Milestone Wealth Strategies - New Portfolio

James Scott

Milestone Wealth Strategies
Individual Investor
Ranked #146,932 out of 766,394 TipRanks' Investors
Success Rate
55%
168 out of 303
profitable transactions
Average Return
22.81%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
22.44% NVDA
6.79% MSFT
4.94% FTAI
4.72% DELL
4.70% NVDL
56.41% Others
By Assets
57.16% Stocks
31.91% Cash
10.93% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
42.05% Technology
16.05% General
15.16% Industrials
11.51% Consumer Cyclical
7.72% Financial
7.51% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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ESGU
ESGU
< ETF >
iShares ESG Aware MSCI USA ETF
$131.42
$0.48
(0.36%)
After
0.31%
premium
3K Buy
2K Hold
171 Sell
Moderate Buy
premium
$14.11B
36.64%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$512.91
$0.93
(0.18%)
After
0.14%
premium
1K Buy
625 Hold
71 Sell
Moderate Buy
premium
$312.54B
36.30%
NVDA
Nvidia
$148.29
$3.03
(2.09%)
After
0.11%
premium
39 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.56T
200.53%
ABR
Arbor Realty
$15.50
$0.14
(0.9%)
After
0%
premium
2 Buy
2 Hold
2 Sell
Hold
premium
$2.95B
19.75%
AMZN
Amazon
$208.91
$2.07
(1%)
After
0.2%
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.17T
44.08%
GOOG
Alphabet Class C
$183.32
$1.35
(0.74%)
After
0.16%
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.22T
35.74%
MSFT
Microsoft
$423.03
$5.02
(1.2%)
After
0.03%
premium
26 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.11T
13.08%
RSPF
RSPF
< ETF >
Invesco S&P 500 Equal Weight Financials ETF
$75.54
$0.106
(0.14%)
premium
509 Buy
404 Hold
50 Sell
Hold
premium
$305.30M
44.70%
ARCC
Ares Capital
$21.53
$0.06
(0.28%)
After
0.09%
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$13.95B
10.10%
AAPL
Apple
$224.23
$0
(0%)
After
0.03%
premium
24 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.39T
20.29%
EPD
Enterprise Products Partners
$30.43
$0.14
(0.46%)
After
0.07%
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$66.26B
17.67%
TT
Trane Technologies
$411.14
$3.78
(0.91%)
After
1.16%
premium
2 Buy
11 Hold
2 Sell
Hold
premium
$93.37B
84.02%
CGUS
CGUS
< ETF >
Capital Group Core Equity ETF
$35.49
$0.11
(0.31%)
premium
1K Buy
440 Hold
59 Sell
Moderate Buy
premium
$3.98B
36.50%
BRK.B
Berkshire Hathaway B
$466.29
$1.07
(0.23%)
After
0.07%
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.01T
33.32%
ARM
ARM Holdings PLC ADR
$139.92
$2.045
(1.44%)
After
0.16%
premium
14 Buy
4 Hold
1 Sell
Moderate Buy
premium
$149.21B
171.60%
DELL
Dell Technologies
$136.47
$2.04
(1.47%)
After
0.18%
premium
15 Buy
3 Hold
0 Sell
Strong Buy
premium
$100.90B
88.45%
FTAI
FTAI Aviation
$161.45
$3.23
(1.96%)
After
0.06%
premium
10 Buy
0 Hold
0 Sell
Strong Buy
premium
$16.83B
300.97%
NVDL
NVDL
< ETF >
GraniteShares 1.5x Long NVDA Daily ETF
$83.91
$3.33
(4.13%)
After
0.14%
premium
premium
$6.22B
390.95%
HWM
Howmet Aerospace
$113.58
$1.1
(0.96%)
After
0%
premium
15 Buy
3 Hold
0 Sell
Strong Buy
premium
$46.59B
131.44%
GE
GE Aerospace
$182.64
$1.92
(1.04%)
After
0.04%
premium
11 Buy
0 Hold
0 Sell
Strong Buy
premium
$199.75B
60.11%
MMYT
Makemytrip
$104.20
$2.72
(2.54%)
After
1.13%
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$11.74B
157.14%
RDNT
Radnet
$83.59
$2.79
(3.23%)
After
0.2%
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$6.39B
196.02%
ETN
Eaton
$368.99
$2.96
(0.8%)
After
0%
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$146.99B
67.68%
YOU
Clear Secure
$27.53
$0.32
(1.15%)
After
3.92%
premium
2 Buy
1 Hold
1 Sell
Hold
premium
$3.84B
42.82%
ARES
Ares Management
$170.50
$0.88
(0.51%)
After
0.01%
premium
7 Buy
5 Hold
0 Sell
Moderate Buy
premium
$53.65B
59.05%
TMHC
Taylor Morrison
$70.20
$2.75
(3.77%)
After
0.07%
premium
5 Buy
2 Hold
0 Sell
Moderate Buy
premium
$7.55B
69.57%
NCLH
Norwegian Cruise Line
$27.87
$0.05
(0.18%)
After
0.04%
premium
7 Buy
7 Hold
1 Sell
Moderate Buy
premium
$12.23B
111.08%