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SWM Strategy #3DT - New Portfolio

Shep Fargotstein

SWM Strategy #3DT
Individual Investor
Ranked #82,726 out of 788,174 TipRanks' Investors
Success Rate
50%
313 out of 624
profitable transactions
Average Return
52.43%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
20.54% NVDA
8.91% NVMI
8.36% META
6.71% AMZN
6.61% MSFT
48.87% Others
By Assets
97.84% Stocks
2.16% Cash
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
71.39% Technology
8.36% Communication Services
7.99% Industrials
6.71% Consumer Cyclical
2.57% Financial
2.98% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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INTU
Intuit
$565.47
$13.61
(2.35%)
premium
15 Buy
4 Hold
1 Sell
Moderate Buy
premium
$162.09B
-9.27%
NET
Cloudflare
$151.96
$4.42
(2.83%)
premium
11 Buy
13 Hold
1 Sell
Moderate Buy
premium
$53.59B
64.45%
NOW
ServiceNow
$938.41
$29.57
(3.05%)
premium
28 Buy
3 Hold
1 Sell
Strong Buy
premium
$199.40B
29.42%
NVDA
Nvidia
$134.43
$5.68
(4.05%)
premium
30 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.43T
107.66%
AMZN
Amazon
$216.58
$6.3
(2.83%)
premium
47 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.36T
32.20%
META
Meta Platforms
$683.55
$11.29
(1.62%)
premium
44 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.76T
48.46%
CRM
Salesforce
$309.80
$8.63
(2.71%)
premium
32 Buy
7 Hold
2 Sell
Moderate Buy
premium
$304.74B
12.30%
MSFT
Microsoft
$408.21
$7.92
(1.9%)
premium
29 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.09T
3.47%
TSM
TSMC
$198.24
$1.86
(0.93%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$855.96B
55.03%
PANW
Palo Alto Networks
$191.03
$7.78
(3.91%)
premium
28 Buy
6 Hold
2 Sell
Moderate Buy
premium
$131.63B
51.78%
NVMI
Nova
$268.83
$4.82
(1.76%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$8.01B
72.89%
AMAT
Applied Materials
$171.98
$4.03
(2.29%)
premium
16 Buy
6 Hold
1 Sell
Moderate Buy
premium
$143.04B
-7.52%
ARM
ARM Holdings PLC ADR
$144.84
$6.01
(3.98%)
premium
17 Buy
4 Hold
1 Sell
Moderate Buy
premium
$159.00B
22.25%
VRT
Vertiv Holdings
$95.99
$8.84
(8.43%)
premium
9 Buy
3 Hold
0 Sell
Strong Buy
premium
$39.92B
79.04%
AVGO
Broadcom
$218.66
$8.08
(3.56%)
premium
24 Buy
3 Hold
0 Sell
Strong Buy
premium
$1.06T
73.76%
BWXT
BWX Technologies
$101.38
$3.44
(3.28%)
premium
3 Buy
1 Hold
1 Sell
Moderate Buy
premium
$9.59B
18.48%
CCJ
Cameco
$43.48
$3.06
(6.57%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$20.15B
11.53%
GEV
GE Vernova Inc.
$327.88
$31.8
(8.84%)
premium
18 Buy
3 Hold
0 Sell
Strong Buy
premium
$99.24B
OKLO
Oklo Inc
$38.79
$3.87
(9.07%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$5.21B
300.94%
FTNT
Fortinet
$110.02
$4.19
(3.67%)
premium
9 Buy
18 Hold
1 Sell
Moderate Buy
premium
$87.54B
74.79%
SYM
Symbotic
$24.47
$1.62
(6.21%)
premium
9 Buy
4 Hold
1 Sell
Moderate Buy
premium
$15.35B
-36.19%