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EDGR - New Portfolio

BRENNAN THOMAS

EDGR
Individual Investor
Ranked #399,584 out of 775,913 TipRanks' Investors
Success Rate
46%
88 out of 190
profitable transactions
Average Return
5.09%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
9.35% BRK.B
8.59% GLD
7.93% MSFT
6.67% NVDA
5.00% AMGN
62.46% Others
By Assets
58.66% Stocks
33.49% Cash
7.85% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
42.62% Technology
14.35% Industrials
11.80% General
11.80% Financial
7.43% Healthcare
11.99% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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MSFT
Microsoft
$436.60
$0.43
(0.1%)
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.25T
16.88%
PWR
Quanta Services
$328.41
$5.82
(1.8%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$47.62B
54.58%
AMZN
Amazon
$224.92
$1.63
(0.73%)
premium
46 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.35T
46.20%
UBER
Uber Technologies
$60.73
$0.52
(0.86%)
premium
34 Buy
2 Hold
0 Sell
Strong Buy
premium
$126.78B
-1.19%
FI
Fiserv
$206.05
$3.79
(1.87%)
premium
21 Buy
4 Hold
0 Sell
Strong Buy
premium
$115.07B
54.68%
ON
ON Semiconductor
$65.50
$0.7
(1.08%)
premium
16 Buy
4 Hold
1 Sell
Moderate Buy
premium
$27.59B
-21.70%
AMAT
Applied Materials
$163.59
$2.15
(1.33%)
premium
14 Buy
6 Hold
1 Sell
Moderate Buy
premium
$131.36B
1.36%
NVDA
Nvidia
$134.70
$4.02
(3.08%)
premium
37 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.20T
174.95%
BRK.B
Berkshire Hathaway B
$453.20
$3.86
(0.86%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$968.56B
27.25%
NEP
Nextera Energy Partners
$17.61
$0.11
(0.63%)
premium
4 Buy
8 Hold
3 Sell
Hold
premium
$3.27B
-42.41%
CEG
Constellation Energy Corporation
$227.02
$1.85
(0.82%)
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$70.43B
91.88%
GLD
GLD
< ETF >
SPDR Gold Shares
$242.10
$2.5
(1.04%)
premium
premium
$73.12B
26.48%
MRK
Merck & Company
$98.05
$1.47
(1.48%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$251.75B
-7.84%
WMT
Walmart
$92.24
$1.16
(1.24%)
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$750.32B
78.76%
UNP
Union Pacific
$226.32
$3.17
(1.42%)
premium
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
$135.29B
-6.52%
POET
POET Technologies
$4.76
$0.05
(1.04%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$342.13M
453.49%
ROK
Rockwell Automation
$289.79
$3.79
(1.33%)
premium
9 Buy
8 Hold
3 Sell
Moderate Buy
premium
$32.29B
-5.53%
AMGN
Amgen
$263.38
$2.19
(0.84%)
premium
11 Buy
10 Hold
2 Sell
Moderate Buy
premium
$140.40B
-5.71%
CDNS
Cadence Design
$301.47
$1.6
(0.53%)
premium
11 Buy
2 Hold
1 Sell
Moderate Buy
premium
$82.24B
9.40%
UPRO
UPRO
< ETF >
ProShares UltraPro S&P500
$91.48
$2.94
(3.32%)
premium
premium
$4.15B
63.99%
TQQQ
TQQQ
< ETF >
ProShares UltraPro QQQ
$83.03
$2.1
(2.59%)
premium
premium
$25.52B
61.39%
AMBA
Ambarella
$70.93
$2.29
(3.34%)
premium
7 Buy
3 Hold
1 Sell
Moderate Buy
premium
$2.86B
13.11%
CRWD
CrowdStrike Holdings
$362.29
$11.26
(3.21%)
premium
28 Buy
5 Hold
0 Sell
Strong Buy
premium
$86.46B
40.79%
SH
SH
< ETF >
ProShares Short S&P500
$42.65
$0.48
(1.11%)
premium
premium
$898.78M
-17.18%
SQQQ
SQQQ
< ETF >
ProShares UltraPro Short QQQ
$30.75
$0.8
(2.54%)
premium
premium
$2.26B
-53.60%
SCHW
Charles Schwab
$74.31
$0.69
(0.94%)
premium
8 Buy
6 Hold
1 Sell
Moderate Buy
premium
$134.77B
8.99%
INTU
Intuit
$643.39
$6.44
(1.01%)
premium
16 Buy
4 Hold
0 Sell
Strong Buy
premium
$178.29B
3.61%
LHX
L3Harris Technologies
$213.55
$2.91
(1.38%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$39.95B
2.90%
IT
Gartner
$491.25
$10.03
(2.08%)
premium
2 Buy
6 Hold
1 Sell
Hold
premium
$37.12B
10.81%