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Milestone Wealth Strategies - New Portfolio

James Scott

Milestone Wealth Strategies
Individual Investor
Ranked #133,926 out of 747,498 TipRanks' Investors
Success Rate
53%
147 out of 280
profitable transactions
Average Return
21.69%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
19.52% NVDA
9.31% MSFT
4.84% QQQ
3.66% AMZN
3.44% FTAI
59.23% Others
By Assets
50.60% Stocks
37.95% Cash
11.45% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
46.83% Technology
18.45% General
9.78% Industrials
6.22% Communication Services
5.90% Financial
12.82% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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ESGU
ESGU
< ETF >
iShares ESG Aware MSCI USA ETF
$121.69
$1.31
(1.09%)
premium
3K Buy
1K Hold
153 Sell
Moderate Buy
premium
$13.02B
20.21%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$482.32
$7.08
(1.49%)
premium
1K Buy
585 Hold
64 Sell
Moderate Buy
premium
$292.74B
26.32%
NVDA
Nvidia
$123.54
$5.61
(4.76%)
premium
37 Buy
4 Hold
0 Sell
Strong Buy
premium
$2.90T
164.42%
ABR
Arbor Realty
$13.39
$0.28
(2.14%)
premium
1 Buy
2 Hold
2 Sell
Hold
premium
$2.47B
-9.21%
AMZN
Amazon
$182.55
$0.58
(0.32%)
premium
44 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.91T
42.18%
GOOG
Alphabet Class C
$183.35
$3.96
(2.21%)
premium
10 Buy
0 Hold
0 Sell
Strong Buy
premium
$2.21T
47.36%
MSFT
Microsoft
$442.94
$5.83
(1.33%)
premium
34 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.25T
27.65%
RSPF
RSPF
< ETF >
Invesco S&P 500 Equal Weight Financials ETF
$64.86
$0.58
(0.9%)
premium
474 Buy
366 Hold
45 Sell
Hold
premium
$273.32M
17.32%
ARCC
Ares Capital
$20.98
$0.27
(1.3%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$12.73B
16.09%
AAPL
Apple
$223.96
$0.35
(0.16%)
premium
25 Buy
9 Hold
1 Sell
Moderate Buy
premium
$3.44T
16.99%
AMLP
AMLP
< ETF >
Alerian MLP ETF
$49.15
$0.2
(0.41%)
premium
45 Buy
26 Hold
9 Sell
Moderate Buy
premium
$9.18B
18.07%
EPD
Enterprise Products Partners
$29.98
$0.02
(0.07%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$65.15B
19.38%
CCEP
Coca-Cola Europacific Partners
$73.74
$0.08
(0.11%)
premium
6 Buy
2 Hold
0 Sell
Strong Buy
premium
$33.80B
17.39%
ALLY
Ally Financial
$41.93
$0.07
(0.17%)
premium
7 Buy
6 Hold
1 Sell
Moderate Buy
premium
$12.72B
46.93%
TT
Trane Technologies
$337.10
$6.96
(2.11%)
premium
6 Buy
9 Hold
1 Sell
Moderate Buy
premium
$74.73B
71.92%
CGUS
CGUS
< ETF >
Capital Group Core Equity ETF
$32.90
$0.3
(0.92%)
premium
1K Buy
407 Hold
58 Sell
Moderate Buy
premium
$3.15B
23.77%
TTD
Trade Desk
$100.44
$4.43
(4.61%)
premium
17 Buy
1 Hold
0 Sell
Strong Buy
premium
$46.96B
16.98%
META
Meta Platforms
$487.40
$10.61
(2.23%)
premium
39 Buy
3 Hold
2 Sell
Strong Buy
premium
$1.21T
63.84%
ARM
ARM Holdings PLC ADR
$163.55
$0.15
(0.09%)
premium
12 Buy
2 Hold
1 Sell
Moderate Buy
premium
$171.22B
156.96%
TSM
Taiwan Semiconductor Manufacturing
$169.35
$3.58
(2.16%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$766.57B
71.00%
CLS
Celestica
$56.90
$0.4
(0.71%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$6.72B
247.91%
DELL
Dell Technologies
$128.74
$2.95
(2.35%)
premium
10 Buy
1 Hold
1 Sell
Strong Buy
premium
$88.97B
137.43%
NSSC
Napco Security Technologies
$55.53
$2.05
(3.83%)
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.97B
50.44%
FTAI
FTAI Aviation
$105.23
$3.17
(3.11%)
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$10.23B
216.76%
NVDL
NVDL
< ETF >
GraniteShares 1.5x Long NVDA Daily ETF
$68.08
$6.01
(9.68%)
premium
premium
$4.65B
315.16%