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Pendo Investments - New Portfolio

Steven Pendergrass

Pendo Investments
Individual Investor
Ranked #39,370 out of 788,374 TipRanks' Investors
Success Rate
72%
182 out of 253
profitable transactions
Average Return
24.77%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
28.53% PLTR
11.55% RSP
8.31% FDVV
7.30% KO
5.62% FBCV
38.69% Others
By Assets
55.21% Stocks
37.01% ETFs
6.46% Cash
1.32% Funds
0.00% Cryptocurrency
By Sector
40.97% General
30.20% Technology
7.60% Communication Services
7.44% Industrials
7.30% Consumer Defensive
6.48% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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AUMN
Golden Minerals Co
$0.08
$0.008
(8.83%)
premium
premium
$1.23M
-84.02%
KO
Coca-Cola
$71.35
$1.31
(1.87%)
premium
17 Buy
1 Hold
0 Sell
Strong Buy
premium
$306.88B
16.58%
MBIO
Mustang Bio
$2.95
$0.04
(1.37%)
premium
premium
$7.78M
-95.32%
PLTR
Palantir Technologies
$101.35
$4.92
(4.63%)
premium
3 Buy
10 Hold
5 Sell
Hold
premium
$237.70B
341.23%
RSP
RSP
< ETF >
Invesco S&P 500 Equal Weight ETF
$179.82
$2.56
(1.4%)
premium
4K Buy
3K Hold
286 Sell
Moderate Buy
premium
$75.70B
12.88%
T
AT&T
$26.62
$0.47
(1.8%)
premium
20 Buy
4 Hold
0 Sell
Strong Buy
premium
$191.08B
60.46%
WBD
Warner Bros
$10.78
$0.26
(2.36%)
premium
6 Buy
7 Hold
0 Sell
Moderate Buy
premium
$26.45B
12.76%
FDVV
FDVV
< ETF >
Fidelity High Dividend ETF
$51.73
$0.55
(1.05%)
premium
925 Buy
537 Hold
51 Sell
Moderate Buy
premium
$6.00B
17.62%
WBA
Walgreens Boots Alliance
$10.16
$0.35
(3.33%)
premium
1 Buy
7 Hold
2 Sell
Hold
premium
$8.78B
-53.24%
F
Ford Motor
$9.28
$0.11
(1.17%)
premium
4 Buy
8 Hold
3 Sell
Hold
premium
$36.78B
-23.43%
FTEC
FTEC
< ETF >
Fidelity MSCI Information Technology Index ETF
$185.65
$5.07
(2.66%)
premium
2K Buy
957 Hold
125 Sell
Moderate Buy
premium
$13.89B
21.71%
FHLC
FHLC
< ETF >
Fidelity MSCI Health Care Index ETF
$69.30
$0.43
(0.62%)
premium
2K Buy
754 Hold
63 Sell
Moderate Buy
premium
$2.80B
0.49%
FBCV
FBCV
< ETF >
Fidelity Blue Chip Value ETF
$32.19
$0.374
(1.15%)
premium
829 Buy
426 Hold
34 Sell
Moderate Buy
premium
$128.46M
7.55%
IHAK
IHAK
< ETF >
iShares Cybersecurity & Tech ETF
$50.02
$1.66
(3.21%)
premium
231 Buy
165 Hold
9 Sell
Moderate Buy
premium
$983.54M
6.70%
PL
Planet Labs PBC
$4.97
$0.48
(8.81%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.49B
130.09%
MSPR
MSP Recovery
$2.51
$0.04
(1.62%)
premium
premium
$17.76M
-87.79%
XOVR
XOVR
< ETF >
ERShares Private-Public Crossover ETF
$18.26
$0.63
(3.34%)
premium
444 Buy
155 Hold
24 Sell
Moderate Buy
premium
$345.69M
25.07%
NUE
Nucor
$135.23
$4.72
(3.37%)
premium
5 Buy
4 Hold
0 Sell
Moderate Buy
premium
$31.75B
-28.82%
MJ
MJ
< ETF >
ETFMG Alternative Harvest ETF
$25.10
$0.1
(0.4%)
premium
premium
$144.14M
-39.83%
BA
Boeing
$177.15
$3.73
(2.06%)
premium
13 Buy
5 Hold
1 Sell
Moderate Buy
premium
$132.88B
-12.08%
QTUM
QTUM
< ETF >
Defiance Quantum ETF
$83.70
$2
(2.33%)
premium
621 Buy
276 Hold
33 Sell
Moderate Buy
premium
$1.17B
43.54%
SMR
NuScale Power
$19.04
$1.74
(8.37%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$5.21B
652.57%
FSSNX
FSSNX
< FUND >
Fidelity Small Cap Index Fund
$27.28
$0.83
(2.95%)
premium
1K Buy
709 Hold
67 Sell
Moderate Buy
premium
9.34%
QBTS
D-Wave Quantum
$7.25
$0.14
(1.89%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$2.25B
283.60%
FFGCX
FFGCX
< FUND >
Fidelity Global Commodity Stock Fund
$18.44
$0.37
(1.97%)
premium
41 Buy
20 Hold
1 Sell
Moderate Buy
premium
8.21%
FMDE
FMDE
< ETF >
Fidelity Enhanced Mid Cap ETF
$33.32
$0.73
(2.14%)
premium
2K Buy
2K Hold
162 Sell
Moderate Buy
premium
$2.88B
16.34%
CINF
Cincinnati Financial
$135.14
$0.63
(0.46%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$21.12B
19.79%