stock Portfolio 7/7/24 - New Portfolio

Jon B

stock Portfolio 7/7/24
Individual Investor
Ranked #376,107 out of 748,870 TipRanks' Investors
Success Rate
27%
38 out of 140
profitable transactions
Average Return
-5.57%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
1.64% PH
1.63% NOW
1.61% COST
1.58% FICO
1.56% ADC
91.98% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
46.96% Technology
15.52% Consumer Cyclical
8.55% Financial
6.88% Communication Services
5.64% Industrials
16.44% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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AAPL
Apple
$217.96
$0.47
(0.22%)
premium
25 Buy
9 Hold
1 Sell
Moderate Buy
premium
$3.34T
11.89%
BABA
Alibaba
$76.53
$1.13
(1.5%)
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$160.56B
-21.23%
MSFT
Microsoft
$425.27
$6.87
(1.64%)
premium
28 Buy
0 Hold
0 Sell
Strong Buy
premium
$3.16T
26.67%
TSLA
Tesla
$219.80
$0.45
(0.2%)
premium
10 Buy
15 Hold
7 Sell
Hold
premium
$702.18B
-17.50%
ADBE
Adobe
$542.44
$10.29
(1.93%)
premium
22 Buy
5 Hold
2 Sell
Moderate Buy
premium
$240.52B
5.54%
VST
Vistra Energy
$71.12
$0.74
(1.05%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$24.71B
161.18%
VRT
Vertiv Holdings
$77.12
$0.64
(0.84%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$28.87B
197.53%
VICI
VICI Properties
$30.88
$0.4
(1.31%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$32.21B
2.73%
TSM
Taiwan Semiconductor Manufacturing
$161.94
$1.66
(1.04%)
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$730.28B
65.21%
TSE:HPQ
HPQ-Silicon Resources
C$0.30
C$0.005
(1.64%)
premium
premium
C$112.71M
36.36%
SPGI
S&P Global
$489.82
$6.49
(1.34%)
premium
12 Buy
0 Hold
0 Sell
Strong Buy
premium
$153.26B
25.99%
SMCI
Super Micro Computer
$712.19
$16.58
(2.38%)
premium
4 Buy
5 Hold
1 Sell
Moderate Buy
premium
$41.70B
112.91%
SHOP
Shopify
$59.94
$0.5
(0.84%)
premium
20 Buy
12 Hold
0 Sell
Moderate Buy
premium
$77.28B
-9.24%
QCOM
Qualcomm
$180.05
$4.66
(2.66%)
premium
19 Buy
9 Hold
1 Sell
Moderate Buy
premium
$200.94B
42.23%
O
Realty Income
$58.07
$0.71
(1.24%)
premium
5 Buy
4 Hold
0 Sell
Moderate Buy
premium
$50.57B
0.09%
NOW
ServiceNow
$827.61
$1.18
(0.14%)
premium
27 Buy
1 Hold
1 Sell
Strong Buy
premium
$170.49B
45.31%
MU
Micron
$109.41
$1.96
(1.82%)
premium
25 Buy
2 Hold
0 Sell
Strong Buy
premium
$121.32B
54.40%
MA
Mastercard
$438.18
$8.58
(2%)
premium
22 Buy
2 Hold
0 Sell
Strong Buy
premium
$407.34B
12.17%
KO
Coca-Cola
$67.05
$0.98
(1.48%)
premium
14 Buy
6 Hold
0 Sell
Moderate Buy
premium
$288.85B
10.75%
INSM
Insmed
$74.54
$0.04
(0.05%)
premium
16 Buy
0 Hold
0 Sell
Strong Buy
premium
$12.02B
249.13%
HTGC
Hercules Capital
$21.43
$0.3
(1.42%)
premium
4 Buy
3 Hold
0 Sell
Moderate Buy
premium
$3.48B
44.12%
$36.34
$0.09
(0.25%)
premium
5 Buy
5 Hold
1 Sell
Moderate Buy
premium
$35.56B
15.29%
FUTU
Futu Holdings
$61.24
$0.93
(1.54%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.72B
4.31%
DELL
Dell Technologies
$113.56
$2.13
(1.91%)
premium
10 Buy
1 Hold
1 Sell
Strong Buy
premium
$80.32B
119.65%
AZO
AutoZone
$3090.31
$59.34
(1.96%)
premium
16 Buy
3 Hold
0 Sell
Strong Buy
premium
$52.79B
24.72%
AMZN
Amazon
$182.50
$2.65
(1.47%)
premium
44 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.90T
38.04%
AMAT
Applied Materials
$206.47
$4.15
(2.05%)
premium
15 Buy
8 Hold
0 Sell
Moderate Buy
premium
$170.95B
36.97%
WM
Waste Management
$196.96
$2.96
(1.48%)
premium
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
$79.04B
22.81%
ZS
Zscaler
$181.36
$0.64
(0.35%)
premium
23 Buy
8 Hold
0 Sell
Moderate Buy
premium
$27.41B
16.82%
AMD
Advanced Micro Devices
$139.99
$1.67
(1.21%)
premium
30 Buy
5 Hold
0 Sell
Strong Buy
premium
$226.27B
23.93%
TXRH
Texas Roadhouse
$169.38
$3.36
(2.02%)
premium
11 Buy
12 Hold
0 Sell
Moderate Buy
premium
$11.31B
57.30%
TMUS
T Mobile US
$175.53
$0.39
(0.22%)
premium
14 Buy
0 Hold
0 Sell
Strong Buy
premium
$205.70B
27.02%
SNOW
Snowflake
$129.00
$0.59
(0.46%)
premium
25 Buy
8 Hold
0 Sell
Strong Buy
premium
$43.19B
-26.21%
RIVN
Rivian Automotive
$16.21
$0.04
(0.25%)
premium
12 Buy
9 Hold
2 Sell
Moderate Buy
premium
$16.13B
-37.77%
PANW
Palo Alto Networks
$326.81
$6.68
(2.09%)
premium
31 Buy
7 Hold
0 Sell
Strong Buy
premium
$105.82B
31.54%
NVDA
Nvidia
$113.06
$0.78
(0.69%)
premium
37 Buy
4 Hold
0 Sell
Strong Buy
premium
$2.78T
141.89%
NFLX
Netflix
$631.37
$2.72
(0.43%)
premium
23 Buy
12 Hold
1 Sell
Moderate Buy
premium
$270.96B
48.28%
META
Meta Platforms
$465.70
$12.29
(2.71%)
premium
23 Buy
2 Hold
2 Sell
Strong Buy
premium
$1.18T
43.38%
LLY
Eli Lilly & Co
$804.62
$16.57
(2.02%)
premium
18 Buy
4 Hold
0 Sell
Strong Buy
premium
$764.72B
76.81%
ISRG
Intuitive Surgical
$441.30
$4.56
(1.04%)
premium
14 Buy
5 Hold
0 Sell
Moderate Buy
premium
$156.82B
35.15%
INTU
Intuit
$633.36
$7.04
(1.12%)
premium
20 Buy
3 Hold
0 Sell
Strong Buy
premium
$177.05B
24.49%
INTC
Intel
$31.35
$0.25
(0.8%)
premium
3 Buy
13 Hold
1 Sell
Hold
premium
$133.46B
-13.68%
HD
Home Depot
$359.51
$6.22
(1.76%)
premium
18 Buy
7 Hold
2 Sell
Moderate Buy
premium
$356.50B
11.34%
GOOGL
Alphabet Class A
$167.00
$0.28
(0.17%)
premium
32 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.07T
26.10%
FTNT
Fortinet
$57.00
$0.31
(0.54%)
premium
8 Buy
18 Hold
2 Sell
Hold
premium
$43.54B
-25.78%
CRWD
CrowdStrike Holdings
$256.16
$2.01
(0.79%)
premium
28 Buy
7 Hold
1 Sell
Strong Buy
premium
$62.34B
67.59%
CRM
Salesforce
$262.71
$6.19
(2.41%)
premium
28 Buy
10 Hold
1 Sell
Moderate Buy
premium
$254.57B
16.78%
COST
Costco
$817.60
$2.81
(0.34%)
premium
19 Buy
6 Hold
0 Sell
Strong Buy
premium
$362.47B
49.66%
CMG
Chipotle
$49.83
$0.99
(1.95%)
premium
16 Buy
10 Hold
0 Sell
Moderate Buy
premium
$68.24B
30.27%
C
Citigroup
$65.18
$0.81
(1.26%)
premium
10 Buy
7 Hold
0 Sell
Moderate Buy
premium
$124.33B
43.47%
AVGO
Broadcom
$151.63
$2.37
(1.59%)
premium
23 Buy
1 Hold
0 Sell
Strong Buy
premium
$705.82B
71.49%
ASML
ASML Holding
$888.39
$25.76
(2.99%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$350.97B
26.38%
ARM
ARM Holdings PLC ADR
$149.00
$0.14
(0.09%)
premium
12 Buy
3 Hold
1 Sell
Moderate Buy
premium
$156.13B
134.31%
V
Visa
$259.46
$5.72
(2.25%)
premium
22 Buy
4 Hold
0 Sell
Strong Buy
premium
$512.92B
10.91%
WMT
Walmart
$69.78
$0.24
(0.34%)
premium
28 Buy
3 Hold
0 Sell
Strong Buy
premium
$561.28B
32.76%
FICO
Fair Isaac
$1605.94
$29.01
(1.84%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$39.68B
95.77%
PATH
UiPath
$12.36
$0.16
(1.31%)
premium
2 Buy
17 Hold
0 Sell
Hold
premium
$7.08B
-26.12%
PLTR
Palantir Technologies
$27.18
$0.55
(2.07%)
premium
3 Buy
5 Hold
6 Sell
Hold
premium
$60.53B
52.61%
ROKU
Roku
$59.04
$1.59
(2.77%)
premium
5 Buy
2 Hold
2 Sell
Moderate Buy
premium
$8.51B
-34.11%
MDB
MongoDB
$253.50
$2.76
(1.08%)
premium
21 Buy
4 Hold
0 Sell
Strong Buy
premium
$18.59B
-38.41%
DDOG
Datadog
$118.31
$2
(1.66%)
premium
25 Buy
4 Hold
1 Sell
Strong Buy
premium
$39.57B
5.46%
POET
POET Technologies
$2.77
$0.07
(2.59%)
premium
premium
$179.15M
-33.73%
BYDDF
BYD Co
$30.31
$0.01
(0.03%)
premium
11 Buy
0 Hold
0 Sell
Strong Buy
premium
$93.71B
-14.26%
ADC
Agree Realty
$68.73
$0.83
(1.22%)
premium
11 Buy
2 Hold
0 Sell
Strong Buy
premium
$6.92B
9.63%
GWRE
Guidewire
$148.01
$3.41
(2.36%)
premium
11 Buy
2 Hold
1 Sell
Moderate Buy
premium
$12.23B
79.69%
MRVL
Marvell
$65.72
$1.73
(2.7%)
premium
24 Buy
1 Hold
0 Sell
Strong Buy
premium
$56.89B
1.64%
ANF
Abercrombie Fitch
$152.59
$1.06
(0.7%)
premium
3 Buy
5 Hold
0 Sell
Moderate Buy
premium
$7.80B
281.67%
APP
AppLovin
$77.53
$1.36
(1.79%)
premium
10 Buy
1 Hold
0 Sell
Strong Buy
premium
$25.51B
158.60%
S
SentinelOne
$23.04
$0.07
(0.3%)
premium
13 Buy
7 Hold
0 Sell
Moderate Buy
premium
$7.21B
55.99%
HESM
Hess Midstream Partners
$37.32
$0.11
(0.3%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$8.34B
29.72%
XOM
Exxon Mobil
$117.33
$0.1
(0.09%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$526.33B
16.61%
GE
GE Aerospace
$169.81
$5.14
(3.12%)
premium
11 Buy
0 Hold
0 Sell
Strong Buy
premium
$184.13B
87.04%
JNJ
Johnson & Johnson
$160.64
$1
(0.63%)
premium
7 Buy
8 Hold
0 Sell
Moderate Buy
premium
$386.70B
-5.05%
PH
Parker Hannifin
$554.61
$9.48
(1.74%)
premium
12 Buy
1 Hold
0 Sell
Strong Buy
premium
$71.29B
40.64%