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Roth - New Portfolio

Seth Cohen

Roth
Individual Investor
Ranked #218,191 out of 783,619 TipRanks' Investors
Success Rate
66%
39 out of 59
profitable transactions
Average Return
3.54%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
12.78% CRWD
8.03% NVDA
7.83% VUG
7.54% VOO
6.61% VTI
57.21% Others
By Assets
62.67% Stocks
37.33% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
44.09% Technology
37.33% General
8.49% Consumer Cyclical
4.81% Communication Services
2.95% Industrials
2.34% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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VUG
VUG
< ETF >
Vanguard Growth ETF
$424.45
$4.5
(1.07%)
premium
2K Buy
869 Hold
99 Sell
Moderate Buy
premium
$160.66B
32.23%
VTI
VTI
< ETF >
Vanguard Total Stock Market ETF
$301.62
$1.38
(0.46%)
premium
13K Buy
7K Hold
923 Sell
Moderate Buy
premium
$474.15B
25.17%
VT
VT
< ETF >
Vanguard Total World Stock ETF
$122.21
$0.27
(0.22%)
premium
premium
$42.72B
18.53%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$559.00
$2.7
(0.49%)
premium
4K Buy
3K Hold
292 Sell
Moderate Buy
premium
$620.41B
24.69%
VBR
VBR
< ETF >
Vanguard Small Cap Value ETF
$206.51
$0.68
(0.33%)
premium
3K Buy
2K Hold
341 Sell
Hold
premium
$32.08B
16.86%
TSM
TSMC
$210.52
$2.37
(1.14%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$893.92B
74.33%
SMCI
Super Micro Computer
$28.79
$0.15
(0.52%)
premium
1 Buy
4 Hold
2 Sell
Hold
premium
$16.77B
-45.80%
QQQM
QQQM
< ETF >
Invesco NASDAQ 100 ETF
$217.71
$2.37
(1.1%)
premium
1K Buy
580 Hold
68 Sell
Moderate Buy
premium
$42.68B
25.48%
NVDA
Nvidia
$124.57
$0.08
(0.06%)
premium
37 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.05T
102.59%
AMD
Advanced Micro Devices
$118.22
$0.64
(0.54%)
premium
14 Buy
8 Hold
1 Sell
Moderate Buy
premium
$192.89B
-31.80%
AMZN
Amazon
$238.94
$4.3
(1.83%)
premium
47 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.47T
51.19%
COST
Costco
$984.05
$5.04
(0.51%)
premium
16 Buy
8 Hold
0 Sell
Moderate Buy
premium
$434.58B
40.89%
WM
Waste Management
$220.46
$1.97
(0.89%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$89.28B
19.82%
CRWD
CrowdStrike Holdings
$403.51
$6.64
(1.67%)
premium
29 Buy
4 Hold
0 Sell
Strong Buy
premium
$97.75B
31.76%
IVV
IVV
< ETF >
iShares Core S&P 500 ETF
$610.95
$3.01
(0.5%)
premium
4K Buy
3K Hold
289 Sell
Moderate Buy
premium
$598.82B
25.30%
IWF
IWF
< ETF >
iShares Russell 1000 Growth ETF
$414.54
$3.81
(0.93%)
premium
3K Buy
2K Hold
211 Sell
Moderate Buy
premium
$107.13B
32.25%
MGK
MGK
< ETF >
Vanguard Mega Cap Growth ETF
$353.50
$3.68
(1.05%)
premium
1K Buy
353 Hold
50 Sell
Moderate Buy
premium
$25.67B
31.49%
MSFT
Microsoft
$418.73
$3.74
(0.9%)
premium
29 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.09T
4.38%
DDOG
Datadog
$144.92
$2.31
(1.62%)
premium
24 Buy
6 Hold
0 Sell
Strong Buy
premium
$48.45B
14.89%
WMT
Walmart
$98.12
$0.53
(0.54%)
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$792.49B
79.09%
GOOG
Alphabet Class C
$206.32
$3.69
(1.82%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.47T
28.83%
SMTC
Semtech
$68.43
$0.74
(1.09%)
premium
11 Buy
1 Hold
0 Sell
Strong Buy
premium
$5.83B
241.18%
SPLG
SPLG
< ETF >
SPDR Portfolio S&P 500 ETF
$71.52
$0.36
(0.51%)
premium
4K Buy
3K Hold
292 Sell
Moderate Buy
premium
$58.32B
24.60%
SOUN
SoundHound AI, Inc Class A
$14.68
$0.68
(4.86%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$5.51B
681.56%
SYM
Symbotic
$29.86
$0.04
(0.13%)
premium
10 Buy
3 Hold
1 Sell
Moderate Buy
premium
$17.52B
-33.65%