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New Portfolio - New Portfolio

BRIAN WALTON-KING

New Portfolio
Individual Investor
Ranked #143,771 out of 788,370 TipRanks' Investors
Success Rate
63%
102 out of 162
profitable transactions
Average Return
10.69%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
24.30% LLY
10.14% AVGO
9.77% AGNC
4.94% PGR
4.74% PG
46.11% Others
By Assets
97.33% Stocks
2.67% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
30.53% Technology
29.63% Healthcare
13.01% Real Estate
8.13% Utilities
7.45% Financial
11.25% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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AAPL
Apple
$245.55
$0.28
(0.11%)
premium
18 Buy
11 Hold
4 Sell
Moderate Buy
premium
$3.69T
33.18%
META
Meta Platforms
$683.55
$11.29
(1.62%)
premium
44 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.76T
48.46%
NVDA
Nvidia
$134.43
$5.68
(4.05%)
premium
30 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.43T
71.17%
AMZN
Amazon
$216.58
$6.3
(2.83%)
premium
47 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.36T
24.06%
PGR
Progressive
$266.19
$1.48
(0.55%)
premium
11 Buy
3 Hold
0 Sell
Strong Buy
premium
$156.80B
38.86%
XOM
Exxon Mobil
$110.69
$1.31
(1.17%)
premium
14 Buy
5 Hold
0 Sell
Moderate Buy
premium
$485.98B
5.66%
MSFT
Microsoft
$408.21
$7.92
(1.9%)
premium
29 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.09T
3.47%
HOOD
Robinhood Markets
$51.60
$4.46
(7.96%)
premium
12 Buy
5 Hold
0 Sell
Moderate Buy
premium
$49.76B
312.51%
MU
Micron
$98.84
$4.34
(4.21%)
premium
21 Buy
2 Hold
0 Sell
Strong Buy
premium
$114.96B
20.10%
GOOGL
Alphabet Class A
$179.66
$4.9
(2.65%)
premium
27 Buy
10 Hold
0 Sell
Moderate Buy
premium
$2.26T
29.47%
LLY
Eli Lilly & Co
$873.68
$0.56
(0.06%)
premium
16 Buy
1 Hold
0 Sell
Strong Buy
premium
$827.87B
13.52%
CRWD
CrowdStrike Holdings
$406.68
$29.46
(6.75%)
premium
28 Buy
5 Hold
0 Sell
Strong Buy
premium
$107.43B
49.18%
AMD
Advanced Micro Devices
$110.84
$3.33
(2.92%)
premium
25 Buy
11 Hold
1 Sell
Moderate Buy
premium
$185.01B
-30.51%
CHKP
Check Point
$216.80
$2.25
(1.03%)
premium
8 Buy
19 Hold
0 Sell
Moderate Buy
premium
$24.09B
38.63%
MNST
Monster Beverage
$53.00
$1.79
(3.5%)
premium
10 Buy
6 Hold
1 Sell
Moderate Buy
premium
$49.80B
-7.13%
PG
Procter & Gamble
$170.23
$3.02
(1.81%)
premium
12 Buy
8 Hold
0 Sell
Moderate Buy
premium
$392.08B
6.02%
CYBR
CyberArk Software
$383.29
$17.68
(4.41%)
premium
30 Buy
1 Hold
0 Sell
Strong Buy
premium
$19.76B
64.28%
TTD
Trade Desk
$72.06
$3.67
(4.85%)
premium
22 Buy
5 Hold
1 Sell
Strong Buy
premium
$37.38B
-7.74%
VRTX
Vertex Pharmaceuticals
$484.24
$3.91
(0.81%)
premium
14 Buy
12 Hold
1 Sell
Moderate Buy
premium
$123.34B
14.46%
NOW
ServiceNow
$938.41
$29.57
(3.05%)
premium
28 Buy
3 Hold
1 Sell
Strong Buy
premium
$199.40B
22.00%
SYF
Synchrony Financial
$61.41
$2.44
(3.82%)
premium
12 Buy
5 Hold
0 Sell
Moderate Buy
premium
$24.82B
54.68%
ALL
Allstate
$185.66
$3.52
(1.86%)
premium
11 Buy
2 Hold
1 Sell
Moderate Buy
premium
$50.10B
15.90%
AGNC
AGNC Investment
$10.54
$0.01
(0.09%)
premium
8 Buy
5 Hold
0 Sell
Moderate Buy
premium
$9.45B
11.43%
NLY
Annaly Capital
$21.63
$0.1
(0.46%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$12.57B
16.14%
O
Realty Income
$57.09
$0.57
(1.01%)
premium
3 Buy
7 Hold
0 Sell
Moderate Buy
premium
$49.47B
8.08%
AMGN
Amgen
$303.01
$5.08
(1.71%)
premium
11 Buy
7 Hold
1 Sell
Moderate Buy
premium
$160.05B
6.25%
AVGO
Broadcom
$218.66
$8.08
(3.56%)
premium
24 Buy
3 Hold
0 Sell
Strong Buy
premium
$1.06T
73.76%
DELL
Dell Technologies
$117.60
$2.29
(1.91%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$84.13B
33.96%
MNDY
Monday.com
$300.65
$7.36
(2.39%)
premium
19 Buy
3 Hold
0 Sell
Strong Buy
premium
$15.36B
48.09%
SFY
SFY
< ETF >
SoFi Select 500 ETF
$111.76
$2.61
(2.28%)
premium
5K Buy
3K Hold
264 Sell
Moderate Buy
premium
$540.34M
24.25%
DDOG
Datadog
$119.64
$6.6
(5.23%)
premium
25 Buy
7 Hold
0 Sell
Strong Buy
premium
$42.89B
0.32%
ARCC
Ares Capital
$23.28
$0.12
(0.51%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$15.71B
16.82%
XLU
XLU
< ETF >
Utilities Select Sector SPDR Fund
$80.27
$0.02
(0.02%)
premium
185 Buy
131 Hold
14 Sell
Moderate Buy
premium
$17.86B
29.45%
FRT
Federal Realty
$104.25
$0.28
(0.27%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$9.02B
5.20%
NEE
NextEra Energy
$71.58
$1.44
(2.05%)
premium
10 Buy
6 Hold
0 Sell
Moderate Buy
premium
$144.28B
26.31%
ET
Energy Transfer
$19.39
$0.55
(2.76%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$68.42B
31.10%
VST
Vistra Energy
$150.44
$12.74
(7.81%)
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$55.52B
215.92%
NRG
NRG Energy
$105.96
$5.11
(4.6%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$22.50B
104.24%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$57.57
$0.83
(1.42%)
premium
1K Buy
549 Hold
60 Sell
Moderate Buy
premium
$23.83B
8.66%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$28.21
$0.11
(0.39%)
premium
425 Buy
427 Hold
67 Sell
Moderate Buy
premium
$69.12B
9.40%
SRE
Sempra Energy
$87.10
$1.09
(1.27%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$54.48B
22.13%
LTL
LTL
< ETF >
ProShares Ultra Telecommunications
$93.68
$2.623
(2.72%)
premium
premium
$13.59M
59.05%
SCHG
SCHG
< ETF >
Schwab U.S. Large-Cap Growth ETF
$28.01
$0.72
(2.51%)
premium
3K Buy
1K Hold
116 Sell
Moderate Buy
premium
$39.87B
26.36%
TSM
TSMC
$198.24
$1.86
(0.93%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$855.96B
55.03%
MSTR
Strategy
$299.69
$24.23
(7.48%)
premium
11 Buy
0 Hold
0 Sell
Strong Buy
premium
$83.63B
354.21%