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Working with TipRanks

7/6/24 ETF portfolio - New Portfolio

Performance Portfolio Details

Jon B

7/6/24 ETF portfolio

Individual Investor

Ranked #239,374 out of 781,066 TipRanks' Investors

Success Rate

83 out of 137
profitable transactions

Average Return

2.41%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

2.47% WCBR

2.44% VGT

2.42% IGM

2.42% SCHG

2.39% CIBR

87.86% Others

By Assets

78.78% ETFs

21.22% Stocks

0.00% Funds

0.00% Cryptocurrency

0.00% Cash

By Sector

78.78% General

9.01% Energy

8.07% Real Estate

4.15% Financial

Portfolio Holdings

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To view investors' portfolios

AIQ < ETF >

Global X Artificial Intelligence & Technology ETF

$39.46

$0.58

(1.49%)

premium

883 Buy

400 Hold

64 Sell

Moderate Buy

premium

$2.71B

28.23%

SCHD < ETF >

Schwab US Dividend Equity ETF

$27.99

$0.16

(0.57%)

premium

430 Buy

422 Hold

69 Sell

Moderate Buy

premium

$67.47B

10.91%

SCHG < ETF >

Schwab U.S. Large-Cap Growth ETF

$28.29

$0.37

(1.33%)

premium

3K Buy

1K Hold

122 Sell

Moderate Buy

premium

$37.67B

35.60%

SOXQ < ETF >

Invesco PHLX Semiconductor ETF

$41.81

$1.17

(2.88%)

premium

337 Buy

161 Hold

20 Sell

Moderate Buy

premium

$482.84M

26.96%

SPGP < ETF >

Invesco S&P 500 GARP ETF

$110.22

$0.61

(0.56%)

premium

1K Buy

814 Hold

72 Sell

Strong Buy

premium

$4.00B

15.54%

VIG < ETF >

Vanguard Dividend Appreciation ETF

$199.15

$1.32

(0.67%)

premium

2K Buy

1K Hold

141 Sell

Moderate Buy

premium

$87.80B

16.69%

VOO < ETF >

Vanguard S&P 500 ETF

$549.46

$5.22

(0.96%)

premium

8K Buy

5K Hold

600 Sell

Strong Buy

premium

$603.12B

24.27%

QTUM < ETF >

Defiance Quantum ETF

$81.88

$0.61

(0.75%)

premium

1K Buy

530 Hold

66 Sell

Strong Buy

premium

$905.16M

51.76%

CIBR < ETF >

First Trust NASDAQ Cybersecurity ETF

$64.74

$0.03

(0.05%)

premium

552 Buy

370 Hold

24 Sell

Strong Buy

premium

$7.53B

17.55%

DGRO < ETF >

iShares Core Dividend Growth ETF

$62.59

$0.31

(0.5%)

premium

5K Buy

3K Hold

350 Sell

Strong Buy

premium

$30.59B

16.17%

DGRW < ETF >

WisdomTree US Quality Dividend Growth Fund

$82.40

$0.46

(0.56%)

premium

2K Buy

1K Hold

111 Sell

Moderate Buy

premium

$14.92B

17.05%

DIVO < ETF >

Amplify CWP Enhanced Dividend Income ETF

$41.54

$0.25

(0.61%)

premium

612 Buy

270 Hold

24 Sell

Strong Buy

premium

$3.88B

13.93%

GPIQ < ETF >

Goldman Sachs Nasdaq 100 Core Premium Income ETF

$49.60

$0.71

(1.45%)

premium

3K Buy

1K Hold

142 Sell

Strong Buy

premium

$388.77M

11.72%

GPIX < ETF >

Goldman Sachs S&P 500 Core Premium Income ETF

$50.01

$0.43

(0.87%)

premium

8K Buy

5K Hold

600 Sell

Strong Buy

premium

$418.36M

13.33%

ISPY < ETF >

ProShares S&P 500 High Income ETF

$45.04

$0.46

(1.03%)

premium

8K Buy

5K Hold

600 Sell

Strong Buy

premium

$572.00M

11.07%

JEPQ < ETF >

J.P. Morgan Nasdaq Equity Premium Income ETF

$57.27

$0.69

(1.22%)

premium

3K Buy

1K Hold

134 Sell

Strong Buy

premium

$21.51B

12.35%

QQQM < ETF >

Invesco NASDAQ 100 ETF

$214.78

$3.56

(1.69%)

premium

3K Buy

1K Hold

142 Sell

Strong Buy

premium

$41.26B

26.27%

WCBR < ETF >

WisdomTree Cybersecurity Fund

$28.88

$0.03

(0.1%)

premium

534 Buy

324 Hold

18 Sell

Strong Buy

premium

$116.99M

12.50%

DRUP < ETF >

GraniteShares Nasdaq Select Disruptors ETF

$58.00

$0.425

(0.74%)

premium

2K Buy

596 Hold

56 Sell

Strong Buy

premium

$60.42M

24.48%

AMLP < ETF >

Alerian MLP ETF

$51.71

$0.23

(0.45%)

premium

44 Buy

30 Hold

12 Sell

Moderate Buy

premium

$10.36B

18.89%

IWM < ETF >

iShares Russell 2000 ETF

$225.46

$0.97

(0.43%)

premium

10K Buy

6K Hold

814 Sell

Strong Buy

premium

$73.09B

17.78%

HTGC

Hercules Capital

$20.75

$0.08

(0.39%)

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$3.46B

22.09%

HESM

Hess Midstream Partners

$41.28

$0.98

(2.43%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$8.79B

27.56%

SHLD < ETF >

Global X Defense Tech ETF

$39.06

$0.14

(0.36%)

premium

240 Buy

182 Hold

28 Sell

Strong Buy

premium

$675.83M

37.59%

IGM < ETF >

iShares Expanded Tech Sector ETF

$103.92

$1.47

(1.43%)

premium

2K Buy

1K Hold

149 Sell

Moderate Buy

premium

$5.82B

37.25%

ADC

Agree Realty

$72.44

$0.29

(0.4%)

premium

15 Buy

2 Hold

1 Sell

Strong Buy

premium

$7.47B

17.57%

Realty Income

$54.62

$0.04

(0.07%)

premium

4 Buy

9 Hold

0 Sell

Moderate Buy

premium

$47.77B

-2.74%

VICI

VICI Properties

$29.35

$0.07

(0.24%)

premium

9 Buy

3 Hold

0 Sell

Strong Buy

premium

$30.87B

-4.25%

AVUV < ETF >

Avantis U.S. Small Cap Value ETF

$99.32

$0.41

(0.41%)

premium

2K Buy

2K Hold

356 Sell

Strong Buy

premium

$15.91B

15.72%

PSA

Public Storage

$296.07

$1.63

(0.55%)

premium

6 Buy

6 Hold

0 Sell

Moderate Buy

premium

$52.15B

1.75%

XMHQ < ETF >

Invesco S&P MidCap Quality ETF

$102.32

$0.29

(0.28%)

premium

329 Buy

285 Hold

34 Sell

Moderate Buy

premium

$6.14B

14.87%

COWZ < ETF >

Pacer US Cash Cows 100 ETF

$58.42

$0.35

(0.6%)

premium

582 Buy

511 Hold

54 Sell

Moderate Buy

premium

$25.50B

14.02%

VIOG < ETF >

Vanguard S&P Small-Cap 600 Growth ETF

$120.11

$0.65

(0.54%)

premium

2K Buy

1K Hold

234 Sell

Strong Buy

premium

$1.02B

14.77%

CVX

Chevron

$161.47

$2.09

(1.31%)

premium

16 Buy

3 Hold

0 Sell

Strong Buy

premium

$286.42B

13.86%

WES

Western Midstream Partners

$41.51

$0.81

(1.99%)

premium

2 Buy

3 Hold

2 Sell

Hold

premium

$15.49B

49.75%

VGT < ETF >

Vanguard Information Technology ETF

$627.47

$9.31

(1.51%)

premium

4K Buy

2K Hold

274 Sell

Strong Buy

premium

$85.12B

26.39%

SMH < ETF >

VanEck Semiconductor ETF

$258.25

$5.96

(2.36%)

premium

598 Buy

286 Hold

38 Sell

Strong Buy

premium

$23.92B

39.92%

MPLX

$51.15

$0.34

(0.67%)

premium

9 Buy

3 Hold

1 Sell

Moderate Buy

premium

$51.77B

38.51%

TEKX < ETF >

SPDR Galaxy Transformative Tech Accelerators ETF

$31.67

$0.248

(0.79%)

premium

732 Buy

266 Hold

18 Sell

Strong Buy

premium

$6.33M

25.86%

VYM < ETF >

Vanguard High Dividend Yield Index ETF

$131.69

$0.97

(0.74%)

premium

2K Buy

2K Hold

293 Sell

Moderate Buy

premium

$61.07B

18.10%

GRNY < ETF >

Fundstrat Granny Shots US Large Cap ETF

$20.63

$0.22

(1.08%)

premium

1K Buy

356 Hold

56 Sell

Strong Buy

premium

$733.61M

1.14%

IJR < ETF >

iShares Core S&P Small Cap ETF

$117.99

$0.62

(0.53%)

premium

1K Buy

1K Hold

231 Sell

Hold

premium

$88.96B

14.34%

SMLF < ETF >

iShares MSCI USA Small-Cap Multifactor ETF

$70.24

$0.38

(0.54%)

premium

7K Buy

5K Hold

626 Sell

Strong Buy

premium

$1.58B

22.93%

XSMO < ETF >

Invesco S&P SmallCap Momentum ETF

$68.68

$0.37

(0.54%)

premium

494 Buy

332 Hold

36 Sell

Strong Buy

premium

$1.44B

23.71%

VB < ETF >

Vanguard Small-Cap ETF

$248.52

$1.05

(0.42%)

premium

11K Buy

8K Hold

1K Sell

Strong Buy

premium

$65.21B

20.34%

VIRT

Virtu Financial

$37.26

$0.33

(0.89%)

premium

3 Buy

4 Hold

0 Sell

Moderate Buy

premium

$5.71B

98.72%