tiprankstipranks

Dividend Growth - New Portfolio

Lawrence Messina

Dividend Growth
Individual Investor
Ranked #50,248 out of 783,845 TipRanks' Investors
Success Rate
75%
56 out of 75
profitable transactions
Average Return
22.48%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
10.92% HMSIX
9.18% JEPI
9.08% HOBIX
8.94% JEPQ
8.61% AVGO
53.27% Others
By Assets
56.41% Stocks
21.18% ETFs
19.40% Funds
3.02% Cash
0.00% Cryptocurrency
By Sector
41.83% General
14.42% Technology
13.62% Financial
7.70% Consumer Cyclical
7.48% Healthcare
14.95% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
c2z37zl
premium
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c2z37zl
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2df3c67cq2j
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5ttvi4woxq
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premium
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5ttvi4woxq
5ttvi4woxq
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qb67ipi
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premium
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premium
qb67ipi
qb67ipi
qb67ipi
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dh6jsl25h69
dh6jsl25h69
premium
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premium
dh6jsl25h69
dh6jsl25h69
dh6jsl25h69
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premium
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premium
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bpzu7mb72yj
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premium
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premium
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mk58yjcnreq
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premium
mk58yjcnreq
premium
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mk58yjcnreq
mk58yjcnreq
3vm5q2wcyhz
3vm5q2wcyhz
3vm5q2wcyhz
premium
3vm5q2wcyhz
premium
3vm5q2wcyhz
3vm5q2wcyhz
3vm5q2wcyhz
22tlgbt50jr
22tlgbt50jr
22tlgbt50jr
premium
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premium
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MCD
McDonald's
$288.70
$1.62
(0.56%)
premium
12 Buy
5 Hold
0 Sell
Moderate Buy
premium
$208.05B
-3.15%
AVGO
Broadcom
$221.27
$5.61
(2.6%)
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$1.01T
84.39%
CVS
CVS Health
$56.48
$0.34
(0.6%)
premium
14 Buy
5 Hold
0 Sell
Moderate Buy
premium
$71.50B
-23.59%
HMSIX
HMSIX
< FUND >
Hennessy BP Midstream Fund - Institutional Class
$14.04
$0.36
(2.5%)
premium
12 Buy
5 Hold
2 Sell
Moderate Buy
premium
$48.98M
29.40%
JNJ
Johnson & Johnson
$152.15
$0.72
(0.47%)
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$368.05B
-3.92%
HOBIX
HOBIX
< FUND >
Holbrook Income Fund Class I
$9.72
$0
(0%)
premium
premium
1.46%
ABBV
AbbVie
$183.90
$8.25
(4.7%)
premium
15 Buy
6 Hold
0 Sell
Moderate Buy
premium
$310.40B
9.73%
C
Citigroup
$81.43
$0.43
(0.53%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$153.66B
45.26%
COP
Conocophillips
$98.83
$2.63
(2.59%)
premium
17 Buy
0 Hold
0 Sell
Strong Buy
premium
$131.24B
-11.27%
JPM
JPMorgan Chase & Co.
$267.30
$0.93
(0.35%)
premium
12 Buy
7 Hold
1 Sell
Moderate Buy
premium
$755.16B
53.86%
KO
Coca-Cola
$63.48
$0.57
(0.89%)
premium
12 Buy
1 Hold
0 Sell
Strong Buy
premium
$275.91B
4.10%
HD
Home Depot
$411.98
$2.52
(0.61%)
premium
16 Buy
4 Hold
0 Sell
Strong Buy
premium
$411.75B
14.42%
MSFT
Microsoft
$415.06
$0.07
(0.02%)
premium
28 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.09T
2.79%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$57.47
$0.05
(0.09%)
premium
1K Buy
521 Hold
66 Sell
Moderate Buy
premium
$22.78B
11.61%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$58.97
$0.16
(0.27%)
premium
1K Buy
548 Hold
49 Sell
Moderate Buy
premium
$38.82B
4.83%
PG
Procter & Gamble
$165.99
$1.42
(0.85%)
premium
12 Buy
8 Hold
0 Sell
Moderate Buy
premium
$392.55B
4.28%
ICOW
ICOW
< ETF >
Pacer Developed Markets International Cash Cows 100 ETF
$29.95
$0.399
(1.32%)
premium
345 Buy
227 Hold
60 Sell
Hold
premium
$1.08B
-2.84%
DIS
Walt Disney
$113.06
$0.37
(0.33%)
premium
18 Buy
5 Hold
0 Sell
Strong Buy
premium
$205.13B
16.48%
EQIX
Equinix
$913.66
$8.47
(0.92%)
premium
17 Buy
2 Hold
0 Sell
Strong Buy
premium
$88.97B
7.95%
T
AT&T
$23.73
$0.29
(1.21%)
premium
18 Buy
4 Hold
0 Sell
Strong Buy
premium
$172.35B
31.54%
XOM
Exxon Mobil
$106.83
$2.74
(2.5%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$481.57B
4.34%