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Roth - New Portfolio

Seth Cohen

Roth
Individual Investor
Ranked #193,525 out of 781,056 TipRanks' Investors
Success Rate
68%
40 out of 59
profitable transactions
Average Return
3.02%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
11.59% CRWD
8.94% NVDA
7.82% VUG
7.51% VOO
6.58% VTI
57.56% Others
By Assets
62.77% Stocks
37.23% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
44.72% Technology
37.23% General
8.24% Consumer Cyclical
4.73% Communication Services
2.88% Industrials
2.20% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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VUG
VUG
< ETF >
Vanguard Growth ETF
$415.91
$5.41
(1.32%)
premium
4K Buy
2K Hold
204 Sell
Strong Buy
premium
$156.85B
30.27%
VTI
VTI
< ETF >
Vanguard Total Stock Market ETF
$296.20
$2.71
(0.92%)
premium
26K Buy
15K Hold
2K Sell
Strong Buy
premium
$465.14B
24.01%
VT
VT
< ETF >
Vanguard Total World Stock ETF
$119.48
$0.99
(0.84%)
premium
15K Buy
9K Hold
2K Sell
Hold
premium
$42.47B
16.69%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$549.46
$5.22
(0.96%)
premium
8K Buy
5K Hold
600 Sell
Strong Buy
premium
$603.12B
24.27%
VBR
VBR
< ETF >
Vanguard Small Cap Value ETF
$204.61
$0.95
(0.47%)
premium
5K Buy
5K Hold
686 Sell
Strong Buy
premium
$31.86B
17.32%
TSM
TSMC
$211.50
$3.29
(1.53%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$870.45B
87.12%
SMCI
Super Micro Computer
$30.82
$0.3
(0.96%)
premium
1 Buy
5 Hold
2 Sell
Hold
premium
$18.22B
-1.04%
QQQM
QQQM
< ETF >
Invesco NASDAQ 100 ETF
$214.78
$3.56
(1.69%)
premium
3K Buy
1K Hold
142 Sell
Strong Buy
premium
$41.26B
26.27%
NVDA
Nvidia
$137.71
$4.14
(3.1%)
premium
36 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.27T
131.48%
AMD
Advanced Micro Devices
$121.46
$3.02
(2.55%)
premium
21 Buy
10 Hold
1 Sell
Moderate Buy
premium
$192.21B
-25.33%
AMZN
Amazon
$225.94
$5.28
(2.39%)
premium
48 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.32T
45.45%
COST
Costco
$943.19
$23.44
(2.55%)
premium
16 Buy
8 Hold
0 Sell
Moderate Buy
premium
$408.28B
35.72%
WM
Waste Management
$211.71
$0.7
(0.33%)
premium
9 Buy
9 Hold
0 Sell
Moderate Buy
premium
$84.69B
15.37%
CRWD
CrowdStrike Holdings
$357.00
$6.38
(1.76%)
premium
29 Buy
4 Hold
0 Sell
Strong Buy
premium
$89.50B
26.10%
IVV
IVV
< ETF >
iShares Core S&P 500 ETF
$600.26
$5.64
(0.95%)
premium
8K Buy
5K Hold
600 Sell
Strong Buy
premium
$594.25B
24.22%
IWF
IWF
< ETF >
iShares Russell 1000 Growth ETF
$406.98
$4.93
(1.23%)
premium
7K Buy
4K Hold
446 Sell
Strong Buy
premium
$105.01B
30.61%
MGK
MGK
< ETF >
Vanguard Mega Cap Growth ETF
$346.91
$4.73
(1.38%)
premium
2K Buy
760 Hold
102 Sell
Strong Buy
premium
$25.05B
29.75%
MSFT
Microsoft
$429.03
$4.45
(1.05%)
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.16T
7.61%
DDOG
Datadog
$138.40
$1.61
(1.18%)
premium
26 Buy
5 Hold
0 Sell
Strong Buy
premium
$46.47B
9.04%
WMT
Walmart
$91.94
$0.64
(0.7%)
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$733.45B
68.97%
GOOG
Alphabet Class C
$197.55
$3.14
(1.62%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.37T
36.25%
SMTC
Semtech
$75.00
$6.07
(8.81%)
premium
11 Buy
1 Hold
0 Sell
Strong Buy
premium
$5.94B
253.77%
SPLG
SPLG
< ETF >
SPDR Portfolio S&P 500 ETF
$70.29
$0.69
(0.99%)
premium
8K Buy
5K Hold
600 Sell
Strong Buy
premium
$55.33B
24.15%
SOUN
SoundHound AI, Inc Class A
$13.64
$0.33
(2.36%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$5.17B
653.59%
SYM
Symbotic
$29.76
$2.06
(6.47%)
premium
10 Buy
3 Hold
1 Sell
Moderate Buy
premium
$18.69B
-28.77%