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Fidelity - Trad. IRA
- New Portfolio
Performance
Portfolio Details
Aznshinsa
Fidelity - Trad. IRA
Individual Investor
Ranked #8,722 out of 769,002 TipRanks' Investors
Success Rate
76%
761 out of 1005
profitable transactions
Average Return
70.71%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
19.80%
NVDA
8.57%
AVGO
5.68%
TSLA
4.26%
GOOG
4.09%
META
57.60%
Others
By Assets
98.45%
Stocks
1.55%
ETFs
0.00%
Funds
0.00%
Cryptocurrency
0.00%
Cash
By Sector
32.07%
Technology
17.37%
Consumer Cyclical
15.05%
Financial
12.64%
Communication Services
7.22%
Energy
15.64%
Other
Portfolio Holdings
Select Columns
80
Results | Showing
1
out of
1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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ONL
Orion Office REIT
$4.01
$0.18
(
4.7%
)
premium
―
premium
$218.76M
-22.47%
OKE
Oneok
$116.75
$3.59
(
3.17%
)
premium
9
Buy
5
Hold
0
Sell
Moderate Buy
premium
$66.08B
69.12%
ABBV
AbbVie
$171.73
$3.97
(
2.37%
)
premium
13
Buy
7
Hold
0
Sell
Moderate Buy
premium
$294.35B
20.93%
KHC
Kraft Heinz
$31.09
$0.21
(
0.68%
)
premium
4
Buy
8
Hold
1
Sell
Hold
premium
$36.98B
-9.57%
CRWD
CrowdStrike Holdings
$357.55
$7.4
(
2.11%
)
premium
34
Buy
6
Hold
0
Sell
Strong Buy
premium
$86.61B
67.55%
CZR
Caesars Entertainment
$37.56
$0.03
(
0.08%
)
premium
11
Buy
2
Hold
1
Sell
Moderate Buy
premium
$7.94B
-17.47%
DAL
Delta Air Lines
$63.34
$0.3
(
0.47%
)
premium
17
Buy
0
Hold
0
Sell
Strong Buy
premium
$41.78B
77.37%
GS
Goldman Sachs Group
$596.11
$14.18
(
2.44%
)
premium
11
Buy
3
Hold
0
Sell
Strong Buy
premium
$182.50B
73.73%
RBLX
Roblox
$49.35
$2.17
(
4.21%
)
premium
16
Buy
6
Hold
1
Sell
Moderate Buy
premium
$34.28B
40.30%
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%
MMM
3M
$127.32
$0.52
(
0.41%
)
premium
5
Buy
3
Hold
2
Sell
Moderate Buy
premium
$69.81B
36.01%
VTI
< ETF >
Vanguard Total Stock Market ETF
$295.05
$2.05
(
0.7%
)
premium
12K
Buy
7K
Hold
958
Sell
Moderate Buy
premium
$452.55B
30.70%
ZI
ZoomInfo Technologies
$10.37
$0.25
(
2.35%
)
premium
5
Buy
8
Hold
3
Sell
Hold
premium
$3.40B
-23.27%
SBUX
Starbucks
$100.06
$1.8
(
1.83%
)
premium
15
Buy
6
Hold
4
Sell
Moderate Buy
premium
$111.45B
-5.24%
AAL
American Airlines
$14.20
$0.26
(
1.8%
)
premium
4
Buy
9
Hold
1
Sell
Hold
premium
$9.42B
19.21%
EPR
EPR Properties
$44.80
$0.52
(
1.17%
)
premium
3
Buy
4
Hold
1
Sell
Hold
premium
$3.38B
-1.31%
NFLX
Netflix
$897.48
$13.63
(
1.54%
)
premium
24
Buy
10
Hold
2
Sell
Moderate Buy
premium
$372.45B
86.09%
MDT
Medtronic
$84.74
$0.63
(
0.75%
)
premium
9
Buy
8
Hold
0
Sell
Moderate Buy
premium
$109.01B
6.98%
LYV
Live Nation Entertainment
$138.57
$2.06
(
1.51%
)
premium
16
Buy
0
Hold
1
Sell
Strong Buy
premium
$31.00B
56.84%
MCD
McDonald's
$288.47
$2.44
(
0.84%
)
premium
16
Buy
10
Hold
0
Sell
Moderate Buy
premium
$208.34B
3.72%
CGC
Canopy Growth
$3.86
$0.1
(
2.66%
)
premium
0
Buy
0
Hold
1
Sell
Moderate Sell
premium
$490.41M
-34.63%
GM
General Motors
$55.68
$0.81
(
1.48%
)
premium
10
Buy
6
Hold
2
Sell
Moderate Buy
premium
$60.60B
96.67%
PNC
PNC Financial
$205.75
$1.8
(
0.88%
)
premium
8
Buy
5
Hold
2
Sell
Moderate Buy
premium
$81.29B
59.37%
PK
Park Hotels & Resorts
$14.68
$0.48
(
3.38%
)
premium
3
Buy
7
Hold
0
Sell
Moderate Buy
premium
$2.95B
-1.18%
PG
Procter & Gamble
$172.75
$1.86
(
1.09%
)
premium
12
Buy
6
Hold
0
Sell
Moderate Buy
premium
$402.15B
14.22%
ALK
Alaska Air
$52.30
$0.84
(
1.58%
)
premium
9
Buy
1
Hold
0
Sell
Strong Buy
premium
$6.74B
44.95%
AMZN
Amazon
$198.38
$4.5
(
2.22%
)
premium
44
Buy
1
Hold
0
Sell
Strong Buy
premium
$2.15T
40.99%
WBA
Walgreens Boots Alliance
$8.30
$0.06
(
0.73%
)
premium
2
Buy
6
Hold
3
Sell
Hold
premium
$7.17B
-60.72%
WYNN
Wynn Resorts
$91.74
$0.52
(
0.57%
)
premium
12
Buy
1
Hold
0
Sell
Strong Buy
premium
$10.02B
5.02%
TSLA
Tesla
$339.64
$2.39
(
0.7%
)
premium
11
Buy
14
Hold
9
Sell
Hold
premium
$1.11T
41.80%
XOM
Exxon Mobil
$121.93
$1.61
(
1.34%
)
premium
12
Buy
7
Hold
1
Sell
Moderate Buy
premium
$521.39B
15.18%
WPC
W. P. Carey Inc.
$56.85
$0.26
(
0.46%
)
premium
2
Buy
6
Hold
0
Sell
Hold
premium
$12.36B
-2.21%
MGM
MGM Resorts
$38.01
$0.5
(
1.33%
)
premium
12
Buy
3
Hold
0
Sell
Strong Buy
premium
$11.10B
-5.90%
UAL
United Airlines Holdings
$94.40
$0.23
(
0.24%
)
premium
13
Buy
0
Hold
0
Sell
Strong Buy
premium
$31.00B
139.93%
O
Realty Income
$57.39
$0.51
(
0.9%
)
premium
3
Buy
8
Hold
0
Sell
Moderate Buy
premium
$50.04B
6.22%
RCL
Royal Caribbean
$237.57
$1.7
(
0.72%
)
premium
10
Buy
3
Hold
0
Sell
Strong Buy
premium
$63.10B
125.00%
ROKU
Roku
$68.68
$0.03
(
0.04%
)
premium
10
Buy
9
Hold
2
Sell
Moderate Buy
premium
$10.69B
-26.59%
JAMF
Jamf Holding
$14.36
$0.21
(
1.48%
)
premium
7
Buy
4
Hold
0
Sell
Moderate Buy
premium
$1.89B
-14.60%
AMD
Advanced Micro Devices
$137.49
$0.11
(
0.08%
)
premium
23
Buy
7
Hold
0
Sell
Strong Buy
premium
$226.20B
15.47%
AMGN
Amgen
$289.90
$2.03
(
0.71%
)
premium
11
Buy
11
Hold
1
Sell
Moderate Buy
premium
$150.48B
9.53%
JNJ
Johnson & Johnson
$155.50
$2.39
(
1.56%
)
premium
6
Buy
8
Hold
0
Sell
Moderate Buy
premium
$368.37B
1.32%
AXP
American Express
$293.00
$5.29
(
1.84%
)
premium
6
Buy
9
Hold
1
Sell
Moderate Buy
premium
$201.15B
77.28%
LVS
Las Vegas Sands
$50.07
$0.16
(
0.32%
)
premium
10
Buy
3
Hold
0
Sell
Strong Buy
premium
$35.66B
0.95%
LUV
Southwest Airlines
$31.79
$0.02
(
0.06%
)
premium
2
Buy
9
Hold
1
Sell
Hold
premium
$19.41B
28.99%
UPS
United Parcel
$131.37
$0.72
(
0.55%
)
premium
11
Buy
5
Hold
2
Sell
Moderate Buy
premium
$113.67B
-11.80%
T
AT&T
$22.98
$0.15
(
0.66%
)
premium
9
Buy
4
Hold
0
Sell
Moderate Buy
premium
$163.09B
41.01%
SYF
Synchrony Financial
$65.14
$0.74
(
1.15%
)
premium
11
Buy
6
Hold
1
Sell
Moderate Buy
premium
$24.78B
118.53%
NVDA
Nvidia
$146.67
$0.78
(
0.53%
)
premium
40
Buy
4
Hold
0
Sell
Strong Buy
premium
$3.61T
192.11%
RPRX
Royalty Pharma
$26.40
$0.18
(
0.69%
)
premium
5
Buy
0
Hold
0
Sell
Strong Buy
premium
$15.33B
-2.89%
SPG
Simon Property
$181.80
$0.89
(
0.49%
)
premium
4
Buy
9
Hold
0
Sell
Moderate Buy
premium
$68.04B
48.59%
MPW
Medical Properties
$4.24
$0.02
(
0.47%
)
premium
1
Buy
2
Hold
1
Sell
Hold
premium
$2.60B
-6.17%
GOOG
Alphabet Class C
$169.24
$8.09
(
4.56%
)
premium
9
Buy
1
Hold
0
Sell
Strong Buy
premium
$2.19T
27.93%
SPCE
Virgin Galactic Holdings
$6.72
$0.04
(
0.6%
)
premium
2
Buy
2
Hold
1
Sell
Hold
premium
$196.64M
-84.32%
OXY
Occidental Petroleum
$51.54
$0.63
(
1.24%
)
premium
6
Buy
12
Hold
1
Sell
Moderate Buy
premium
$47.39B
-16.20%
DIS
Walt Disney
$114.72
$0.46
(
0.4%
)
premium
15
Buy
5
Hold
0
Sell
Strong Buy
premium
$203.59B
20.97%
JBLU
JetBlue Airways
$6.15
$0.11
(
1.82%
)
premium
1
Buy
5
Hold
2
Sell
Hold
premium
$2.07B
43.47%
APLE
Apple Hospitality REIT
$15.74
$0.37
(
2.41%
)
premium
2
Buy
2
Hold
0
Sell
Moderate Buy
premium
$3.70B
-5.18%
ABT
Abbott Laboratories
$117.26
$1.33
(
1.15%
)
premium
17
Buy
3
Hold
0
Sell
Strong Buy
premium
$203.16B
13.76%
JPM
JPMorgan Chase & Co.
$244.76
$3.98
(
1.65%
)
premium
10
Buy
6
Hold
1
Sell
Moderate Buy
premium
$684.38B
57.40%
META
Meta Platforms
$563.09
$2.43
(
0.43%
)
premium
40
Buy
3
Hold
1
Sell
Strong Buy
premium
$1.42T
67.82%
MSFT
Microsoft
$412.87
$1.79
(
0.43%
)
premium
27
Buy
3
Hold
0
Sell
Strong Buy
premium
$3.11T
11.37%
NCLH
Norwegian Cruise Line
$26.76
$0.72
(
2.76%
)
premium
7
Buy
7
Hold
1
Sell
Moderate Buy
premium
$11.58B
81.72%
BA
Boeing
$143.41
$2.67
(
1.83%
)
premium
15
Buy
6
Hold
2
Sell
Moderate Buy
premium
$108.85B
-33.07%
UBER
Uber Technologies
$69.64
$0.04
(
0.06%
)
premium
34
Buy
2
Hold
0
Sell
Strong Buy
premium
$145.57B
26.89%
AVGO
Broadcom
$163.94
$0.69
(
0.42%
)
premium
23
Buy
3
Hold
0
Sell
Strong Buy
premium
$772.28B
66.38%
BAC
Bank of America
$46.46
$0.4
(
0.87%
)
premium
14
Buy
2
Hold
0
Sell
Strong Buy
premium
$356.10B
55.29%
BABA
Alibaba
$85.58
$1.19
(
1.37%
)
premium
15
Buy
1
Hold
0
Sell
Strong Buy
premium
$209.68B
9.92%
MAIN
Main Street Capital
$53.18
$0.1
(
0.19%
)
premium
0
Buy
4
Hold
0
Sell
Hold
premium
$4.69B
29.59%
VOO
< ETF >
Vanguard S&P 500 ETF
$545.64
$2.74
(
0.5%
)
premium
4K
Buy
3K
Hold
328
Sell
Moderate Buy
premium
$566.51B
30.35%
MAR
Marriott International
$283.44
$3.89
(
1.39%
)
premium
6
Buy
12
Hold
0
Sell
Moderate Buy
premium
$77.61B
35.23%
VZ
Verizon
$42.50
$0.28
(
0.66%
)
premium
8
Buy
9
Hold
0
Sell
Moderate Buy
premium
$176.51B
13.34%
ALLY
Ally Financial
$37.19
$1.66
(
4.67%
)
premium
8
Buy
5
Hold
1
Sell
Moderate Buy
premium
$10.84B
31.93%
KO
Coca-Cola
$63.76
$0.77
(
1.22%
)
premium
11
Buy
4
Hold
0
Sell
Moderate Buy
premium
$269.63B
8.55%
SHOP
Shopify
$106.48
$2.54
(
2.44%
)
premium
17
Buy
12
Hold
3
Sell
Moderate Buy
premium
$135.01B
49.06%
PSX
Phillips 66
$131.41
$0.04
(
0.03%
)
premium
8
Buy
4
Hold
0
Sell
Moderate Buy
premium
$54.08B
11.96%
WMG
Warner Music Group
$31.18
$2.49
(
7.4%
)
premium
3
Buy
4
Hold
1
Sell
Hold
premium
$17.06B
3.66%
USB
US Bancorp
$51.39
$0.65
(
1.28%
)
premium
8
Buy
11
Hold
0
Sell
Moderate Buy
premium
$78.63B
37.10%
WDC
Western Digital
$65.88
$2.04
(
3.2%
)
premium
11
Buy
3
Hold
0
Sell
Strong Buy
premium
$22.57B
38.06%
CCL
Carnival
$25.35
$0.27
(
1.08%
)
premium
14
Buy
1
Hold
1
Sell
Strong Buy
premium
$31.45B
76.62%
WBD
Warner Bros
$10.23
$0.28
(
2.81%
)
premium
7
Buy
8
Hold
0
Sell
Moderate Buy
premium
$23.31B
-5.95%
80
Results | Showing
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