BROKERAGE - New Portfolio

Bill T

BROKERAGE
Individual Investor
Ranked #117,709 out of 757,311 TipRanks' Investors
Success Rate
58%
881 out of 1519
profitable transactions
Average Return
16.26%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
22.44% TLT
22.17% TMLCX
10.08% MNKD
5.32% VGLT
1.72% NVDA
38.27% Others
By Assets
47.36% Stocks
29.06% ETFs
22.56% Funds
1.01% Cash
0.00% Cryptocurrency
By Sector
52.15% General
20.51% Technology
14.56% Healthcare
4.33% Consumer Cyclical
3.86% Communication Services
4.59% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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CDRE
Cadre Holdings
$37.36
$0.86
(2.36%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.48B
41.14%
XPOF
Xponential Fitness
$13.44
$0.28
(2.13%)
premium
5 Buy
3 Hold
0 Sell
Moderate Buy
premium
$633.00M
-24.02%
VLN
Valens
$2.19
$0.03
(1.39%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$227.26M
-13.94%
ASPN
Aspen Aerogels
$28.76
$3.88
(15.59%)
premium
10 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.92B
275.83%
AMSC
American Superconductor
$21.90
$1.175
(5.67%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$793.68M
170.56%
RDFN
Redfin
$13.25
$0.65
(4.68%)
premium
1 Buy
8 Hold
1 Sell
Hold
premium
$1.69B
69.51%
KOSS
Koss
$6.79
$0.14
(2.11%)
premium
premium
$61.84M
112.80%
ALGN
Align Tech
$257.17
$4.16
(1.64%)
premium
5 Buy
2 Hold
0 Sell
Moderate Buy
premium
$18.90B
-20.44%
SFIX
Stitch Fix
$4.18
$0.04
(0.97%)
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$506.49M
21.05%
OKTA
Okta
$75.02
$1.13
(1.53%)
premium
10 Buy
16 Hold
1 Sell
Moderate Buy
premium
$12.55B
-9.93%
DOCU
DocuSign
$57.91
$1.27
(2.24%)
premium
2 Buy
9 Hold
1 Sell
Hold
premium
$11.50B
29.64%
ESTC
Elastic
$76.30
$1.38
(1.84%)
premium
14 Buy
9 Hold
0 Sell
Moderate Buy
premium
$7.70B
-2.76%
FTCHQ
Farfetch
<$0.01
>$0.001
(90%)
premium
premium
$3.96K
-99.55%
PAYC
Paycom
$172.93
$1.99
(1.16%)
premium
0 Buy
11 Hold
0 Sell
Hold
premium
$9.82B
-38.27%
TSM
Taiwan Semiconductor Manufacturing
$176.22
$8.94
(5.34%)
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$761.38B
89.72%
TMDX
TransMedics Group
$165.98
$10.02
(6.42%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$5.20B
166.46%
CHWY
Chewy
$31.10
$0.2
(0.65%)
premium
12 Buy
9 Hold
1 Sell
Moderate Buy
premium
$12.93B
58.87%
LMND
Lemonade
$18.42
$0.2
(1.1%)
premium
1 Buy
3 Hold
1 Sell
Hold
premium
$1.29B
44.15%
JD
JD
$28.74
$1.82
(6.76%)
premium
9 Buy
3 Hold
0 Sell
Strong Buy
premium
$42.02B
-12.14%
APPN
Appian
$33.75
$0.6
(1.81%)
premium
2 Buy
5 Hold
1 Sell
Hold
premium
$2.40B
-26.92%
CPNG
Coupang
$24.20
$0.02
(0.08%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$43.37B
35.77%
VRTX
Vertex Pharmaceuticals
$477.90
$3.74
(0.79%)
premium
14 Buy
6 Hold
2 Sell
Moderate Buy
premium
$122.38B
32.35%
CELH
Celsius Holdings
$34.07
$0.21
(0.61%)
premium
11 Buy
2 Hold
1 Sell
Moderate Buy
premium
$7.99B
-48.03%
U
Unity Software
$20.29
$0.07
(0.35%)
premium
7 Buy
7 Hold
2 Sell
Moderate Buy
premium
$8.02B
-40.46%
TWLO
Twilio
$62.63
$2.13
(3.52%)
premium
8 Buy
9 Hold
1 Sell
Moderate Buy
premium
$9.72B
-0.26%
MRNA
Moderna
$68.02
$1.84
(2.63%)
premium
7 Buy
10 Hold
2 Sell
Moderate Buy
premium
$26.85B
-34.55%
CCI
Crown Castle
$115.17
$2.61
(2.22%)
premium
2 Buy
10 Hold
0 Sell
Hold
premium
$51.18B
21.46%
PYPL
PayPal Holdings
$77.57
$4.45
(6.09%)
premium
18 Buy
15 Hold
0 Sell
Moderate Buy
premium
$74.75B
17.57%
GOOG
Alphabet Class C
$163.24
$2.43
(1.51%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$1.97T
15.83%
TDOC
Teladoc
$9.18
$0.09
(0.99%)
premium
5 Buy
13 Hold
0 Sell
Moderate Buy
premium
$1.56B
-56.19%
ADBE
Adobe
$526.44
$18.31
(3.6%)
premium
23 Buy
5 Hold
2 Sell
Moderate Buy
premium
$225.30B
-6.19%
ISRG
Intuitive Surgical
$490.01
$7.92
(1.64%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$171.31B
60.88%
NOW
ServiceNow
$919.25
$28.86
(3.24%)
premium
27 Buy
1 Hold
1 Sell
Strong Buy
premium
$183.42B
55.57%
VEEV
Veeva Systems
$214.39
$1.09
(0.51%)
premium
16 Buy
7 Hold
1 Sell
Moderate Buy
premium
$34.89B
2.85%
RBLX
Roblox
$46.30
$1.02
(2.25%)
premium
13 Buy
8 Hold
1 Sell
Moderate Buy
premium
$29.31B
67.95%
ACN
Accenture
$335.24
$0.94
(0.28%)
premium
9 Buy
9 Hold
0 Sell
Moderate Buy
premium
$210.58B
5.94%
FLGT
Fulgent Genetics
$22.89
$0.02
(0.09%)
premium
premium
$694.10M
-19.67%
DBA
DBA
< ETF >
Invesco DB Agriculture Fund
$25.63
$0.01
(0.04%)
premium
premium
$706.33M
15.13%
FVRR
Fiverr International
$25.85
$0.56
(2.21%)
premium
5 Buy
4 Hold
0 Sell
Moderate Buy
premium
$892.38M
-3.25%
AFRM
Affirm Holdings
$44.98
$0.7
(1.58%)
premium
5 Buy
6 Hold
2 Sell
Hold
premium
$13.78B
86.44%
DBC
DBC
< ETF >
Invesco DB Commodity Index Tracking Fund
$22.22
$0.39
(1.79%)
premium
premium
$1.40B
-14.53%
WIX
Wix
$161.10
$1.56
(0.98%)
premium
15 Buy
3 Hold
0 Sell
Strong Buy
premium
$8.88B
69.29%
NET
Cloudflare
$82.83
$4.74
(6.07%)
premium
11 Buy
9 Hold
1 Sell
Moderate Buy
premium
$26.68B
29.78%
TTWO
Take-Two
$153.66
$0.33
(0.22%)
premium
18 Buy
0 Hold
0 Sell
Strong Buy
premium
$26.88B
6.54%
PINS
Pinterest
$30.52
$0.63
(2.11%)
premium
17 Buy
8 Hold
0 Sell
Moderate Buy
premium
$20.51B
14.04%
PUBM
PubMatic
$14.68
$0.1
(0.69%)
premium
5 Buy
5 Hold
0 Sell
Moderate Buy
premium
$723.06M
19.41%
NFLX
Netflix
$704.32
$13.85
(2.01%)
premium
25 Buy
12 Hold
1 Sell
Moderate Buy
premium
$296.33B
74.27%
WDAY
Workday
$247.43
$1.04
(0.42%)
premium
22 Buy
7 Hold
1 Sell
Moderate Buy
premium
$66.09B
2.21%
TEAM
Atlassian
$163.10
$3.26
(2.04%)
premium
13 Buy
7 Hold
0 Sell
Moderate Buy
premium
$41.56B
-22.17%
SQ
Block
$68.64
$1.9
(2.85%)
premium
21 Buy
4 Hold
1 Sell
Strong Buy
premium
$41.09B
34.02%
DOCN
DigitalOcean Holdings
$42.23
$1.45
(3.56%)
premium
4 Buy
6 Hold
1 Sell
Moderate Buy
premium
$3.75B
70.70%
CGNX
Cognex
$39.83
$1.35
(3.51%)
premium
4 Buy
4 Hold
1 Sell
Moderate Buy
premium
$6.60B
-12.46%
BOC
Boston Omaha
$14.88
$0.06
(0.4%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$466.23M
-12.00%
NVCR
NovoCure
$17.84
$0.23
(1.31%)
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
$1.91B
-3.14%
HUBS
HubSpot
$530.11
$26.35
(5.23%)
premium
21 Buy
4 Hold
0 Sell
Strong Buy
premium
$25.87B
-1.70%
SNOW
Snowflake
$114.02
$3.24
(2.92%)
premium
23 Buy
10 Hold
0 Sell
Moderate Buy
premium
$37.13B
-30.65%
MELI
Mercadolibre
$2109.40
$6.76
(0.32%)
premium
12 Buy
0 Hold
0 Sell
Strong Buy
premium
$106.60B
56.60%
ADSK
Autodesk
$269.76
$5.55
(2.1%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$56.81B
24.59%
ANET
Arista Networks
$379.32
$17.61
(4.87%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$113.63B
95.70%
XBI
XBI
< ETF >
SPDR S&P BIOTECH ETF
$102.43
$1.62
(1.61%)
premium
1K Buy
229 Hold
24 Sell
Moderate Buy
premium
$7.67B
32.66%
LULU
Lululemon Athletica
$270.76
$0.56
(0.21%)
premium
13 Buy
8 Hold
1 Sell
Moderate Buy
premium
$34.56B
-29.72%
CRWD
CrowdStrike Holdings
$277.38
$10.26
(3.84%)
premium
35 Buy
5 Hold
1 Sell
Strong Buy
premium
$65.48B
61.40%
DDOG
Datadog
$115.52
$2.34
(2.07%)
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$38.16B
21.84%
SHOP
Shopify
$78.68
$3.46
(4.6%)
premium
23 Buy
11 Hold
0 Sell
Moderate Buy
premium
$97.03B
28.95%
TTD
Trade Desk
$110.14
$2.12
(1.96%)
premium
20 Buy
2 Hold
1 Sell
Strong Buy
premium
$52.84B
36.63%
ABNB
Airbnb
$128.75
$6.33
(5.17%)
premium
8 Buy
22 Hold
6 Sell
Hold
premium
$78.68B
-13.70%
ZS
Zscaler
$172.58
$4.06
(2.41%)
premium
22 Buy
10 Hold
0 Sell
Moderate Buy
premium
$25.70B
8.69%
ASML
ASML Holding
$828.16
$40.32
(5.12%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$311.79B
32.68%
AXON
Axon Enterprise
$389.74
$6.73
(1.76%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$28.95B
87.93%
KNSL
Kinsale Capital Group
$453.81
$0.53
(0.12%)
premium
1 Buy
9 Hold
0 Sell
Hold
premium
$10.56B
7.73%
CRUS
Cirrus Logic
$125.12
$2.28
(1.86%)
premium
5 Buy
3 Hold
0 Sell
Moderate Buy
premium
$6.56B
67.27%
EA
Electronic Arts
$140.74
$0.29
(0.21%)
premium
11 Buy
7 Hold
0 Sell
Moderate Buy
premium
$37.11B
16.07%
HQL
HQL
< FUND >
Tekla Life Sciences Investors of Benef Interest
$15.54
$0.18
(1.17%)
premium
premium
$394.44M
21.52%
AMZN
Amazon
$189.87
$3.44
(1.85%)
premium
42 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.96T
35.46%
QRVO
Qorvo
$103.17
$3.37
(3.38%)
premium
4 Buy
7 Hold
1 Sell
Hold
premium
$9.47B
4.34%
CLF
Cleveland-Cliffs
$12.03
$0.49
(4.25%)
premium
2 Buy
4 Hold
1 Sell
Hold
premium
$5.40B
-19.53%
ETSY
Etsy
$54.07
$0.07
(0.13%)
premium
4 Buy
11 Hold
4 Sell
Hold
premium
$6.20B
-17.86%
DIS
Walt Disney
$93.45
$0.13
(0.14%)
premium
18 Buy
4 Hold
0 Sell
Strong Buy
premium
$169.72B
14.21%
LSCC
Lattice Semiconductor
$54.26
$2.19
(4.21%)
premium
9 Buy
1 Hold
1 Sell
Moderate Buy
premium
$7.17B
-39.56%
AAPL
Apple
$228.87
$8.18
(3.71%)
premium
24 Buy
8 Hold
1 Sell
Moderate Buy
premium
$3.36T
23.24%
NVDA
Nvidia
$117.87
$4.5
(3.97%)
premium
39 Buy
3 Hold
0 Sell
Strong Buy
premium
$2.78T
160.50%
ILMN
Illumina
$134.39
$3.42
(2.61%)
premium
11 Buy
6 Hold
1 Sell
Moderate Buy
premium
$20.86B
-6.80%
SWKS
Skyworks Solutions
$99.46
$3.23
(3.36%)
premium
4 Buy
11 Hold
1 Sell
Hold
premium
$15.37B
-1.63%
NXPI
NXP Semiconductors
$238.72
$7.21
(3.11%)
premium
9 Buy
6 Hold
1 Sell
Moderate Buy
premium
$58.97B
16.25%
BMY
Bristol-Myers Squibb
$49.02
$0.72
(1.45%)
premium
2 Buy
8 Hold
3 Sell
Hold
premium
$100.84B
-15.16%
MNKD
MannKind
$6.70
$0.04
(0.6%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.83B
57.07%
VTI
VTI
< ETF >
Vanguard Total Stock Market ETF
$282.05
$4.7
(1.69%)
premium
12K Buy
8K Hold
924 Sell
Moderate Buy
premium
$431.52B
25.79%
TMLCX
TMLCX
< FUND >
SEI Institutional Managed Trust Tax-Managed Large Cap Fund Class F
$37.99
$0.09
(0.24%)
premium
207 Buy
45 Hold
3 Sell
Moderate Buy
premium
$4.11B
16.43%
TLT
TLT
< ETF >
iShares 20+ Year Treasury Bond ETF
$99.26
$0.33
(0.33%)
premium
premium
$64.52B
7.32%
SGML
Sigma Lithium
$11.34
$0.27
(2.44%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.23B
-71.21%
ABEV
Ambev SA
$2.39
$0
(0%)
premium
3 Buy
1 Hold
1 Sell
Moderate Buy
premium
$37.43B
-12.45%
MNDY
Monday.com
$274.33
$13.16
(5.04%)
premium
15 Buy
3 Hold
0 Sell
Strong Buy
premium
$13.02B
63.15%
VGLT
VGLT
< ETF >
Vanguard Long-Term Treasury ETF
$62.11
$0.17
(0.27%)
premium
premium
$15.13B
7.60%
GCMG
GCM Grosvenor
$11.36
$0.11
(0.98%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$2.12B
42.23%
DUOL
Duolingo
$264.00
$13.77
(5.5%)
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$10.90B
54.13%
SCHW
Charles Schwab
$64.76
$1.2
(1.89%)
premium
8 Buy
7 Hold
1 Sell
Moderate Buy
premium
$116.27B
10.10%
BYRN
Byrna Technologies
$15.07
$1.55
(9.33%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$378.55M
421.00%
ENPH
Enphase Energy
$117.36
$2.38
(1.99%)
premium
15 Buy
8 Hold
3 Sell
Moderate Buy
premium
$16.22B
-1.92%
KRE
KRE
< ETF >
SPDR S&P Regional Banking ETF
$58.88
$1.62
(2.83%)
premium
265 Buy
355 Hold
29 Sell
Hold
premium
$3.07B
35.02%
GPC
Genuine Parts Company
$139.14
$1.05
(0.76%)
premium
2 Buy
4 Hold
0 Sell
Moderate Buy
premium
$19.24B
-7.03%