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New Portfolio - New Portfolio

Nathaniel Cabot

New Portfolio
Individual Investor
Ranked #45,362 out of 770,014 TipRanks' Investors
Success Rate
73%
83 out of 114
profitable transactions
Average Return
19.53%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
7.95% SPY
6.44% BRK.B
6.17% NVDA
6.16% ADP
6.00% AAPL
67.28% Others
By Assets
80.23% Stocks
10.76% ETFs
8.02% Cash
0.99% Funds
0.00% Cryptocurrency
By Sector
27.16% Technology
17.23% Industrials
12.77% General
10.28% Financial
8.71% Healthcare
23.84% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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AAPL
Apple
$235.06
$2.19
(0.94%)
premium
24 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.52T
22.58%
AMD
Advanced Micro Devices
$137.72
$3.41
(2.42%)
premium
23 Buy
7 Hold
0 Sell
Strong Buy
premium
$229.03B
15.39%
AMZN
Amazon
$207.86
$6.41
(3.18%)
premium
45 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.12T
37.28%
GILD
Gilead Sciences
$91.35
$0.86
(0.95%)
premium
14 Buy
10 Hold
0 Sell
Moderate Buy
premium
$112.77B
20.04%
GLD
GLD
< ETF >
SPDR Gold Shares
$242.95
$0.47
(0.19%)
premium
premium
$75.22B
33.77%
NVDA
Nvidia
$136.92
$0.9
(0.66%)
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.33T
184.70%
ON
ON Semiconductor
$70.82
$1.57
(2.17%)
premium
16 Buy
4 Hold
1 Sell
Moderate Buy
premium
$30.82B
4.49%
SPY
SPY
< ETF >
SPDR S&P 500 ETF Trust
$600.65
$3.12
(0.52%)
premium
4K Buy
3K Hold
328 Sell
Moderate Buy
premium
$620.26B
31.03%
NFLX
Netflix
$872.60
$7.01
(0.81%)
premium
24 Buy
10 Hold
2 Sell
Moderate Buy
premium
$370.00B
80.50%
FHIFX
FHIFX
< FUND >
Fidelity Focused High Income Fund
$8.18
$0.02
(0.25%)
premium
premium
5.82%
BRK.B
Berkshire Hathaway B
$478.56
$1.13
(0.24%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.03T
31.64%
ALC
Alcon
$87.24
$1.07
(1.24%)
premium
14 Buy
3 Hold
0 Sell
Strong Buy
premium
$42.91B
17.21%
GPN
Global Payments
$117.46
$1.12
(0.94%)
premium
15 Buy
10 Hold
0 Sell
Moderate Buy
premium
$30.18B
5.28%
IQV
IQVIA Holdings
$201.23
$2.79
(1.37%)
premium
16 Buy
2 Hold
0 Sell
Strong Buy
premium
$37.03B
-3.77%
RTX
RTX
$120.61
$1.96
(1.65%)
premium
5 Buy
10 Hold
0 Sell
Moderate Buy
premium
$157.93B
48.35%
KMI
Kinder Morgan
$28.09
$0.24
(0.86%)
premium
6 Buy
6 Hold
0 Sell
Moderate Buy
premium
$61.87B
60.52%
QCOM
Qualcomm
$156.93
$1.89
(1.19%)
premium
11 Buy
9 Hold
1 Sell
Moderate Buy
premium
$176.45B
24.32%
LIN
Linde
$456.60
$0.91
(0.2%)
premium
9 Buy
4 Hold
1 Sell
Moderate Buy
premium
$216.98B
10.01%
CAT
Caterpillar
$407.83
$2.18
(0.54%)
premium
5 Buy
5 Hold
4 Sell
Hold
premium
$195.85B
63.99%
MSFT
Microsoft
$427.99
$9.2
(2.2%)
premium
26 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.11T
10.96%
ACN
Accenture
$363.18
$1.89
(0.52%)
premium
12 Buy
8 Hold
0 Sell
Moderate Buy
premium
$225.75B
8.16%
EXPD
Expeditors International
$121.65
$0.74
(0.6%)
premium
0 Buy
7 Hold
5 Sell
Moderate Sell
premium
$17.13B
3.61%
FI
Fiserv
$222.45
$0.69
(0.31%)
premium
19 Buy
5 Hold
0 Sell
Strong Buy
premium
$126.16B
76.28%
KO
Coca-Cola
$64.55
$0.17
(0.26%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$277.34B
9.92%
JNJ
Johnson & Johnson
$154.52
$0.02
(0.01%)
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$375.06B
2.15%
MRK
Merck & Company
$101.62
$0.46
(0.45%)
premium
16 Buy
5 Hold
0 Sell
Strong Buy
premium
$255.90B
-0.70%
TJX
TJX Companies
$126.20
$1.41
(1.13%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$140.75B
38.70%
FAST
Fastenal Company
$84.10
$0.35
(0.42%)
premium
2 Buy
7 Hold
0 Sell
Hold
premium
$47.98B
37.39%
PG
Procter & Gamble
$179.31
$1.92
(1.08%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$417.76B
17.18%
PEP
PepsiCo
$162.16
$0.89
(0.55%)
premium
6 Buy
9 Hold
0 Sell
Moderate Buy
premium
$223.70B
-3.73%
MA
Mastercard
$528.48
$1.88
(0.36%)
premium
21 Buy
4 Hold
0 Sell
Strong Buy
premium
$483.33B
27.66%
GOOG
Alphabet Class C
$170.62
$1.19
(0.7%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.06T
22.58%
NVO
Novo Nordisk
$106.13
$1.57
(1.5%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$463.25B
-0.84%
ADP
Automatic Data Processing
$307.97
$3.305
(1.08%)
premium
2 Buy
8 Hold
0 Sell
Hold
premium
$124.14B
32.08%
UBER
Uber Technologies
$71.56
$1.86
(2.53%)
premium
34 Buy
2 Hold
0 Sell
Strong Buy
premium
$154.60B
32.72%
LMNR
Limoneira Co
$27.90
$0.57
(2.09%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$493.36M
76.89%
FDX
FedEx
$302.98
$2.17
(0.71%)
premium
15 Buy
7 Hold
1 Sell
Moderate Buy
premium
$74.56B
18.45%
PEG
Public Service Enterprise
$94.51
$1.49
(1.6%)
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
$46.34B
42.91%
SYM
Symbotic
$37.41
$0.06
(0.16%)
premium
11 Buy
2 Hold
1 Sell
Moderate Buy
premium
$21.96B
-27.14%
ADBE
Adobe
$525.30
$6.57
(1.27%)
premium
23 Buy
5 Hold
2 Sell
Moderate Buy
premium
$228.34B
-16.26%
SBUX
Starbucks
$100.68
$1.16
(1.14%)
premium
15 Buy
6 Hold
4 Sell
Moderate Buy
premium
$115.47B
-0.91%
CSCO
Cisco Systems
$59.59
$0.85
(1.45%)
premium
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
$233.95B
21.46%
FNILX
FNILX
< FUND >
Fidelity ZERO Large Cap Index Fund
$21.51
$0.07
(0.33%)
premium
414 Buy
94 Hold
4 Sell
Moderate Buy
premium
32.37%
CRM
Salesforce
$343.18
$4.07
(1.2%)
premium
34 Buy
8 Hold
1 Sell
Strong Buy
premium
$324.19B
51.13%
OSCR
Oscar Health
$16.28
$0.57
(3.38%)
premium
3 Buy
1 Hold
1 Sell
Moderate Buy
premium
$4.17B
96.39%
AVGO
Broadcom
$164.74
$0.08
(0.05%)
premium
22 Buy
3 Hold
0 Sell
Strong Buy
premium
$769.80B
68.38%
SMCI
Super Micro Computer
$34.43
$3.98
(10.36%)
premium
2 Buy
6 Hold
2 Sell
Hold
premium
$22.49B
34.46%
HOOD
Robinhood Markets
$36.42
$1.43
(3.78%)
premium
11 Buy
5 Hold
1 Sell
Moderate Buy
premium
$33.46B
356.57%
LDOS
Leidos Holdings
$166.11
$2.51
(1.53%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$21.83B
53.24%
CI
Cigna
$335.00
$1.99
(0.6%)
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
$92.63B
15.69%
FIX
Comfort Systems
$504.12
$9.04
(1.83%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$17.62B
149.01%
SOUN
SoundHound AI, Inc Class A
$7.61
$0.42
(5.23%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$2.97B
271.76%
TSM
Taiwan Semiconductor Manufacturing
$183.84
$1.24
(0.67%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$821.92B
89.19%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$509.31
$2.72
(0.54%)
premium
1K Buy
628 Hold
73 Sell
Moderate Buy
premium
$310.27B
29.97%
VTI
VTI
< ETF >
Vanguard Total Stock Market ETF
$299.05
$1.09
(0.37%)
premium
13K Buy
8K Hold
963 Sell
Moderate Buy
premium
$460.11B
31.73%
APP
AppLovin
$329.77
$10.18
(3.19%)
premium
14 Buy
4 Hold
1 Sell
Moderate Buy
premium
$107.25B
709.29%