Designated Beneficiary IN - New Portfolio

Peter Vitale

Designated Beneficiary IN
Individual Investor
Ranked #53,048 out of 766,394 TipRanks' Investors
Success Rate
64%
132 out of 205
profitable transactions
Average Return
33.52%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
21.87% TSLA
7.70% MSFT
6.90% GOOG
5.54% META
4.92% AAPL
53.07% Others
By Assets
85.78% Stocks
8.61% ETFs
3.57% Funds
2.04% Cash
0.00% Cryptocurrency
By Sector
31.02% Consumer Cyclical
25.01% Technology
16.90% Communication Services
12.43% General
7.42% Financial
7.21% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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HMBL
HUMBL
<$0.01
>$0.001
(33.33%)
premium
premium
$5.68M
0.00%
KRBP
Kiromic Biopharma
$0.97
$0.06
(6.59%)
premium
premium
$1.41M
133.33%
NBRVF
Nabriva Therapeutics
<$0.01
>$0.001
(50%)
premium
premium
$646.00
-48.00%
AMC
AMC Entertainment
$4.56
$0.07
(1.56%)
After
0.22%
premium
0 Buy
4 Hold
2 Sell
Moderate Sell
premium
$1.69B
-43.95%
CDLX
Cardlytics
$4.23
$0.32
(7.03%)
After
2.84%
premium
0 Buy
5 Hold
1 Sell
Hold
premium
$231.24M
-25.53%
PM
Philip Morris
$124.22
$0.73
(0.58%)
After
0.24%
premium
7 Buy
0 Hold
1 Sell
Strong Buy
premium
$194.28B
39.30%
COMM
CommScope Holding
$4.68
$0.065
(1.37%)
After
3.21%
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$1.02B
225.00%
LVLU
Lulu's Fashion Lounge Holdings
$1.70
$0.16
(10.39%)
After
2.35%
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$64.33M
-24.14%
FUBO
fuboTV
$1.52
$0.04
(2.7%)
After
0.66%
premium
2 Buy
5 Hold
1 Sell
Hold
premium
$494.46M
-42.19%
REIT
REIT
< ETF >
ALPS Active REIT ETF
$28.58
$0.38
(1.31%)
After
0%
premium
175 Buy
132 Hold
7 Sell
Moderate Buy
premium
$39.07M
30.74%
LMND
Lemonade
$32.27
$1.97
(5.75%)
After
0.15%
premium
1 Buy
3 Hold
3 Sell
Moderate Sell
premium
$2.44B
140.79%
GNK
Genco Shipping
$17.64
$0.16
(0.9%)
After
0%
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$761.09M
32.05%
LAAC
Lithium Americas (Argentina) Corp.
$3.21
$0.21
(6.14%)
After
0%
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$555.38M
0.00%
LAZR
Luminar Technologies
$1.13
$0.11
(10.78%)
After
4.42%
premium
2 Buy
3 Hold
0 Sell
Moderate Buy
premium
$516.32M
-67.92%
PSFE
Paysafe
$25.47
$0.25
(0.97%)
After
0.98%
premium
1 Buy
2 Hold
2 Sell
Hold
premium
$1.56B
144.95%
CVNA
Carvana Co
$246.75
$3.31
(1.32%)
After
0.3%
premium
7 Buy
10 Hold
0 Sell
Moderate Buy
premium
$51.92B
756.66%
LAC
Lithium Americas Corp.
$4.09
$0.14
(3.31%)
After
0.24%
premium
5 Buy
3 Hold
0 Sell
Moderate Buy
premium
$918.36M
-42.60%
NIO
Nio
$4.58
$0.48
(9.49%)
After
0.44%
premium
9 Buy
4 Hold
1 Sell
Moderate Buy
premium
$10.86B
-30.11%
SPHR
Sphere Entertainment
$40.96
$3.07
(6.97%)
After
0.17%
premium
5 Buy
3 Hold
1 Sell
Moderate Buy
premium
$1.58B
22.48%
RBLX
Roblox
$54.38
$0.18
(0.33%)
After
0.07%
premium
16 Buy
6 Hold
1 Sell
Moderate Buy
premium
$35.80B
42.01%
BBY
Best Buy Co
$90.20
$0.91
(1.02%)
After
0%
premium
9 Buy
7 Hold
1 Sell
Moderate Buy
premium
$19.17B
39.25%
PTON
Peloton Interactive
$8.31
$0.27
(3.15%)
After
0%
premium
3 Buy
15 Hold
0 Sell
Hold
premium
$3.27B
89.40%
RIVN
Rivian Automotive
$10.58
$0.46
(4.17%)
After
10.3%
premium
9 Buy
11 Hold
1 Sell
Moderate Buy
premium
$11.27B
-28.31%
QYLD
QYLD
< ETF >
Global X NASDAQ 100 Covered Call ETF
$18.55
$0.01
(0.05%)
After
>0.01%
premium
1K Buy
625 Hold
71 Sell
Moderate Buy
premium
$8.35B
8.80%
TMUS
T Mobile US
$239.00
$0.68
(0.29%)
After
0.52%
premium
16 Buy
2 Hold
0 Sell
Strong Buy
premium
$276.57B
61.45%
QQQX
QQQX
< FUND >
Nuveen NASDAQ 100 Dynamic Overwrite Fund
$26.26
$0.04
(0.15%)
After
0.5%
premium
118 Buy
37 Hold
1 Sell
Moderate Buy
premium
$1.27B
18.90%
TDOC
Teladoc
$9.70
$0.11
(1.12%)
After
0%
premium
5 Buy
13 Hold
0 Sell
Moderate Buy
premium
$1.69B
-38.50%
M
Macy's
$15.08
$0.26
(1.69%)
After
0.13%
premium
2 Buy
7 Hold
0 Sell
Hold
premium
$4.25B
39.84%
RMBL
RumbleON
$4.96
$0.72
(12.68%)
After
1.41%
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$200.70M
-0.35%
BA
Boeing
$145.17
$3.79
(2.54%)
After
0.23%
premium
15 Buy
6 Hold
2 Sell
Moderate Buy
premium
$111.36B
-24.25%
SAVE
Spirit Airlines
$3.22
$0.18
(5.29%)
After
62.42%
premium
0 Buy
1 Hold
4 Sell
Strong Sell
premium
$372.36M
-61.27%
KSS
Kohl's
$18.26
$0.43
(2.3%)
After
0.22%
premium
1 Buy
4 Hold
4 Sell
Moderate Sell
premium
$2.08B
-14.15%
FKRCX
FKRCX
< FUND >
Franklin Gold and Precious Metals Fund Class A
$21.14
$0.98
(4.43%)
premium
86 Buy
86 Hold
0 Sell
Moderate Buy
premium
$832.26M
44.70%
JPM
JPMorgan Chase & Co.
$239.56
$0.27
(0.11%)
After
0.03%
premium
12 Buy
5 Hold
1 Sell
Moderate Buy
premium
$673.68B
63.41%
CSX
CSX
$36.13
$0.39
(1.07%)
After
0.11%
premium
14 Buy
7 Hold
0 Sell
Moderate Buy
premium
$70.43B
18.96%
VNQ
VNQ
< ETF >
Vanguard Real Estate ETF
$94.08
$1.32
(1.38%)
After
0.26%
premium
506 Buy
490 Hold
51 Sell
Moderate Buy
premium
$36.79B
27.91%
SHY
SHY
< ETF >
iShares 1-3 Year Treasury Bond ETF
$81.93
$0.08
(0.1%)
After
0.01%
premium
premium
$23.07B
1.28%
WBD
Warner Bros
$9.22
$0.11
(1.18%)
After
1.19%
premium
7 Buy
9 Hold
0 Sell
Moderate Buy
premium
$22.89B
-7.90%
WTRG
Essential Utilities
$39.05
$0.405
(1.03%)
After
0.97%
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$10.92B
18.15%
VHT
VHT
< ETF >
Vanguard Health Care ETF
$272.15
$4.01
(1.45%)
After
0.18%
premium
2K Buy
894 Hold
89 Sell
Moderate Buy
premium
$18.07B
20.75%
C
Citigroup
$69.02
$0.78
(1.12%)
After
0.07%
premium
11 Buy
7 Hold
0 Sell
Moderate Buy
premium
$132.01B
65.87%
JXN
Jackson Financial Incorporation
$109.96
$3.33
(2.94%)
After
0.9%
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$8.37B
157.95%
NVEI
Nuvei Corp
$33.57
$0
(0%)
After
1.01%
premium
premium
$4.75B
80.87%
PFE
Pfizer
$26.19
$0.05
(0.19%)
After
0.21%
premium
6 Buy
13 Hold
0 Sell
Moderate Buy
premium
$148.70B
-10.99%
NVO
Novo Nordisk
$107.06
$2.03
(1.86%)
After
0.38%
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$489.90B
7.81%
SPYG
SPYG
< ETF >
SPDR Portfolio S&P 500 Growth ETF
$87.50
$0.02
(0.02%)
After
0.22%
premium
2K Buy
1K Hold
155 Sell
Moderate Buy
premium
$32.51B
42.93%
BAC
Bank of America
$45.86
$0.22
(0.48%)
After
0.02%
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$353.57B
66.47%
PYPL
PayPal Holdings
$86.40
$0.54
(0.62%)
After
0.17%
premium
12 Buy
17 Hold
0 Sell
Moderate Buy
premium
$87.16B
58.74%
NEO
NeoGenomics
$16.33
$0.02
(0.12%)
After
0%
premium
6 Buy
2 Hold
0 Sell
Strong Buy
premium
$2.10B
3.74%
PP
PP
< ETF >
Meet Kevin Pricing Power ETF
$26.54
$0.32
(1.19%)
After
0.38%
premium
premium
$37.18M
22.06%
NEE
NextEra Energy
$74.26
$1.65
(2.17%)
After
0.01%
premium
9 Buy
4 Hold
1 Sell
Moderate Buy
premium
$156.10B
37.67%
PENN
Penn National Gaming
$21.54
$1.08
(5.28%)
After
0.37%
premium
8 Buy
7 Hold
0 Sell
Moderate Buy
premium
$3.12B
-13.63%
ABNB
Airbnb
$133.20
$4.2
(3.06%)
After
0.32%
premium
7 Buy
20 Hold
6 Sell
Hold
premium
$87.12B
16.29%
ZM
Zoom Video Communications
$86.32
$0.74
(0.86%)
After
1.1%
premium
6 Buy
18 Hold
1 Sell
Hold
premium
$26.34B
37.90%
CMCSA
Comcast
$44.04
$0.16
(0.36%)
After
0.66%
premium
12 Buy
7 Hold
0 Sell
Moderate Buy
premium
$169.13B
5.46%
SOFI
SoFi Technologies
$13.82
$0.29
(2.06%)
After
1.01%
premium
5 Buy
7 Hold
2 Sell
Hold
premium
$15.31B
103.31%
PG
Procter & Gamble
$165.84
$0.19
(0.11%)
After
0%
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$391.01B
9.65%
TD
Toronto Dominion Bank
$56.14
$0.79
(1.39%)
After
1.09%
premium
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$99.45B
-4.16%
SBUX
Starbucks
$98.80
$1.51
(1.51%)
After
0.14%
premium
15 Buy
7 Hold
4 Sell
Moderate Buy
premium
$113.67B
-3.85%
SPOT
Spotify Technology SA
$419.39
$9.2
(2.24%)
After
7.08%
premium
16 Buy
2 Hold
0 Sell
Strong Buy
premium
$80.39B
139.91%
HNDL
HNDL
< ETF >
Strategy Shares Nasdaq 7HANDL Index ETF
$21.96
$0.18
(0.81%)
After
1.09%
premium
premium
$797.73M
15.61%
IVV
IVV
< ETF >
iShares Core S&P 500 ETF
$599.75
$1.84
(0.31%)
After
0.08%
premium
4K Buy
3K Hold
320 Sell
Moderate Buy
premium
$567.17B
35.95%
SPY
SPY
< ETF >
SPDR S&P 500 ETF Trust
$596.90
$1.86
(0.31%)
After
0.12%
premium
4K Buy
3K Hold
320 Sell
Moderate Buy
premium
$625.83B
35.89%
EA
Electronic Arts
$162.87
$3.48
(2.18%)
After
0.26%
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$41.80B
20.04%
SCHW
Charles Schwab
$78.19
$0.34
(0.44%)
After
0.27%
premium
7 Buy
7 Hold
1 Sell
Moderate Buy
premium
$142.41B
43.08%
NFLX
Netflix
$819.50
$14.06
(1.75%)
After
0.18%
premium
25 Buy
10 Hold
2 Sell
Moderate Buy
premium
$344.29B
80.09%
TGT
Target
$155.65
$2.37
(1.55%)
After
0.19%
premium
17 Buy
10 Hold
0 Sell
Moderate Buy
premium
$70.61B
41.49%
PLTR
Palantir Technologies
$59.85
$0.39
(0.65%)
After
0.13%
premium
3 Buy
7 Hold
6 Sell
Hold
premium
$137.23B
196.85%
T
AT&T
$22.15
$0.16
(0.72%)
After
0.05%
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$160.08B
42.65%
BUZZ
BUZZ
< ETF >
VanEck Social Sentiment ETF
$24.17
$0.349
(1.42%)
After
1.28%
premium
1K Buy
472 Hold
72 Sell
Moderate Buy
premium
$59.25M
57.32%
F
Ford Motor
$11.10
$0.13
(1.16%)
After
0.18%
premium
5 Buy
10 Hold
1 Sell
Hold
premium
$44.63B
13.89%
V
Visa
$309.85
$0.48
(0.15%)
After
0.26%
premium
22 Buy
4 Hold
0 Sell
Strong Buy
premium
$593.51B
26.78%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$548.75
$1.65
(0.3%)
After
0.13%
premium
4K Buy
3K Hold
321 Sell
Moderate Buy
premium
$567.91B
35.97%
FLG
Flagstar Financial
$11.28
$0.17
(1.48%)
After
0.27%
premium
2 Buy
9 Hold
0 Sell
Hold
premium
$4.75B
-58.96%
WMT
Walmart
$84.99
$0.78
(0.93%)
After
0.19%
premium
28 Buy
1 Hold
0 Sell
Strong Buy
premium
$676.90B
52.01%
UBER
Uber Technologies
$71.37
$0.28
(0.39%)
After
0.1%
premium
35 Buy
2 Hold
0 Sell
Strong Buy
premium
$150.87B
38.91%
HDV
HDV
< ETF >
iShares Core High Dividend ETF
$117.93
$0.84
(0.71%)
After
0%
premium
425 Buy
357 Hold
52 Sell
Moderate Buy
premium
$11.29B
24.91%
SPYD
SPYD
< ETF >
SPDR Portfolio S&P 500 High Dividend ETF
$45.71
$0.47
(1.02%)
After
1.12%
premium
456 Buy
492 Hold
55 Sell
Hold
premium
$6.92B
35.43%
AMD
Advanced Micro Devices
$143.63
$3.72
(2.52%)
After
0.23%
premium
26 Buy
7 Hold
0 Sell
Strong Buy
premium
$239.12B
24.25%
BRK.B
Berkshire Hathaway B
$466.29
$1.07
(0.23%)
After
0.07%
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.01T
33.32%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$512.91
$0.93
(0.18%)
After
0.18%
premium
1K Buy
625 Hold
71 Sell
Moderate Buy
premium
$312.54B
36.30%
ED
Consolidated Edison
$97.04
$1.44
(1.46%)
After
0%
premium
3 Buy
4 Hold
4 Sell
Hold
premium
$34.11B
10.22%
NKE
Nike
$76.66
$0.06
(0.08%)
After
0.01%
premium
14 Buy
14 Hold
0 Sell
Moderate Buy
premium
$114.03B
-27.81%
NVDA
Nvidia
$148.29
$3.03
(2.09%)
After
0.07%
premium
39 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.56T
200.53%
FXAIX
FXAIX
< FUND >
Fidelity 500 Index Fund
$208.63
$0.2
(0.1%)
premium
398 Buy
100 Hold
8 Sell
Moderate Buy
premium
36.07%
ADBE
Adobe
$526.42
$21.94
(4.35%)
After
0.03%
premium
23 Buy
5 Hold
2 Sell
Moderate Buy
premium
$222.07B
-15.53%
META
Meta Platforms
$584.82
$1.65
(0.28%)
After
0.25%
premium
41 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.47T
77.38%
AAPL
Apple
$224.23
$0
(0%)
After
0.09%
premium
24 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.39T
20.29%
AMZN
Amazon
$208.91
$2.07
(1%)
After
0.11%
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.17T
44.08%
MSFT
Microsoft
$423.03
$5.02
(1.2%)
After
0.07%
premium
26 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.11T
13.08%
GOOG
Alphabet Class C
$183.32
$1.35
(0.74%)
After
0.13%
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.22T
35.74%
TSLA
Tesla
$328.49
$21.51
(6.15%)
After
1.73%
premium
11 Buy
14 Hold
9 Sell
Hold
premium
$1.12T
63.06%
MASI
Masimo
$160.85
$0.78
(0.48%)
After
0%
premium
5 Buy
2 Hold
0 Sell
Moderate Buy
premium
$8.65B
85.87%
CELH
Celsius Holdings
$26.96
$0.43
(1.57%)
After
0.19%
premium
9 Buy
3 Hold
1 Sell
Moderate Buy
premium
$6.44B
-52.36%
SNAP
Snap
$11.26
$0.7
(5.85%)
After
0.18%
premium
7 Buy
20 Hold
1 Sell
Hold
premium
$20.06B
5.65%
HOOD
Robinhood Markets
$33.00
$0.2
(0.61%)
After
0.86%
premium
9 Buy
7 Hold
1 Sell
Moderate Buy
premium
$28.99B
298.54%
SATS
Echostar
$22.76
$3.37
(12.9%)
After
0.4%
premium
1 Buy
3 Hold
1 Sell
Hold
premium
$7.10B
161.82%
SBLK
Star Bulk Carriers
$19.90
$0.43
(2.12%)
After
0%
premium
1 Buy
1 Hold
1 Sell
Hold
premium
$2.42B
10.49%
ROII
RiskOn International
<$0.01
$0
(0%)
premium
premium
$16.33K
-97.42%
ROKU
Roku
$76.62
$0.5
(0.65%)
After
0%
premium
9 Buy
10 Hold
2 Sell
Moderate Buy
premium
$11.20B
-5.15%