Fidelity - Trad. IRA - New Portfolio

Aznshinsa

Fidelity - Trad. IRA
Individual Investor
Ranked #8,774 out of 766,001 TipRanks' Investors
Success Rate
76%
766 out of 1005
profitable transactions
Average Return
70.69%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
19.72% NVDA
9.50% AVGO
5.31% TSLA
4.48% GOOG
4.24% META
56.75% Others
By Assets
98.46% Stocks
1.54% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
33.00% Technology
16.93% Consumer Cyclical
14.61% Financial
12.66% Communication Services
6.92% Energy
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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ONL
Orion Office REIT
$4.07
$0.1
(2.52%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$222.11M
-18.92%
OKE
Oneok
$107.16
$3.02
(2.9%)
premium
8 Buy
5 Hold
0 Sell
Moderate Buy
premium
$60.84B
67.88%
ABBV
AbbVie
$199.50
$1.01
(0.5%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$354.33B
44.52%
KHC
Kraft Heinz
$33.00
$0.18
(0.55%)
premium
5 Buy
7 Hold
1 Sell
Moderate Buy
premium
$39.69B
0.15%
CRWD
CrowdStrike Holdings
$330.03
$0.75
(0.23%)
premium
34 Buy
6 Hold
0 Sell
Strong Buy
premium
$81.09B
73.01%
CZR
Caesars Entertainment
$40.84
$0.27
(0.66%)
premium
11 Buy
2 Hold
1 Sell
Moderate Buy
premium
$8.74B
-3.04%
DAL
Delta Air Lines
$61.05
$0.62
(1.03%)
premium
16 Buy
0 Hold
0 Sell
Strong Buy
premium
$38.99B
82.35%
GS
Goldman Sachs Group
$589.26
$7.09
(1.22%)
premium
12 Buy
4 Hold
0 Sell
Strong Buy
premium
$182.75B
83.69%
RBLX
Roblox
$52.40
$0.71
(1.34%)
premium
16 Buy
6 Hold
1 Sell
Moderate Buy
premium
$34.85B
37.71%
BRK.B
Berkshire Hathaway B
$463.41
$3.28
(0.71%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$991.16B
33.09%
$134.34
$1.27
(0.95%)
premium
4 Buy
3 Hold
2 Sell
Hold
premium
$72.46B
46.50%
VTI
VTI
< ETF >
Vanguard Total Stock Market ETF
$296.71
$1.38
(0.47%)
premium
12K Buy
7K Hold
914 Sell
Moderate Buy
premium
$456.17B
37.83%
ZI
ZoomInfo Technologies
$11.99
$0.22
(1.87%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$4.30B
-4.76%
SBUX
Starbucks
$97.55
$1.43
(1.49%)
premium
15 Buy
7 Hold
4 Sell
Moderate Buy
premium
$108.92B
-4.58%
AAL
American Airlines
$13.81
$0.19
(1.4%)
premium
4 Buy
7 Hold
2 Sell
Hold
premium
$8.95B
17.53%
EPR
EPR Properties
$45.29
$0.64
(1.43%)
premium
2 Buy
3 Hold
1 Sell
Hold
premium
$3.38B
1.43%
NFLX
Netflix
$795.04
$1.5
(0.19%)
premium
25 Buy
10 Hold
2 Sell
Moderate Buy
premium
$340.49B
82.70%
MDT
Medtronic
$87.72
$0.4
(0.45%)
premium
10 Buy
11 Hold
2 Sell
Moderate Buy
premium
$113.01B
25.15%
LYV
Live Nation Entertainment
$123.00
$1.6
(1.28%)
premium
12 Buy
0 Hold
1 Sell
Strong Buy
premium
$28.70B
42.79%
MCD
McDonald's
$298.97
$4.31
(1.46%)
premium
16 Buy
10 Hold
0 Sell
Moderate Buy
premium
$211.37B
12.01%
CGC
Canopy Growth
$4.24
$0.31
(6.81%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$502.98M
-18.93%
GM
General Motors
$55.58
$0.19
(0.34%)
premium
10 Buy
6 Hold
2 Sell
Moderate Buy
premium
$60.91B
108.56%
PNC
PNC Financial
$203.97
$0.76
(0.37%)
premium
8 Buy
5 Hold
2 Sell
Moderate Buy
premium
$80.63B
70.89%
PK
Park Hotels & Resorts
$14.71
$0
(0%)
premium
3 Buy
6 Hold
0 Sell
Moderate Buy
premium
$3.04B
12.98%
PG
Procter & Gamble
$167.71
$4.3
(2.63%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$384.84B
11.55%
ALK
Alaska Air
$51.00
$0.01
(0.02%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$6.43B
52.24%
AMZN
Amazon
$208.18
$1.87
(0.89%)
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.21T
48.07%
WBA
Walgreens Boots Alliance
$9.07
$0.2
(2.16%)
premium
2 Buy
6 Hold
3 Sell
Hold
premium
$8.02B
-55.65%
WYNN
Wynn Resorts
$84.30
$2.87
(3.29%)
premium
12 Buy
1 Hold
0 Sell
Strong Buy
premium
$9.57B
-7.00%
TSLA
Tesla
$321.22
$24.31
(8.19%)
premium
11 Buy
14 Hold
9 Sell
Hold
premium
$953.10B
52.98%
XOM
Exxon Mobil
$121.11
$0.04
(0.03%)
premium
12 Buy
7 Hold
1 Sell
Moderate Buy
premium
$532.47B
17.63%
WPC
W. P. Carey Inc.
$56.73
$1.03
(1.85%)
premium
2 Buy
6 Hold
0 Sell
Hold
premium
$12.19B
4.51%
MGM
MGM Resorts
$36.69
$0.98
(2.6%)
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$11.22B
-3.98%
UAL
United Airlines Holdings
$87.51
$2.08
(2.43%)
premium
12 Buy
0 Hold
0 Sell
Strong Buy
premium
$28.10B
134.49%
O
Realty Income
$57.51
$1.13
(2%)
premium
4 Buy
6 Hold
0 Sell
Moderate Buy
premium
$49.34B
14.63%
RCL
Royal Caribbean
$225.27
$4.75
(2.15%)
premium
10 Buy
3 Hold
0 Sell
Strong Buy
premium
$59.29B
143.27%
ROKU
Roku
$73.82
$1.79
(2.49%)
premium
9 Buy
10 Hold
2 Sell
Moderate Buy
premium
$10.46B
-9.51%
JAMF
Jamf Holding
$16.06
$1.35
(7.75%)
premium
7 Buy
4 Hold
0 Sell
Moderate Buy
premium
$2.22B
0.12%
AMD
Advanced Micro Devices
$147.95
$1.87
(1.25%)
premium
26 Buy
6 Hold
0 Sell
Strong Buy
premium
$243.13B
30.36%
AMGN
Amgen
$325.28
$3.37
(1.05%)
premium
12 Buy
9 Hold
1 Sell
Moderate Buy
premium
$173.04B
23.18%
JNJ
Johnson & Johnson
$155.47
$1.26
(0.8%)
premium
5 Buy
8 Hold
0 Sell
Moderate Buy
premium
$377.35B
5.46%
AXP
American Express
$287.60
$0.78
(0.27%)
premium
5 Buy
9 Hold
1 Sell
Moderate Buy
premium
$202.05B
88.75%
LVS
Las Vegas Sands
$50.38
$1.08
(2.1%)
premium
10 Buy
4 Hold
0 Sell
Moderate Buy
premium
$37.31B
5.20%
LUV
Southwest Airlines
$31.78
$0.52
(1.66%)
premium
2 Buy
9 Hold
0 Sell
Hold
premium
$18.75B
36.10%
UPS
United Parcel
$132.44
$1.71
(1.27%)
premium
11 Buy
5 Hold
2 Sell
Moderate Buy
premium
$114.91B
-5.37%
T
AT&T
$22.34
$0.3
(1.36%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$158.14B
42.93%
SYF
Synchrony Financial
$63.79
$0.85
(1.31%)
premium
11 Buy
6 Hold
1 Sell
Moderate Buy
premium
$25.17B
118.83%
NVDA
Nvidia
$147.63
$1.25
(0.84%)
premium
38 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.65T
214.44%
RPRX
Royalty Pharma
$26.21
$0.31
(1.17%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$15.74B
-4.38%
SPG
Simon Property
$179.02
$3.27
(1.86%)
premium
4 Buy
10 Hold
0 Sell
Moderate Buy
premium
$65.89B
57.32%
MPW
Medical Properties
$4.91
$0.37
(8.15%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$2.72B
5.82%
GOOG
Alphabet Class C
$179.86
$2.42
(1.33%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.22T
36.58%
SPCE
Virgin Galactic Holdings
$6.22
$0.06
(0.96%)
premium
2 Buy
1 Hold
1 Sell
Hold
premium
$181.34M
-83.28%
OXY
Occidental Petroleum
$50.53
$0.68
(1.33%)
premium
3 Buy
11 Hold
1 Sell
Hold
premium
$46.38B
-16.59%
DIS
Walt Disney
$99.02
$0.09
(0.09%)
premium
11 Buy
3 Hold
0 Sell
Strong Buy
premium
$179.42B
9.61%
JBLU
JetBlue Airways
$6.34
$0.29
(4.79%)
premium
1 Buy
5 Hold
1 Sell
Hold
premium
$2.10B
59.30%
APLE
Apple Hospitality REIT
$15.93
$0.32
(2.05%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$3.75B
2.11%
ABT
Abbott Laboratories
$116.59
$1.29
(1.12%)
premium
17 Buy
3 Hold
0 Sell
Strong Buy
premium
$199.98B
24.63%
JPM
JPMorgan Chase & Co.
$236.98
$0.6
(0.25%)
premium
13 Buy
5 Hold
1 Sell
Moderate Buy
premium
$665.49B
64.24%
META
Meta Platforms
$589.34
$2.36
(0.4%)
premium
41 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.49T
83.85%
MSFT
Microsoft
$422.54
$2.89
(0.68%)
premium
26 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.16T
17.15%
NCLH
Norwegian Cruise Line
$27.32
$0.27
(1%)
premium
6 Buy
7 Hold
1 Sell
Moderate Buy
premium
$11.89B
114.11%
BA
Boeing
$151.68
$0.7
(0.46%)
premium
15 Buy
6 Hold
2 Sell
Moderate Buy
premium
$112.87B
-21.54%
UBER
Uber Technologies
$72.04
$1.09
(1.49%)
premium
35 Buy
2 Hold
0 Sell
Strong Buy
premium
$153.99B
43.94%
AVGO
Broadcom
$183.64
$0.17
(0.09%)
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$858.50B
101.50%
BAC
Bank of America
$45.13
$0.36
(0.8%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$343.51B
63.93%
BABA
Alibaba
$94.19
$5.95
(5.94%)
premium
15 Buy
3 Hold
0 Sell
Strong Buy
premium
$235.66B
13.85%
MAIN
Main Street Capital
$51.87
$0.375
(0.73%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$4.51B
28.45%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$549.95
$2.42
(0.44%)
premium
4K Buy
3K Hold
315 Sell
Moderate Buy
premium
$563.00B
37.35%
MAR
Marriott International
$280.80
$3.12
(1.12%)
premium
6 Buy
14 Hold
0 Sell
Moderate Buy
premium
$77.17B
44.45%
VZ
Verizon
$40.48
$0.09
(0.22%)
premium
8 Buy
9 Hold
0 Sell
Moderate Buy
premium
$170.78B
13.64%
ALLY
Ally Financial
$37.56
$0.46
(1.21%)
premium
8 Buy
5 Hold
1 Sell
Moderate Buy
premium
$11.59B
46.32%
KO
Coca-Cola
$63.92
$0.26
(0.41%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$274.23B
12.81%
SHOP
Shopify
$87.12
$1.57
(1.84%)
premium
11 Buy
5 Hold
1 Sell
Moderate Buy
premium
$110.15B
44.31%
PSX
Phillips 66
$126.45
$0.23
(0.18%)
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$52.32B
14.30%
WMG
Warner Music Group
$33.00
$0.11
(0.33%)
premium
3 Buy
4 Hold
1 Sell
Hold
premium
$17.03B
1.54%
USB
US Bancorp
$50.21
$0.65
(1.31%)
premium
8 Buy
11 Hold
0 Sell
Moderate Buy
premium
$77.32B
48.07%
WDC
Western Digital
$69.61
$0.83
(1.18%)
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$24.35B
57.56%
CCL
Carnival
$24.07
$0.39
(1.65%)
premium
14 Buy
1 Hold
1 Sell
Strong Buy
premium
$29.71B
95.53%
WBD
Warner Bros
$9.18
$0.19
(2.03%)
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$22.97B
-4.77%