%
)
premium
13
Buy
7
Hold
0
Sell
Moderate Buy
premium
$144.17B
16.32%
WM
Waste Management
$224.41
$2.88
(
1.3%
)
premium
9
Buy
9
Hold
0
Sell
Moderate Buy
premium
$90.07B
30.46%
ZS
Zscaler
$210.96
$3.66
(
1.77%
)
premium
21
Buy
10
Hold
0
Sell
Moderate Buy
premium
$32.17B
9.25%
AMD
Advanced Micro Devices
$138.35
$0.86
(
0.63%
)
premium
23
Buy
7
Hold
0
Sell
Strong Buy
premium
$224.52B
13.11%
TXRH
Texas Roadhouse
$194.90
$2.34
(
1.22%
)
premium
10
Buy
11
Hold
0
Sell
Moderate Buy
premium
$13.00B
73.08%
TMUS
T Mobile US
$238.28
$1.7
(
0.72%
)
premium
16
Buy
2
Hold
0
Sell
Strong Buy
premium
$276.52B
59.94%
PANW
Palo Alto Networks
$383.36
$14.34
(
3.61%
)
premium
30
Buy
4
Hold
1
Sell
Strong Buy
premium
$125.78B
44.08%
NVDA
Nvidia
$141.95
$4.72
(
3.22%
)
premium
40
Buy
4
Hold
0
Sell
Strong Buy
premium
$3.48T
197.12%
NFLX
Netflix
$897.79
$0.31
(
0.03%
)
premium
24
Buy
10
Hold
2
Sell
Moderate Buy
premium
$383.77B
87.21%
META
Meta Platforms
$559.14
$3.95
(
0.7%
)
premium
40
Buy
3
Hold
1
Sell
Strong Buy
premium
$1.41T
65.31%
LLY
Eli Lilly & Co
$748.01
$1.91
(
0.25%
)
premium
17
Buy
1
Hold
0
Sell
Strong Buy
premium
$710.10B
24.44%
ISRG
Intuitive Surgical
$547.87
$2.75
(
0.5%
)
premium
13
Buy
5
Hold
0
Sell
Moderate Buy
premium
$195.14B
72.28%
INTU
Intuit
$640.12
$38.58
(
5.68%
)
premium
17
Buy
3
Hold
0
Sell
Strong Buy
premium
$179.26B
13.48%
INTC
Intel
$24.50
$0.06
(
0.25%
)
premium
1
Buy
22
Hold
7
Sell
Hold
premium
$105.67B
-44.27%
HD
Home Depot
$420.00
$9.55
(
2.33%
)
premium
22
Buy
4
Hold
0
Sell
Strong Buy
premium
$417.21B
35.18%
GOOGL
Alphabet Class A
$164.76
$2.87
(
1.71%
)
premium
27
Buy
7
Hold
0
Sell
Strong Buy
premium
$2.03T
20.54%
FTNT
Fortinet
$92.77
$1.25
(
1.33%
)
premium
11
Buy
18
Hold
1
Sell
Moderate Buy
premium
$71.10B
73.63%
CRWD
CrowdStrike Holdings
$372.26
$14.71
(
4.11%
)
premium
34
Buy
6
Hold
0
Sell
Strong Buy
premium
$91.26B
76.71%
CRM
Salesforce
$342.02
$6.24
(
1.86%
)
premium
34
Buy
8
Hold
1
Sell
Strong Buy
premium
$326.97B
52.43%
COST
Costco
$964.01
$8.36
(
0.87%
)
premium
17
Buy
8
Hold
0
Sell
Moderate Buy
premium
$427.13B
63.02%
CMG
Chipotle
$62.01
$2.03
(
3.38%
)
premium
13
Buy
7
Hold
0
Sell
Moderate Buy
premium
$84.49B
39.68%
C
Citigroup
$69.84
$0.89
(
1.29%
)
premium
10
Buy
7
Hold
0
Sell
Moderate Buy
premium
$132.09B
54.41%
AVGO
Broadcom
$164.23
$0.29
(
0.18%
)
premium
23
Buy
3
Hold
0
Sell
Strong Buy
premium
$767.05B
67.77%
ASML
ASML Holding
$672.88
$0.72
(
0.11%
)
premium
4
Buy
1
Hold
0
Sell
Strong Buy
premium
$263.18B
-2.65%
ARM
ARM Holdings PLC ADR
$135.99
$2.85
(
2.14%
)
premium
15
Buy
4
Hold
1
Sell
Moderate Buy
premium
$142.93B
112.88%
V
Visa
$309.92
$0.02
(
<0.01%
)
premium
22
Buy
3
Hold
0
Sell
Strong Buy
premium
$607.36B
21.87%
WMT
Walmart
$90.44
$2.05
(
2.32%
)
premium
26
Buy
2
Hold
0
Sell
Strong Buy
premium
$726.98B
73.86%
FICO
Fair Isaac
$2355.35
$17.52
(
0.75%
)
premium
7
Buy
3
Hold
0
Sell
Moderate Buy
premium
$57.35B
120.22%
MSTR
Microstrategy
$421.88
$24.6
(
6.19%
)
premium
8
Buy
0
Hold
0
Sell
Strong Buy
premium
$94.79B
710.93%
PLTR
Palantir Technologies
$64.35
$2.99
(
4.87%
)
premium
3
Buy
7
Hold
6
Sell
Hold
premium
$146.59B
235.16%
ROKU
Roku
$69.20
$0.52
(
0.76%
)
premium
9
Buy
10
Hold
2
Sell
Moderate Buy
premium
$10.05B
-27.10%
MDB
MongoDB
$332.50
$17.06
(
5.41%
)
premium
19
Buy
4
Hold
0
Sell
Strong Buy
premium
$24.56B
-18.44%
DDOG
Datadog
$154.83
$10.97
(
7.63%
)
premium
27
Buy
2
Hold
0
Sell
Strong Buy
premium
$52.60B
37.18%
POET
POET Technologies
$4.01
$0.03
(
0.74%
)
premium
2
Buy
0
Hold
0
Sell
Moderate Buy
premium
$283.24M
199.25%
BYDDF
BYD Co
$33.30
$0.55
(
1.62%
)
premium
12
Buy
1
Hold
0
Sell
Strong Buy
premium
$102.63B
12.16%
ADC
Agree Realty
$76.45
$0.67
(
0.87%
)
premium
9
Buy
3
Hold
0
Sell
Strong Buy
premium
$7.91B
32.22%
GWRE
Guidewire
$202.82
$2.96
(
1.48%
)
premium
11
Buy
2
Hold
1
Sell
Moderate Buy
premium
$16.94B
108.49%
MRVL
Marvell
$92.51
$0.43
(
0.46%
)
premium
20
Buy
2
Hold
0
Sell
Strong Buy
premium
$80.13B
65.11%
ANF
Abercrombie Fitch
$151.99
$10.42
(
7.36%
)
premium
5
Buy
2
Hold
0
Sell
Moderate Buy
premium
$7.76B
107.33%
APP
AppLovin
$333.31
$15.07
(
4.74%
)
premium
14
Buy
4
Hold
1
Sell
Moderate Buy
premium
$111.86B
744.04%
S
SentinelOne
$28.54
$0.41
(
1.46%
)
premium
16
Buy
7
Hold
0
Sell
Moderate Buy
premium
$9.05B
59.26%
HESM
Hess Midstream Partners
$36.78
$0.04
(
0.11%
)
premium
0
Buy
1
Hold
0
Sell
Hold
premium
$8.02B
15.08%
XOM
Exxon Mobil
$121.79
$0.14
(
0.11%
)
premium
12
Buy
7
Hold
1
Sell
Moderate Buy
premium
$535.28B
16.47%
GE
GE Aerospace
$181.15
$2.45
(
1.37%
)
premium
11
Buy
0
Hold
0
Sell
Strong Buy
premium
$196.06B
51.00%
PH
Parker Hannifin
$706.87
$4.19
(
0.6%
)
premium
10
Buy
2
Hold
0
Sell
Strong Buy
premium
$90.99B
63.00%
ORCL
Oracle
$192.29
$0.14
(
0.07%
)
premium
19
Buy
13
Hold
0
Sell
Moderate Buy
premium
$532.85B
65.41%
KLAC
KLA
$639.55
$6.39
(
1.01%
)
premium
10
Buy
8
Hold
0
Sell
Moderate Buy
premium
$85.55B
15.10%
CACI
Caci International
$468.78
$6.7
(
1.41%
)
premium
7
Buy
1
Hold
0
Sell
Strong Buy
premium
$10.50B
44.30%
ADI
Analog Devices
$214.59
$0.63
(
0.29%
)
premium
5
Buy
2
Hold
0
Sell
Moderate Buy
premium
$106.54B
17.23%
POWL
Powell Industries
$289.88
$1.89
(
0.66%
)
premium
―
premium
$3.48B
237.89%
STRL
Sterling Construction
$196.51
$0.9
(
0.46%
)
premium
0
Buy
1
Hold
0
Sell
Hold
premium
$6.04B
200.52%
GRBK
Green Brick Partners
$70.67
$2.01
(
2.93%
)
premium
0
Buy
1
Hold
0
Sell
Hold
premium
$3.14B
47.81%
NRG
NRG Energy
$95.48
$1.41
(
1.46%
)
premium
4
Buy
3
Hold
0
Sell
Moderate Buy
premium
$19.34B
108.06%
PGR
Progressive
$266.06
$2.62
(
0.99%
)
premium
12
Buy
4
Hold
0
Sell
Strong Buy
premium
$155.86B
62.51%
SYF
Synchrony Financial
$65.99
$0.85
(
1.3%
)
premium
11
Buy
6
Hold
1
Sell
Moderate Buy
premium
$25.69B
121.22%
TGT
Target
$125.01
$3.42
(
2.81%
)
premium
13
Buy
14
Hold
0
Sell
Moderate Buy
premium
$57.59B
-4.91%
TLN
Talen Energy Corp
$214.20
$5.69
(
2.59%
)
premium
7
Buy
0
Hold
0
Sell
Strong Buy
premium
$1.80B
286.64%
PSA
Public Storage
$337.58
$1.73
(
0.52%
)
premium
7
Buy
7
Hold
0
Sell
Moderate Buy
premium
$59.11B
32.37%
ANET
Arista Networks
$406.48
$1.51
(
0.37%
)
premium
10
Buy
3
Hold
0
Sell
Strong Buy
premium
$128.02B
86.13%
SOUN
SoundHound AI, Inc Class A
$8.25
$1.27
(
18.19%
)
premium
3
Buy
2
Hold
0
Sell
Moderate Buy
premium
$3.05B
281.94%
MFC
Manulife Financial
$32.47
$0.21
(
0.64%
)
premium
7
Buy
2
Hold
0
Sell
Strong Buy
premium
$56.85B
67.46%
SOFI
SoFi Technologies
$15.60
$0.59
(
3.93%
)
premium
5
Buy
7
Hold
2
Sell
Hold
premium
$16.93B
127.40%
ZETA
Zeta Global Holdings Corp
$22.38
$0.66
(
3.04%
)
premium
11
Buy
3
Hold
0
Sell
Strong Buy
premium
$5.31B
158.13%
AMKR
Amkor
$26.54
$0.19
(
0.72%
)
premium
4
Buy
1
Hold
0
Sell
Strong Buy
premium
$6.55B
-4.12%
TDG
Transdigm Group
$1260.32
$20.19
(
1.63%
)
premium
10
Buy
3
Hold
0
Sell
Strong Buy
premium
$70.87B
29.83%
SHLD
< ETF >
Global X Defense Tech ETF
$39.75
$0.34
(
0.86%
)
premium
125
Buy
73
Hold
11
Sell
Hold
premium
$742.55M
45.66%
WES
Western Midstream Partners
$38.87
$0.94
(
2.48%
)
premium
1
Buy
4
Hold
1
Sell
Hold
premium
$14.79B
36.63%
ECO
Okeanis Eco Tankers Corp.
$23.58
$0.25
(
1.07%
)
premium
―
premium
$747.01M
-7.00%
BYRN
Byrna Technologies
$21.31
$1
(
4.92%
)
premium
3
Buy
0
Hold
0
Sell
Strong Buy
premium
$479.03M
286.75%
LRCX
Lam Research
$72.64
$0.49
(
0.67%
)
premium
12
Buy
5
Hold
0
Sell
Moderate Buy
premium
$93.46B
1.24%
CLS
Celestica
$89.16
$2.28
(
2.49%
)
premium
6
Buy
1
Hold
0
Sell
Strong Buy
premium
$10.37B
228.76%
VIRT
Virtu Financial
$36.69
$1.14
(
3.01%
)
premium
3
Buy
5
Hold
0
Sell
Moderate Buy
premium
$5.67B
103.83%
ABT
Abbott Laboratories
$117.76
$0.5
(
0.43%
)
premium
17
Buy
3
Hold
0
Sell
Strong Buy
premium
$204.25B
14.47%
FANG
Diamondback
$185.29
$2.59
(
1.42%
)
premium
19
Buy
3
Hold
0
Sell
Strong Buy
premium
$54.10B
19.83%
RGA
Reinsurance Group
$230.70
$1.53
(
0.67%
)
premium
7
Buy
3
Hold
0
Sell
Moderate Buy
premium
$15.19B
42.07%
PYPL
PayPal Holdings
$86.77
$1.95
(
2.3%
)
premium
13
Buy
16
Hold
0
Sell
Moderate Buy
premium
$86.99B
55.61%
102
Results | Showing
1
out of
2
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