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Milestone Wealth Strategies - New Portfolio

James Scott

Milestone Wealth Strategies
Individual Investor
Ranked #140,679 out of 769,002 TipRanks' Investors
Success Rate
56%
169 out of 304
profitable transactions
Average Return
22.56%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
22.33% NVDA
6.67% MSFT
5.39% FTAI
4.84% DELL
4.59% NVDL
56.18% Others
By Assets
57.13% Stocks
32.05% Cash
10.82% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
41.72% Technology
15.93% General
15.71% Industrials
11.41% Consumer Cyclical
7.90% Financial
7.33% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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ESGU
ESGU
< ETF >
iShares ESG Aware MSCI USA ETF
$130.89
$0.91
(0.7%)
premium
3K Buy
2K Hold
170 Sell
Moderate Buy
premium
$13.94B
30.48%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$504.98
$1.81
(0.36%)
premium
1K Buy
624 Hold
72 Sell
Moderate Buy
premium
$317.87B
29.00%
NVDA
Nvidia
$146.67
$0.78
(0.53%)
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.61T
192.11%
ABR
Arbor Realty
$14.50
$0.11
(0.75%)
premium
2 Buy
2 Hold
2 Sell
Hold
premium
$2.78B
19.85%
AMZN
Amazon
$198.38
$4.5
(2.22%)
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.15T
40.99%
GOOG
Alphabet Class C
$169.24
$8.09
(4.56%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.19T
27.93%
MSFT
Microsoft
$412.87
$1.79
(0.43%)
premium
27 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.11T
11.37%
RSPF
RSPF
< ETF >
Invesco S&P 500 Equal Weight Financials ETF
$76.18
$1.085
(1.45%)
premium
510 Buy
402 Hold
50 Sell
Hold
premium
$311.69M
39.71%
ARCC
Ares Capital
$21.78
$0.01
(0.05%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$14.10B
10.38%
AAPL
Apple
$228.52
$0.48
(0.21%)
premium
24 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.45T
20.12%
EPD
Enterprise Products Partners
$32.35
$0.56
(1.76%)
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$68.56B
19.74%
TT
Trane Technologies
$415.39
$4.23
(1.03%)
premium
3 Buy
11 Hold
2 Sell
Hold
premium
$92.94B
81.91%
CGUS
CGUS
< ETF >
Capital Group Core Equity ETF
$34.97
$0.05
(0.14%)
premium
1K Buy
434 Hold
57 Sell
Moderate Buy
premium
$3.97B
30.15%
BRK.B
Berkshire Hathaway B
$472.06
$3.23
(0.69%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.01T
29.87%
ARM
ARM Holdings PLC ADR
$133.14
$0.56
(0.42%)
premium
14 Buy
4 Hold
1 Sell
Moderate Buy
premium
$139.85B
127.92%
DELL
Dell Technologies
$138.92
$4.96
(3.7%)
premium
14 Buy
3 Hold
0 Sell
Strong Buy
premium
$99.00B
81.96%
FTAI
FTAI Aviation
$174.96
$3.75
(2.19%)
premium
10 Buy
0 Hold
0 Sell
Strong Buy
premium
$17.54B
308.91%
NVDL
NVDL
< ETF >
GraniteShares 1.5x Long NVDA Daily ETF
$81.42
$0.84
(1.04%)
premium
premium
$6.26B
372.03%
HWM
Howmet Aerospace
$116.98
$1.12
(0.95%)
premium
15 Buy
3 Hold
0 Sell
Strong Buy
premium
$47.13B
127.03%
GE
GE Aerospace
$178.70
$0.72
(0.4%)
premium
11 Buy
0 Hold
0 Sell
Strong Buy
premium
$192.17B
48.45%
MMYT
Makemytrip
$109.69
$2.42
(2.26%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$11.31B
152.70%
ETN
Eaton
$370.95
$10.49
(2.91%)
premium
10 Buy
6 Hold
0 Sell
Moderate Buy
premium
$143.73B
58.78%
YOU
Clear Secure
$25.89
$0.9
(3.36%)
premium
2 Buy
2 Hold
1 Sell
Hold
premium
$3.67B
34.76%
ARES
Ares Management
$175.01
$3.12
(1.82%)
premium
7 Buy
5 Hold
0 Sell
Moderate Buy
premium
$53.33B
57.96%
TMHC
Taylor Morrison
$69.44
$0.14
(0.2%)
premium
5 Buy
2 Hold
0 Sell
Moderate Buy
premium
$7.19B
54.14%
NCLH
Norwegian Cruise Line
$26.76
$0.72
(2.76%)
premium
7 Buy
7 Hold
1 Sell
Moderate Buy
premium
$11.58B
81.72%