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Horizon Sky Investments - New Portfolio

Rob Wade

Horizon Sky Investments
Individual Investor
Ranked #70,228 out of 769,291 TipRanks' Investors
Success Rate
73%
79 out of 108
profitable transactions
Average Return
6.98%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
27.12% NVDA
11.47% VTV
6.97% VOO
6.35% VPU
5.06% BRK.B
43.03% Others
By Assets
59.46% Stocks
40.54% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
40.54% General
36.99% Technology
7.22% Financial
5.06% Consumer Cyclical
2.90% Communication Services
7.28% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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AAPL
Apple
$229.87
$1.35
(0.59%)
premium
24 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.45T
19.45%
GOOG
Alphabet Class C
$166.57
$2.67
(1.58%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.06T
20.87%
MSFT
Microsoft
$417.00
$4.13
(1%)
premium
27 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.07T
9.27%
NVDA
Nvidia
$141.95
$4.72
(3.22%)
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.59T
201.07%
VPU
VPU
< ETF >
Vanguard Utilities ETF
$176.05
$0.68
(0.38%)
premium
243 Buy
199 Hold
29 Sell
Moderate Buy
premium
$6.71B
29.12%
VTV
VTV
< ETF >
Vanguard Value ETF
$180.08
$1.31
(0.73%)
premium
2K Buy
2K Hold
198 Sell
Moderate Buy
premium
$131.55B
24.57%
NEE
NextEra Energy
$76.00
$0.845
(1.1%)
premium
8 Buy
5 Hold
1 Sell
Moderate Buy
premium
$159.08B
34.61%
PEP
PepsiCo
$162.00
$1.66
(1.04%)
premium
6 Buy
9 Hold
0 Sell
Moderate Buy
premium
$219.98B
-5.25%
AVGO
Broadcom
$164.23
$0.29
(0.18%)
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$765.69B
68.66%
LIN
Linde
$454.78
$0.29
(0.06%)
premium
9 Buy
4 Hold
1 Sell
Moderate Buy
premium
$216.69B
10.55%
NFLX
Netflix
$897.79
$0.31
(0.03%)
premium
24 Buy
10 Hold
2 Sell
Moderate Buy
premium
$383.64B
87.76%
DAL
Delta Air Lines
$63.34
$0
(0%)
premium
17 Buy
0 Hold
0 Sell
Strong Buy
premium
$40.87B
76.19%
WMT
Walmart
$90.44
$2.05
(2.32%)
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$710.50B
71.44%
VZ
Verizon
$43.15
$0.65
(1.53%)
premium
8 Buy
9 Hold
0 Sell
Moderate Buy
premium
$178.91B
13.79%
HD
Home Depot
$420.00
$9.55
(2.33%)
premium
22 Buy
4 Hold
0 Sell
Strong Buy
premium
$407.73B
32.75%
T
AT&T
$23.18
$0.2
(0.87%)
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
$164.89B
42.12%
ABBV
AbbVie
$176.95
$5.22
(3.04%)
premium
14 Buy
6 Hold
0 Sell
Moderate Buy
premium
$303.47B
24.02%
KMB
Kimberly Clark
$138.42
$1.39
(1.01%)
premium
6 Buy
6 Hold
2 Sell
Moderate Buy
premium
$45.70B
12.03%
COST
Costco
$964.01
$8.36
(0.87%)
premium
17 Buy
8 Hold
0 Sell
Moderate Buy
premium
$423.42B
62.23%
GE
GE Aerospace
$181.15
$2.45
(1.37%)
premium
11 Buy
0 Hold
0 Sell
Strong Buy
premium
$193.41B
49.41%
F
Ford Motor
$11.18
$0.38
(3.52%)
premium
4 Buy
9 Hold
1 Sell
Hold
premium
$42.92B
5.26%
LLY
Eli Lilly & Co
$748.01
$1.91
(0.25%)
premium
17 Buy
1 Hold
0 Sell
Strong Buy
premium
$711.91B
26.02%
XOM
Exxon Mobil
$121.79
$0.14
(0.11%)
premium
12 Buy
7 Hold
1 Sell
Moderate Buy
premium
$535.89B
17.23%
GM
General Motors
$58.53
$2.85
(5.12%)
premium
10 Buy
6 Hold
2 Sell
Moderate Buy
premium
$61.23B
98.15%
LMT
Lockheed Martin
$542.22
$0.21
(0.04%)
premium
9 Buy
7 Hold
0 Sell
Moderate Buy
premium
$128.48B
20.34%
SO
Southern Co
$87.60
$0.54
(0.61%)
premium
5 Buy
8 Hold
1 Sell
Moderate Buy
premium
$96.57B
26.66%
CAT
Caterpillar
$397.49
$7.9
(2.03%)
premium
5 Buy
5 Hold
4 Sell
Hold
premium
$188.10B
58.36%
BRK.B
Berkshire Hathaway B
$476.57
$4.51
(0.96%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.02T
30.48%
JPM
JPMorgan Chase & Co.
$248.55
$3.79
(1.55%)
premium
10 Buy
6 Hold
1 Sell
Moderate Buy
premium
$689.08B
59.63%
AEP
American Electric Power
$97.59
$0.49
(0.5%)
premium
5 Buy
5 Hold
2 Sell
Hold
premium
$52.23B
25.34%
DOW
Dow Inc
$45.46
$0.65
(1.45%)
premium
4 Buy
9 Hold
0 Sell
Moderate Buy
premium
$31.37B
-12.82%
$128.42
$1.1
(0.86%)
premium
5 Buy
3 Hold
2 Sell
Moderate Buy
premium
$69.33B
33.50%
PM
Philip Morris
$129.99
$1.22
(0.93%)
premium
7 Buy
0 Hold
1 Sell
Strong Buy
premium
$204.01B
39.85%
SHW
Sherwin-Williams Company
$388.30
$4.98
(1.3%)
premium
12 Buy
5 Hold
1 Sell
Moderate Buy
premium
$96.54B
39.57%
GIS
General Mills
$65.00
$0.88
(1.37%)
premium
3 Buy
12 Hold
0 Sell
Hold
premium
$35.60B
-1.16%
LOW
Lowe's
$264.68
$0.54
(0.2%)
premium
18 Buy
8 Hold
0 Sell
Moderate Buy
premium
$150.46B
33.63%
KO
Coca-Cola
$63.92
$0.16
(0.25%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$274.67B
9.14%
TM
Toyota Motor
$174.40
$1.02
(0.59%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$233.32B
-5.89%
STZ
Constellation Brands
$239.66
$1.1
(0.46%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$43.71B
0.72%
CL
Colgate-Palmolive
$94.92
$0.67
(0.71%)
premium
8 Buy
6 Hold
1 Sell
Moderate Buy
premium
$77.00B
21.96%
DUK
Duke Energy
$114.70
$0.16
(0.14%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$88.73B
27.11%
EMR
Emerson Electric Company
$130.07
$1.8
(1.4%)
premium
10 Buy
5 Hold
1 Sell
Moderate Buy
premium
$73.14B
44.38%
MRK
Merck & Company
$99.18
$0.68
(0.68%)
premium
16 Buy
5 Hold
0 Sell
Strong Buy
premium
$252.61B
-1.79%
ORCL
Oracle
$192.29
$0.14
(0.07%)
premium
19 Buy
13 Hold
0 Sell
Moderate Buy
premium
$533.24B
65.55%
D
Dominion Energy
$58.14
$0.23
(0.39%)
premium
2 Buy
10 Hold
0 Sell
Hold
premium
$49.03B
25.12%
JNJ
Johnson & Johnson
$155.17
$0.33
(0.21%)
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$374.39B
3.10%
MO
Altria Group
$56.73
$0.7
(1.25%)
premium
3 Buy
2 Hold
2 Sell
Hold
premium
$94.96B
36.03%
HLT
Hilton Worldwide Holdings
$253.00
$1.17
(0.46%)
premium
7 Buy
9 Hold
0 Sell
Moderate Buy
premium
$61.39B
47.23%
META
Meta Platforms
$559.14
$3.95
(0.7%)
premium
40 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.42T
64.89%
MA
Mastercard
$520.86
$5.76
(1.12%)
premium
21 Buy
4 Hold
0 Sell
Strong Buy
premium
$472.77B
25.53%
FBRT
Franklin BSP Realty Trust
$13.01
$0.15
(1.17%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.05B
-1.15%
GDDY
GoDaddy
$196.35
$3.34
(1.73%)
premium
8 Buy
5 Hold
0 Sell
Moderate Buy
premium
$27.10B
102.87%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$60.16
$0.25
(0.42%)
premium
1K Buy
608 Hold
49 Sell
Moderate Buy
premium
$36.93B
9.77%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$29.35
$0.37
(1.28%)
premium
424 Buy
434 Hold
68 Sell
Moderate Buy
premium
$65.66B
20.41%
VYM
VYM
< ETF >
Vanguard High Dividend Yield Index ETF
$133.62
$1.12
(0.85%)
premium
2K Buy
2K Hold
310 Sell
Moderate Buy
premium
$60.30B
23.84%
VUG
VUG
< ETF >
Vanguard Growth ETF
$404.03
$0.08
(0.02%)
premium
2K Buy
982 Hold
113 Sell
Moderate Buy
premium
$150.84B
34.97%
VGT
VGT
< ETF >
Vanguard Information Technology ETF
$621.58
$2.3
(0.37%)
premium
2K Buy
1K Hold
134 Sell
Moderate Buy
premium
$81.76B
33.15%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$547.47
$1.83
(0.34%)
premium
4K Buy
3K Hold
326 Sell
Moderate Buy
premium
$573.83B
29.84%
VNQ
VNQ
< ETF >
Vanguard Real Estate ETF
$96.24
$0.72
(0.75%)
premium
485 Buy
503 Hold
55 Sell
Moderate Buy
premium
$36.44B
19.23%
CCL
Carnival
$24.90
$0.45
(1.78%)
premium
14 Buy
1 Hold
1 Sell
Strong Buy
premium
$31.76B
75.19%