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WELLSTRADE IRA ...0290 - New Portfolio

Greg

WELLSTRADE IRA ...0290
Individual Investor
Ranked #263,352 out of 781,066 TipRanks' Investors
Success Rate
59%
53 out of 90
profitable transactions
Average Return
3.70%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
16.54% SMH
9.86% AMZN
7.55% XLK
6.17% AAPL
3.26% DAVE
56.62% Others
By Assets
66.68% Stocks
33.29% ETFs
0.03% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
33.30% General
19.19% Technology
15.27% Consumer Cyclical
9.01% Real Estate
7.37% Financial
15.86% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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AMC
AMC Entertainment
$3.50
$0.08
(2.23%)
premium
0 Buy
4 Hold
2 Sell
Moderate Sell
premium
$1.37B
-19.19%
VOX
VOX
< ETF >
Vanguard Communication Services ETF
$157.65
$1.58
(1.01%)
premium
1K Buy
646 Hold
102 Sell
Strong Buy
premium
$4.47B
31.26%
VUG
VUG
< ETF >
Vanguard Growth ETF
$415.91
$5.41
(1.32%)
premium
4K Buy
2K Hold
204 Sell
Strong Buy
premium
$156.85B
30.27%
HNST
Honest Company
$6.58
$0.18
(2.81%)
premium
4 Buy
3 Hold
0 Sell
Moderate Buy
premium
$646.15M
129.27%
MED
Medifast
$15.52
$0.08
(0.51%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$170.63M
-70.18%
PLTR
Palantir Technologies
$71.77
$2.53
(3.65%)
premium
2 Buy
10 Hold
7 Sell
Moderate Sell
premium
$157.73B
337.62%
CELH
Celsius Holdings
$27.23
$0.36
(1.3%)
premium
9 Buy
3 Hold
1 Sell
Moderate Buy
premium
$6.48B
-53.92%
BRZE
Braze
$44.11
$0.02
(0.05%)
premium
15 Buy
1 Hold
0 Sell
Strong Buy
premium
$4.56B
-16.48%
WYNN
Wynn Resorts
$84.67
$2.17
(2.63%)
premium
10 Buy
1 Hold
0 Sell
Strong Buy
premium
$9.06B
-10.02%
NKE
Nike
$70.84
$0.27
(0.38%)
premium
15 Buy
13 Hold
0 Sell
Moderate Buy
premium
$105.18B
-29.82%
MU
Micron
$105.75
$3.15
(3.07%)
premium
20 Buy
2 Hold
0 Sell
Strong Buy
premium
$114.31B
24.68%
VOO
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%
GOOG
Alphabet Class C
$197.55
$3.14
(1.62%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.37T
36.05%
CMBT
Euronav
$11.11
$0.05
(0.45%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$2.28B
-36.91%
AHH
Armada Hoffler Properties
$9.76
$0.05
(0.51%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$994.34M
-19.54%
ORC
Orchid Island Capital
$8.01
$0.08
(1.01%)
premium
premium
$621.83M
-6.10%
TSLX
Sixth Street Specialty Lending
$21.65
$0
(0%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.02B
-0.32%
PNNT
Pennantpark Investment
$6.78
$0.42
(5.83%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$470.13M
-3.00%
DKL
Delek Logistics
$45.32
$0.32
(0.71%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$2.42B
4.50%
TSM
TSMC
$211.50
$3.29
(1.53%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$870.45B
87.12%
BIZD
BIZD
< ETF >
VanEck BDC Income ETF
$17.06
$0.03
(0.18%)
premium
92 Buy
102 Hold
18 Sell
Strong Buy
premium
$1.43B
4.41%
ARLP
Alliance Resource
$27.86
$0.18
(0.64%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$3.59B
26.23%
DOC
Healthpeak Properties
$20.78
$0.08
(0.39%)
premium
10 Buy
3 Hold
0 Sell
Strong Buy
premium
$14.77B
6.02%
CTO
CTO Realty Growth
$19.77
$0.14
(0.7%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$596.83M
18.67%
SAR
Saratoga Investment
$24.90
$0
(0%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$357.22M
7.89%
BTI
British American Tobacco
$36.30
$0.41
(1.14%)
premium
0 Buy
1 Hold
1 Sell
Moderate Sell
premium
$78.07B
23.64%
FANG
Diamondback
$180.18
$1.06
(0.59%)
premium
20 Buy
3 Hold
0 Sell
Strong Buy
premium
$52.30B
20.33%
MAIN
Main Street Capital
$60.04
$0.44
(0.73%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$5.33B
37.92%
MLPX
MLPX
< ETF >
Global X MLP & Energy Infrastructure ETF
$66.05
$0.4
(0.61%)
premium
264 Buy
138 Hold
34 Sell
Strong Buy
premium
$2.83B
49.54%
AMD
Advanced Micro Devices
$121.46
$3.02
(2.55%)
premium
21 Buy
10 Hold
1 Sell
Moderate Buy
premium
$192.21B
-25.33%
MSFT
Microsoft
$429.03
$4.45
(1.05%)
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.16T
8.93%
FEPI
FEPI
< ETF >
REX FANG & Innovation Equity Premium Income ETF
$50.05
$0.73
(1.48%)
premium
696 Buy
206 Hold
60 Sell
Strong Buy
premium
$446.72M
-11.31%
META
Meta Platforms
$612.77
$1.47
(0.24%)
premium
40 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.54T
62.91%
MO
Altria Group
$51.86
$0.7
(1.37%)
premium
4 Buy
2 Hold
2 Sell
Hold
premium
$86.71B
28.24%
TSLA
Tesla
$426.50
$12.68
(3.06%)
premium
13 Buy
12 Hold
9 Sell
Hold
premium
$1.33T
101.29%
ABR
Arbor Realty
$13.80
$0.2
(1.47%)
premium
0 Buy
2 Hold
1 Sell
Moderate Sell
premium
$2.57B
-3.63%
DAVE
Dave
$87.85
$1.47
(1.65%)
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.14B
758.02%
AAPL
Apple
$229.98
$1.72
(0.75%)
premium
19 Buy
7 Hold
3 Sell
Moderate Buy
premium
$3.43T
21.92%
XLK
XLK
< ETF >
Technology Select Sector SPDR Fund
$234.11
$3.61
(1.57%)
premium
2K Buy
726 Hold
102 Sell
Strong Buy
premium
$72.86B
17.81%
AMZN
Amazon
$225.94
$5.28
(2.39%)
premium
48 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.32T
47.19%
SMH
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%
KULR
KULR Technology Group
$2.28
$0.2
(8.06%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$593.41M
1255.19%
SOFI
SoFi Technologies
$16.50
$0.2
(1.23%)
premium
6 Buy
5 Hold
4 Sell
Hold
premium
$17.69B
116.47%