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Brokerage - New Portfolio

Performance Portfolio Details

DAVID SHAW

Brokerage

Individual Investor

Ranked #446,416 out of 747,498 TipRanks' Investors

Success Rate

1846 out of 4364
profitable transactions

Average Return

-5.38%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

9.60% AMZN

7.65% GOOG

6.32% META

5.25% MSFT

3.67% AAPL

67.51% Others

By Assets

89.41% Stocks

7.26% Funds

2.94% ETFs

0.39% Cash

0.00% Cryptocurrency

By Sector

18.28% Technology

17.04% Consumer Cyclical

16.41% Communication Services

10.53% Energy

10.32% Financial

27.40% Other

Portfolio Holdings

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To view investors' portfolios

WMB

Williams Co

$44.00

$0.72

(1.66%)

Pre

0.02%

premium

9 Buy

7 Hold

0 Sell

Moderate Buy

premium

$53.63B

36.27%

ABBV

AbbVie

$172.32

$1.18

(0.69%)

Pre

0.19%

premium

12 Buy

3 Hold

0 Sell

Strong Buy

premium

$304.29B

25.00%

AEGY

Alternative Energy Partners

<$0.01

<$0.001

(49900%)

premium

―

premium

$2.06M

―

QCOM

Qualcomm

$186.21

$5.25

(2.74%)

Pre

1.86%

premium

19 Buy

9 Hold

1 Sell

Moderate Buy

premium

$207.81B

53.47%

QUBT

Quantum Computing

$0.67

$0.031

(4.86%)

Pre

1.64%

premium

―

premium

$61.12M

-48.06%

AWF < FUND >

AllianceBernstein Global High Income Fund Inc

$10.41

$0.01

(0.1%)

premium

―

premium

$897.65M

5.04%

KURA

Kura Oncology

$20.95

$0.55

(2.56%)

premium

8 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.60B

104.19%

DLR

Digital Realty

$155.17

$0.57

(0.37%)

Pre

0.53%

premium

13 Buy

5 Hold

2 Sell

Moderate Buy

premium

$50.11B

30.55%

RITM

Rithm Capital

$11.62

$0.05

(0.43%)

Pre

0.09%

premium

7 Buy

1 Hold

0 Sell

Strong Buy

premium

$5.62B

31.30%

COP

Conocophillips

$114.35

$2.26

(1.94%)

Pre

0.57%

premium

14 Buy

2 Hold

0 Sell

Strong Buy

premium

$133.14B

2.49%

Canadian Pacific Kansas City

$83.56

$0.28

(0.34%)

Pre

3.88%

premium

12 Buy

6 Hold

0 Sell

Moderate Buy

premium

$77.98B

3.34%

TMO

Thermo Fisher

$534.35

$6.27

(1.16%)

Pre

0.38%

premium

12 Buy

1 Hold

0 Sell

Strong Buy

premium

$203.97B

-6.25%

BEAM

Beam Therapeutics

$25.94

$0.48

(1.89%)

Pre

0.58%

premium

5 Buy

5 Hold

0 Sell

Moderate Buy

premium

$2.14B

-19.11%

UTF

Cohen & Steers Infrastructure Fund

$24.01

$0.06

(0.25%)

Pre

0.37%

premium

―

premium

―

13.31%

JNJ

Johnson & Johnson

$154.69

$0.73

(0.47%)

Pre

0.03%

premium

7 Buy

7 Hold

0 Sell

Moderate Buy

premium

$372.29B

-6.75%

PEP

PepsiCo

$169.36

$1.01

(0.59%)

Pre

<0.01%

premium

10 Buy

8 Hold

0 Sell

Moderate Buy

premium

$232.63B

-8.58%

XOM

Exxon Mobil

$116.07

$2.73

(2.3%)

Pre

0.66%

premium

13 Buy

6 Hold

0 Sell

Moderate Buy

premium

$520.68B

13.87%

ZTEK

Zentek

$1.05

$0.015

(1.44%)

Pre

4.27%

premium

―

premium

$109.87M

-34.57%

OBDC

Blue Owl Capital

$15.29

$0.06

(0.39%)

Pre

0.42%

premium

4 Buy

1 Hold

1 Sell

Moderate Buy

premium

$5.96B

22.91%

AMZN

Amazon

$183.13

$0.62

(0.34%)

Pre

0.98%

premium

44 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.91T

42.18%

AAPL

Apple

$224.31

$0.13

(0.06%)

Pre

1.2%

premium

25 Buy

9 Hold

1 Sell

Moderate Buy

premium

$3.44T

16.99%

AGTK

Agritek Holdings

<$0.01

(0%)

premium

―

premium

$5.44K

0.00%

NVDA

Nvidia

$117.93

$3.16

(2.61%)

Pre

2.2%

premium

37 Buy

4 Hold

0 Sell

Strong Buy

premium

$2.90T

164.42%

EDIT

Editas Medicine

$5.00

$0.3

(5.66%)

Pre

premium

3 Buy

7 Hold

0 Sell

Moderate Buy

premium

$411.19M

-42.26%

NTLA

Intellia Therapeutics

$25.08

$1.01

(3.87%)

Pre

1.32%

premium

15 Buy

4 Hold

0 Sell

Strong Buy

premium

$2.42B

-42.17%

TSHA

Taysha Gene Therapies

$2.14

$0.12

(5.31%)

Pre

0.06%

premium

10 Buy

0 Hold

0 Sell

Strong Buy

premium

$430.95M

210.14%

GOOG

Alphabet Class C

$179.39

$0.17

(0.09%)

Pre

1.45%

premium

9 Buy

0 Hold

0 Sell

Strong Buy

premium

$2.21T

49.28%

ASG < FUND >

Liberty All-Star Growth Fund Inc

$5.38

$0.06

(1.1%)

Pre

1.49%

premium

―

premium

$313.32M

-2.00%

VICI

VICI Properties

$30.31

$0.31

(1.01%)

Pre

0.3%

premium

8 Buy

2 Hold

0 Sell

Strong Buy

premium

$31.62B

-2.51%

USA < FUND >

Liberty All Star Equity Fund

$6.68

$0.15

(2.2%)

Pre

0.6%

premium

―

premium

$1.81B

-0.89%

COST

Costco

$838.13

$1.24

(0.15%)

Pre

0.46%

premium

19 Buy

6 Hold

0 Sell

Strong Buy

premium

$371.57B

53.04%

ARCC

Ares Capital

$20.71

$0.14

(0.67%)

Pre

0.39%

premium

7 Buy

3 Hold

0 Sell

Moderate Buy

premium

$12.73B

16.09%

AZN

AstraZeneca

$78.71

$0.65

(0.83%)

Pre

1.3%

premium

6 Buy

1 Hold

0 Sell

Strong Buy

premium

$242.40B

16.68%

VRTX

Vertex Pharmaceuticals

$491.57

$3.45

(0.71%)

Pre

0.69%

premium

15 Buy

5 Hold

2 Sell

Moderate Buy

premium

$126.85B

37.67%

MSFT

Microsoft

$437.11

$3.26

(0.74%)

Pre

0.68%

premium

34 Buy

1 Hold

0 Sell

Strong Buy

premium

$3.25T

27.65%

DLY < FUND >

DoubleLine Yield Opportunities Fund

$15.78

$0.02

(0.13%)

Pre

premium

―

premium

$756.58M

12.55%

DSL < FUND >

DoubleLine Income Solutions Fund

$12.43

$0.04

(0.32%)

Pre

0.56%

premium

―

premium

$1.27B

5.70%

VPOR

Vapor Group

<$0.01

(0%)

premium

―

premium

$27.30K

―

ENPH

Enphase Energy

$105.46

$2.485

(2.3%)

Pre

4.26%

premium

16 Buy

8 Hold

3 Sell

Moderate Buy

premium

$14.35B

-40.69%

IOVA

Iovance Biotherapeutics

$7.96

$0.35

(4.21%)

Pre

1.88%

premium

8 Buy

0 Hold

0 Sell

Strong Buy

premium

$2.23B

8.00%

META

Meta Platforms

$476.79

$0.94

(0.2%)

Pre

1.88%

premium

39 Buy

3 Hold

2 Sell

Strong Buy

premium

$1.21T

63.84%

AVGO

Broadcom

$157.35

$3.17

(1.97%)

Pre

2.19%

premium

23 Buy

1 Hold

0 Sell

Strong Buy

premium

$732.45B

77.59%

Mastercard

$443.69

$5.03

(1.12%)

Pre

0.54%

premium

22 Buy

2 Hold

0 Sell

Strong Buy

premium

$412.46B

10.26%

CVS

CVS Health

$59.57

$0.34

(0.57%)

Pre

1.06%

premium

11 Buy

9 Hold

0 Sell

Moderate Buy

premium

$74.78B

-19.40%

AMD

Advanced Micro Devices

$151.58

$4.19

(2.69%)

Pre

1.56%

premium

29 Buy

7 Hold

0 Sell

Strong Buy

premium

$245.00B

37.04%

TSM

Taiwan Semiconductor Manufacturing

$165.77

$6.1

(3.55%)

Pre

0.39%

premium

8 Buy

0 Hold

0 Sell

Strong Buy

premium

$766.57B

72.77%

MCHP

Microchip

$88.77

$2.75

(3%)

Pre

1.84%

premium

12 Buy

4 Hold

0 Sell

Strong Buy

premium

$47.63B

1.95%

KMI

Kinder Morgan

$21.49

$0.44

(2.09%)

Pre

0.14%

premium

6 Buy

6 Hold

1 Sell

Moderate Buy

premium

$47.69B

26.71%

Visa

$265.46

$3.69

(1.37%)

Pre

0.59%

premium

18 Buy

4 Hold

0 Sell

Strong Buy

premium

$531.18B

11.82%

ENB

Enbridge

$36.54

$0.27

(0.74%)

Pre

0.34%

premium

4 Buy

5 Hold

1 Sell

Moderate Buy

premium

$77.70B

4.43%

CRM

Salesforce

$247.63

$0.28

(0.11%)

Pre

0.55%

premium

28 Buy

10 Hold

1 Sell

Moderate Buy

premium

$239.95B

8.89%

TTE

TotalEnergies

$68.25

$1.04

(1.5%)

Pre

0.53%

premium

1 Buy

2 Hold

0 Sell

Moderate Buy

premium

$159.28B

17.29%

MRK

Merck & Company

$125.77

$1.52

(1.22%)

Pre

0.06%

premium

15 Buy

2 Hold

0 Sell

Strong Buy

premium

$318.55B

18.68%

EPD

Enterprise Products Partners

$30.00

$0.17

(0.57%)

Pre

0.04%

premium

9 Buy

2 Hold

0 Sell

Strong Buy

premium

$65.15B

19.38%

PDI

PIMCO Dynamic

$18.94

$0.03

(0.16%)

Pre

0.16%

premium

―

premium

―

15.35%

NFLX

Netflix

$633.34

$9.7

(1.51%)

Pre

0.78%

premium

24 Buy

12 Hold

1 Sell

Moderate Buy

premium

$272.91B

48.15%

CVX

Chevron

$159.15

$2.82

(1.74%)

Pre

0.52%

premium

10 Buy

5 Hold

0 Sell

Moderate Buy

premium

$293.31B

4.48%

STLA

Stellantis

$20.21

$0.31

(1.51%)

Pre

1.26%

premium

13 Buy

3 Hold

2 Sell

Moderate Buy

premium

$59.98B

16.68%

JPM

JPMorgan Chase & Co.

$209.78

$0.2

(0.1%)

Pre

0.1%

premium

16 Buy

6 Hold

0 Sell

Moderate Buy

premium

$602.42B

38.79%

GRA

NanoXplore Inc

C$2.46

C$0.03

(1.23%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

C$419.70M

-19.87%

TXRH

Texas Roadhouse

$171.44

$2.84

(1.68%)

Pre

0.41%

premium

10 Buy

10 Hold

0 Sell

Moderate Buy

premium

$11.45B

53.61%

NAD < FUND >

Nuveen Quality Municipal Income Fund of Benef.Interest

$11.76

$0.02

(0.17%)

Pre

premium

―

premium

$2.74B

3.70%

NEA < FUND >

Nuveen AMT-Free Quality Municipal Income Fund of Benef Interest

$11.31

$0.07

(0.62%)

Pre

premium

―

premium

$3.38B

3.19%

CMG

Chipotle

$53.54

$0.16

(0.3%)

Pre

0.37%

premium

18 Buy

7 Hold

0 Sell

Moderate Buy

premium

$73.53B

28.52%

AMLP < ETF >

Alerian MLP ETF

$48.95

$0.07

(0.14%)

Pre

0.31%

premium

45 Buy

26 Hold

9 Sell

Moderate Buy

premium

$9.18B

18.07%

Dominion Energy

$51.41

$0.16

(0.31%)

Pre

0.25%

premium

1 Buy

6 Hold

0 Sell

Hold

premium

$43.09B

0.72%

SPGI

S&P Global

$479.84

$4.85

(1%)

Pre

0.45%

premium

11 Buy

0 Hold

0 Sell

Strong Buy

premium

$150.14B

14.48%

PDO

PIMCO Dynamic Income Opportunities

$13.23

$0.04

(0.3%)

premium

―

premium

―

13.86%

MCO

Moody's

$442.14

$6.69

(1.49%)

Pre

premium

7 Buy

4 Hold

0 Sell

Moderate Buy

premium

$80.73B

24.98%

JEPI < ETF >

JPMorgan Equity Premium Income ETF

$56.77

$0.29

(0.51%)

Pre

0.33%

premium

1K Buy

508 Hold

55 Sell

Moderate Buy

premium

$34.09B

1.59%

UTG < FUND >

Reaves Utility Income Fund

$28.30

$0.04

(0.14%)

Pre

0.07%

premium

―

premium

$2.24B

0.57%

INTU

Intuit

$636.56

$0.91

(0.14%)

Pre

0.93%

premium

20 Buy

3 Hold

0 Sell

Strong Buy

premium

$177.95B

31.10%

BRK.B

Berkshire Hathaway B

$434.47

$7.35

(1.66%)

Pre

0.23%

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$936.56B

24.27%

EMB < ETF >

iShares JP Morgan USD Emerging Markets Bond ETF

$89.26

$0.24

(0.27%)

Pre

premium

―

premium

$15.15B

2.40%

Antero Midstream

$14.87

$0.1

(0.68%)

Pre

0.13%

premium

1 Buy

2 Hold

0 Sell

Moderate Buy

premium

$7.16B

32.77%

SMCI

Super Micro Computer

$796.78

$4.83

(0.6%)

Pre

1.46%

premium

5 Buy

5 Hold

1 Sell

Moderate Buy

premium

$46.66B

157.55%

NVO

Novo Nordisk

$131.54

$1.55

(1.19%)

Pre

0.83%

premium

7 Buy

1 Hold

1 Sell

Moderate Buy

premium

$586.26B

60.16%

FICO

Fair Isaac

$1590.79

$6.03

(0.38%)

Pre

premium

7 Buy

2 Hold

0 Sell

Strong Buy

premium

$39.31B

90.56%

NOW

ServiceNow

$751.20

$12.43

(1.68%)

Pre

2.1%

premium

30 Buy

1 Hold

1 Sell

Strong Buy

premium

$154.00B

29.96%

SMH < ETF >

VanEck Semiconductor ETF

$248.14

$7.4

(2.9%)

Pre

1.76%

premium

323 Buy

133 Hold

16 Sell

Moderate Buy

premium

$22.32B

61.21%

ARM

ARM Holdings PLC ADR

$163.40

$5.07

(3.2%)

Pre

2.29%

premium

12 Buy

2 Hold

1 Sell

Moderate Buy

premium

$171.22B

156.96%

ANET

Arista Networks

$330.56

$2.07

(0.62%)

Pre

1.72%

premium

12 Buy

3 Hold

1 Sell

Moderate Buy

premium

$103.59B

92.50%

ORCL

Oracle

$138.56

$0.53

(0.38%)

Pre

0.82%

premium

14 Buy

13 Hold

0 Sell

Moderate Buy

premium

$381.85B

18.96%

AZPN

Aspen Technology, Inc.

$191.71

$1.19

(0.62%)

premium

4 Buy

3 Hold

0 Sell

Moderate Buy

premium

$12.14B

10.68%

CYBR

CyberArk Software

$259.63

$2.18

(0.83%)

Pre

0.91%

premium

21 Buy

1 Hold

0 Sell

Strong Buy

premium

$11.20B

69.59%

Realty Income

$57.58

$0.15

(0.26%)

Pre

0.02%

premium

5 Buy

4 Hold

0 Sell

Moderate Buy

premium

$50.14B

-3.74%

PSX

Phillips 66

$138.47

$0.77

(0.56%)

Pre

0.5%

premium

10 Buy

6 Hold

0 Sell

Moderate Buy

premium

$58.70B

34.02%

LRCX

Lam Research

$917.11

$35.49

(3.73%)

Pre

1.84%

premium

15 Buy

8 Hold

0 Sell

Moderate Buy

premium

$119.90B

44.92%

VRT

Vertiv Holdings

$85.31

$2.75

(3.33%)

Pre

1.81%

premium

7 Buy

1 Hold

0 Sell

Strong Buy

premium

$31.94B

231.30%

SCHG < ETF >

Schwab U.S. Large-Cap Growth ETF

$100.48

$0.58

(0.57%)

Pre

1.2%

premium

3K Buy

1K Hold

143 Sell

Moderate Buy

premium

$30.97B

31.33%