tiprankstipranks

Milestone Wealth Strategies - New Portfolio

James Scott

Milestone Wealth Strategies
Individual Investor
Ranked #155,726 out of 775,923 TipRanks' Investors
Success Rate
55%
168 out of 308
profitable transactions
Average Return
21.37%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
17.25% NVDA
7.32% MSFT
4.19% DELL
4.15% QQQ
3.95% NVDL
63.14% Others
By Assets
54.94% Stocks
32.50% Cash
12.56% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
40.56% Technology
18.61% General
11.94% Consumer Cyclical
11.28% Financial
9.90% Industrials
7.70% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
ukubs8egpma
ukubs8egpma
ukubs8egpma
premium
ukubs8egpma
premium
ukubs8egpma
ukubs8egpma
ukubs8egpma
b53ghkpf
b53ghkpf
b53ghkpf
premium
b53ghkpf
premium
b53ghkpf
b53ghkpf
b53ghkpf
sh1wou
sh1wou
sh1wou
premium
sh1wou
premium
sh1wou
sh1wou
sh1wou
slbds56xo
slbds56xo
slbds56xo
premium
slbds56xo
premium
slbds56xo
slbds56xo
slbds56xo
zek42gvwqp
zek42gvwqp
zek42gvwqp
premium
zek42gvwqp
premium
zek42gvwqp
zek42gvwqp
zek42gvwqp
luiof356nml
luiof356nml
luiof356nml
premium
luiof356nml
premium
luiof356nml
luiof356nml
luiof356nml
t10y65u3wy8
t10y65u3wy8
t10y65u3wy8
premium
t10y65u3wy8
premium
t10y65u3wy8
t10y65u3wy8
t10y65u3wy8
kq2rd5ad0
kq2rd5ad0
kq2rd5ad0
premium
kq2rd5ad0
premium
kq2rd5ad0
kq2rd5ad0
kq2rd5ad0
ou6p4vaqlw
ou6p4vaqlw
ou6p4vaqlw
premium
ou6p4vaqlw
premium
ou6p4vaqlw
ou6p4vaqlw
ou6p4vaqlw
y6hkttejkqf
y6hkttejkqf
y6hkttejkqf
premium
y6hkttejkqf
premium
y6hkttejkqf
y6hkttejkqf
y6hkttejkqf
To view investors' portfolios
Sign Up For Free
ESGU
ESGU
< ETF >
iShares ESG Aware MSCI USA ETF
$129.94
$1.59
(1.24%)
premium
3K Buy
2K Hold
164 Sell
Moderate Buy
premium
$13.29B
24.32%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$518.66
$4.49
(0.87%)
premium
1K Buy
633 Hold
76 Sell
Moderate Buy
premium
$320.84B
27.00%
NVDA
Nvidia
$134.70
$4.02
(3.08%)
premium
37 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.30T
175.86%
ABR
Arbor Realty
$13.76
$0.05
(0.36%)
premium
1 Buy
2 Hold
2 Sell
Hold
premium
$2.60B
-12.69%
AMZN
Amazon
$224.92
$1.63
(0.73%)
premium
46 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.37T
46.60%
GOOG
Alphabet Class C
$192.96
$3.26
(1.72%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.35T
35.20%
MSFT
Microsoft
$436.60
$0.43
(0.1%)
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.25T
16.56%
RSPF
RSPF
< ETF >
Invesco S&P 500 Equal Weight Financials ETF
$72.62
$1.028
(1.44%)
premium
538 Buy
402 Hold
50 Sell
Moderate Buy
premium
$302.11M
24.86%
ARCC
Ares Capital
$21.38
$0.25
(1.18%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$13.81B
8.20%
AAPL
Apple
$254.49
$4.7
(1.88%)
premium
19 Buy
9 Hold
2 Sell
Moderate Buy
premium
$3.85T
31.45%
EPD
Enterprise Products Partners
$30.99
$0.46
(1.51%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$67.17B
18.83%
TT
Trane Technologies
$377.11
$0.21
(0.06%)
premium
5 Buy
11 Hold
2 Sell
Hold
premium
$84.86B
55.57%
CGUS
CGUS
< ETF >
Capital Group Core Equity ETF
$35.27
$0.35
(1%)
premium
1K Buy
425 Hold
55 Sell
Moderate Buy
premium
$4.23B
24.76%
BRK.B
Berkshire Hathaway B
$453.20
$3.86
(0.86%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$978.78B
27.13%
ARM
ARM Holdings PLC ADR
$132.15
$0.05
(0.04%)
premium
14 Buy
4 Hold
1 Sell
Moderate Buy
premium
$138.89B
82.80%
DELL
Dell Technologies
$115.77
$3.81
(3.4%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$81.09B
52.91%
NVDL
NVDL
< ETF >
GraniteShares 1.5x Long NVDA Daily ETF
$67.48
$4.11
(6.49%)
premium
premium
$4.91B
312.07%
HWM
Howmet Aerospace
$110.83
$1.48
(1.35%)
premium
15 Buy
2 Hold
0 Sell
Strong Buy
premium
$45.03B
106.89%
GE
GE Aerospace
$168.37
$3.57
(2.17%)
premium
12 Buy
0 Hold
0 Sell
Strong Buy
premium
$182.23B
32.90%
MMYT
Makemytrip
$111.00
$2
(1.77%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$12.19B
139.79%
ETN
Eaton
$338.12
$2.48
(0.74%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$133.63B
41.69%
YOU
Clear Secure
$26.66
$1.05
(4.1%)
premium
2 Buy
2 Hold
1 Sell
Hold
premium
$3.72B
23.20%
ARES
Ares Management
$176.04
$4.96
(2.9%)
premium
9 Buy
3 Hold
0 Sell
Strong Buy
premium
$55.11B
52.02%
TMHC
Taylor Morrison
$59.73
$0.49
(0.83%)
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$6.18B
11.15%
NCLH
Norwegian Cruise Line
$26.91
$1.5
(5.9%)
premium
9 Buy
5 Hold
1 Sell
Moderate Buy
premium
$11.83B
28.45%
IBIT
IBIT
< ETF >
IShares Bitcoin Trust Registered
$54.81
$0.09
(0.16%)
premium
premium
$53.39B
105.82%
APO
Apollo Global Management
$171.03
$1.4
(0.83%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$96.77B
86.75%
PLTR
Palantir Technologies
$80.55
$6.34
(8.54%)
premium
2 Buy
9 Hold
6 Sell
Hold
premium
$183.49B
362.67%