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BROKERAGE - New Portfolio

Performance Portfolio Details

Bill T

BROKERAGE

Individual Investor

Ranked #152,175 out of 770,014 TipRanks' Investors

Success Rate

873 out of 1538
profitable transactions

Average Return

19.65%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

22.32% TMLCX

20.21% TLT

9.52% MNKD

4.78% VGLT

2.00% AXON

41.17% Others

By Assets

49.98% Stocks

25.55% ETFs

22.37% Funds

2.09% Cash

0.00% Cryptocurrency

By Sector

48.95% General

22.71% Technology

13.89% Healthcare

4.46% Consumer Cyclical

4.34% Communication Services

5.65% Other

Portfolio Holdings

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To view investors' portfolios

CDRE

Cadre Holdings

$33.55

$0.05

(0.15%)

After

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.36B

5.63%

XPOF

Xponential Fitness

$15.39

$0.31

(1.97%)

After

4.94%

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$758.36M

10.02%

VLN

Valens

$1.80

(0%)

After

8.89%

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$191.32M

-18.18%

ASPN

Aspen Aerogels

$14.34

$0.71

(4.72%)

After

0.21%

premium

10 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.23B

40.26%

AMSC

American Superconductor

$33.68

$0.93

(2.69%)

After

0.47%

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.37B

269.76%

RDFN

Redfin

$9.61

$0.02

(0.21%)

After

premium

2 Buy

7 Hold

2 Sell

Hold

premium

$1.19B

40.17%

KOSS

Koss

$7.22

$0.09

(1.23%)

After

premium

―

premium

$68.35M

165.82%

ALGN

Align Tech

$227.93

$12.59

(5.23%)

After

premium

5 Buy

3 Hold

2 Sell

Moderate Buy

premium

$17.96B

9.59%

SFIX

Stitch Fix

$4.64

$0.11

(2.43%)

After

1.08%

premium

0 Buy

4 Hold

1 Sell

Hold

premium

$574.60M

29.43%

OKTA

Okta

$76.83

$0.33

(0.43%)

After

0.36%

premium

9 Buy

18 Hold

1 Sell

Moderate Buy

premium

$12.99B

4.44%

DOCU

DocuSign

$85.30

$0.21

(0.25%)

After

0.09%

premium

2 Buy

9 Hold

1 Sell

Hold

premium

$17.36B

100.07%

ESTC

Elastic

$111.53

$0.05

(0.04%)

After

0.48%

premium

18 Buy

6 Hold

0 Sell

Strong Buy

premium

$11.45B

43.94%

FTCHQ

Farfetch

<$0.01

<$0.001

(900%)

premium

―

premium

$395.00

-99.42%

PAYC

Paycom

$236.24

$1.61

(0.69%)

After

premium

0 Buy

14 Hold

0 Sell

Hold

premium

$13.11B

31.45%

TSM

Taiwan Semiconductor Manufacturing

$183.84

$1.24

(0.67%)

After

0.27%

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$821.92B

89.19%

TMDX

TransMedics Group

$80.61

$2.03

(2.58%)

After

0.07%

premium

6 Buy

2 Hold

0 Sell

Strong Buy

premium

$2.64B

11.71%

CHWY

Chewy

$34.05

$0.57

(1.65%)

After

0.15%

premium

13 Buy

6 Hold

0 Sell

Moderate Buy

premium

$14.12B

70.63%

LMND

Lemonade

$49.93

$1.09

(2.14%)

After

0.58%

premium

1 Buy

4 Hold

3 Sell

Hold

premium

$3.64B

201.89%

$35.33

$0.82

(2.38%)

After

0.03%

premium

13 Buy

2 Hold

0 Sell

Strong Buy

premium

$54.96B

19.99%

APPN

Appian

$37.67

$0.68

(1.77%)

After

0.9%

premium

1 Buy

4 Hold

1 Sell

Hold

premium

$2.83B

5.97%

CPNG

Coupang

$25.21

$0.21

(0.84%)

After

0.24%

premium

7 Buy

2 Hold

0 Sell

Strong Buy

premium

$44.97B

53.75%

VRTX

Vertex Pharmaceuticals

$467.07

$5.36

(1.16%)

After

0.14%

premium

16 Buy

9 Hold

2 Sell

Moderate Buy

premium

$118.90B

30.78%

CELH

Celsius Holdings

$27.60

$2.15

(7.23%)

After

0.07%

premium

9 Buy

3 Hold

1 Sell

Moderate Buy

premium

$6.99B

-44.45%

Unity Software

$23.36

$0.66

(2.75%)

After

0.51%

premium

6 Buy

5 Hold

2 Sell

Moderate Buy

premium

$9.68B

-16.74%

TWLO

Twilio

$104.41

(0.95%)

After

0.09%

premium

11 Buy

10 Hold

2 Sell

Moderate Buy

premium

$16.17B

67.21%

MRNA

Moderna

$42.05

$1.61

(3.69%)

After

0.24%

premium

6 Buy

11 Hold

3 Sell

Hold

premium

$16.80B

-44.40%

CCI

Crown Castle

$106.30

$0.22

(0.21%)

After

1.59%

premium

3 Buy

9 Hold

0 Sell

Hold

premium

$46.10B

2.41%

PYPL

PayPal Holdings

$86.94

$0.83

(0.95%)

After

0.32%

premium

13 Buy

16 Hold

0 Sell

Moderate Buy

premium

$87.99B

57.41%

GOOG

Alphabet Class C

$170.62

$1.19

(0.7%)

After

0.15%

premium

9 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.06T

22.58%

TDOC

Teladoc

$11.37

$0.65

(5.41%)

After

premium

6 Buy

12 Hold

0 Sell

Moderate Buy

premium

$2.07B

-30.72%

ADBE

Adobe

$525.30

$6.57

(1.27%)

After

0.06%

premium

23 Buy

5 Hold

2 Sell

Moderate Buy

premium

$228.34B

-16.26%

ISRG

Intuitive Surgical

$542.10

$5.55

(1.03%)

After

premium

13 Buy

5 Hold

0 Sell

Moderate Buy

premium

$191.11B

68.72%

NOW

ServiceNow

$1070.07

$17.36

(1.65%)

After

0.59%

premium

26 Buy

2 Hold

1 Sell

Strong Buy

premium

$216.86B

56.21%

VEEV

Veeva Systems

$226.88

$0.07

(0.03%)

After

<0.01%

premium

17 Buy

7 Hold

1 Sell

Moderate Buy

premium

$36.75B

28.53%

RBLX

Roblox

$49.06

$0.1

(0.2%)

After

0.12%

premium

16 Buy

6 Hold

1 Sell

Moderate Buy

premium

$32.26B

28.89%

ACN

Accenture

$363.18

$1.89

(0.52%)

After

0.5%

premium

12 Buy

8 Hold

0 Sell

Moderate Buy

premium

$225.75B

8.16%

FLGT

Fulgent Genetics

$17.89

$0.44

(2.4%)

After

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$560.66M

-34.37%

FVRR

Fiverr International

$33.09

$0.1

(0.3%)

After

0.12%

premium

5 Buy

4 Hold

0 Sell

Moderate Buy

premium

$1.17B

45.19%

AFRM

Affirm Holdings

$66.27

$3.08

(4.44%)

After

0.05%

premium

8 Buy

9 Hold

0 Sell

Moderate Buy

premium

$21.78B

164.39%

WIX

Wix

$222.44

$0.97

(0.43%)

After

premium

13 Buy

3 Hold

0 Sell

Strong Buy

premium

$12.43B

132.21%

NET

Cloudflare

$102.23

$1.5

(1.45%)

After

0.62%

premium

7 Buy

9 Hold

3 Sell

Hold

premium

$35.60B

41.32%

TTWO

Take-Two

$187.85

$0.23

(0.12%)

After

0.61%

premium

17 Buy

2 Hold

0 Sell

Strong Buy

premium

$32.95B

20.02%

PINS

$31.00

$0.49

(1.61%)

After

0.26%

premium

18 Buy

7 Hold

0 Sell

Moderate Buy

premium

$20.62B

-3.66%

PUBM

PubMatic

$15.79

$0.08

(0.5%)

After

3.17%

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$758.06M

-2.82%

NFLX

Netflix

$872.60

$7.01

(0.81%)

After

0.05%

premium

24 Buy

10 Hold

2 Sell

Moderate Buy

premium

$370.00B

80.50%

WDAY

Workday

$270.19

$2.5

(0.93%)

After

9.88%

premium

22 Buy

6 Hold

1 Sell

Moderate Buy

premium

$71.21B

13.13%

TEAM

Atlassian

$262.23

$1.23

(0.47%)

After

0.05%

premium

13 Buy

6 Hold

0 Sell

Moderate Buy

premium

$68.24B

43.73%

Block

$89.01

$1.74

(1.92%)

After

0.06%

premium

21 Buy

7 Hold

1 Sell

Moderate Buy

premium

$56.25B

52.14%

DOCN

DigitalOcean Holdings

$38.71

$0.81

(2.05%)

After

0.03%

premium

4 Buy

4 Hold

1 Sell

Moderate Buy

premium

$3.65B

36.84%

CGNX

Cognex

$40.24

$1.29

(3.11%)

After

0.84%

premium

2 Buy

4 Hold

0 Sell

Moderate Buy

premium

$7.12B

12.12%

BOC

Boston Omaha

$14.91

$0.15

(1%)

After

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$472.49M

0.53%

NVCR

NovoCure

$17.88

$0.9

(4.79%)

After

0.28%

premium

4 Buy

2 Hold

0 Sell

Moderate Buy

premium

$2.03B

50.60%

HUBS

HubSpot

$729.83

$1.99

(0.27%)

After

0.02%

premium

21 Buy

4 Hold

0 Sell

Strong Buy

premium

$37.78B

56.45%

SNOW

Snowflake

$171.28

$0.14

(0.08%)

After

>0.01%

premium

24 Buy

6 Hold

0 Sell

Strong Buy

premium

$57.46B

0.15%

MELI

Mercadolibre

$2110.00

$10.05

(0.48%)

After

0.28%

premium

12 Buy

1 Hold

0 Sell

Strong Buy

premium

$106.46B

36.76%

ADSK

Autodesk

$317.96

$1.43

(0.45%)

After

9.74%

premium

15 Buy

8 Hold

0 Sell

Moderate Buy

premium

$68.67B

57.01%

ANET

Arista Networks

$408.33

$8.61

(2.15%)

After

>0.01%

premium

10 Buy

3 Hold

0 Sell

Strong Buy

premium

$125.89B

83.03%

XBI < ETF >

SPDR S&P BIOTECH ETF

$98.85

$1.22

(1.25%)

After

0.09%

premium

1K Buy

268 Hold

28 Sell

Moderate Buy

premium

$6.80B

31.42%

LULU

Lululemon Athletica

$318.84

$7.88

(2.41%)

After

0.06%

premium

13 Buy

7 Hold

1 Sell

Moderate Buy

premium

$41.79B

-24.33%

CRWD

CrowdStrike Holdings

$364.30

$0.62

(0.17%)

After

6.12%

premium

34 Buy

6 Hold

0 Sell

Strong Buy

premium

$89.15B

72.64%

DDOG

Datadog

$154.39

$2.24

(1.43%)

After

0.77%

premium

27 Buy

2 Hold

0 Sell

Strong Buy

premium

$53.21B

37.18%

SHOP

Shopify

$112.08

$1.08

(0.97%)

After

0.02%

premium

17 Buy

12 Hold

3 Sell

Moderate Buy

premium

$141.86B

57.78%

TTD

Trade Desk

$128.98

$0.37

(0.29%)

After

0.52%

premium

21 Buy

4 Hold

1 Sell

Strong Buy

premium

$63.84B

92.28%

ABNB

Airbnb

$139.67

$1.26

(0.89%)

After

0.2%

premium

7 Buy

21 Hold

6 Sell

Hold

premium

$89.35B

9.78%

Zscaler

$210.30

$0.12

(0.06%)

After

premium

21 Buy

10 Hold

0 Sell

Moderate Buy

premium

$32.28B

8.97%

ASML

ASML Holding

$671.97

$12.5

(1.83%)

After

0.1%

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$268.13B

-0.97%

AXON

Axon Enterprise

$632.16

$13.16

(2.13%)

After

0.03%

premium

10 Buy

1 Hold

0 Sell

Strong Buy

premium

$47.20B

170.99%

KNSL

Kinsale Capital Group

$512.04

$5.72

(1.13%)

After

premium

3 Buy

8 Hold

0 Sell

Moderate Buy

premium

$11.79B

38.01%

CRUS

Cirrus Logic

$107.41

$1.41

(1.3%)

After

0.38%

premium

3 Buy

4 Hold

0 Sell

Moderate Buy

premium

$5.78B

42.73%

Electronic Arts

$165.02

$0.88

(0.54%)

After

0.04%

premium

12 Buy

6 Hold

0 Sell

Moderate Buy

premium

$43.05B

20.16%

HQL < FUND >

Tekla Life Sciences Investors of Benef Interest

$13.92

$0.05

(0.36%)

premium

―

premium

$358.74M

17.46%

AMZN

Amazon

$207.86

$6.41

(3.18%)

After

0.17%

premium

44 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.12T

37.28%

QRVO

Qorvo

$68.15

$1.56

(2.24%)

After

premium

2 Buy

15 Hold

2 Sell

Hold

premium

$6.59B

-25.36%

CLF

Cleveland-Cliffs

$12.05

$0.44

(3.52%)

After

0.08%

premium

3 Buy

3 Hold

0 Sell

Moderate Buy

premium

$6.17B

-25.57%

ETSY

Etsy

$54.78

$0.9

(1.62%)

After

0.2%

premium

7 Buy

11 Hold

4 Sell

Hold

premium

$6.26B

-22.47%

DIS

Walt Disney

$115.45

$0.55

(0.47%)

After

premium

15 Buy

5 Hold

0 Sell

Strong Buy

premium

$210.07B

20.76%

LSCC

Lattice Semiconductor

$55.98

$1.5

(2.61%)

After

0.07%

premium

9 Buy

1 Hold

1 Sell

Moderate Buy

premium

$7.93B

-0.83%

AAPL

Apple

$235.06

$2.19

(0.94%)

After

0.24%

premium

24 Buy

8 Hold

2 Sell

Moderate Buy

premium

$3.52T

22.58%

NVDA

Nvidia

$136.92

$0.9

(0.66%)

After

0.35%

premium

40 Buy

4 Hold

0 Sell

Strong Buy

premium

$3.33T

184.70%

ILMN

Illumina

$142.95

$0.87

(0.6%)

After

0.01%

premium

10 Buy

6 Hold

1 Sell

Moderate Buy

premium

$22.81B

46.25%

SWKS

Skyworks Solutions

$86.28

$1.65

(1.88%)

After

0.83%

premium

5 Buy

12 Hold

3 Sell

Hold

premium

$14.06B

-7.34%

NXPI

NXP Semiconductors

$228.66

$5.19

(2.22%)

After

premium

15 Buy

5 Hold

1 Sell

Moderate Buy

premium

$59.43B

16.85%

BMY

Bristol-Myers Squibb

$58.74

$0.04

(0.07%)

After

0.02%

premium

6 Buy

9 Hold

2 Sell

Hold

premium

$119.22B

18.13%

MNKD

MannKind

$6.58

$0.14

(2.08%)

After

0.15%

premium

2 Buy

1 Hold

0 Sell

Moderate Buy

premium

$1.85B

85.63%

TMLCX < FUND >

SEI Institutional Managed Trust Tax-Managed Large Cap Fund Class F

$39.72

$0.3

(0.76%)

premium

212 Buy

41 Hold

2 Sell

Moderate Buy

premium

$4.30B

19.10%

TLT < ETF >

iShares 20+ Year Treasury Bond ETF

$92.37

$0.36

(0.39%)

After

0.16%

premium

―

premium

$57.33B

-1.00%

SGML

Sigma Lithium

$13.70

$0.55

(3.86%)

After

0.73%

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$1.57B

-51.69%

ABEV

Ambev SA

$2.19

$0.02

(0.92%)

After

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$34.07B

-21.09%

MNDY

Monday.com

$293.00

$3.1

(1.05%)

After

<0.01%

premium

16 Buy

4 Hold

0 Sell

Strong Buy

premium

$14.76B

69.15%

VGLT < ETF >

Vanguard Long-Term Treasury ETF

$58.12

$0.19

(0.33%)

After

0.36%

premium

―

premium

$12.73B

-0.03%

GCMG

GCM Grosvenor

$12.45

$0.1

(0.81%)

After

premium

1 Buy

3 Hold

0 Sell

Hold

premium

$2.34B

45.98%

DUOL

Duolingo

$353.53

$5.53

(1.59%)

After

premium

7 Buy

5 Hold

0 Sell

Moderate Buy

premium

$15.31B

57.14%

SCHW

Charles Schwab

$82.25

$0.48

(0.59%)

After

0.77%

premium

7 Buy

7 Hold

1 Sell

Moderate Buy

premium

$149.68B

44.91%

BYRN

Byrna Technologies

$20.02

$0.03

(0.15%)

After

2.5%

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$449.36M

262.79%

ENPH

Enphase Energy

$70.50

$1.41

(1.96%)

After

0.35%

premium

14 Buy

12 Hold

4 Sell

Moderate Buy

premium

$9.72B

-28.25%

KRE < ETF >

SPDR S&P Regional Banking ETF

$68.16

$0.74

(1.07%)

After

0.06%

premium

257 Buy

266 Hold

22 Sell

Hold

premium

$5.13B

53.65%

GPC

Genuine Parts Company

$127.90

$1.57

(1.21%)

After

premium

2 Buy

3 Hold

0 Sell

Moderate Buy

premium

$18.00B

-5.77%

TOST

Toast Inc

$43.21

$0.21

(0.49%)

After

0.23%

premium

9 Buy

9 Hold

1 Sell

Moderate Buy

premium

$24.42B

203.03%

RXRX

Recursion Pharmaceuticals

$5.89

$0.11

(1.83%)

After

0.17%

premium

2 Buy

5 Hold

0 Sell

Moderate Buy

premium

$2.33B

-12.54%

TFC

Truist Financial

$47.70

$0.4

(0.83%)

After

premium

4 Buy

6 Hold

0 Sell

Moderate Buy

premium

$63.85B

51.35%