Everything - New Portfolio

Kathy Crowley

Everything
Individual Investor
Ranked #12,576 out of 753,381 TipRanks' Investors
Success Rate
73%
689 out of 950
profitable transactions
Average Return
55.39%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
50.58% NVDA
5.30% AAPL
4.46% UNH
4.34% BAC
3.60% SPLV
31.72% Others
By Assets
86.59% Stocks
7.29% Funds
6.11% ETFs
0.00% Cryptocurrency
0.00% Cash
By Sector
59.23% Technology
13.40% General
9.68% Consumer Cyclical
6.83% Healthcare
6.02% Financial
4.83% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
8vibmi78417
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WBA
Walgreens Boots Alliance
$10.30
$0.27
(2.69%)
premium
2 Buy
7 Hold
3 Sell
Hold
premium
$8.89B
-59.32%
WEN
Wendy's
$16.90
$0.16
(0.96%)
premium
3 Buy
14 Hold
1 Sell
Hold
premium
$3.43B
-16.83%
VWO
VWO
< ETF >
Vanguard FTSE Emerging Markets ETF
$45.07
$0.64
(1.44%)
premium
premium
$78.62B
11.95%
UNH
UnitedHealth
$584.51
$5.79
(1%)
premium
23 Buy
0 Hold
0 Sell
Strong Buy
premium
$539.75B
19.75%
TSLA
Tesla
$220.32
$9.66
(4.59%)
premium
10 Buy
15 Hold
8 Sell
Hold
premium
$703.84B
-4.23%
T
AT&T
$19.73
$0.22
(1.13%)
premium
10 Buy
6 Hold
0 Sell
Moderate Buy
premium
$141.47B
39.43%
SPLV
SPLV
< ETF >
Invesco S&P 500 Low Volatility ETF
$69.91
$0.26
(0.37%)
premium
778 Buy
476 Hold
41 Sell
Moderate Buy
premium
$7.37B
14.96%
SNAP
Snap
$9.43
$0.18
(1.95%)
premium
5 Buy
20 Hold
1 Sell
Hold
premium
$15.48B
0.64%
SPCE
Virgin Galactic Holdings
$7.12
$0.45
(6.75%)
premium
1 Buy
3 Hold
2 Sell
Hold
premium
$202.80M
-86.20%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$83.52
$1.18
(1.43%)
premium
397 Buy
451 Hold
69 Sell
Moderate Buy
premium
$58.99B
14.39%
RIVN
Rivian Automotive
$13.96
$1.15
(8.98%)
premium
11 Buy
9 Hold
2 Sell
Moderate Buy
premium
$14.08B
-28.92%
PYPL
PayPal Holdings
$71.70
$0.18
(0.25%)
premium
18 Buy
16 Hold
0 Sell
Moderate Buy
premium
$73.30B
18.10%
PFLT
Pennantpark $
$11.08
$0.1
(0.89%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$813.50M
6.13%
PG
Procter & Gamble
$169.17
$0.98
(0.58%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$398.23B
10.90%
ORC
Orchid Island Capital
$8.25
$0.1
(1.23%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$588.54M
-13.61%
OTLY
Oatly Group
$0.92
$0.026
(2.87%)
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
$547.09M
-24.30%
NVDA
Nvidia
$129.37
$5.63
(4.55%)
premium
32 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.18T
174.30%
NFLX
Netflix
$686.73
$2.23
(0.32%)
premium
24 Buy
12 Hold
1 Sell
Moderate Buy
premium
$294.72B
68.76%
MSFT
Microsoft
$416.79
$1.24
(0.3%)
premium
30 Buy
0 Hold
0 Sell
Strong Buy
premium
$3.10T
30.26%
MA
Mastercard
$466.44
$2.38
(0.51%)
premium
23 Buy
2 Hold
0 Sell
Strong Buy
premium
$430.91B
17.29%
LCID
Lucid Group
$4.20
$0.35
(9.09%)
premium
0 Buy
8 Hold
2 Sell
Hold
premium
$9.74B
-28.33%
IVV
IVV
< ETF >
iShares Core S&P 500 ETF
$565.23
$6.04
(1.08%)
premium
4K Buy
3K Hold
282 Sell
Moderate Buy
premium
$518.30B
28.67%
ITA
ITA
< ETF >
iShares U.S. Aerospace & Defense ETF
$144.81
$0.86
(0.6%)
premium
177 Buy
94 Hold
16 Sell
Moderate Buy
premium
$6.59B
27.65%
HOG
Harley-Davidson
$38.13
$1.86
(5.13%)
premium
4 Buy
3 Hold
0 Sell
Moderate Buy
premium
$5.02B
14.88%
HON
Honeywell International
$202.48
$2.34
(1.17%)
premium
6 Buy
6 Hold
0 Sell
Moderate Buy
premium
$131.55B
9.35%
HOOD
Robinhood Markets
$21.12
$1.23
(6.18%)
premium
8 Buy
6 Hold
2 Sell
Moderate Buy
premium
$18.68B
103.66%
GM
General Motors
$48.57
$2.11
(4.54%)
premium
12 Buy
2 Hold
2 Sell
Moderate Buy
premium
$54.59B
47.72%
GME
GameStop
$22.21
$0.09
(0.41%)
premium
0 Buy
0 Hold
1 Sell
Moderate Sell
premium
$9.47B
35.76%
GAIN
Gladstone Investment
$12.86
$0.08
(0.62%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$471.82M
1.66%
GBTC
Grayscale Bitcoin
$50.79
$2.73
(5.68%)
premium
premium
187.27%
FOCPX
FOCPX
< FUND >
Fidelity OTC Pt
$22.42
$0.25
(1.13%)
premium
109 Buy
24 Hold
0 Sell
Strong Buy
premium
36.29%
FSCSX
FSCSX
< FUND >
Software and IT Services Portfolio
$26.92
$0.3
(1.13%)
premium
43 Buy
12 Hold
0 Sell
Moderate Buy
premium
7.64%
META
Meta Platforms
$528.00
$3.93
(0.74%)
premium
39 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.34T
84.13%
FBGRX
FBGRX
< FUND >
Fidelity Blue Chip Growth Fund
$218.97
$3.52
(1.63%)
premium
204 Buy
33 Hold
1 Sell
Moderate Buy
premium
41.20%
FDGFX
FDGFX
< FUND >
Fidelity Dividend Growth Fund
$40.12
$0.57
(1.44%)
premium
108 Buy
25 Hold
3 Sell
Strong Buy
premium
29.34%
FDRXX
FDRXX
< FUND >
Fidelity Government Cash Reserves Shs of Benef Interest
premium
premium
DIS
Walt Disney
$90.56
$0.64
(0.71%)
premium
19 Buy
4 Hold
0 Sell
Strong Buy
premium
$164.24B
9.81%
CSCO
Cisco Systems
$50.74
$0.52
(1.04%)
premium
7 Buy
9 Hold
0 Sell
Moderate Buy
premium
$204.42B
-8.15%
COMM
CommScope Holding
$4.37
$0.33
(8.17%)
premium
0 Buy
3 Hold
1 Sell
Hold
premium
$943.27M
33.23%
CLX
Clorox
$153.06
$1.94
(1.28%)
premium
0 Buy
8 Hold
6 Sell
Moderate Sell
premium
$18.96B
-0.85%
CLNE
Clean Energy Fuels
$3.25
$0.18
(5.86%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$726.14M
-20.34%
BIIB
Biogen
$205.00
$1.68
(0.83%)
premium
16 Buy
3 Hold
0 Sell
Strong Buy
premium
$29.86B
-21.88%
BEN
Franklin Resources
$20.94
$0.26
(1.26%)
premium
0 Buy
6 Hold
3 Sell
Moderate Sell
premium
$10.95B
-18.23%
BB
BlackBerry
$2.42
$0.05
(2.11%)
premium
1 Buy
4 Hold
0 Sell
Hold
premium
$1.43B
-45.37%
BAC
Bank of America
$39.77
$0.53
(1.35%)
premium
11 Buy
7 Hold
0 Sell
Moderate Buy
premium
$308.60B
38.96%
BABA
Alibaba
$85.41
$2.45
(2.95%)
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$178.96B
-4.15%
AMZN
Amazon
$177.04
$0.91
(0.52%)
premium
42 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.86T
34.28%
AMD
Advanced Micro Devices
$154.98
$3.28
(2.16%)
premium
28 Buy
6 Hold
0 Sell
Strong Buy
premium
$250.83B
52.24%
AMC
AMC Entertainment
$5.05
$0.13
(2.64%)
premium
0 Buy
3 Hold
3 Sell
Moderate Sell
premium
$1.82B
-64.86%
AGNC
AGNC Investment
$10.19
$0.09
(0.89%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$7.97B
4.94%
ABBV
AbbVie
$197.55
$1.18
(0.6%)
premium
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
$348.94B
34.73%
AAPL
Apple
$226.84
$2.31
(1.03%)
premium
24 Buy
9 Hold
1 Sell
Moderate Buy
premium
$3.45T
28.61%