tiprankstipranks

taxable - New Portfolio

tim.a

taxable
Individual Investor
Ranked #23,700 out of 747,498 TipRanks' Investors
Success Rate
74%
422 out of 572
profitable transactions
Average Return
25.33%
Average return
per transaction
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Allocation

Top Stocks
20.33% SPTM
12.01% SPYG
7.69% GOOGL
6.47% CVX
3.40% EPD
50.10% Others
By Assets
57.02% Stocks
42.98% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
42.98% General
12.78% Financial
10.93% Energy
9.27% Technology
8.52% Communication Services
15.52% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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MSFT
Microsoft
$442.90
$5.79
(1.32%)
premium
34 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.25T
27.65%
GOOGL
Alphabet Class A
$182.31
$4.65
(2.62%)
premium
33 Buy
6 Hold
0 Sell
Strong Buy
premium
$2.21T
46.35%
SPTM
SPTM
< ETF >
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$67.79
$0.71
(1.06%)
premium
7K Buy
5K Hold
640 Sell
Moderate Buy
premium
$8.78B
20.06%
SPYG
SPYG
< ETF >
SPDR Portfolio S&P 500 Growth ETF
$81.02
$1.29
(1.62%)
premium
2K Buy
1K Hold
139 Sell
Moderate Buy
premium
$29.13B
28.18%
XLK
XLK
< ETF >
Technology Select Sector SPDR Fund
$225.79
$4.92
(2.23%)
premium
771 Buy
372 Hold
38 Sell
Moderate Buy
premium
$69.83B
25.18%
XLF
XLF
< ETF >
Financial Select Sector SPDR Fund
$43.06
$0.21
(0.49%)
premium
478 Buy
369 Hold
45 Sell
Moderate Buy
premium
$42.72B
20.36%
SPG
Simon Property
$156.73
$3.28
(2.14%)
premium
6 Buy
6 Hold
0 Sell
Moderate Buy
premium
$57.51B
30.58%
UNM
Unum Group
$53.83
$0.28
(0.52%)
premium
6 Buy
3 Hold
0 Sell
Moderate Buy
premium
$10.14B
12.78%
EPD
Enterprise Products Partners
$30.00
$0
(0%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$65.15B
19.38%
XBI
XBI
< ETF >
SPDR S&P BIOTECH ETF
$98.78
$1.27
(1.3%)
premium
974 Buy
235 Hold
23 Sell
Moderate Buy
premium
$7.46B
16.89%
XLV
XLV
< ETF >
Health Care Select Sector SPDR Fund
$148.63
$0.76
(0.51%)
premium
513 Buy
261 Hold
29 Sell
Moderate Buy
premium
$40.04B
8.77%
JPM
JPMorgan Chase & Co.
$209.98
$0.2
(0.1%)
premium
16 Buy
6 Hold
0 Sell
Moderate Buy
premium
$602.42B
36.11%
BRK.B
Berkshire Hathaway B
$436.12
$1.65
(0.38%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$936.56B
24.27%
PRU
Prudential Financial
$124.55
$0.79
(0.64%)
premium
2 Buy
7 Hold
2 Sell
Hold
premium
$44.43B
34.73%
CVX
Chevron
$157.53
$1.62
(1.02%)
premium
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
$293.31B
2.45%
ABBV
AbbVie
$173.40
$1.08
(0.63%)
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$304.29B
25.00%
GD
General Dynamics
$290.15
$1.93
(0.67%)
premium
12 Buy
4 Hold
0 Sell
Strong Buy
premium
$79.08B
35.27%
CSCO
Cisco Systems
$46.88
$0.445
(0.94%)
premium
6 Buy
12 Hold
0 Sell
Moderate Buy
premium
$190.64B
-8.04%
HPE
Hewlett Packard Enterprise
$20.63
$0.15
(0.73%)
premium
2 Buy
8 Hold
0 Sell
Hold
premium
$26.62B
21.40%
VXUS
VXUS
< ETF >
Vanguard Total International Stock ETF
$61.76
$0.53
(0.87%)
premium
premium
$74.10B
6.47%
DOW
Dow Inc
$54.51
$0.61
(1.13%)
premium
4 Buy
9 Hold
0 Sell
Moderate Buy
premium
$37.90B
7.95%
AAPL
Apple
$224.87
$0.56
(0.25%)
premium
25 Buy
9 Hold
1 Sell
Moderate Buy
premium
$3.44T
16.99%
AVGO
Broadcom
$160.69
$3.34
(2.12%)
premium
23 Buy
1 Hold
0 Sell
Strong Buy
premium
$732.45B
77.59%
F
Ford Motor
$14.13
$0.155
(1.11%)
premium
7 Buy
5 Hold
1 Sell
Moderate Buy
premium
$55.81B
5.75%
VEA
VEA
< ETF >
Vanguard FTSE Developed Markets ETF
$50.78
$0.46
(0.91%)
premium
5K Buy
3K Hold
715 Sell
Hold
premium
$136.27B
6.52%
VICI
VICI Properties
$30.50
$0.19
(0.63%)
premium
8 Buy
2 Hold
0 Sell
Strong Buy
premium
$31.62B
-2.51%
TMUS
T Mobile US
$178.53
$3.515
(1.93%)
premium
18 Buy
0 Hold
0 Sell
Strong Buy
premium
$213.34B
30.35%
CRWD
CrowdStrike Holdings
$264.58
$40.38
(13.24%)
premium
29 Buy
5 Hold
1 Sell
Strong Buy
premium
$74.22B
103.66%
KHC
Kraft Heinz
$32.76
$0.365
(1.1%)
premium
6 Buy
7 Hold
1 Sell
Moderate Buy
premium
$40.22B
-4.55%
FCX
Freeport-McMoRan
$45.87
$0.035
(0.08%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$65.93B
10.52%
GPC
Genuine Parts Company
$138.71
$0.45
(0.33%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$19.26B
-9.85%
LOW
Lowe's
$240.61
$2.09
(0.88%)
premium
10 Buy
11 Hold
0 Sell
Moderate Buy
premium
$135.92B
4.03%
PSX
Phillips 66
$139.95
$1.48
(1.07%)
premium
10 Buy
6 Hold
0 Sell
Moderate Buy
premium
$58.70B
34.02%
GLDM
GLDM
< ETF >
SPDR Gold MiniShares Trust
$47.51
$0.04
(0.08%)
premium
premium
$7.97B
22.61%
OBDC
Blue Owl Capital
$15.48
$0.19
(1.24%)
premium
4 Buy
1 Hold
1 Sell
Moderate Buy
premium
$5.96B
22.91%
ARCC
Ares Capital
$20.95
$0.24
(1.16%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$12.73B
16.09%
IBDQ
IBDQ
< ETF >
iShares iBonds Dec 2025 Term Corporate ETF
$24.89
$0.005
(0.02%)
premium
premium
$2.70B
1.88%
CCI
Crown Castle
$103.98
$1.1
(1.05%)
premium
4 Buy
9 Hold
0 Sell
Moderate Buy
premium
$45.71B
0.08%
IEF
IEF
< ETF >
iShares 7-10 Year Treasury Bond ETF
$94.46
$0.12
(0.13%)
premium
premium
$29.17B
-1.69%
IGIB
IGIB
< ETF >
iShares 5-10 Year Investment Grade Corporate Bond ETF
$51.78
$0.015
(0.03%)
premium
premium
$13.74B
2.39%
MP
MP Materials
$14.00
$0.29
(2.03%)
premium
5 Buy
4 Hold
0 Sell
Moderate Buy
premium
$2.36B
-39.73%
STBA
S&T Bancorp
$41.59
$0.38
(0.92%)
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$1.58B
39.03%
CAT
Caterpillar
$346.50
$0.28
(0.08%)
premium
7 Buy
5 Hold
1 Sell
Moderate Buy
premium
$170.01B
35.84%