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Milestone Wealth Strategies
- New Portfolio
Performance
Portfolio Details
James Scott
Milestone Wealth Strategies
Individual Investor
Ranked #143,447 out of 769,291 TipRanks' Investors
Success Rate
56%
169 out of 304
profitable transactions
Average Return
22.63%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
21.71%
NVDA
6.76%
MSFT
5.38%
FTAI
5.04%
DELL
4.31%
NVDL
56.80%
Others
By Assets
57.18%
Stocks
32.14%
Cash
10.68%
ETFs
0.00%
Funds
0.00%
Cryptocurrency
By Sector
41.53%
Technology
15.87%
Industrials
15.74%
General
11.49%
Consumer Cyclical
7.99%
Financial
7.38%
Other
Portfolio Holdings
Select Columns
26
Results | Showing
1
out of
1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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ESGU
< ETF >
iShares ESG Aware MSCI USA ETF
$131.23
$0.34
(
0.26%
)
premium
3K
Buy
2K
Hold
171
Sell
Moderate Buy
premium
$13.96B
29.93%
QQQ
< ETF >
Invesco QQQ Trust
$505.79
$0.81
(
0.16%
)
premium
1K
Buy
624
Hold
72
Sell
Moderate Buy
premium
$307.70B
29.00%
NVDA
Nvidia
$141.95
$4.72
(
3.22%
)
premium
40
Buy
4
Hold
0
Sell
Strong Buy
premium
$3.59T
201.07%
ABR
Arbor Realty
$14.58
$0.08
(
0.55%
)
premium
2
Buy
2
Hold
2
Sell
Hold
premium
$2.73B
19.14%
AMZN
Amazon
$197.12
$1.26
(
0.64%
)
premium
44
Buy
1
Hold
0
Sell
Strong Buy
premium
$2.09T
35.22%
GOOG
Alphabet Class C
$166.57
$2.67
(
1.58%
)
premium
9
Buy
1
Hold
0
Sell
Strong Buy
premium
$2.06T
20.87%
MSFT
Microsoft
$417.00
$4.13
(
1%
)
premium
27
Buy
3
Hold
0
Sell
Strong Buy
premium
$3.07T
9.27%
RSPF
< ETF >
Invesco S&P 500 Equal Weight Financials ETF
$76.95
$0.774
(
1.02%
)
premium
510
Buy
403
Hold
50
Sell
Hold
premium
$314.60M
41.73%
ARCC
Ares Capital
$22.02
$0.24
(
1.1%
)
premium
7
Buy
3
Hold
0
Sell
Moderate Buy
premium
$14.07B
9.78%
AAPL
Apple
$229.87
$1.35
(
0.59%
)
premium
24
Buy
8
Hold
2
Sell
Moderate Buy
premium
$3.45T
19.45%
EPD
Enterprise Products Partners
$32.82
$0.47
(
1.45%
)
premium
6
Buy
0
Hold
0
Sell
Strong Buy
premium
$70.12B
21.16%
TT
Trane Technologies
$417.49
$2.1
(
0.51%
)
premium
4
Buy
11
Hold
2
Sell
Hold
premium
$93.47B
82.62%
CGUS
< ETF >
Capital Group Core Equity ETF
$35.05
$0.08
(
0.23%
)
premium
1K
Buy
437
Hold
57
Sell
Moderate Buy
premium
$4.01B
29.66%
BRK.B
Berkshire Hathaway B
$476.57
$4.51
(
0.96%
)
premium
1
Buy
1
Hold
0
Sell
Moderate Buy
premium
$1.02T
30.48%
ARM
ARM Holdings PLC ADR
$135.99
$2.85
(
2.14%
)
premium
15
Buy
4
Hold
1
Sell
Moderate Buy
premium
$139.93B
115.58%
DELL
Dell Technologies
$144.21
$5.29
(
3.81%
)
premium
14
Buy
3
Hold
0
Sell
Strong Buy
premium
$101.20B
86.02%
FTAI
FTAI Aviation
$173.71
$1.25
(
0.71%
)
premium
10
Buy
0
Hold
0
Sell
Strong Buy
premium
$17.94B
317.86%
NVDL
< ETF >
GraniteShares 1.5x Long NVDA Daily ETF
$76.09
$5.33
(
6.55%
)
premium
―
premium
$6.63B
396.43%
HWM
Howmet Aerospace
$118.44
$1.46
(
1.25%
)
premium
15
Buy
3
Hold
0
Sell
Strong Buy
premium
$47.52B
123.76%
GE
GE Aerospace
$181.15
$2.45
(
1.37%
)
premium
11
Buy
0
Hold
0
Sell
Strong Buy
premium
$193.41B
49.41%
MMYT
Makemytrip
$108.73
$0.96
(
0.88%
)
premium
4
Buy
0
Hold
0
Sell
Strong Buy
premium
$12.04B
158.34%
ETN
Eaton
$377.41
$6.46
(
1.74%
)
premium
10
Buy
6
Hold
0
Sell
Moderate Buy
premium
$146.60B
62.05%
YOU
Clear Secure
$26.18
$0.29
(
1.12%
)
premium
2
Buy
2
Hold
1
Sell
Hold
premium
$3.61B
30.30%
ARES
Ares Management
$175.52
$0.51
(
0.29%
)
premium
7
Buy
5
Hold
0
Sell
Moderate Buy
premium
$54.79B
60.82%
TMHC
Taylor Morrison
$71.08
$1.64
(
2.36%
)
premium
5
Buy
2
Hold
0
Sell
Moderate Buy
premium
$7.19B
54.45%
NCLH
Norwegian Cruise Line
$26.86
$0.1
(
0.37%
)
premium
7
Buy
7
Hold
1
Sell
Moderate Buy
premium
$11.77B
85.96%
26
Results | Showing
1
out of
1
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