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Brokerage - New Portfolio

Performance Portfolio Details

DAVID SHAW

Brokerage

Individual Investor

Ranked #454,907 out of 769,002 TipRanks' Investors

Success Rate

2182 out of 4832
profitable transactions

Average Return

-2.09%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

11.22% AMZN

6.83% META

6.37% GOOG

3.72% MSFT

3.66% WMB

68.20% Others

By Assets

89.01% Stocks

7.84% Funds

2.92% ETFs

0.23% Cash

0.00% Cryptocurrency

By Sector

18.28% Technology

16.49% Communication Services

16.20% Consumer Cyclical

12.18% Energy

10.78% General

26.06% Other

Portfolio Holdings

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premium

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premium

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To view investors' portfolios

WMB

Williams Co

$59.74

$1.04

(1.77%)

After

1.02%

premium

10 Buy

4 Hold

0 Sell

Moderate Buy

premium

$71.43B

63.28%

FATE

Fate Therapeutics

$2.07

$0.15

(6.76%)

After

0.97%

premium

3 Buy

10 Hold

0 Sell

Hold

premium

$248.29M

-9.39%

ABBV

AbbVie

$171.73

$3.97

(2.37%)

After

0.16%

premium

13 Buy

7 Hold

0 Sell

Moderate Buy

premium

$294.35B

20.93%

AEGY

Alternative Energy Partners

<$0.01

(0%)

premium

―

premium

$4.11K

―

QCOM

Qualcomm

$155.46

$1.19

(0.77%)

After

0.14%

premium

11 Buy

9 Hold

1 Sell

Moderate Buy

premium

$182.99B

21.45%

QUBT

Quantum Computing

$4.76

$1.08

(29.35%)

After

2.73%

premium

―

premium

$251.68M

396.63%

AWF < FUND >

AllianceBernstein Global High Income Fund Inc

$10.85

$0.06

(0.56%)

premium

―

premium

$930.42M

10.66%

KURA

Kura Oncology

$10.06

$5.85

(36.77%)

After

0.2%

premium

12 Buy

2 Hold

0 Sell

Strong Buy

premium

$1.24B

70.34%

DLR

Digital Realty

$187.37

$1.46

(0.79%)

After

0.04%

premium

11 Buy

5 Hold

1 Sell

Moderate Buy

premium

$62.12B

36.49%

RITM

Rithm Capital

$10.79

$0.15

(1.41%)

After

0.19%

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$5.54B

5.24%

COP

Conocophillips

$111.90

$1.53

(1.35%)

After

0.23%

premium

12 Buy

3 Hold

0 Sell

Strong Buy

premium

$130.16B

-1.51%

TMO

Thermo Fisher

$516.10

$3.26

(0.64%)

After

0.09%

premium

15 Buy

3 Hold

0 Sell

Strong Buy

premium

$194.74B

6.31%

BEAM

Beam Therapeutics

$23.58

$0.91

(3.72%)

After

0.51%

premium

7 Buy

4 Hold

0 Sell

Moderate Buy

premium

$2.09B

-12.38%

UTF

Cohen & Steers Infrastructure Fund

$25.60

$0.25

(0.99%)

After

1.33%

premium

―

premium

―

22.52%

JNJ

Johnson & Johnson

$155.50

$2.39

(1.56%)

After

>0.01%

premium

6 Buy

8 Hold

0 Sell

Moderate Buy

premium

$368.37B

1.32%

PEP

PepsiCo

$160.34

$1.6

(1.01%)

After

0.22%

premium

6 Buy

9 Hold

0 Sell

Moderate Buy

premium

$215.02B

-5.40%

XOM

Exxon Mobil

$121.93

$1.61

(1.34%)

After

0.02%

premium

12 Buy

7 Hold

1 Sell

Moderate Buy

premium

$521.39B

15.18%

ZTEK

Zentek

$1.14

$0.053

(4.46%)

After

3.96%

premium

―

premium

$124.45M

3.30%

OBDC

Blue Owl Capital

$15.07

$0.01

(0.07%)

After

0.07%

premium

4 Buy

1 Hold

1 Sell

Moderate Buy

premium

$5.86B

2.94%

AMZN

Amazon

$198.38

$4.5

(2.22%)

After

0.12%

premium

44 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.15T

40.99%

AAPL

Apple

$228.52

$0.48

(0.21%)

After

0.03%

premium

24 Buy

8 Hold

2 Sell

Moderate Buy

premium

$3.45T

20.12%

AGTK

Agritek Holdings

<$0.01

(0%)

premium

―

premium

$54.00

0.00%

NVDA

Nvidia

$146.67

$0.78

(0.53%)

After

0.27%

premium

39 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.61T

192.11%

EDIT

Editas Medicine

$2.37

$0.04

(1.66%)

After

1.27%

premium

9 Buy

6 Hold

0 Sell

Moderate Buy

premium

$204.72M

-76.19%

NTLA

Intellia Therapeutics

$13.80

$0.68

(5.18%)

After

0.36%

premium

17 Buy

5 Hold

0 Sell

Strong Buy

premium

$1.44B

-53.90%

TSHA

Taysha Gene Therapies

$2.18

$0.17

(8.46%)

After

0.92%

premium

10 Buy

0 Hold

0 Sell

Strong Buy

premium

$434.48M

15.52%

GOOG

Alphabet Class C

$169.24

$8.09

(4.56%)

After

0.46%

premium

9 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.19T

27.93%

ASG < FUND >

Liberty All-Star Growth Fund Inc

$5.73

$0.05

(0.88%)

premium

―

premium

$330.79M

15.04%

VICI

VICI Properties

$32.37

$0.25

(0.78%)

After

0.37%

premium

8 Buy

2 Hold

0 Sell

Strong Buy

premium

$33.97B

13.90%

QURE

uniQure

$5.84

$0.145

(2.54%)

After

premium

8 Buy

3 Hold

0 Sell

Moderate Buy

premium

$283.69M

-15.30%

USA < FUND >

Liberty All Star Equity Fund

$7.19

$0.02

(0.28%)

premium

―

premium

$1.94B

16.78%

COST

Costco

$955.65

$27.57

(2.97%)

After

0.08%

premium

17 Buy

8 Hold

0 Sell

Moderate Buy

premium

$412.12B

58.84%

ARCC

Ares Capital

$21.78

$0.01

(0.05%)

After

0.09%

premium

7 Buy

3 Hold

0 Sell

Moderate Buy

premium

$14.10B

10.38%

AZN

AstraZeneca

$64.26

$1.06

(1.68%)

After

0.03%

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$196.65B

-1.68%

VRTX

Vertex Pharmaceuticals

$450.37

$0.86

(0.19%)

After

>0.01%

premium

16 Buy

9 Hold

2 Sell

Moderate Buy

premium

$115.38B

27.18%

MSFT

Microsoft

$412.87

$1.79

(0.43%)

After

<0.01%

premium

27 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.11T

11.37%

DLY < FUND >

DoubleLine Yield Opportunities Fund

$16.27

$0.09

(0.56%)

premium

―

premium

$775.76M

11.69%

DSL < FUND >

DoubleLine Income Solutions Fund

$12.63

$0.09

(0.72%)

After

0.24%

premium

―

premium

$1.28B

7.36%

VPOR

Vapor Group

<$0.01

(0%)

premium

―

premium

$27.30K

―

ENPH

Enphase Energy

$63.57

$0.19

(0.3%)

After

0.09%

premium

14 Buy

12 Hold

4 Sell

Moderate Buy

premium

$8.29B

-35.54%

IOVA

Iovance Biotherapeutics

$8.24

$0.1

(1.23%)

After

0.49%

premium

9 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.50B

57.45%

META

Meta Platforms

$563.09

$2.43

(0.43%)

After

0.21%

premium

40 Buy

3 Hold

1 Sell

Strong Buy

premium

$1.42T

67.82%

AVGO

Broadcom

$163.94

$0.69

(0.42%)

After

0.09%

premium

23 Buy

3 Hold

0 Sell

Strong Buy

premium

$772.28B

66.38%

Mastercard

$515.10

$2.56

(0.5%)

After

0.17%

premium

21 Buy

4 Hold

0 Sell

Strong Buy

premium

$476.78B

25.33%

AMD

Advanced Micro Devices

$137.49

$0.11

(0.08%)

After

0.09%

premium

23 Buy

7 Hold

0 Sell

Strong Buy

premium

$226.20B

15.47%

TSM

Taiwan Semiconductor Manufacturing

$191.24

$2.88

(1.53%)

After

0.13%

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$827.92B

91.40%

MCHP

Microchip

$66.51

$1.39

(2.13%)

After

0.36%

premium

11 Buy

4 Hold

0 Sell

Moderate Buy

premium

$34.84B

-21.08%

KMI

Kinder Morgan

$28.54

$0.54

(1.93%)

After

premium

6 Buy

6 Hold

0 Sell

Moderate Buy

premium

$62.38B

63.55%

Visa

$309.90

$2.51

(0.82%)

After

0.12%

premium

22 Buy

3 Hold

0 Sell

Strong Buy

premium

$612.40B

21.87%

ENB

Enbridge

$43.49

$0.7

(1.64%)

After

0.25%

premium

3 Buy

7 Hold

0 Sell

Moderate Buy

premium

$93.45B

26.37%

SCHD < ETF >

Schwab US Dividend Equity ETF

$28.98

$0.27

(0.94%)

After

0.03%

premium

423 Buy

433 Hold

69 Sell

Moderate Buy

premium

$65.70B

20.80%

CRM

Salesforce

$335.78

$10.08

(3.09%)

After

0.09%

premium

34 Buy

8 Hold

1 Sell

Strong Buy

premium

$309.20B

45.19%

TTE

TotalEnergies

$60.03

$0.49

(0.81%)

After

0.07%

premium

3 Buy

3 Hold

0 Sell

Moderate Buy

premium

$141.35B

-12.23%

MRK

Merck & Company

$99.86

$2.42

(2.48%)

After

0.05%

premium

16 Buy

5 Hold

0 Sell

Strong Buy

premium

$244.21B

-4.67%

EPD

Enterprise Products Partners

$32.35

$0.56

(1.76%)

After

0.31%

premium

7 Buy

0 Hold

0 Sell

Strong Buy

premium

$68.56B

19.74%

PDI

PIMCO Dynamic

$19.19

$0.01

(0.05%)

After

0.05%

premium

―

premium

―

9.10%

NFLX

Netflix

$897.48

$13.63

(1.54%)

After

0.14%

premium

24 Buy

10 Hold

2 Sell

Moderate Buy

premium

$372.45B

86.09%

CVX

Chevron

$161.63

$0.3

(0.19%)

After

>0.01%

premium

10 Buy

4 Hold

0 Sell

Moderate Buy

premium

$286.82B

12.00%

GRA

NanoXplore Inc

C$2.24

C$0.03

(1.36%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

C$387.28M

15.10%

TXRH

Texas Roadhouse

$192.56

$0.85

(0.44%)

After

1.17%

premium

10 Buy

11 Hold

0 Sell

Moderate Buy

premium

$12.92B

75.02%

NAD < FUND >

Nuveen Quality Municipal Income Fund of Benef.Interest

$12.00

$0.04

(0.33%)

After

0.5%

premium

―

premium

$2.79B

11.25%

NEA < FUND >

Nuveen AMT-Free Quality Municipal Income Fund of Benef Interest

$11.60

$0.02

(0.17%)

premium

―

premium

$3.47B

10.98%

AMLP < ETF >

Alerian MLP ETF

$49.13

$0.64

(1.32%)

After

0.06%

premium

35 Buy

25 Hold

10 Sell

Hold

premium

$9.26B

13.43%

Dominion Energy

$58.37

$0.57

(0.99%)

After

0.1%

premium

2 Buy

10 Hold

0 Sell

Hold

premium

$48.38B

24.52%

SPGI

S&P Global

$511.37

$8.24

(1.64%)

After

3.09%

premium

14 Buy

1 Hold

0 Sell

Strong Buy

premium

$155.87B

21.60%

PDO

PIMCO Dynamic Income Opportunities

$13.55

$0.04

(0.3%)

After

0.37%

premium

―

premium

―

13.05%

MCO

Moody's

$477.92

$3.33

(0.7%)

After

2.61%

premium

8 Buy

4 Hold

1 Sell

Moderate Buy

premium

$84.94B

30.45%

JEPI < ETF >

JPMorgan Equity Premium Income ETF

$59.91

$0.43

(0.72%)

After

0.13%

premium

1K Buy

604 Hold

49 Sell

Moderate Buy

premium

$36.72B

9.28%

UTG < FUND >

Reaves Utility Income Fund

$34.39

$0.5

(1.48%)

After

0.26%

premium

―

premium

$2.68B

29.78%

INTU

Intuit

$678.70

$28.1

(4.32%)

After

5.44%

premium

18 Buy

3 Hold

0 Sell

Strong Buy

premium

$180.45B

15.73%

ABR

Arbor Realty

$14.50

$0.11

(0.75%)

After

0.76%

premium

2 Buy

2 Hold

2 Sell

Hold

premium

$2.78B

19.85%

BRK.B

Berkshire Hathaway B

$472.06

$3.23

(0.69%)

After

0.01%

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$1.01T

29.87%

Antero Midstream

$15.78

$0.35

(2.27%)

After

0.44%

premium

1 Buy

0 Hold

1 Sell

Hold

premium

$7.47B

18.24%

NVO

Novo Nordisk

$102.63

$2.64

(2.51%)

After

0.12%

premium

4 Buy

2 Hold

0 Sell

Moderate Buy

premium

$454.52B

2.42%

FICO

Fair Isaac

$2337.83

$28.23

(1.22%)

After

0.01%

premium

7 Buy

3 Hold

0 Sell

Moderate Buy

premium

$55.62B

118.94%

NOW

ServiceNow

$1047.05

$24.07

(2.35%)

After

0.09%

premium

26 Buy

2 Hold

1 Sell

Strong Buy

premium

$210.55B

53.05%

SMH < ETF >

VanEck Semiconductor ETF

$246.10

$3.56

(1.47%)

After

0.09%

premium

303 Buy

137 Hold

20 Sell

Moderate Buy

premium

$23.66B

49.28%

ARM

ARM Holdings PLC ADR

$133.14

$0.56

(0.42%)

After

0.14%

premium

14 Buy

4 Hold

1 Sell

Moderate Buy

premium

$139.85B

126.75%

ANET

Arista Networks

$404.97

$23.26

(6.09%)

After

0.02%

premium

10 Buy

3 Hold

0 Sell

Strong Buy

premium

$118.95B

77.28%

ORCL

Oracle

$192.43

$1.68

(0.88%)

After

0.29%

premium

19 Buy

13 Hold

0 Sell

Moderate Buy

premium

$523.45B

64.33%

AZPN

Aspen Technology, Inc.

$248.49

$3.19

(1.3%)

After

premium

4 Buy

3 Hold

0 Sell

Moderate Buy

premium

$15.62B

33.42%

CYBR

CyberArk Software

$329.15

$12.25

(3.87%)

After

3.08%

premium

26 Buy

1 Hold

0 Sell

Strong Buy

premium

$13.73B

65.92%

Realty Income

$57.39

$0.51

(0.9%)

After

premium

3 Buy

8 Hold

0 Sell

Moderate Buy

premium

$50.04B

6.22%

PSX

Phillips 66

$131.41

$0.04

(0.03%)

After

0.3%

premium

8 Buy

4 Hold

0 Sell

Moderate Buy

premium

$54.08B

11.96%

LRCX

Lam Research

$73.13

$3.08

(4.4%)

After

0.38%

premium

12 Buy

5 Hold

0 Sell

Moderate Buy

premium

$90.29B

-0.97%

VRT

Vertiv Holdings

$141.49

$3.95

(2.87%)

After

0.38%

premium

11 Buy

0 Hold

0 Sell

Strong Buy

premium

$52.90B

222.64%

SCHG < ETF >

Schwab U.S. Large-Cap Growth ETF

$27.45

$0.05

(0.18%)

After

0.07%

premium

3K Buy

1K Hold

132 Sell

Moderate Buy

premium

$35.11B

37.92%

BKNG

Booking Holdings

$5210.92

$194.49

(3.88%)

After

0.32%

premium

19 Buy

11 Hold

0 Sell

Moderate Buy

premium

$164.72B

59.50%

GLNCY

Glencore

$9.63

$0.03

(0.31%)

premium

―

premium

$58.48B

-15.94%