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Fidelity - Trad. IRA
- New Portfolio
Performance
Portfolio Details
Aznshinsa
Fidelity - Trad. IRA
Individual Investor
Ranked #10,507 out of 781,107 TipRanks' Investors
Success Rate
73%
774 out of 1055
profitable transactions
Average Return
71.87%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
17.81%
NVDA
11.79%
AVGO
6.64%
TSLA
4.71%
GOOG
4.19%
META
54.86%
Others
By Assets
98.52%
Stocks
1.48%
ETFs
0.00%
Funds
0.00%
Cryptocurrency
0.00%
Cash
By Sector
32.96%
Technology
17.94%
Consumer Cyclical
14.72%
Financial
12.90%
Communication Services
6.35%
Energy
15.13%
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
$4.05
$0.12
(
3.05%
)
premium
―
premium
$219.87M
-23.69%
OKE
Oneok
$109.85
$0.89
(
0.82%
)
premium
10
Buy
4
Hold
0
Sell
Moderate Buy
premium
$63.66B
55.57%
ABBV
AbbVie
$172.61
$1.05
(
0.61%
)
premium
13
Buy
6
Hold
0
Sell
Moderate Buy
premium
$303.17B
4.12%
KHC
Kraft Heinz
$29.48
$0.21
(
0.72%
)
premium
4
Buy
10
Hold
1
Sell
Hold
premium
$35.39B
-21.06%
CRWD
CrowdStrike Holdings
$366.41
$9.41
(
2.64%
)
premium
29
Buy
4
Hold
0
Sell
Strong Buy
premium
$87.93B
22.87%
CZR
Caesars Entertainment
$34.23
$0.18
(
0.53%
)
premium
11
Buy
2
Hold
1
Sell
Moderate Buy
premium
$7.23B
-25.28%
DAL
Delta Air Lines
$68.34
$2.52
(
3.83%
)
premium
16
Buy
0
Hold
0
Sell
Strong Buy
premium
$42.47B
76.55%
GS
Goldman Sachs Group
$634.74
$8.8
(
1.41%
)
premium
12
Buy
4
Hold
0
Sell
Strong Buy
premium
$196.49B
63.77%
RBLX
Roblox
$66.10
$0.57
(
0.87%
)
premium
17
Buy
5
Hold
1
Sell
Moderate Buy
premium
$43.00B
61.88%
BRK.B
Berkshire Hathaway B
$468.57
$0.62
(
0.13%
)
premium
1
Buy
1
Hold
0
Sell
Moderate Buy
premium
$1.01T
27.51%
MMM
3M
$146.89
$5.86
(
4.16%
)
premium
5
Buy
3
Hold
2
Sell
Moderate Buy
premium
$76.80B
30.87%
VTI
< ETF >
Vanguard Total Stock Market ETF
$299.14
$2.94
(
0.99%
)
premium
26K
Buy
15K
Hold
2K
Sell
Strong Buy
premium
$465.14B
24.34%
ZI
ZoomInfo Technologies
$9.98
$0.12
(
1.19%
)
premium
4
Buy
8
Hold
5
Sell
Hold
premium
$3.47B
-35.09%
SBUX
Starbucks
$97.98
$2.85
(
3%
)
premium
11
Buy
6
Hold
3
Sell
Moderate Buy
premium
$107.86B
1.35%
AAL
American Airlines
$18.64
$0.37
(
2.03%
)
premium
10
Buy
7
Hold
0
Sell
Moderate Buy
premium
$12.01B
33.75%
EPR
EPR Properties
$47.60
$0.75
(
1.6%
)
premium
2
Buy
4
Hold
1
Sell
Hold
premium
$3.55B
6.34%
NFLX
Netflix
$869.68
$11.58
(
1.35%
)
premium
20
Buy
7
Hold
2
Sell
Moderate Buy
premium
$366.80B
76.67%
MDT
Medtronic
$88.38
$0.3
(
0.34%
)
premium
8
Buy
7
Hold
0
Sell
Moderate Buy
premium
$112.94B
1.84%
LYV
Live Nation Entertainment
$138.91
$3.3
(
2.43%
)
premium
15
Buy
0
Hold
0
Sell
Strong Buy
premium
$31.27B
56.03%
MCD
McDonald's
$282.61
$1.66
(
0.59%
)
premium
16
Buy
9
Hold
0
Sell
Moderate Buy
premium
$201.33B
-6.51%
CGC
Canopy Growth
$2.23
$0.05
(
2.29%
)
premium
0
Buy
1
Hold
2
Sell
Moderate Sell
premium
$277.69M
-50.11%
GM
General Motors
$53.89
$2.92
(
5.73%
)
premium
9
Buy
5
Hold
2
Sell
Moderate Buy
premium
$56.05B
43.54%
PNC
PNC Financial
$198.56
$0.02
(
0.01%
)
premium
7
Buy
6
Hold
2
Sell
Moderate Buy
premium
$78.62B
31.67%
PK
Park Hotels & Resorts
$13.76
$0.14
(
1.03%
)
premium
4
Buy
5
Hold
0
Sell
Moderate Buy
premium
$2.81B
-17.35%
PG
Procter & Gamble
$161.72
$0.59
(
0.37%
)
premium
10
Buy
5
Hold
0
Sell
Moderate Buy
premium
$379.47B
9.19%
ALK
Alaska Air
$68.88
$2.54
(
3.83%
)
premium
13
Buy
1
Hold
0
Sell
Strong Buy
premium
$8.42B
90.41%
AMZN
Amazon
$230.71
$4.77
(
2.11%
)
premium
49
Buy
1
Hold
0
Sell
Strong Buy
premium
$2.38T
45.45%
WBA
Walgreens Boots Alliance
$11.37
$1.15
(
9.19%
)
premium
2
Buy
7
Hold
2
Sell
Hold
premium
$10.82B
-43.09%
WYNN
Wynn Resorts
$86.26
$1.59
(
1.88%
)
premium
10
Buy
1
Hold
0
Sell
Strong Buy
premium
$9.30B
-6.31%
TSLA
Tesla
$424.07
$2.43
(
0.57%
)
premium
13
Buy
12
Hold
9
Sell
Hold
premium
$1.37T
101.00%
XOM
Exxon Mobil
$111.47
$0.85
(
0.76%
)
premium
13
Buy
5
Hold
0
Sell
Moderate Buy
premium
$493.66B
15.85%
WPC
W. P. Carey Inc.
$56.87
$1.08
(
1.94%
)
premium
2
Buy
4
Hold
1
Sell
Hold
premium
$12.21B
-15.03%
MGM
MGM Resorts
$33.35
$0.5
(
1.52%
)
premium
11
Buy
3
Hold
0
Sell
Strong Buy
premium
$9.78B
-21.64%
UAL
United Airlines Holdings
$110.52
$3.14
(
2.92%
)
premium
17
Buy
0
Hold
0
Sell
Strong Buy
premium
$35.31B
179.27%
O
Realty Income
$55.26
$0.64
(
1.17%
)
premium
4
Buy
9
Hold
0
Sell
Moderate Buy
premium
$47.80B
-3.36%
RCL
Royal Caribbean
$243.28
$1.47
(
0.61%
)
premium
12
Buy
2
Hold
0
Sell
Strong Buy
premium
$65.02B
91.95%
ROKU
Roku
$79.74
$3.85
(
5.07%
)
premium
10
Buy
9
Hold
3
Sell
Moderate Buy
premium
$11.02B
-12.84%
JAMF
Jamf Holding
$14.49
$0.09
(
0.62%
)
premium
7
Buy
2
Hold
0
Sell
Strong Buy
premium
$1.85B
-27.67%
AMD
Advanced Micro Devices
$122.28
$0.82
(
0.68%
)
premium
21
Buy
10
Hold
1
Sell
Moderate Buy
premium
$197.11B
-30.29%
AMGN
Amgen
$274.81
$2.7
(
0.99%
)
premium
10
Buy
9
Hold
1
Sell
Moderate Buy
premium
$146.27B
-11.60%
JNJ
Johnson & Johnson
$148.15
$1.12
(
0.76%
)
premium
4
Buy
7
Hold
0
Sell
Moderate Buy
premium
$353.99B
-9.06%
AXP
American Express
$317.95
$5.39
(
1.72%
)
premium
6
Buy
10
Hold
1
Sell
Moderate Buy
premium
$220.18B
70.64%
LVS
Las Vegas Sands
$45.36
$0.96
(
2.16%
)
premium
9
Buy
1
Hold
0
Sell
Strong Buy
premium
$32.19B
-9.11%
LUV
Southwest Airlines
$33.27
$1.17
(
3.64%
)
premium
4
Buy
7
Hold
4
Sell
Hold
premium
$19.25B
10.31%
UPS
United Parcel
$132.87
$3.14
(
2.42%
)
premium
13
Buy
4
Hold
2
Sell
Moderate Buy
premium
$110.71B
-17.31%
T
AT&T
$22.49
$0.2
(
0.9%
)
premium
16
Buy
3
Hold
0
Sell
Strong Buy
premium
$159.94B
33.71%
SYF
Synchrony Financial
$69.47
$0.72
(
1.05%
)
premium
14
Buy
4
Hold
0
Sell
Strong Buy
premium
$26.77B
86.26%
NVDA
Nvidia
$140.83
$3.12
(
2.27%
)
premium
36
Buy
3
Hold
0
Sell
Strong Buy
premium
$3.37T
131.48%
RPRX
Royalty Pharma
$30.30
$0.45
(
1.46%
)
premium
4
Buy
0
Hold
0
Sell
Strong Buy
premium
$18.12B
5.78%
SPG
Simon Property
$175.96
$1.82
(
1.05%
)
premium
3
Buy
10
Hold
0
Sell
Hold
premium
$65.38B
23.90%
MPW
Medical Properties
$4.33
$0.24
(
5.87%
)
premium
1
Buy
2
Hold
3
Sell
Moderate Sell
premium
$2.46B
33.22%
GOOG
Alphabet Class C
$199.63
$2.08
(
1.05%
)
premium
9
Buy
1
Hold
0
Sell
Strong Buy
premium
$2.41T
33.51%
SPCE
Virgin Galactic Holdings
$5.49
$0.34
(
6.6%
)
premium
1
Buy
2
Hold
3
Sell
Moderate Sell
premium
$148.71M
-86.59%
OXY
Occidental Petroleum
$50.55
$1.42
(
2.73%
)
premium
7
Buy
13
Hold
1
Sell
Moderate Buy
premium
$48.77B
-7.89%
DIS
Walt Disney
$108.70
$1.68
(
1.57%
)
premium
17
Buy
5
Hold
0
Sell
Strong Buy
premium
$193.81B
15.00%
JBLU
JetBlue Airways
$7.96
$0.32
(
4.19%
)
premium
1
Buy
6
Hold
4
Sell
Moderate Sell
premium
$2.65B
59.20%
APLE
Apple Hospitality REIT
$15.27
$0.23
(
1.53%
)
premium
4
Buy
2
Hold
0
Sell
Moderate Buy
premium
$3.61B
-8.85%
ABT
Abbott Laboratories
$116.79
$3.31
(
2.92%
)
premium
10
Buy
0
Hold
0
Sell
Strong Buy
premium
$196.83B
-1.05%
JPM
JPMorgan Chase & Co.
$263.03
$3.87
(
1.49%
)
premium
12
Buy
7
Hold
1
Sell
Moderate Buy
premium
$729.62B
52.17%
META
Meta Platforms
$616.46
$3.69
(
0.6%
)
premium
40
Buy
3
Hold
1
Sell
Strong Buy
premium
$1.55T
60.50%
MSFT
Microsoft
$428.50
$0.53
(
0.12%
)
premium
27
Buy
2
Hold
0
Sell
Strong Buy
premium
$3.19T
7.61%
NCLH
Norwegian Cruise Line
$27.04
$0.13
(
0.48%
)
premium
8
Buy
5
Hold
1
Sell
Moderate Buy
premium
$11.95B
54.69%
BA
Boeing
$175.56
$4.47
(
2.61%
)
premium
15
Buy
5
Hold
1
Sell
Moderate Buy
premium
$128.01B
-20.40%
UBER
Uber Technologies
$67.74
$0.4
(
0.59%
)
premium
31
Buy
2
Hold
0
Sell
Strong Buy
premium
$141.80B
3.42%
AVGO
Broadcom
$240.31
$2.87
(
1.21%
)
premium
23
Buy
3
Hold
0
Sell
Strong Buy
premium
$1.11T
96.04%
BAC
Bank of America
$46.66
$0.13
(
0.28%
)
premium
18
Buy
2
Hold
0
Sell
Strong Buy
premium
$357.02B
44.41%
BABA
Alibaba
$85.38
$0.26
(
0.31%
)
premium
11
Buy
1
Hold
0
Sell
Strong Buy
premium
$206.73B
22.61%
MAIN
Main Street Capital
$60.84
$0.8
(
1.33%
)
premium
0
Buy
4
Hold
0
Sell
Hold
premium
$5.29B
35.99%
VOO
< ETF >
Vanguard S&P 500 ETF
$554.46
$5
(
0.91%
)
premium
4K
Buy
3K
Hold
301
Sell
Moderate Buy
premium
$603.12B
23.67%
MAR
Marriott International
$277.72
$0.54
(
0.19%
)
premium
6
Buy
13
Hold
0
Sell
Moderate Buy
premium
$77.03B
18.62%
VZ
Verizon
$39.02
$0.24
(
0.62%
)
premium
5
Buy
9
Hold
0
Sell
Moderate Buy
premium
$163.25B
-1.40%
ALLY
Ally Financial
$38.18
$1.25
(
3.38%
)
premium
7
Buy
5
Hold
1
Sell
Moderate Buy
premium
$11.25B
5.12%
KO
Coca-Cola
$62.42
$0.29
(
0.46%
)
premium
14
Buy
1
Hold
0
Sell
Strong Buy
premium
$270.14B
4.81%
SHOP
Shopify
$106.28
$2.93
(
2.84%
)
premium
20
Buy
13
Hold
3
Sell
Moderate Buy
premium
$133.77B
29.17%
PSX
Phillips 66
$120.49
$0.04
(
0.03%
)
premium
8
Buy
5
Hold
0
Sell
Moderate Buy
premium
$49.78B
-6.63%
WMG
Warner Music Group
$30.02
$0.22
(
0.73%
)
premium
8
Buy
5
Hold
1
Sell
Moderate Buy
premium
$15.66B
-16.92%
USB
US Bancorp
$49.32
$0.96
(
1.99%
)
premium
13
Buy
5
Hold
0
Sell
Moderate Buy
premium
$75.44B
15.12%
WDC
Western Digital
$67.43
$2.39
(
3.67%
)
premium
11
Buy
3
Hold
0
Sell
Strong Buy
premium
$22.48B
18.75%
CCL
Carnival
$25.60
$0.25
(
0.97%
)
premium
11
Buy
3
Hold
1
Sell
Moderate Buy
premium
$32.38B
49.16%
WBD
Warner Bros
$9.77
$0.25
(
2.63%
)
premium
9
Buy
10
Hold
0
Sell
Moderate Buy
premium
$23.35B
-8.02%
80
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