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WELLSTRADE IRA ...0290 - New Portfolio

Greg

WELLSTRADE IRA ...0290
Individual Investor
Ranked #327,464 out of 788,370 TipRanks' Investors
Success Rate
56%
53 out of 95
profitable transactions
Average Return
2.22%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
16.33% SMH
9.64% AMZN
7.73% XLK
5.08% AAPL
3.81% DAVE
57.41% Others
By Assets
66.20% Stocks
33.13% ETFs
0.67% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
33.36% General
18.57% Technology
14.99% Consumer Cyclical
8.75% Real Estate
8.39% Financial
15.94% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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AMC
AMC Entertainment
$3.43
$0.06
(1.72%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$1.33B
-22.40%
VOX
VOX
< ETF >
Vanguard Communication Services ETF
$162.91
$3.06
(1.84%)
premium
512 Buy
277 Hold
43 Sell
Moderate Buy
premium
$4.88B
32.02%
VUG
VUG
< ETF >
Vanguard Growth ETF
$416.02
$9.41
(2.21%)
premium
2K Buy
908 Hold
96 Sell
Moderate Buy
premium
$163.55B
25.33%
HNST
Honest Company
$5.73
$0.3
(4.98%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$608.80M
74.69%
MED
Medifast
$14.73
$0.4
(2.79%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$156.74M
-63.18%
PLTR
Palantir Technologies
$101.35
$4.92
(4.63%)
premium
3 Buy
10 Hold
5 Sell
Hold
premium
$249.24B
367.33%
CELH
Celsius Holdings
$32.62
$7.09
(27.77%)
premium
10 Buy
5 Hold
1 Sell
Moderate Buy
premium
$6.00B
-58.28%
BRZE
Braze
$39.50
$1.16
(2.85%)
premium
13 Buy
1 Hold
0 Sell
Strong Buy
premium
$4.21B
-26.78%
WYNN
Wynn Resorts
$90.76
$2.71
(2.9%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$9.95B
-11.38%
NKE
Nike
$76.50
$0.73
(0.95%)
premium
14 Buy
14 Hold
0 Sell
Moderate Buy
premium
$114.23B
-26.50%
MU
Micron
$98.84
$4.34
(4.21%)
premium
21 Buy
2 Hold
0 Sell
Strong Buy
premium
$114.96B
20.10%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$551.75
$9.55
(1.7%)
premium
4K Buy
3K Hold
286 Sell
Moderate Buy
premium
$635.52B
20.30%
GOOG
Alphabet Class C
$181.58
$5.06
(2.71%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$2.26T
28.43%
CMBT
Euronav
$9.96
$0.17
(1.68%)
premium
premium
$1.91B
-43.89%
AHH
Armada Hoffler Properties
$8.92
$0.1
(1.11%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$914.27M
-17.56%
ORC
Orchid Island Capital
$8.92
$0.05
(0.56%)
premium
premium
$695.54M
4.94%
TSLX
Sixth Street Specialty Lending
$23.47
$0.4
(1.73%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.16B
7.56%
PNNT
Pennantpark Investment
$7.17
$0.02
(0.28%)
premium
1 Buy
5 Hold
0 Sell
Hold
premium
$469.48M
6.38%
DKL
Delek Logistics
$40.02
$0.43
(1.06%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$2.17B
-12.96%
TSM
TSMC
$198.24
$1.86
(0.93%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$855.96B
55.03%
BIZD
BIZD
< ETF >
VanEck BDC Income ETF
$17.68
$0.04
(0.23%)
premium
37 Buy
30 Hold
9 Sell
Hold
premium
$1.60B
8.18%
ARLP
Alliance Resource
$26.70
$0.29
(1.07%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$3.46B
39.06%
DOC
Healthpeak Properties
$19.74
$0.03
(0.15%)
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$14.11B
17.57%
CTO
CTO Realty Growth
$19.01
$1.2
(5.94%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$605.82M
21.75%
SAR
Saratoga Investment
$25.96
$0.32
(1.25%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$367.84M
8.60%
BTI
British American Tobacco
$37.85
$0.7
(1.82%)
premium
0 Buy
1 Hold
1 Sell
Moderate Sell
premium
$84.27B
26.52%
FANG
Diamondback
$156.12
$5.97
(3.68%)
premium
20 Buy
3 Hold
0 Sell
Strong Buy
premium
$47.33B
-11.66%
MAIN
Main Street Capital
$62.27
$0.47
(0.75%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$5.53B
36.14%
MLPX
MLPX
< ETF >
Global X MLP & Energy Infrastructure ETF
$62.20
$0.81
(1.29%)
premium
127 Buy
60 Hold
13 Sell
Moderate Buy
premium
$2.84B
38.05%
AMD
Advanced Micro Devices
$110.84
$3.33
(2.92%)
premium
25 Buy
11 Hold
1 Sell
Moderate Buy
premium
$185.01B
-30.51%
MSFT
Microsoft
$408.21
$7.92
(1.9%)
premium
29 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.09T
-0.83%
FEPI
FEPI
< ETF >
REX FANG & Innovation Equity Premium Income ETF
$48.48
$1.11
(2.24%)
premium
361 Buy
121 Hold
30 Sell
Moderate Buy
premium
$481.52M
-9.67%
META
Meta Platforms
$683.55
$11.29
(1.62%)
premium
44 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.76T
48.46%
MO
Altria Group
$55.05
$0.72
(1.33%)
premium
3 Buy
3 Hold
1 Sell
Moderate Buy
premium
$92.08B
34.60%
TSLA
Tesla
$337.80
$16.6
(4.68%)
premium
13 Buy
12 Hold
10 Sell
Hold
premium
$1.14T
81.96%
ABR
Arbor Realty
$12.00
$1.84
(13.29%)
premium
0 Buy
1 Hold
1 Sell
Moderate Sell
premium
$2.61B
-6.54%
DAVE
Dave
$100.90
$8.83
(8.05%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.40B
384.89%
AAPL
Apple
$245.55
$0.28
(0.11%)
premium
18 Buy
11 Hold
4 Sell
Moderate Buy
premium
$3.69T
33.18%
XLK
XLK
< ETF >
Technology Select Sector SPDR Fund
$234.87
$6.54
(2.71%)
premium
779 Buy
380 Hold
50 Sell
Moderate Buy
premium
$76.27B
17.32%
AMZN
Amazon
$216.58
$6.3
(2.83%)
premium
47 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.36T
24.06%
SMH
SMH
< ETF >
VanEck Semiconductor ETF
$249.99
$7.81
(3.03%)
premium
316 Buy
156 Hold
21 Sell
Moderate Buy
premium
$23.89B
22.80%
KULR
KULR Technology Group
$1.89
$0.16
(7.8%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$490.52M
1342.75%
SOFI
SoFi Technologies
$14.67
$0.89
(5.72%)
premium
6 Buy
6 Hold
4 Sell
Hold
premium
$16.88B
79.78%
NU
Nu Holdings
$10.82
$2.52
(18.89%)
premium
3 Buy
1 Hold
1 Sell
Moderate Buy
premium
$63.35B
28.76%