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SWM Strategy #3DT - New Portfolio

Shep Fargotstein

SWM Strategy #3DT
Individual Investor
Ranked #65,092 out of 781,348 TipRanks' Investors
Success Rate
52%
325 out of 621
profitable transactions
Average Return
53.70%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
11.06% NVDA
8.10% NVMI
7.58% VRT
7.49% AVGO
7.13% META
58.64% Others
By Assets
99.95% Stocks
0.05% Cash
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
68.44% Technology
9.24% Industrials
7.13% Communication Services
6.76% Consumer Cyclical
4.73% General
3.70% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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2ath86qb
2ath86qb
premium
2ath86qb
premium
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2ath86qb
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8u6n3vis5vy
8u6n3vis5vy
premium
8u6n3vis5vy
premium
8u6n3vis5vy
8u6n3vis5vy
8u6n3vis5vy
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afmf0p
premium
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premium
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afmf0p
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premium
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premium
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premium
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premium
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premium
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premium
sh6mcpq6
sh6mcpq6
sh6mcpq6
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4w9l0sy58a3
4w9l0sy58a3
premium
4w9l0sy58a3
premium
4w9l0sy58a3
4w9l0sy58a3
4w9l0sy58a3
t0ipiq
t0ipiq
t0ipiq
premium
t0ipiq
premium
t0ipiq
t0ipiq
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b4ayftiokkl
premium
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premium
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b4ayftiokkl
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qd5kux0rm9
qd5kux0rm9
premium
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premium
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INTU
Intuit
$609.41
$5.28
(0.87%)
Pre
0.03%
premium
15 Buy
3 Hold
1 Sell
Moderate Buy
premium
$170.58B
-3.36%
NET
Cloudflare
$119.85
$2.69
(2.3%)
Pre
1.58%
premium
11 Buy
9 Hold
1 Sell
Moderate Buy
premium
$41.13B
44.02%
NOW
ServiceNow
$1096.85
$25.37
(2.37%)
Pre
0.78%
premium
26 Buy
3 Hold
0 Sell
Strong Buy
premium
$225.95B
43.03%
NVDA
Nvidia
$140.83
$3.12
(2.27%)
Pre
2.65%
premium
36 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.45T
131.48%
AMZN
Amazon
$230.71
$4.77
(2.11%)
Pre
0.69%
premium
49 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.43T
45.45%
META
Meta Platforms
$616.46
$3.69
(0.6%)
Pre
0.83%
premium
40 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.56T
60.50%
CRM
Salesforce
$326.84
$2.28
(0.7%)
Pre
1.31%
premium
32 Buy
7 Hold
2 Sell
Moderate Buy
premium
$312.79B
16.60%
MSFT
Microsoft
$428.50
$0.53
(0.12%)
Pre
1.37%
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.19T
7.61%
TSM
TSMC
$218.70
$7.2
(3.4%)
Pre
1.66%
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$886.83B
85.20%
PANW
Palo Alto Networks
$183.51
$6.4
(3.61%)
Pre
0.65%
premium
29 Buy
6 Hold
2 Sell
Moderate Buy
premium
$120.42B
4.88%
NVMI
Nova
$258.49
$13.58
(5.54%)
Pre
2.92%
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$7.51B
69.57%
AMAT
Applied Materials
$192.87
$0.82
(0.43%)
Pre
0.85%
premium
14 Buy
6 Hold
1 Sell
Moderate Buy
premium
$156.94B
14.11%
ARM
ARM Holdings PLC ADR
$155.20
$5.94
(3.98%)
Pre
6.51%
premium
14 Buy
4 Hold
1 Sell
Moderate Buy
premium
$163.12B
89.95%
VRT
Vertiv Holdings
$143.13
$7.25
(5.34%)
Pre
3.86%
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
$53.72B
153.18%
ALAB
Astera Labs, Inc.
$124.41
$8.89
(6.67%)
Pre
2.23%
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$19.73B
AVGO
Broadcom
$240.31
$2.87
(1.21%)
Pre
2.16%
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$1.13T
96.04%
BWXT
BWX Technologies
$126.68
$4.25
(3.47%)
Pre
1.48%
premium
6 Buy
1 Hold
1 Sell
Moderate Buy
premium
$11.58B
53.96%
CCJ
Cameco
$53.56
$1.93
(3.74%)
Pre
1.38%
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$23.29B
9.87%
GEV
GE Vernova Inc.
$416.00
$14.59
(3.63%)
Pre
2.98%
premium
16 Buy
2 Hold
0 Sell
Strong Buy
premium
$114.67B
OKLO
Oklo Inc
$31.25
$5.2
(19.96%)
Pre
6.37%
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$3.82B
145.06%
FTNT
Fortinet
$97.20
$2.97
(3.15%)
Pre
0.01%
premium
12 Buy
18 Hold
1 Sell
Moderate Buy
premium
$74.50B
54.73%