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FY 20427 Equities Trust - New Portfolio

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FY 20427 Equities Trust
Individual Investor
Ranked #53,132 out of 783,334 TipRanks' Investors
Success Rate
69%
57 out of 83
profitable transactions
Average Return
30.35%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
8.50% MSFT
8.31% RTX
6.45% SHEL
6.29% IGPT
5.84% PG
64.61% Others
By Assets
88.50% Stocks
11.50% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
19.75% Technology
16.25% General
12.93% Industrials
12.13% Financial
9.82% Consumer Cyclical
29.12% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
38nehu9476l
38nehu9476l
38nehu9476l
premium
38nehu9476l
premium
38nehu9476l
38nehu9476l
38nehu9476l
3xhzr2
3xhzr2
3xhzr2
premium
3xhzr2
premium
3xhzr2
3xhzr2
3xhzr2
psf3mkqwz3
psf3mkqwz3
psf3mkqwz3
premium
psf3mkqwz3
premium
psf3mkqwz3
psf3mkqwz3
psf3mkqwz3
bres0erhb66
bres0erhb66
bres0erhb66
premium
bres0erhb66
premium
bres0erhb66
bres0erhb66
bres0erhb66
vk9pepfck4
vk9pepfck4
vk9pepfck4
premium
vk9pepfck4
premium
vk9pepfck4
vk9pepfck4
vk9pepfck4
m5g41ow5a
m5g41ow5a
m5g41ow5a
premium
m5g41ow5a
premium
m5g41ow5a
m5g41ow5a
m5g41ow5a
ll9hsen07x
ll9hsen07x
ll9hsen07x
premium
ll9hsen07x
premium
ll9hsen07x
ll9hsen07x
ll9hsen07x
j6pfszav1lg
j6pfszav1lg
j6pfszav1lg
premium
j6pfszav1lg
premium
j6pfszav1lg
j6pfszav1lg
j6pfszav1lg
tbqcpccwf5k
tbqcpccwf5k
tbqcpccwf5k
premium
tbqcpccwf5k
premium
tbqcpccwf5k
tbqcpccwf5k
tbqcpccwf5k
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x2dxs0
premium
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premium
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KVUE
Kenvue, Inc.
$21.72
$0.41
(1.92%)
After
0.32%
premium
4 Buy
5 Hold
0 Sell
Moderate Buy
premium
$40.95B
2.11%
HLN
Haleon PLC Sponsored ADR
$9.57
$0.04
(0.42%)
After
1.57%
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$42.57B
15.79%
GOOGL
Alphabet Class A
$200.87
$5.46
(2.79%)
After
0.31%
premium
22 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.40T
29.02%
SHEL
Shell
$66.65
$1.87
(2.89%)
After
0.23%
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$194.78B
1.39%
PG
Procter & Gamble
$167.41
$1.18
(0.71%)
After
0.05%
premium
12 Buy
8 Hold
0 Sell
Moderate Buy
premium
$389.69B
5.55%
NEE
NextEra Energy
$71.30
$0.41
(0.58%)
After
0.28%
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$145.06B
19.59%
MSFT
Microsoft
$414.99
$27.34
(6.18%)
After
0.82%
premium
28 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.32T
8.26%
RTX
RTX
$128.98
$3.85
(3.08%)
After
0.14%
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
$170.84B
38.11%
INCO
INCO
< ETF >
Columbia India Consumer ETF
$61.41
$0.23
(0.38%)
After
4.54%
premium
premium
$334.01M
3.08%
SMIN
SMIN
< ETF >
iShares MSCI India Small Cap ETF
$69.65
$0.25
(0.36%)
After
0.22%
premium
premium
$747.39M
-3.72%
ONON
On Holding AG
$63.62
$0.58
(0.92%)
After
3.4%
premium
19 Buy
1 Hold
0 Sell
Strong Buy
premium
$19.90B
129.24%
HSBC
HSBC Holdings
$52.67
$0.51
(0.98%)
After
0.28%
premium
premium
$183.22B
30.86%
GE
GE Aerospace
$205.57
$6.47
(3.25%)
After
0.11%
premium
12 Buy
1 Hold
0 Sell
Strong Buy
premium
$210.43B
48.66%
TBBB
BBB Foods, Inc. Class A
$30.33
$0.97
(3.1%)
After
0%
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$3.39B
GEV
GE Vernova Inc.
$382.94
$29.69
(8.4%)
After
1.3%
premium
17 Buy
3 Hold
0 Sell
Strong Buy
premium
$97.89B
BLK
BlackRock
$1071.52
$18.91
(1.8%)
After
0%
premium
13 Buy
2 Hold
0 Sell
Strong Buy
premium
$162.81B
34.65%
KMPR
Kemper
$68.09
$1.19
(1.78%)
After
1.41%
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$4.27B
9.58%
CRWD
CrowdStrike Holdings
$396.87
$0.2
(0.05%)
After
0.09%
premium
29 Buy
4 Hold
0 Sell
Strong Buy
premium
$100.66B
31.76%
AMZN
Amazon
$234.64
$2.43
(1.03%)
After
0.3%
premium
49 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.50T
49.10%
IGPT
IGPT
< ETF >
Invesco AI and Next Gen Software ETF
$47.67
$0.63
(1.34%)
After
3.67%
premium
707 Buy
297 Hold
45 Sell
Moderate Buy
premium
$425.06M
14.01%
CVNA
Carvana Co
$243.94
$1.52
(0.62%)
After
0.6%
premium
8 Buy
7 Hold
0 Sell
Moderate Buy
premium
$50.84B
456.09%
ET
Energy Transfer
$21.08
$0.55
(2.68%)
After
0.24%
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$69.68B
41.00%
OPRA
Opera
$18.81
$0.32
(1.73%)
After
0.64%
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$3.22B
64.94%
MRVL
Marvell
$110.33
$3.54
(3.31%)
After
0.06%
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$89.89B
55.15%
EOSE
Eos Energy Enterprises
$5.81
$0.37
(6.8%)
After
1.38%
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
$1.24B
398.25%
ARCC
Ares Capital
$23.42
$0.24
(1.04%)
After
0.11%
premium
7 Buy
2 Hold
0 Sell
Strong Buy
premium
$15.21B
12.47%