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7/6/24 ETF portfolio - New Portfolio

Performance Portfolio Details

Jon B

7/6/24 ETF portfolio

Individual Investor

Ranked #180,350 out of 770,014 TipRanks' Investors

Success Rate

85 out of 132
profitable transactions

Average Return

2.78%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

2.57% WCBR

2.50% TEKX

2.49% VGT

2.46% ADC

2.45% VIG

87.53% Others

By Assets

80.22% ETFs

19.78% Stocks

0.00% Funds

0.00% Cryptocurrency

0.00% Cash

By Sector

80.22% General

9.12% Real Estate

8.82% Energy

1.84% Financial

Portfolio Holdings

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To view investors' portfolios

AIQ < ETF >

Global X Artificial Intelligence & Technology ETF

$38.92

$0.08

(0.21%)

premium

895 Buy

423 Hold

63 Sell

Moderate Buy

premium

$2.44B

30.66%

SCHD < ETF >

Schwab US Dividend Equity ETF

$29.45

$0.06

(0.2%)

After

0.03%

premium

428 Buy

434 Hold

68 Sell

Moderate Buy

premium

$65.66B

23.25%

SCHG < ETF >

Schwab U.S. Large-Cap Growth ETF

$27.74

$0.22

(0.8%)

After

0.14%

premium

3K Buy

1K Hold

135 Sell

Moderate Buy

premium

$35.54B

38.06%

SOXQ < ETF >

Invesco PHLX Semiconductor ETF

$38.77

$0.5

(1.27%)

After

0.15%

premium

331 Buy

153 Hold

20 Sell

Moderate Buy

premium

$486.34M

33.25%

SPGP < ETF >

Invesco S&P 500 GARP ETF

$111.94

$0.21

(0.19%)

After

0.04%

premium

727 Buy

378 Hold

44 Sell

Moderate Buy

premium

$4.26B

19.80%

VIG < ETF >

Vanguard Dividend Appreciation ETF

$204.23

$0.28

(0.14%)

After

0.16%

premium

2K Buy

1K Hold

149 Sell

Moderate Buy

premium

$87.87B

23.81%

VOO < ETF >

Vanguard S&P 500 ETF

$552.28

$3.05

(0.56%)

After

0.05%

premium

4K Buy

3K Hold

328 Sell

Moderate Buy

premium

$579.35B

31.09%

CIBR < ETF >

First Trust NASDAQ Cybersecurity ETF

$64.10

$0.45

(0.71%)

premium

270 Buy

175 Hold

13 Sell

Moderate Buy

premium

$7.23B

30.24%

DGRO < ETF >

iShares Core Dividend Growth ETF

$64.75

$0.09

(0.14%)

premium

2K Buy

2K Hold

215 Sell

Moderate Buy

premium

$30.36B

25.68%

DGRW < ETF >

WisdomTree US Quality Dividend Growth Fund

$85.05

$0.23

(0.27%)

premium

2K Buy

1K Hold

143 Sell

Moderate Buy

premium

$15.09B

26.06%

DIVO < ETF >

Amplify CWP Enhanced Dividend Income ETF

$42.88

$0.18

(0.42%)

premium

347 Buy

132 Hold

15 Sell

Moderate Buy

premium

$3.80B

19.97%

GPIQ < ETF >

Goldman Sachs Nasdaq 100 Core Premium Income ETF

$49.22

$0.21

(0.43%)

premium

1K Buy

628 Hold

73 Sell

Moderate Buy

premium

$294.64M

14.11%

GPIX < ETF >

Goldman Sachs S&P 500 Core Premium Income ETF

$50.53

$0.22

(0.44%)

premium

4K Buy

3K Hold

329 Sell

Moderate Buy

premium

$300.93M

18.24%

ISPY < ETF >

ProShares S&P 500 High Income ETF

$45.84

$0.27

(0.59%)

premium

4K Buy

3K Hold

329 Sell

Moderate Buy

premium

$400.80M

14.66%

JEPQ < ETF >

J.P. Morgan Nasdaq Equity Premium Income ETF

$56.97

$0.28

(0.49%)

After

premium

1K Buy

532 Hold

63 Sell

Moderate Buy

premium

$18.90B

15.06%

QQQM < ETF >

Invesco NASDAQ 100 ETF

$209.63

$1.12

(0.54%)

After

0.04%

premium

1K Buy

628 Hold

73 Sell

Moderate Buy

premium

$36.58B

30.24%

WCBR < ETF >

WisdomTree Cybersecurity Fund

$29.22

$0.05

(0.17%)

premium

261 Buy

159 Hold

9 Sell

Moderate Buy

premium

$105.90M

32.38%

DRUP < ETF >

GraniteShares Nasdaq Select Disruptors ETF

$57.75

$0.214

(0.37%)

premium

779 Buy

318 Hold

33 Sell

Moderate Buy

premium

$59.47M

36.78%

AMLP < ETF >

Alerian MLP ETF

$49.65

$0.49

(1%)

premium

34 Buy

25 Hold

10 Sell

Hold

premium

$9.73B

15.28%

IWM < ETF >

iShares Russell 2000 ETF

$240.61

$1.79

(0.74%)

After

0.2%

premium

5K Buy

3K Hold

400 Sell

Hold

premium

$77.50B

33.59%

HTGC

Hercules Capital

$18.81

$0.12

(0.63%)

After

0.05%

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$3.08B

20.96%

HESM

Hess Midstream Partners

$37.13

$0.51

(1.39%)

After

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$7.98B

14.58%

SHLD < ETF >

Global X Defense Tech ETF

$39.23

$0.21

(0.54%)

premium

127 Buy

73 Hold

11 Sell

Hold

premium

$751.67M

44.57%

IGM < ETF >

iShares Expanded Tech Sector ETF

$101.53

$0.33

(0.33%)

premium

2K Buy

1K Hold

140 Sell

Moderate Buy

premium

$5.74B

43.36%

ADC

Agree Realty

$76.97

$0.565

(0.74%)

After

>0.01%

premium

9 Buy

3 Hold

0 Sell

Strong Buy

premium

$7.91B

32.13%

Realty Income

$57.75

$0.3

(0.52%)

After

premium

3 Buy

8 Hold

0 Sell

Moderate Buy

premium

$50.28B

6.57%

VICI

VICI Properties

$32.37

$0.16

(0.49%)

After

0.06%

premium

7 Buy

2 Hold

0 Sell

Strong Buy

premium

$34.29B

13.50%

AVUV < ETF >

Avantis U.S. Small Cap Value ETF

$105.27

$1.14

(1.07%)

premium

1K Buy

1K Hold

176 Sell

Hold

premium

$15.38B

31.16%

PSA

Public Storage

$350.04

$2.21

(0.64%)

After

0.56%

premium

7 Buy

7 Hold

0 Sell

Moderate Buy

premium

$60.91B

36.39%

XMHQ < ETF >

Invesco S&P MidCap Quality ETF

$108.44

$0.91

(0.83%)

premium

307 Buy

224 Hold

28 Sell

Moderate Buy

premium

$6.21B

28.36%

COWZ < ETF >

Pacer US Cash Cows 100 ETF

$60.93

$0.42

(0.68%)

premium

545 Buy

521 Hold

74 Sell

Moderate Buy

premium

$26.10B

22.17%

VIOG < ETF >

Vanguard S&P Small-Cap 600 Growth ETF

$128.26

$1.48

(1.14%)

premium

925 Buy

632 Hold

107 Sell

Hold

premium

$1.05B

32.18%

CVX

Chevron

$162.54

$2.18

(1.36%)

After

0.06%

premium

12 Buy

4 Hold

0 Sell

Strong Buy

premium

$288.18B

10.67%

WES

Western Midstream Partners

$38.74

$0.425

(1.11%)

After

0.01%

premium

1 Buy

4 Hold

1 Sell

Hold

premium

$14.58B

36.63%

VGT < ETF >

Vanguard Information Technology ETF

$623.17

$1.88

(0.3%)

After

0.13%

premium

2K Buy

1K Hold

135 Sell

Moderate Buy

premium

$83.58B

35.27%

SMH < ETF >

VanEck Semiconductor ETF

$241.42

$2.24

(0.92%)

After

0.05%

premium

289 Buy

135 Hold

19 Sell

Moderate Buy

premium

$23.60B

51.32%

MPLX

$49.65

$0.56

(1.14%)

After

0.38%

premium

7 Buy

2 Hold

1 Sell

Moderate Buy

premium

$50.01B

37.77%

TEKX < ETF >

SPDR Galaxy Transformative Tech Accelerators ETF

$33.87

$0.15

(0.44%)

premium

367 Buy

126 Hold

12 Sell

Moderate Buy

premium

$6.71M

35.21%

VYM < ETF >

Vanguard High Dividend Yield Index ETF

$134.46

$0.04

(0.03%)

After

>0.01%

premium

2K Buy

2K Hold

311 Sell

Moderate Buy

premium

$61.08B

26.46%

GRNY < ETF >

Fundstrat Granny Shots US Large Cap ETF

$20.79

$0.16

(0.78%)

After

0.05%

premium

556 Buy

184 Hold

25 Sell

Moderate Buy

premium

$404.06M

2.28%

IJR < ETF >

iShares Core S&P Small Cap ETF

$126.15

$1.23

(0.97%)

After

premium

1K Buy

1K Hold

228 Sell

Hold

premium

$90.51B

30.10%

SMLF < ETF >

iShares MSCI USA Small-Cap Multifactor ETF

$73.67

$0.48

(0.65%)

premium

3K Buy

2K Hold

304 Sell

Moderate Buy

premium

$1.49B

38.95%

XSMO < ETF >

Invesco S&P SmallCap Momentum ETF

$73.30

$0.42

(0.57%)

premium

243 Buy

163 Hold

15 Sell

Hold

premium

$1.36B

43.05%

VB < ETF >

Vanguard Small-Cap ETF

$259.91

$1.67

(0.64%)

After

0.14%

premium

5K Buy

4K Hold

564 Sell

Moderate Buy

premium

$65.45B

33.62%