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Milestone Wealth Strategies
- New Portfolio
Performance
Portfolio Details
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
Select Columns
27
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
$131.42
$0.48
(
0.36%
)
After
0.31%
premium
3K
Buy
2K
Hold
171
Sell
Moderate Buy
premium
$14.11B
36.64%
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
< 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
< 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
< 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%
27
Results | Showing
1
out of
1
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