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Fidelity - Trad. IRA - New Portfolio

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

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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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%
$127.32
$0.52
(0.41%)
premium
5 Buy
3 Hold
2 Sell
Moderate Buy
premium
$69.81B
36.01%
VTI
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
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%