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New Portfolio
- New Portfolio
Performance
Portfolio Details
Lisa Cassidy
New Portfolio
Individual Investor
Ranked #442,970 out of 783,334 TipRanks' Investors
Success Rate
41%
490 out of 1196
profitable transactions
Average Return
2.99%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
5.08%
ARM
4.43%
PEGA
4.23%
HWM
3.62%
VRT
3.30%
WMT
79.34%
Others
By Assets
50.81%
Cash
46.53%
Stocks
1.30%
ETFs
0.92%
Cryptocurrency
0.44%
Funds
By Sector
32.91%
Technology
21.77%
Industrials
16.99%
Energy
6.40%
Financial
6.34%
Basic Materials
15.59%
Other
Portfolio Holdings
Select Columns
93
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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ASC
Ardmore Shipping
$12.02
$0.25
(
2.12%
)
premium
2
Buy
1
Hold
0
Sell
Moderate Buy
premium
$466.95M
-29.10%
RIOT
Riot Platforms
$11.90
$0.68
(
6.06%
)
premium
9
Buy
1
Hold
0
Sell
Strong Buy
premium
$3.77B
9.17%
QUBT
Quantum Computing
$10.00
$0.13
(
1.28%
)
premium
1
Buy
0
Hold
0
Sell
Moderate Buy
premium
$1.40B
1064.37%
MARA
Marathon Digital Holdings
$19.18
$0.76
(
4.13%
)
premium
4
Buy
8
Hold
0
Sell
Moderate Buy
premium
$6.20B
1.71%
MTTR
Matterport
$5.16
$0.02
(
0.39%
)
premium
―
premium
$1.69B
120.43%
RTX
RTX
$128.98
$3.85
(
3.08%
)
premium
9
Buy
4
Hold
0
Sell
Moderate Buy
premium
$170.84B
38.11%
WMT
Walmart
$98.65
$1.15
(
1.18%
)
premium
26
Buy
2
Hold
0
Sell
Strong Buy
premium
$781.57B
76.64%
RCAT
Red Cat Holdings
$8.71
$0.64
(
6.84%
)
premium
1
Buy
0
Hold
0
Sell
Moderate Buy
premium
$741.89M
1289.30%
HIVE
HIVE Digital Technologies
$3.08
$0.21
(
7.32%
)
premium
6
Buy
0
Hold
0
Sell
Strong Buy
premium
$359.91M
-15.34%
IMMR
Immersion
$8.51
$0.09
(
1.07%
)
premium
2
Buy
0
Hold
0
Sell
Moderate Buy
premium
$273.70M
24.60%
SOFI
SoFi Technologies
$16.44
$0.45
(
2.81%
)
premium
6
Buy
6
Hold
3
Sell
Hold
premium
$17.55B
90.36%
SAND
Sandstorm Gold
$5.94
$0.18
(
3.13%
)
premium
6
Buy
2
Hold
0
Sell
Strong Buy
premium
$1.70B
30.26%
ENVX
Enovix
$12.38
$0.48
(
4.03%
)
premium
5
Buy
2
Hold
0
Sell
Moderate Buy
premium
$2.14B
21.80%
PRMB
Primo Brands
$33.22
$0.88
(
2.72%
)
premium
6
Buy
0
Hold
0
Sell
Strong Buy
premium
$12.48B
127.85%
SYM
Symbotic
$29.82
$0.56
(
1.91%
)
premium
10
Buy
3
Hold
1
Sell
Moderate Buy
premium
$17.37B
-33.65%
PLTR
Palantir Technologies
$81.22
$1.46
(
1.83%
)
premium
2
Buy
9
Hold
6
Sell
Hold
premium
$182.77B
376.46%
DELL
Dell Technologies
$105.35
$2.25
(
2.18%
)
premium
14
Buy
2
Hold
0
Sell
Strong Buy
premium
$71.07B
21.58%
EPD
Enterprise Products Partners
$34.04
$0.39
(
1.16%
)
premium
6
Buy
4
Hold
0
Sell
Moderate Buy
premium
$73.07B
24.49%
BBAI
BigBearai Holdings
$4.12
$0.48
(
13.19%
)
premium
3
Buy
1
Hold
0
Sell
Strong Buy
premium
$930.75M
112.86%
SMR
NuScale Power
$23.58
$1.58
(
7.18%
)
premium
3
Buy
0
Hold
0
Sell
Strong Buy
premium
$5.74B
650.85%
BTC-USD
Bitcoin
$104028.60
$729.86
(
0.7%
)
premium
―
premium
$2.08T
147.14%
PL
Planet Labs PBC
$5.82
$0.27
(
4.86%
)
premium
9
Buy
1
Hold
0
Sell
Strong Buy
premium
$1.63B
134.18%
BKR
Baker Hughes Company
$44.60
$1.53
(
3.55%
)
premium
18
Buy
1
Hold
0
Sell
Strong Buy
premium
$42.83B
46.80%
PR
Permian Resources
$15.04
$0.07
(
0.46%
)
premium
16
Buy
0
Hold
0
Sell
Strong Buy
premium
$11.95B
8.39%
PBT
Permian Basin
$11.12
$0.03
(
0.27%
)
premium
―
premium
$516.43M
-21.97%
SOUN
SoundHound AI, Inc Class A
$14.00
$0.01
(
0.07%
)
premium
2
Buy
2
Hold
0
Sell
Moderate Buy
premium
$5.26B
681.56%
KTOS
Kratos Defense
$33.65
$0.9
(
2.75%
)
premium
8
Buy
2
Hold
0
Sell
Strong Buy
premium
$5.06B
89.53%
TSLY
< ETF >
YieldMax TSLA Option Income Strategy ETF
$13.27
$0.46
(
3.59%
)
premium
―
premium
$1.24B
-28.59%
CCJ
Cameco
$50.30
$0.23
(
0.46%
)
premium
8
Buy
0
Hold
0
Sell
Strong Buy
premium
$21.13B
4.53%
OPRA
Opera
$18.81
$0.32
(
1.73%
)
premium
2
Buy
0
Hold
0
Sell
Moderate Buy
premium
$3.22B
64.94%
ETH-USD
Ethereum
$3239.69
$8.08
(
0.25%
)
premium
―
premium
$384.48B
38.00%
VIGL
Vigil Neuroscience Inc
$2.35
$0.16
(
7.31%
)
premium
6
Buy
0
Hold
1
Sell
Moderate Buy
premium
$90.34M
-23.16%
DPRO
Draganfly
$3.35
$0
(
0%
)
premium
2
Buy
0
Hold
0
Sell
Moderate Buy
premium
$19.24M
-64.72%
ARM
ARM Holdings PLC ADR
$153.23
$5.63
(
3.81%
)
premium
14
Buy
3
Hold
1
Sell
Moderate Buy
premium
$157.09B
105.09%
RKLB
Rocket Lab USA
$28.53
$0.34
(
1.18%
)
premium
7
Buy
5
Hold
0
Sell
Moderate Buy
premium
$14.49B
479.72%
MIR
Mirion Technologies
$15.84
$0.27
(
1.73%
)
premium
4
Buy
0
Hold
0
Sell
Strong Buy
premium
$3.42B
61.35%
BWXT
BWX Technologies
$115.24
$3.1
(
2.76%
)
premium
6
Buy
1
Hold
1
Sell
Moderate Buy
premium
$10.25B
35.30%
HIMS
Hims & Hers Health
$33.96
$2.1
(
6.59%
)
premium
6
Buy
6
Hold
2
Sell
Moderate Buy
premium
$6.89B
259.59%
GBTC
Grayscale Bitcoin
$83.18
$0.6
(
0.73%
)
premium
―
premium
―
112.45%
IONQ
IonQ
$38.81
$0.73
(
1.85%
)
premium
4
Buy
2
Hold
0
Sell
Moderate Buy
premium
$8.41B
269.88%
ALAR
Alarum Technologies
$10.11
$0.31
(
3.16%
)
premium
2
Buy
0
Hold
0
Sell
Moderate Buy
premium
$67.91M
-12.42%
QBTS
D-Wave Quantum
$5.64
$0.12
(
2.17%
)
premium
5
Buy
0
Hold
0
Sell
Strong Buy
premium
$1.78B
526.56%
NBXG
< FUND >
Neuberger Berman Next Generation Connectivity Fund Inc
$13.50
$0.28
(
2.12%
)
premium
―
premium
$1.06B
16.58%
VALE
Vale SA
$9.39
$0.32
(
3.53%
)
premium
3
Buy
6
Hold
0
Sell
Moderate Buy
premium
$38.40B
-31.41%
MPLX
MPLX
$53.36
$1.66
(
3.21%
)
premium
9
Buy
3
Hold
1
Sell
Moderate Buy
premium
$52.53B
34.25%
LEU
Centrus Energy
$85.38
$4
(
4.92%
)
premium
1
Buy
0
Hold
0
Sell
Moderate Buy
premium
$1.29B
56.23%
EU
enCore Energy
$3.43
$0.12
(
3.63%
)
premium
2
Buy
0
Hold
0
Sell
Moderate Buy
premium
$592.79M
-23.36%
PAAS
Pan American Silver
$24.11
$1.53
(
6.78%
)
premium
5
Buy
1
Hold
0
Sell
Strong Buy
premium
$7.94B
66.03%
VRT
Vertiv Holdings
$114.60
$4.14
(
3.75%
)
premium
12
Buy
3
Hold
0
Sell
Strong Buy
premium
$39.99B
94.95%
VNOM
Viper Energy
$46.24
$0.6
(
1.28%
)
premium
12
Buy
0
Hold
0
Sell
Strong Buy
premium
$8.74B
48.11%
CRDO
Credo Technology Group Holding Ltd
$64.60
$5.81
(
9.88%
)
premium
9
Buy
1
Hold
0
Sell
Strong Buy
premium
$9.72B
180.22%
CPRX
Catalyst Pharma
$23.19
$0.77
(
3.21%
)
premium
6
Buy
0
Hold
0
Sell
Strong Buy
premium
$2.72B
61.04%
NEM
Newmont Mining
$43.09
$1.5
(
3.61%
)
premium
7
Buy
5
Hold
1
Sell
Moderate Buy
premium
$47.07B
20.52%
KT
KT
$17.59
$0.13
(
0.73%
)
premium
1
Buy
0
Hold
0
Sell
Moderate Buy
premium
$8.01B
33.36%
OKLO
Oklo Inc
$41.91
$6.61
(
18.73%
)
premium
2
Buy
1
Hold
0
Sell
Moderate Buy
premium
$4.17B
214.62%
BTU
Peabody Energy Comm
$18.35
$0.08
(
0.44%
)
premium
4
Buy
0
Hold
0
Sell
Strong Buy
premium
$2.20B
-32.11%
HWM
Howmet Aerospace
$127.37
$1.01
(
0.8%
)
premium
14
Buy
1
Hold
0
Sell
Strong Buy
premium
$51.36B
125.72%
WEAV
Weave Communications
$16.39
$0.05
(
0.3%
)
premium
3
Buy
1
Hold
0
Sell
Strong Buy
premium
$1.19B
24.92%
RGTI
Rigetti Computing
$12.30
$0.36
(
2.84%
)
premium
6
Buy
0
Hold
0
Sell
Strong Buy
premium
$3.17B
920.97%
SERV
Serve Robotics Inc
$16.34
$0.23
(
1.43%
)
premium
2
Buy
0
Hold
0
Sell
Moderate Buy
premium
$849.39M
―
WGXRF
Westgold Resources
$1.61
$0.04
(
2.55%
)
premium
5
Buy
0
Hold
0
Sell
Strong Buy
premium
$1.48B
8.28%
ANET
Arista Networks
$113.86
$6.02
(
5.58%
)
premium
10
Buy
3
Hold
0
Sell
Strong Buy
premium
$134.21B
76.06%
HESM
Hess Midstream Partners
$41.91
$0.21
(
0.5%
)
premium
1
Buy
1
Hold
0
Sell
Moderate Buy
premium
$8.91B
22.14%
NVT
nVent Electric
$66.06
$2.12
(
3.32%
)
premium
4
Buy
1
Hold
0
Sell
Strong Buy
premium
$10.41B
4.07%
FLNC
Fluence Energy
$13.82
$0.57
(
4.3%
)
premium
10
Buy
6
Hold
0
Sell
Moderate Buy
premium
$2.29B
-34.47%
PEGA
Pegasystems
$106.86
$0.35
(
0.33%
)
premium
5
Buy
1
Hold
0
Sell
Strong Buy
premium
$9.63B
119.24%
XRP-USD
Ripple
$3.07
$0.061
(
1.95%
)
premium
―
premium
$311.41B
522.31%
XLM-USD
Stellar
$0.42
$0.007
(
1.71%
)
premium
―
premium
$20.11B
266.97%
UNI-USD
Uniswap
$11.88
$0.091
(
0.76%
)
premium
―
premium
$12.13B
100.73%
SOL-USD
Solana
$235.44
$3.468
(
1.45%
)
premium
―
premium
$142.23B
147.17%
RNDR-USD
Render
$5.94
$0.058
(
0.99%
)
premium
―
premium
$3.02B
37.75%
ONDO-USD
Ondo
$1.54
$0.026
(
1.65%
)
premium
―
premium
$15.78B
640.47%
NEAR-USD
NEAR Protocol
$4.63
$0.028
(
0.61%
)
premium
―
premium
$5.59B
64.38%
LINK-USD
ChainLink
$24.82
$0.348
(
1.42%
)
premium
―
premium
$24.31B
59.60%
HBAR-USD
Hedera
$0.31
$0.006
(
1.78%
)
premium
―
premium
$15.87B
360.87%
GRT-USD
The Graph
$0.18
$0.002
(
0.88%
)
premium
―
premium
$1.89B
17.42%
FTM-USD
Fantom
$0.54
$0.018
(
3.5%
)
premium
―
premium
$1.58B
49.15%
DOT-USD
Polkadot
$6.21
$0.082
(
1.34%
)
premium
―
premium
$9.16B
-9.35%
DOGE-USD
Dogecoin
$0.33
$0.004
(
1.16%
)
premium
―
premium
$49.00B
318.99%
AVAX-USD
Avalanche
$34.65
$0.342
(
1%
)
premium
―
premium
$15.17B
3.74%
ARB-USD
Arbitrum
$0.63
>$0.001
(
0.05%
)
premium
―
premium
$6.23B
-64.11%
ALGO-USD
Algorand
$0.38
$0.005
(
1.2%
)
premium
―
premium
$3.78B
145.91%
XTZ-USD
Tezos
$1.08
$0.008
(
0.77%
)
premium
―
premium
$1.14B
13.34%
ADA-USD
Cardano
$0.95
$0.01
(
1.07%
)
premium
―
premium
$43.05B
92.56%
COHR
Coherent Corp
$89.68
$4.1
(
4.79%
)
premium
10
Buy
1
Hold
0
Sell
Strong Buy
premium
$12.76B
88.64%
ASTS
AST SpaceMobile
$18.21
$0.49
(
2.77%
)
premium
2
Buy
0
Hold
0
Sell
Moderate Buy
premium
$5.84B
506.85%
BTQQF
BTQ Technologies
$3.22
$0.23
(
6.67%
)
premium
―
premium
$5.46M
0.00%
STX-USD
Stacks
$1.33
$0.011
(
0.82%
)
premium
―
premium
$2.01B
-12.92%
SUI-USD
Sui
$4.16
$0.037
(
0.9%
)
premium
―
premium
$39.79B
173.04%
LDO-USD
Lido DAO
$2.14
$0.044
(
2.1%
)
premium
―
premium
$1.93B
-25.41%
ET
Energy Transfer
$21.08
$0.55
(
2.68%
)
premium
9
Buy
1
Hold
0
Sell
Strong Buy
premium
$69.68B
41.00%
LEGH
Legacy Housing
$25.66
$0.44
(
1.74%
)
premium
2
Buy
0
Hold
0
Sell
Moderate Buy
premium
$613.62M
6.73%
PRLB
Proto Labs
$42.00
$0.69
(
1.67%
)
premium
1
Buy
2
Hold
0
Sell
Moderate Buy
premium
$1.01B
16.38%
93
Results | Showing
1
out of
1
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