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New Portfolio
- New Portfolio
Performance
Portfolio Details
BRIAN WALTON-KING
New Portfolio
Individual Investor
Ranked #135,618 out of 770,014 TipRanks' Investors
Success Rate
65%
105 out of 162
profitable transactions
Average Return
8.52%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
23.35%
LLY
9.34%
AGNC
7.99%
AVGO
5.20%
PG
5.19%
PGR
48.93%
Others
By Assets
97.19%
Stocks
2.81%
ETFs
0.00%
Funds
0.00%
Cryptocurrency
0.00%
Cash
By Sector
29.61%
Technology
28.63%
Healthcare
12.65%
Real Estate
9.17%
Utilities
7.91%
Financial
12.02%
Other
Portfolio Holdings
Select Columns
45
Results | Showing
1
out of
1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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AAPL
Apple
$234.32
$1.45
(
0.62%
)
premium
24
Buy
8
Hold
2
Sell
Moderate Buy
premium
$3.52T
22.58%
META
Meta Platforms
$573.27
$8.16
(
1.44%
)
premium
40
Buy
3
Hold
1
Sell
Strong Buy
premium
$1.43T
67.08%
NVDA
Nvidia
$136.73
$0.71
(
0.52%
)
premium
40
Buy
4
Hold
0
Sell
Strong Buy
premium
$3.33T
184.70%
AMZN
Amazon
$205.51
$4.06
(
2.02%
)
premium
44
Buy
1
Hold
0
Sell
Strong Buy
premium
$2.12T
37.28%
PGR
Progressive
$267.45
$1.57
(
0.59%
)
premium
12
Buy
4
Hold
0
Sell
Strong Buy
premium
$155.76B
62.51%
XOM
Exxon Mobil
$118.07
$1.9
(
1.58%
)
premium
12
Buy
7
Hold
1
Sell
Moderate Buy
premium
$527.28B
16.47%
MSFT
Microsoft
$425.27
$6.48
(
1.55%
)
premium
26
Buy
3
Hold
0
Sell
Strong Buy
premium
$3.11T
10.96%
HOOD
Robinhood Markets
$36.97
$0.88
(
2.32%
)
premium
11
Buy
5
Hold
1
Sell
Moderate Buy
premium
$33.46B
342.10%
MU
Micron
$100.72
$3.76
(
3.6%
)
premium
23
Buy
1
Hold
1
Sell
Strong Buy
premium
$115.84B
35.92%
GOOGL
Alphabet Class A
$168.92
$1.27
(
0.76%
)
premium
27
Buy
7
Hold
0
Sell
Strong Buy
premium
$2.06T
22.65%
LLY
Eli Lilly & Co
$795.73
$40.73
(
5.39%
)
premium
17
Buy
1
Hold
0
Sell
Strong Buy
premium
$716.73B
24.44%
CRWD
CrowdStrike Holdings
$364.48
$0.8
(
0.22%
)
premium
34
Buy
6
Hold
0
Sell
Strong Buy
premium
$89.15B
72.64%
AMD
Advanced Micro Devices
$137.15
$3.98
(
2.82%
)
premium
23
Buy
7
Hold
0
Sell
Strong Buy
premium
$229.03B
15.39%
CHKP
Check Point
$179.37
$3.81
(
2.08%
)
premium
5
Buy
13
Hold
0
Sell
Moderate Buy
premium
$20.15B
24.88%
MNST
Monster Beverage
$54.94
$0.04
(
0.07%
)
premium
10
Buy
6
Hold
1
Sell
Moderate Buy
premium
$53.47B
-0.34%
PG
Procter & Gamble
$178.40
$1.01
(
0.57%
)
premium
13
Buy
5
Hold
0
Sell
Moderate Buy
premium
$417.76B
17.18%
CYBR
CyberArk Software
$325.89
$1.52
(
0.47%
)
premium
26
Buy
1
Hold
0
Sell
Strong Buy
premium
$14.13B
67.64%
TTD
Trade Desk
$129.56
$0.21
(
0.16%
)
premium
21
Buy
4
Hold
1
Sell
Strong Buy
premium
$63.84B
92.28%
VRTX
Vertex Pharmaceuticals
$463.40
$1.69
(
0.37%
)
premium
16
Buy
9
Hold
2
Sell
Moderate Buy
premium
$118.90B
30.78%
NOW
ServiceNow
$1068.88
$16.17
(
1.54%
)
premium
26
Buy
2
Hold
1
Sell
Strong Buy
premium
$216.86B
56.21%
SYF
Synchrony Financial
$66.89
$0.145
(
0.22%
)
premium
11
Buy
6
Hold
1
Sell
Moderate Buy
premium
$26.10B
121.22%
ALL
Allstate
$207.63
$5.6
(
2.77%
)
premium
13
Buy
2
Hold
1
Sell
Strong Buy
premium
$53.50B
47.89%
AGNC
AGNC Investment
$9.57
$0.18
(
1.85%
)
premium
7
Buy
4
Hold
0
Sell
Moderate Buy
premium
$8.63B
11.94%
NLY
Annaly Capital
$19.64
$0.255
(
1.28%
)
premium
6
Buy
1
Hold
0
Sell
Strong Buy
premium
$11.15B
13.33%
O
Realty Income
$57.65
$0.195
(
0.34%
)
premium
3
Buy
8
Hold
0
Sell
Moderate Buy
premium
$50.28B
6.57%
AMGN
Amgen
$267.51
$26.49
(
9.01%
)
premium
11
Buy
11
Hold
1
Sell
Moderate Buy
premium
$158.03B
10.75%
AVGO
Broadcom
$163.46
$1.36
(
0.83%
)
premium
22
Buy
3
Hold
0
Sell
Strong Buy
premium
$769.80B
68.38%
DELL
Dell Technologies
$142.88
$1.28
(
0.89%
)
premium
15
Buy
3
Hold
0
Sell
Strong Buy
premium
$105.02B
93.80%
MNDY
Monday.com
$293.02
$3.08
(
1.04%
)
premium
16
Buy
4
Hold
0
Sell
Strong Buy
premium
$14.76B
62.58%
SFY
< ETF >
SoFi Select 500 ETF
$111.31
$0.51
(
0.46%
)
premium
5K
Buy
3K
Hold
301
Sell
Moderate Buy
premium
$975.57M
36.96%
DDOG
Datadog
$154.67
$1.96
(
1.25%
)
premium
27
Buy
2
Hold
0
Sell
Strong Buy
premium
$53.21B
37.18%
ARCC
Ares Capital
$22.00
$0
(
0%
)
premium
7
Buy
3
Hold
0
Sell
Moderate Buy
premium
$14.21B
10.61%
XLU
< ETF >
Utilities Select Sector SPDR Fund
$82.48
$0.88
(
1.08%
)
premium
189
Buy
130
Hold
19
Sell
Moderate Buy
premium
$17.72B
29.72%
FRT
Federal Realty
$115.45
$0.53
(
0.46%
)
premium
8
Buy
3
Hold
0
Sell
Moderate Buy
premium
$9.93B
25.91%
NEE
NextEra Energy
$77.05
$0.41
(
0.53%
)
premium
8
Buy
5
Hold
1
Sell
Moderate Buy
premium
$157.60B
33.17%
ET
Energy Transfer
$19.05
$0.075
(
0.4%
)
premium
8
Buy
0
Hold
0
Sell
Strong Buy
premium
$64.95B
38.27%
VST
Vistra Energy
$162.89
$8.75
(
5.68%
)
premium
9
Buy
0
Hold
0
Sell
Strong Buy
premium
$52.44B
364.49%
NRG
NRG Energy
$101.23
$9.36
(
10.19%
)
premium
4
Buy
3
Hold
0
Sell
Moderate Buy
premium
$18.61B
108.06%
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$56.89
$0.2
(
0.35%
)
premium
1K
Buy
532
Hold
63
Sell
Moderate Buy
premium
$18.90B
15.06%
SCHD
< ETF >
Schwab US Dividend Equity ETF
$29.30
$0.21
(
0.71%
)
premium
428
Buy
434
Hold
68
Sell
Moderate Buy
premium
$65.66B
23.25%
SRE
Sempra Energy
$93.40
$1.37
(
1.45%
)
premium
10
Buy
2
Hold
0
Sell
Strong Buy
premium
$60.03B
28.64%
LTL
< ETF >
ProShares Ultra Telecommunications
$84.97
$0.73
(
0.87%
)
premium
―
premium
$7.61M
75.43%
SCHG
< ETF >
Schwab U.S. Large-Cap Growth ETF
$27.70
$0.175
(
0.64%
)
premium
3K
Buy
1K
Hold
135
Sell
Moderate Buy
premium
$35.54B
38.06%
TSM
Taiwan Semiconductor Manufacturing
$182.36
$2.72
(
1.47%
)
premium
5
Buy
0
Hold
0
Sell
Strong Buy
premium
$821.92B
89.19%
MSTR
Microstrategy
$385.42
$18.03
(
4.47%
)
premium
8
Buy
0
Hold
0
Sell
Strong Buy
premium
$90.65B
710.93%
45
Results | Showing
1
out of
1
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