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Roth - New Portfolio

Seth Cohen

Roth
Individual Investor
Ranked #272,800 out of 788,374 TipRanks' Investors
Success Rate
62%
39 out of 63
profitable transactions
Average Return
1.80%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
13.19% CRWD
9.41% NVDA
7.81% VUG
7.53% VOO
6.57% VTI
55.49% Others
By Assets
65.66% Stocks
34.34% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
46.40% Technology
34.34% General
8.34% Consumer Cyclical
4.96% Communication Services
3.70% Industrials
2.26% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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gmml8flf7sa
gmml8flf7sa
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tughcedi
tughcedi
tughcedi
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62gpx1tof9a
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62gpx1tof9a
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jt3qg7
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tpreh768a7t
tpreh768a7t
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tpreh768a7t
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augriya
augriya
augriya
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augriya
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VUG
VUG
< ETF >
Vanguard Growth ETF
$416.02
$9.41
(2.21%)
premium
2K Buy
908 Hold
96 Sell
Moderate Buy
premium
$162.72B
25.33%
VTI
VTI
< ETF >
Vanguard Total Stock Market ETF
$295.92
$5.57
(1.85%)
premium
12K Buy
7K Hold
838 Sell
Moderate Buy
premium
$481.07B
17.43%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$551.75
$9.55
(1.7%)
premium
4K Buy
3K Hold
284 Sell
Moderate Buy
premium
$634.02B
18.20%
VBR
VBR
< ETF >
Vanguard Small Cap Value ETF
$197.69
$4.46
(2.21%)
premium
2K Buy
2K Hold
315 Sell
Hold
premium
$31.60B
9.02%
TSM
TSMC
$198.24
$1.86
(0.93%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$866.06B
53.04%
SMCI
Super Micro Computer
$56.07
$3.2
(5.4%)
premium
3 Buy
2 Hold
2 Sell
Hold
premium
$32.83B
-42.52%
QQQM
QQQM
< ETF >
Invesco NASDAQ 100 ETF
$216.61
$4.57
(2.07%)
premium
1K Buy
621 Hold
63 Sell
Moderate Buy
premium
$44.94B
20.10%
NVDA
Nvidia
$134.43
$5.68
(4.05%)
premium
30 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.29T
71.17%
AMD
Advanced Micro Devices
$110.84
$3.33
(2.92%)
premium
25 Buy
11 Hold
1 Sell
Moderate Buy
premium
$179.61B
-39.05%
AMZN
Amazon
$216.58
$6.3
(2.83%)
premium
47 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.30T
24.06%
COST
Costco
$1035.03
$0.2
(0.02%)
premium
16 Buy
8 Hold
0 Sell
Moderate Buy
premium
$459.45B
40.26%
WM
Waste Management
$228.03
$1.09
(0.48%)
premium
11 Buy
7 Hold
0 Sell
Moderate Buy
premium
$91.69B
9.60%
CRWD
CrowdStrike Holdings
$406.68
$29.46
(6.75%)
premium
28 Buy
5 Hold
0 Sell
Strong Buy
premium
$100.17B
30.80%
IVV
IVV
< ETF >
iShares Core S&P 500 ETF
$602.87
$10.59
(1.73%)
premium
4K Buy
3K Hold
284 Sell
Moderate Buy
premium
$608.14B
20.27%
IWF
IWF
< ETF >
iShares Russell 1000 Growth ETF
$404.88
$9.4
(2.27%)
premium
4K Buy
2K Hold
211 Sell
Moderate Buy
premium
$107.71B
25.05%
MGK
MGK
< ETF >
Vanguard Mega Cap Growth ETF
$347.93
$7.85
(2.21%)
premium
1K Buy
391 Hold
47 Sell
Moderate Buy
premium
$26.15B
25.20%
MSFT
Microsoft
$408.21
$7.92
(1.9%)
premium
29 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.03T
-0.83%
DDOG
Datadog
$119.64
$6.6
(5.23%)
premium
25 Buy
7 Hold
0 Sell
Strong Buy
premium
$40.50B
-8.76%
WMT
Walmart
$94.78
$2.43
(2.5%)
premium
27 Buy
1 Hold
0 Sell
Strong Buy
premium
$761.40B
62.10%
GOOG
Alphabet Class C
$181.58
$5.06
(2.71%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$2.20T
24.95%
SMTC
Semtech
$37.10
$1.61
(4.16%)
premium
11 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.20B
78.11%
SPLG
SPLG
< ETF >
SPDR Portfolio S&P 500 ETF
$70.59
$1.21
(1.69%)
premium
4K Buy
3K Hold
286 Sell
Moderate Buy
premium
$59.87B
20.31%
SOUN
SoundHound AI, Inc Class A
$10.31
$0.6
(5.5%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$4.06B
159.70%
SYM
Symbotic
$24.47
$1.62
(6.21%)
premium
9 Buy
4 Hold
1 Sell
Moderate Buy
premium
$14.40B
-38.33%