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New Portfolio - New Portfolio

Ray Avery

New Portfolio
Individual Investor
Ranked #566,343 out of 769,002 TipRanks' Investors
Success Rate
46%
52 out of 114
profitable transactions
Average Return
-8.66%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
11.88% AAPL
7.83% HON
5.95% ABBV
5.60% CVX
5.40% NVS
63.34% Others
By Assets
95.53% Stocks
4.47% Cash
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
21.49% Technology
15.24% Healthcare
14.61% Financial
13.88% Industrials
8.63% Energy
26.14% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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NVS
Novartis
$103.85
$0.76
(0.74%)
After
0.05%
premium
0 Buy
6 Hold
0 Sell
Hold
premium
$204.17B
6.96%
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%
V
Visa
$309.90
$2.51
(0.82%)
After
0.12%
premium
22 Buy
3 Hold
0 Sell
Strong Buy
premium
$612.40B
21.87%
RILY
B Riley Financial
$4.83
$0.01
(0.21%)
After
0.62%
premium
premium
$145.72M
-79.73%
ORIC
Oric Pharmaceuticals
$9.12
$0.38
(4.35%)
After
0%
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$627.34M
22.93%
DEO
Diageo
$118.10
$1.35
(1.13%)
After
0.04%
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$66.46B
-15.59%
NEE
NextEra Energy
$77.36
$0.48
(0.62%)
After
0.05%
premium
8 Buy
4 Hold
1 Sell
Moderate Buy
premium
$158.51B
32.60%
STEM
Stem Inc
$0.36
$0.026
(7.86%)
After
0.36%
premium
2 Buy
5 Hold
0 Sell
Moderate Buy
premium
$55.56M
-87.39%
MRVL
Marvell
$92.94
$3.08
(3.43%)
After
0.29%
premium
20 Buy
2 Hold
0 Sell
Strong Buy
premium
$77.39B
64.34%
RBLX
Roblox
$49.35
$2.17
(4.21%)
After
0.1%
premium
16 Buy
6 Hold
1 Sell
Moderate Buy
premium
$34.28B
40.30%
DOW
Dow Inc
$44.81
$0.88
(2%)
After
0.35%
premium
4 Buy
9 Hold
0 Sell
Moderate Buy
premium
$30.56B
-15.08%
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%
ABBNY
ABB Ltd
$56.00
$0.46
(0.83%)
premium
0 Buy
1 Hold
1 Sell
Moderate Sell
premium
$102.28B
44.81%
$127.32
$0.52
(0.41%)
After
0.05%
premium
5 Buy
3 Hold
2 Sell
Moderate Buy
premium
$69.81B
36.01%
PRU
Prudential Financial
$126.26
$2.15
(1.73%)
After
0%
premium
2 Buy
7 Hold
0 Sell
Hold
premium
$44.36B
31.72%
LDOS
Leidos Holdings
$164.69
$2.54
(1.57%)
After
0.13%
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$21.12B
53.45%
OKE
Oneok
$116.75
$3.59
(3.17%)
After
0.21%
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$66.08B
69.12%
EVGO
EVgo
$6.25
$0.27
(4.52%)
After
0.48%
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.77B
102.71%
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%
CVS
CVS Health
$57.10
$0.27
(0.48%)
After
0.16%
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$70.18B
-16.52%
OGN
Organon
$14.89
$0.16
(1.09%)
After
0%
premium
3 Buy
2 Hold
3 Sell
Hold
premium
$3.76B
33.54%
NTR
Nutrien
$46.87
$0.98
(2.14%)
After
0.13%
premium
9 Buy
5 Hold
2 Sell
Moderate Buy
premium
$22.47B
-18.46%
WPC
W. P. Carey Inc.
$56.85
$0.26
(0.46%)
After
0.09%
premium
2 Buy
6 Hold
0 Sell
Hold
premium
$12.36B
-2.21%
LCID
Lucid Group
$2.06
$0.03
(1.48%)
After
0.48%
premium
1 Buy
6 Hold
2 Sell
Hold
premium
$6.32B
-51.90%
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%
MCD
McDonald's
$288.47
$2.44
(0.84%)
After
0.03%
premium
16 Buy
10 Hold
0 Sell
Moderate Buy
premium
$208.34B
3.72%
NGG
National Grid Transco
$63.10
$0.17
(0.27%)
After
2.85%
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$61.08B
-3.54%
VZ
Verizon
$42.50
$0.28
(0.66%)
After
0.02%
premium
8 Buy
9 Hold
0 Sell
Moderate Buy
premium
$176.51B
13.34%
JPM
JPMorgan Chase & Co.
$244.76
$3.98
(1.65%)
After
0.22%
premium
10 Buy
6 Hold
1 Sell
Moderate Buy
premium
$684.38B
57.40%
SBLK
Star Bulk Carriers
$18.71
$0.26
(1.37%)
After
0%
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$2.38B
-3.12%
RTX
RTX
$120.53
$1.38
(1.16%)
After
0.02%
premium
5 Buy
9 Hold
0 Sell
Moderate Buy
premium
$158.34B
52.46%
HON
Honeywell International
$226.09
$0.58
(0.26%)
After
0.04%
premium
8 Buy
10 Hold
0 Sell
Moderate Buy
premium
$148.39B
18.53%
IBM
International Business Machines
$222.40
$7.8
(3.63%)
After
0.01%
premium
5 Buy
7 Hold
1 Sell
Moderate Buy
premium
$194.41B
39.43%
KVUE
Kenvue, Inc.
$24.09
$0.31
(1.3%)
After
0%
premium
4 Buy
3 Hold
0 Sell
Moderate Buy
premium
$45.42B
19.95%
SDZNY
Sandoz Group Ltd Sponsored ADR
$44.74
$0.25
(0.56%)
premium
premium
$19.79B
51.10%
BAX
Baxter International
$32.99
$0.36
(1.1%)
After
0.06%
premium
2 Buy
6 Hold
2 Sell
Hold
premium
$16.60B
-8.60%
SOLV
Solventum Corporation
$69.63
$1.24
(1.81%)
After
0.79%
premium
1 Buy
6 Hold
0 Sell
Hold
premium
$11.58B
GLW
Corning
$47.84
$0.49
(1.03%)
After
0.02%
premium
7 Buy
2 Hold
0 Sell
Strong Buy
premium
$40.49B
68.44%