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Milestone Wealth Strategies - New Portfolio

James Scott

Milestone Wealth Strategies
Individual Investor
Ranked #210,688 out of 789,901 TipRanks' Investors
Success Rate
51%
160 out of 317
profitable transactions
Average Return
18.44%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
15.13% NVDA
4.12% QQQ
3.58% DELL
3.53% KNTK
3.47% BRK.B
70.17% Others
By Assets
45.10% Stocks
43.27% Cash
11.62% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
32.33% Technology
20.49% General
13.08% Consumer Cyclical
11.68% Financial
7.97% Industrials
14.44% 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
$126.04
$1.6
(1.25%)
premium
3K Buy
1K Hold
141 Sell
Moderate Buy
premium
$13.49B
13.28%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$495.45
$1.6
(0.32%)
After
0.39%
premium
1K Buy
605 Hold
64 Sell
Moderate Buy
premium
$318.57B
14.45%
NVDA
Nvidia
$115.96
$1.9
(1.67%)
After
0.52%
premium
38 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.05T
33.81%
ABR
Arbor Realty
$12.28
$0.3
(2.5%)
After
0.08%
premium
1 Buy
2 Hold
1 Sell
Hold
premium
$2.34B
-4.16%
AMZN
Amazon
$203.80
$1.22
(0.6%)
After
0.25%
premium
46 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.25T
15.45%
GOOG
Alphabet Class C
$172.61
$3.95
(2.34%)
After
0.32%
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$2.09T
25.68%
MSFT
Microsoft
$388.61
$0.12
(0.03%)
After
0.15%
premium
28 Buy
3 Hold
0 Sell
Strong Buy
premium
$2.95T
-6.37%
RSPF
RSPF
< ETF >
Invesco S&P 500 Equal Weight Financials ETF
$72.69
$2.445
(3.25%)
premium
583 Buy
377 Hold
43 Sell
Moderate Buy
premium
$321.26M
22.97%
ARCC
Ares Capital
$22.78
$0.45
(1.94%)
After
0.04%
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$15.70B
14.32%
AAPL
Apple
$235.94
$2.095
(0.88%)
After
0.32%
premium
18 Buy
11 Hold
4 Sell
Moderate Buy
premium
$3.63T
35.94%
EPD
Enterprise Products Partners
$33.34
$0.39
(1.16%)
After
1.23%
premium
7 Buy
4 Hold
0 Sell
Moderate Buy
premium
$72.42B
21.99%
CGUS
CGUS
< ETF >
Capital Group Core Equity ETF
$34.34
$0.46
(1.32%)
After
1.34%
premium
901 Buy
310 Hold
42 Sell
Moderate Buy
premium
$4.94B
13.58%
BRK.B
Berkshire Hathaway B
$495.88
$14.2
(2.78%)
After
0.13%
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.11T
26.45%
ARM
ARM Holdings PLC ADR
$122.49
$1.39
(1.15%)
After
0.63%
premium
17 Buy
4 Hold
1 Sell
Moderate Buy
premium
$138.80B
-12.25%
DELL
Dell Technologies
$94.06
$1.5
(1.57%)
After
0.72%
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$72.11B
-21.53%
NVDL
NVDL
< ETF >
GraniteShares 1.5x Long NVDA Daily ETF
$43.87
$1.33
(3.13%)
After
0.96%
premium
premium
$4.17B
35.29%
HWM
Howmet Aerospace
$126.98
$4.035
(3.08%)
After
0.03%
premium
15 Buy
1 Hold
0 Sell
Strong Buy
premium
$55.33B
93.27%
GE
GE Aerospace
$198.80
$3.16
(1.56%)
After
0.02%
premium
15 Buy
1 Hold
0 Sell
Strong Buy
premium
$222.15B
25.43%
MMYT
Makemytrip
$93.47
$1.07
(1.13%)
After
0%
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$10.57B
58.54%
ARES
Ares Management
$160.85
$8.91
(5.25%)
After
0.09%
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$54.26B
24.93%
TMHC
Taylor Morrison
$60.27
$0.22
(0.36%)
After
0.03%
premium
7 Buy
0 Hold
1 Sell
Strong Buy
premium
$6.27B
5.00%
NCLH
Norwegian Cruise Line
$21.11
$0.84
(3.83%)
After
0.43%
premium
6 Buy
4 Hold
1 Sell
Moderate Buy
premium
$10.00B
13.03%
IBIT
IBIT
< ETF >
IShares Bitcoin Trust Registered
$49.39
$0.49
(1%)
After
0.63%
premium
premium
$47.88B
23.93%
APO
Apollo Global Management
$137.92
$6.66
(4.61%)
After
1.11%
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$85.16B
34.04%
KNTK
Kinetik
$54.83
$2.08
(3.65%)
After
0.09%
premium
6 Buy
3 Hold
0 Sell
Moderate Buy
premium
$9.19B
63.07%
CYBR
CyberArk Software
$354.26
$0.7
(0.2%)
After
0%
premium
30 Buy
1 Hold
0 Sell
Strong Buy
premium
$17.93B
33.45%
GLBE
Global-e Online
$39.76
$1.18
(2.88%)
After
0%
premium
10 Buy
1 Hold
0 Sell
Strong Buy
premium
$7.12B
25.43%
EXLS
Exlservice Holdings
$46.95
$0.88
(1.84%)
After
0%
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$7.86B
50.08%
ALK
Alaska Air
$65.31
$4.59
(6.57%)
After
0.02%
premium
12 Buy
1 Hold
0 Sell
Strong Buy
premium
$8.90B
89.59%
SFM
Sprouts Farmers
$145.35
$1.62
(1.1%)
After
0.38%
premium
4 Buy
7 Hold
0 Sell
Moderate Buy
premium
$14.63B
131.16%
FNGS
FNGS
< ETF >
MicroSectors FANG+ ETN
$53.96
$0.09
(0.17%)
premium
premium
$424.52M
24.91%