tiprankstipranks

New Portfolio - New Portfolio

Larry B

New Portfolio
Individual Investor
Ranked #23,916 out of 747,498 TipRanks' Investors
Success Rate
65%
199 out of 308
profitable transactions
Average Return
47.16%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
7.38% AAPL
6.40% NVDA
5.54% AVGO
4.88% MSFT
4.11% UNH
71.69% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
35.08% Technology
21.20% Financial
16.44% Healthcare
8.21% Communication Services
7.79% Industrials
11.28% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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NOW
ServiceNow
$756.50
$5.3
(0.71%)
After
0.13%
premium
30 Buy
1 Hold
1 Sell
Strong Buy
premium
$154.00B
29.96%
NKE
Nike
$74.86
$2.16
(2.97%)
After
0.03%
premium
13 Buy
17 Hold
2 Sell
Moderate Buy
premium
$109.74B
-32.21%
AMGN
Amgen
$335.97
$4.68
(1.41%)
After
0.85%
premium
12 Buy
8 Hold
1 Sell
Moderate Buy
premium
$177.72B
45.12%
APO
Apollo Global Management
$123.99
$3.48
(2.89%)
After
0.44%
premium
7 Buy
5 Hold
0 Sell
Moderate Buy
premium
$68.57B
51.79%
AMT
American Tower
$209.37
$0.77
(0.37%)
After
0.04%
premium
10 Buy
0 Hold
0 Sell
Strong Buy
premium
$98.13B
14.06%
CVS
CVS Health
$58.33
$0.575
(0.98%)
After
0.03%
premium
11 Buy
9 Hold
0 Sell
Moderate Buy
premium
$74.78B
-19.40%
JNJ
Johnson & Johnson
$154.24
$0.45
(0.29%)
After
0.15%
premium
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
$372.29B
-6.75%
FDS
Factset Research
$429.25
$4.93
(1.16%)
After
0%
premium
0 Buy
7 Hold
3 Sell
Moderate Sell
premium
$16.14B
-1.95%
ARCC
Ares Capital
$20.98
$0.27
(1.3%)
After
0.07%
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$12.73B
16.09%
HUBS
HubSpot
$483.01
$3.19
(0.66%)
After
0.02%
premium
19 Buy
2 Hold
1 Sell
Strong Buy
premium
$24.45B
-10.50%
BLK
BlackRock
$843.24
$12.54
(1.51%)
After
0%
premium
11 Buy
2 Hold
0 Sell
Strong Buy
premium
$123.44B
12.76%
BR
Broadridge Financial Solutions
$204.73
$2.84
(1.41%)
After
0%
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$23.86B
20.83%
BRK.B
Berkshire Hathaway B
$435.98
$1.51
(0.35%)
After
<0.01%
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$936.56B
24.27%
PAYC
Paycom
$159.99
$1.89
(1.2%)
After
0.63%
premium
1 Buy
15 Hold
0 Sell
Hold
premium
$9.19B
-54.61%
UPS
United Parcel
$145.18
$0
(0%)
After
0.21%
premium
9 Buy
8 Hold
1 Sell
Moderate Buy
premium
$124.21B
-19.54%
AXP
American Express
$244.75
$2.37
(0.98%)
After
0.09%
premium
7 Buy
9 Hold
1 Sell
Moderate Buy
premium
$174.34B
46.40%
PRU
Prudential Financial
$124.61
$0.85
(0.69%)
After
2.63%
premium
2 Buy
7 Hold
2 Sell
Hold
premium
$44.43B
34.73%
BMY
Bristol-Myers Squibb
$42.67
$0.03
(0.07%)
After
0.35%
premium
5 Buy
10 Hold
2 Sell
Hold
premium
$86.44B
-30.87%
VICI
VICI Properties
$30.43
$0.12
(0.4%)
After
0.79%
premium
8 Buy
2 Hold
0 Sell
Strong Buy
premium
$31.62B
-2.51%
CSCO
Cisco Systems
$46.82
$0.5
(1.06%)
After
0.02%
premium
6 Buy
12 Hold
0 Sell
Moderate Buy
premium
$190.64B
-8.04%
GOOGL
Alphabet Class A
$181.67
$4.01
(2.26%)
After
0.36%
premium
33 Buy
6 Hold
0 Sell
Strong Buy
premium
$2.21T
46.35%
MA
Mastercard
$447.94
$4.25
(0.96%)
After
0%
premium
22 Buy
2 Hold
0 Sell
Strong Buy
premium
$412.46B
10.26%
NVDA
Nvidia
$123.54
$5.61
(4.76%)
After
0.03%
premium
37 Buy
4 Hold
0 Sell
Strong Buy
premium
$2.90T
164.42%
BX
Blackstone Group
$141.18
$2.59
(1.87%)
After
0.13%
premium
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
$168.52B
35.94%
CI
Cigna
$335.79
$0.05
(0.01%)
After
0.33%
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
$95.40B
17.01%
UNH
UnitedHealth
$558.53
$6.8
(1.2%)
After
0.17%
premium
21 Buy
0 Hold
0 Sell
Strong Buy
premium
$520.32B
12.87%
SBUX
Starbucks
$76.55
$2.72
(3.43%)
After
0.04%
premium
8 Buy
18 Hold
0 Sell
Moderate Buy
premium
$89.79B
-20.97%
PM
Philip Morris
$107.22
$0.1
(0.09%)
After
>0.01%
premium
5 Buy
0 Hold
1 Sell
Moderate Buy
premium
$166.52B
15.87%
ABBV
AbbVie
$173.61
$1.29
(0.75%)
After
0.16%
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$304.29B
25.00%
RTX
Raytheon Technologies
$103.77
$0.96
(0.93%)
After
0%
premium
4 Buy
8 Hold
1 Sell
Hold
premium
$136.69B
8.86%
META
Meta Platforms
$487.40
$10.61
(2.23%)
After
0.1%
premium
39 Buy
3 Hold
2 Sell
Strong Buy
premium
$1.21T
63.84%
TXN
Texas Instruments
$205.88
$6.78
(3.41%)
After
2.08%
premium
6 Buy
13 Hold
4 Sell
Hold
premium
$181.28B
11.70%
ACGL
Arch Capital Group
$96.57
$0.47
(0.49%)
After
0.06%
premium
8 Buy
3 Hold
0 Sell
Moderate Buy
premium
$36.08B
18.36%
AMZN
Amazon
$182.55
$0.58
(0.32%)
After
0.31%
premium
44 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.91T
42.18%
AAPL
Apple
$223.96
$0.35
(0.16%)
After
0.09%
premium
25 Buy
9 Hold
1 Sell
Moderate Buy
premium
$3.44T
16.99%
V
Visa
$267.71
$2.25
(0.85%)
After
0.2%
premium
18 Buy
4 Hold
0 Sell
Strong Buy
premium
$531.18B
11.12%
ETN
Eaton
$320.32
$8.43
(2.7%)
After
0.03%
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$124.69B
52.54%
MSFT
Microsoft
$442.94
$5.83
(1.33%)
After
0.14%
premium
34 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.25T
27.65%
AVGO
Broadcom
$161.06
$3.71
(2.36%)
After
0.59%
premium
23 Buy
1 Hold
0 Sell
Strong Buy
premium
$732.45B
77.59%
SQ
Block
$68.25
$0.15
(0.22%)
After
0%
premium
25 Buy
4 Hold
1 Sell
Strong Buy
premium
$42.02B
-11.72%
MAIN
Main Street Capital
$50.96
$0.81
(1.62%)
After
1.35%
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$4.30B
31.21%
DIS
Walt Disney
$94.13
$1.61
(1.68%)
After
0.03%
premium
21 Buy
5 Hold
0 Sell
Strong Buy
premium
$174.54B
11.43%
HD
Home Depot
$363.25
$0.11
(0.03%)
After
0%
premium
18 Buy
8 Hold
2 Sell
Moderate Buy
premium
$360.31B
14.70%
LMT
Lockheed Martin
$474.59
$0.33
(0.07%)
After
0.14%
premium
2 Buy
8 Hold
1 Sell
Hold
premium
$113.95B
6.90%
CRM
Salesforce
$254.08
$6.45
(2.6%)
After
0.36%
premium
28 Buy
10 Hold
1 Sell
Moderate Buy
premium
$239.95B
10.05%
NET
Cloudflare
$78.66
$0
(0%)
After
3.39%
premium
11 Buy
13 Hold
2 Sell
Moderate Buy
premium
$26.73B
20.29%
PANW
Palo Alto Networks
$333.70
$2.81
(0.85%)
After
0.03%
premium
31 Buy
7 Hold
0 Sell
Strong Buy
premium
$107.14B
35.98%
TSM
Taiwan Semiconductor Manufacturing
$169.35
$3.58
(2.16%)
After
0.04%
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$766.57B
71.00%
GPN
Global Payments
$100.35
$0.29
(0.29%)
After
0.51%
premium
15 Buy
4 Hold
0 Sell
Strong Buy
premium
$25.69B
-9.78%
USB
US Bancorp
$45.04
$0.28
(0.63%)
After
0.29%
premium
7 Buy
10 Hold
0 Sell
Moderate Buy
premium
$69.85B
19.84%
IBKR
Interactive Brokers
$122.30
$1.65
(1.37%)
After
0.06%
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$50.80B
45.92%
IFF
International Flavors & Fragrances
$98.14
$2.47
(2.58%)
After
0.12%
premium
8 Buy
7 Hold
0 Sell
Moderate Buy
premium
$24.43B
16.08%
VEEV
Veeva Systems
$187.00
$3.75
(2.05%)
After
0%
premium
13 Buy
7 Hold
1 Sell
Moderate Buy
premium
$29.62B
-6.97%
KO
Coca-Cola
$64.77
$0.52
(0.8%)
After
0.03%
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$281.27B
7.88%
O
Realty Income
$57.56
$0.02
(0.03%)
After
0.02%
premium
5 Buy
4 Hold
0 Sell
Moderate Buy
premium
$50.14B
-3.74%
SHOP
Shopify
$62.69
$0.47
(0.74%)
After
0.26%
premium
18 Buy
13 Hold
0 Sell
Moderate Buy
premium
$81.44B
-4.55%
NICE
NICE
$181.43
$4.53
(2.56%)
After
0.1%
premium
15 Buy
0 Hold
0 Sell
Strong Buy
premium
$11.45B
-17.06%
ESTC
Elastic
$113.37
$1.53
(1.37%)
After
0%
premium
14 Buy
6 Hold
0 Sell
Moderate Buy
premium
$11.38B
76.29%
MDT
Medtronic
$79.30
$0.18
(0.23%)
After
0.09%
premium
6 Buy
6 Hold
2 Sell
Moderate Buy
premium
$101.91B
-7.36%
ADBE
Adobe
$554.82
$3.82
(0.69%)
After
0.06%
premium
22 Buy
5 Hold
2 Sell
Moderate Buy
premium
$244.31B
5.18%
OPRA
Opera
$12.23
$0.38
(3.21%)
After
0.74%
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.05B
-32.01%