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SWM Strategy #3DT - New Portfolio

Shep Fargotstein

SWM Strategy #3DT
Individual Investor
Ranked #65,977 out of 781,066 TipRanks' Investors
Success Rate
52%
324 out of 621
profitable transactions
Average Return
52.18%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
11.08% NVDA
7.86% NVMI
7.58% AVGO
7.37% VRT
7.26% META
58.85% Others
By Assets
99.94% Stocks
0.06% Cash
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
68.55% Technology
9.02% Industrials
7.26% Communication Services
6.78% Consumer Cyclical
5.00% General
3.39% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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INTU
Intuit
$604.13
$3.14
(0.52%)
premium
15 Buy
3 Hold
1 Sell
Moderate Buy
premium
$169.99B
-1.18%
NET
Cloudflare
$117.16
$2.34
(2.04%)
premium
11 Buy
8 Hold
1 Sell
Moderate Buy
premium
$39.41B
50.28%
NOW
ServiceNow
$1071.48
$14.32
(1.35%)
premium
26 Buy
3 Hold
0 Sell
Strong Buy
premium
$217.77B
43.64%
NVDA
Nvidia
$137.71
$4.14
(3.1%)
premium
36 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.27T
141.14%
AMZN
Amazon
$225.94
$5.28
(2.39%)
premium
48 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.32T
47.19%
META
Meta Platforms
$612.77
$1.47
(0.24%)
premium
40 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.54T
62.91%
CRM
Salesforce
$324.56
$4.56
(1.43%)
premium
32 Buy
7 Hold
2 Sell
Moderate Buy
premium
$306.24B
18.25%
MSFT
Microsoft
$429.03
$4.45
(1.05%)
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.16T
8.93%
TSM
TSMC
$211.50
$3.29
(1.53%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$870.45B
87.12%
PANW
Palo Alto Networks
$177.11
$0.06
(0.03%)
premium
29 Buy
6 Hold
2 Sell
Moderate Buy
premium
$116.26B
5.49%
NVMI
Nova
$244.91
$2.58
(1.06%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$7.04B
77.84%
AMAT
Applied Materials
$192.05
$5.57
(2.99%)
premium
14 Buy
6 Hold
1 Sell
Moderate Buy
premium
$151.74B
19.78%
ARM
ARM Holdings PLC ADR
$149.26
$1.74
(1.18%)
premium
14 Buy
4 Hold
1 Sell
Moderate Buy
premium
$155.04B
101.08%
VRT
Vertiv Holdings
$135.88
$3.29
(2.48%)
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
$49.77B
167.01%
ALAB
Astera Labs, Inc.
$133.30
$5.4
(4.22%)
premium
11 Buy
1 Hold
0 Sell
Strong Buy
premium
$20.29B
AVGO
Broadcom
$237.44
$8.03
(3.5%)
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$1.08T
107.57%
BWXT
BWX Technologies
$122.43
$1.3
(1.07%)
premium
6 Buy
1 Hold
1 Sell
Moderate Buy
premium
$11.08B
54.23%
CCJ
Cameco
$51.63
$2.12
(4.28%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$21.40B
7.99%
GEV
GE Vernova Inc.
$401.41
$10.41
(2.66%)
premium
16 Buy
2 Hold
0 Sell
Strong Buy
premium
$107.78B
OKLO
Oklo Inc
$26.05
$1.82
(7.51%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$2.96B
144.94%
FTNT
Fortinet
$94.23
$0.18
(0.19%)
premium
12 Buy
18 Hold
1 Sell
Moderate Buy
premium
$72.08B
53.44%