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JOSEPH CARLSON Jun 2025 - New Portfolio

SHLOMI REGEV

JOSEPH CARLSON Jun 2025
Individual Investor
Ranked #460,431 out of 833,092 TipRanks' Investors
Success Rate
53%
8 out of 15
profitable transactions
Average Return
6.17%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
13.93% ASML
10.21% GOOG
7.61% MA
7.32% AAPL
6.93% CRM
54.00% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
0.00% Options
0.00% Other
By Sector
39.17% Technology
17.70% Financial
16.52% Communication Services
14.94% Consumer Cyclical
5.90% Industrials
5.76% Consumer Defensive

Portfolio Holdings

Name
Price
% Change
Analyst Consensus
Analyst Price Target
Smart Score
Holding Gain
Alerts
ubwp8uy1a
ubwp8uy1a
ubwp8uy1a
ubwp8uy1a
premium
premium
ubwp8uy1a
ubwp8uy1a
atrrplxrbhu
atrrplxrbhu
atrrplxrbhu
atrrplxrbhu
premium
premium
atrrplxrbhu
atrrplxrbhu
4fby07
4fby07
4fby07
4fby07
premium
premium
4fby07
4fby07
6390j1rijw
6390j1rijw
6390j1rijw
6390j1rijw
premium
premium
6390j1rijw
6390j1rijw
0i45rcrocjb9
0i45rcrocjb9
0i45rcrocjb9
0i45rcrocjb9
premium
premium
0i45rcrocjb9
0i45rcrocjb9
3w23bkht8ao
3w23bkht8ao
3w23bkht8ao
3w23bkht8ao
premium
premium
3w23bkht8ao
3w23bkht8ao
6rlnm6qq
6rlnm6qq
6rlnm6qq
6rlnm6qq
premium
premium
6rlnm6qq
6rlnm6qq
weby8ntjeo
weby8ntjeo
weby8ntjeo
weby8ntjeo
premium
premium
weby8ntjeo
weby8ntjeo
gpt8ius
gpt8ius
gpt8ius
gpt8ius
premium
premium
gpt8ius
gpt8ius
q477pd7071l
q477pd7071l
q477pd7071l
q477pd7071l
premium
premium
q477pd7071l
q477pd7071l
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$271.35
-0.31%
20 Buy
10 Hold
2 Sell
Moderate Buy
premium
premium
▲ 38.04%
$228.15
+0.61%
44 Buy
1 Hold
0 Sell
Strong Buy
premium
premium
▲ 7.35%
$1057.39
+2.03%
6 Buy
2 Hold
0 Sell
Strong Buy
premium
premium
▲ 38.83%
$52.27
+1.18%
7 Buy
4 Hold
4 Sell
Hold
premium
premium
▼ 11.29%
$852.43
-0.6%
17 Buy
6 Hold
1 Sell
Moderate Buy
premium
premium
▼ 12.56%
$258.00
+0.06%
31 Buy
10 Hold
1 Sell
Moderate Buy
premium
premium
▼ 0.58%
$218.52
-0.41%
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
premium
▼ 13.76%
$306.89
+1.03%
15 Buy
1 Hold
0 Sell
Strong Buy
premium
premium
▲ 76.39%
$671.14
+0.34%
15 Buy
1 Hold
0 Sell
Strong Buy
premium
premium
▼ 11.09%
$569.16
+0.52%
19 Buy
4 Hold
0 Sell
Strong Buy
premium
premium
▲ 5.65%
$503.45
+1.16%
11 Buy
6 Hold
0 Sell
Moderate Buy
premium
premium
▲ 7%
$485.73
+0.36%
32 Buy
2 Hold
0 Sell
Strong Buy
premium
premium
▲ 1.14%
$95.28
+1.36%
26 Buy
9 Hold
2 Sell
Moderate Buy
premium
premium
▼ 22.05%
$509.80
+0.61%
15 Buy
1 Hold
0 Sell
Strong Buy
premium
premium
▲ 1.43%
$175.52
+0.73%
7 Buy
11 Hold
0 Sell
Moderate Buy
premium
premium
▼ 9.03%