Education

Personal Finance How To Use TipRanks TipRanks Labs Webinar Center Glossary FAQs

About Us

About TipRanks Contact Us Careers Reviews Mobile APP

Working with TipRanks

Enterprise Solutions Advertise with Us Top Online Brokers Become an Affiliate TipRanks News Wire Arrived EquityMultiple

TOOLS

Top Smart Score Stocks

Research Tools

Most Visited Websites

Daily Feeds

Daily Analyst Ratings

Daily Insider Trading Tracker

Calendars

Economic Indicators

Economic Indicators Center

Inflation Rate

Unemployment Rate

Federal Funds Rate

Class Actions

Calculators

Dividend Calculator

Dividend Yield Calculator

Options Profit Calculator

Dollar Cost Averaging

Technical Analysis Screener

Dividend Center

Best Dividend Stocks

Popular

Best High Yield Dividend Stocks

Dividend Aristocrats

Dividend Stock Comparison

New

Dividend Calculator

Dividend Returns Comparison

Dividend Calendar

Top Analysts

Top Financial Bloggers

Top-Performing Corporate Insiders

Top Hedge Fund Managers

Top Research Firms

Top Individual Investors

News

Portfolio

Personal Finance Center

Mortgages

Loans

Investing & Retirement

Spending & Savings

Calculators

Compound Interest Calculator

Student Loan Calculator

401k Retirement Calculator

Education

About Us

Working with TipRanks

Brokerage - New Portfolio

Performance Portfolio Details

DAVID SHAW

Brokerage

Individual Investor

Ranked #469,379 out of 781,066 TipRanks' Investors

Success Rate

2194 out of 4832
profitable transactions

Average Return

-1.50%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

12.26% AMZN

7.14% GOOG

7.13% META

3.70% MSFT

3.48% WMB

66.29% Others

By Assets

88.35% Stocks

7.40% Funds

4.04% ETFs

0.21% Cash

0.00% Cryptocurrency

By Sector

18.32% Technology

17.29% Communication Services

16.80% Consumer Cyclical

11.73% Energy

11.46% General

24.40% Other

Portfolio Holdings

a7fznabr12b

premium

a7fznabr12b

premium

a7fznabr12b

796rqz

premium

796rqz

premium

796rqz

gj1i1hswi7

premium

gj1i1hswi7

premium

gj1i1hswi7

c58fz42ek7t

premium

c58fz42ek7t

premium

c58fz42ek7t

0y4oh9rkk8jp

premium

0y4oh9rkk8jp

premium

0y4oh9rkk8jp

702wfcty94n

premium

702wfcty94n

premium

702wfcty94n

hipk2xr4fs

premium

hipk2xr4fs

premium

hipk2xr4fs

az195mn281

premium

az195mn281

premium

az195mn281

9si3ei3jqya

premium

9si3ei3jqya

premium

9si3ei3jqya

df7heykm5um

premium

df7heykm5um

premium

df7heykm5um

To view investors' portfolios

WMB

Williams Co

$59.14

$0.04

(0.07%)

premium

9 Buy

6 Hold

0 Sell

Moderate Buy

premium

$72.14B

74.71%

FATE

Fate Therapeutics

$1.27

$0.02

(1.6%)

premium

3 Buy

9 Hold

0 Sell

Hold

premium

$142.37M

-70.67%

ABBV

AbbVie

$171.56

$2.14

(1.23%)

premium

13 Buy

6 Hold

0 Sell

Moderate Buy

premium

$306.95B

5.06%

AEGY

Alternative Energy Partners

<$0.01

(0%)

premium

―

premium

$4.11K

―

QCOM

Qualcomm

$164.56

$3.13

(1.94%)

premium

11 Buy

10 Hold

1 Sell

Moderate Buy

premium

$179.35B

13.26%

QUBT

Quantum Computing

$9.83

$1.05

(9.65%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$1.40B

1084.34%

AWF < FUND >

AllianceBernstein Global High Income Fund Inc

$10.77

$0.02

(0.19%)

premium

―

premium

$928.69M

5.70%

KURA

Kura Oncology

$7.26

$0.08

(1.11%)

premium

13 Buy

2 Hold

0 Sell

Strong Buy

premium

$558.34M

-50.10%

DLR

Digital Realty

$178.43

$1.67

(0.93%)

premium

13 Buy

4 Hold

1 Sell

Moderate Buy

premium

$59.74B

32.62%

RITM

Rithm Capital

$11.35

$0.09

(0.8%)

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$5.85B

6.37%

COP

Conocophillips

$105.85

$0.24

(0.23%)

premium

18 Buy

1 Hold

0 Sell

Strong Buy

premium

$136.61B

-1.23%

TMO

Thermo Fisher

$559.65

$2.06

(0.37%)

premium

12 Buy

2 Hold

0 Sell

Strong Buy

premium

$214.85B

2.80%

BEAM

Beam Therapeutics

$23.44

$0.04

(0.17%)

premium

10 Buy

5 Hold

0 Sell

Moderate Buy

premium

$1.94B

-0.08%

UTF

Cohen & Steers Infrastructure Fund

$24.43

$0.23

(0.95%)

premium

―

premium

―

17.06%

JNJ

Johnson & Johnson

$147.03

$0.74

(0.5%)

premium

4 Buy

7 Hold

0 Sell

Moderate Buy

premium

$355.77B

-8.34%

PEP

PepsiCo

$148.25

$1.71

(1.17%)

premium

4 Buy

3 Hold

0 Sell

Moderate Buy

premium

$201.05B

-11.32%

XOM

Exxon Mobil

$112.32

(0.9%)

premium

13 Buy

5 Hold

0 Sell

Moderate Buy

premium

$489.26B

16.03%

ZTEK

Zentek

$1.18

$0.2

(20.4%)

premium

―

premium

$100.57M

0.77%

OBDC

Blue Owl Capital

$14.84

$0.06

(0.4%)

premium

4 Buy

0 Hold

2 Sell

Moderate Buy

premium

$7.61B

-0.20%

AMZN

Amazon

$225.94

$5.28

(2.39%)

premium

48 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.32T

47.19%

AAPL

Apple

$229.98

$1.72

(0.75%)

premium

19 Buy

7 Hold

3 Sell

Moderate Buy

premium

$3.43T

21.92%

AGTK

Agritek Holdings

<$0.01

(0%)

premium

―

premium

$54.00

0.00%

NVDA

Nvidia

$137.71

$4.14

(3.1%)

premium

36 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.27T

141.14%

EDIT

Editas Medicine

$1.22

$0.02

(1.61%)

premium

4 Buy

11 Hold

2 Sell

Hold

premium

$102.36M

-85.07%

NTLA

Intellia Therapeutics

$9.50

$0.08

(0.85%)

premium

17 Buy

5 Hold

0 Sell

Strong Buy

premium

$959.41M

-62.36%

TSHA

Taysha Gene Therapies

$1.53

$0.05

(3.16%)

premium

10 Buy

0 Hold

0 Sell

Strong Buy

premium

$323.81M

6.99%

GOOG

Alphabet Class C

$197.55

$3.14

(1.62%)

premium

9 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.37T

36.05%

ASG < FUND >

Liberty All-Star Growth Fund Inc

$5.86

$0.07

(1.21%)

premium

―

premium

$341.27M

13.53%

VICI

VICI Properties

$29.35

$0.07

(0.24%)

premium

9 Buy

3 Hold

0 Sell

Strong Buy

premium

$30.87B

-4.25%

QURE

uniQure

$14.05

$0.16

(1.13%)

premium

9 Buy

2 Hold

0 Sell

Strong Buy

premium

$759.35M

154.53%

USA < FUND >

Liberty All Star Equity Fund

$7.13

$0.05

(0.71%)

premium

―

premium

$1.93B

8.26%

COST

Costco

$943.19

$23.44

(2.55%)

premium

16 Buy

8 Hold

0 Sell

Moderate Buy

premium

$408.28B

37.23%

ARCC

Ares Capital

$23.18

$0.18

(0.78%)

premium

9 Buy

2 Hold

0 Sell

Strong Buy

premium

$14.86B

13.41%

AZN

AstraZeneca

$66.60

$0.31

(0.46%)

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$204.76B

0.12%

VRTX

Vertex Pharmaceuticals

$422.00

$5.04

(1.21%)

premium

16 Buy

8 Hold

2 Sell

Moderate Buy

premium

$107.38B

-3.70%

MSFT

Microsoft

$429.03

$4.45

(1.05%)

premium

26 Buy

2 Hold

0 Sell

Strong Buy

premium

$3.16T

8.93%

DLY < FUND >

DoubleLine Yield Opportunities Fund

$15.86

$0.06

(0.38%)

premium

―

premium

$760.42M

6.76%

DSL < FUND >

DoubleLine Income Solutions Fund

$12.54

(0%)

premium

―

premium

$1.28B

1.87%

VPOR

Vapor Group

<$0.01

(0%)

premium

―

premium

$27.30K

―

ENPH

Enphase Energy

$63.69

$0.22

(0.35%)

premium

13 Buy

13 Hold

3 Sell

Moderate Buy

premium

$8.58B

-40.29%

IOVA

Iovance Biotherapeutics

$5.91

$0.15

(2.6%)

premium

10 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.76B

-25.57%

META

Meta Platforms

$612.77

$1.47

(0.24%)

premium

40 Buy

3 Hold

1 Sell

Strong Buy

premium

$1.54T

62.91%

AVGO

Broadcom

$237.44

$8.03

(3.5%)

premium

23 Buy

3 Hold

0 Sell

Strong Buy

premium

$1.08T

107.57%

Mastercard

$524.70

$1.56

(0.3%)

premium

21 Buy

3 Hold

0 Sell

Strong Buy

premium

$480.15B

21.82%

AMD

Advanced Micro Devices

$121.46

$3.02

(2.55%)

premium

21 Buy

10 Hold

1 Sell

Moderate Buy

premium

$192.21B

-25.33%

TSM

TSMC

$211.50

$3.29

(1.53%)

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$870.45B

87.12%

MCHP

Microchip

$57.97

$1.78

(3.17%)

premium

11 Buy

4 Hold

1 Sell

Moderate Buy

premium

$30.17B

-32.72%

KMI

Kinder Morgan

$30.31

$0.25

(0.83%)

premium

5 Buy

5 Hold

0 Sell

Moderate Buy

premium

$66.78B

75.10%

Visa

$319.62

$2.37

(0.75%)

premium

20 Buy

3 Hold

0 Sell

Strong Buy

premium

$622.14B

18.32%

ENB

Enbridge

$44.51

$0.48

(1.09%)

premium

6 Buy

7 Hold

0 Sell

Moderate Buy

premium

$95.18B

24.36%

SCHD < ETF >

Schwab US Dividend Equity ETF

$27.99

$0.16

(0.57%)

premium

852 Buy

838 Hold

138 Sell

Strong Buy

premium

$67.47B

10.29%

CRM

Salesforce

$324.56

$4.56

(1.43%)

premium

32 Buy

7 Hold

2 Sell

Moderate Buy

premium

$306.24B

18.25%

TTE

TotalEnergies

$59.49

$0.48

(0.81%)

premium

2 Buy

4 Hold

0 Sell

Moderate Buy

premium

$134.98B

-7.00%

MRK

Merck & Company

$97.92

$2.78

(2.76%)

premium

10 Buy

7 Hold

0 Sell

Moderate Buy

premium

$254.73B

-15.05%

EPD

Enterprise Products Partners

$33.57

$0.1

(0.3%)

premium

8 Buy

3 Hold

0 Sell

Moderate Buy

premium

$72.98B

25.68%

PDI

PIMCO Dynamic

$19.00

$0.03

(0.16%)

premium

―

premium

―

1.88%

NFLX

Netflix

$858.10

$15.73

(1.87%)

premium

21 Buy

7 Hold

2 Sell

Moderate Buy

premium

$360.08B

76.81%

CVX

Chevron

$161.47

$2.09

(1.31%)

premium

16 Buy

3 Hold

0 Sell

Strong Buy

premium

$286.42B

13.86%

GRA

NanoXplore Inc

C$2.46

C$0

(0%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

C$419.70M

17.14%

TXRH

Texas Roadhouse

$178.95

$0.63

(0.35%)

premium

8 Buy

13 Hold

0 Sell

Moderate Buy

premium

$11.90B

49.94%

NAD < FUND >

Nuveen Quality Municipal Income Fund of Benef.Interest

$11.67

$0.04

(0.34%)

premium

―

premium

$2.72B

5.15%

NEA < FUND >

Nuveen AMT-Free Quality Municipal Income Fund of Benef Interest

$11.25

$0.06

(0.54%)

premium

―

premium

$3.36B

4.29%

AMLP < ETF >

Alerian MLP ETF

$51.71

$0.23

(0.45%)

premium

88 Buy

60 Hold

22 Sell

Strong Buy

premium

$10.36B

20.79%

Dominion Energy

$55.28

$0.22

(0.4%)

premium

2 Buy

11 Hold

0 Sell

Hold

premium

$46.25B

21.06%

SPGI

S&P Global

$501.86

$3.3

(0.65%)

premium

15 Buy

0 Hold

0 Sell

Strong Buy

premium

$156.75B

14.16%

PDO

PIMCO Dynamic Income Opportunities

$13.55

$0.08

(0.59%)

premium

―

premium

―

8.05%

MCO

Moody's

$475.85

$3.15

(0.66%)

premium

7 Buy

3 Hold

0 Sell

Moderate Buy

premium

$86.79B

24.18%

JEPI < ETF >

JPMorgan Equity Premium Income ETF

$58.50

$0.25

(0.43%)

premium

3K Buy

1K Hold

102 Sell

Strong Buy

premium

$37.92B

5.96%

UTG < FUND >

Reaves Utility Income Fund

$33.59

$0.23

(0.69%)

premium

―

premium

$2.65B

27.96%

INTU

Intuit

$604.13

$3.14

(0.52%)

premium

15 Buy

3 Hold

1 Sell

Moderate Buy

premium

$169.99B

-0.67%

ABR

Arbor Realty

$13.80

$0.2

(1.47%)

premium

0 Buy

2 Hold

1 Sell

Moderate Sell

premium

$2.57B

-3.63%

BRK.B

Berkshire Hathaway B

$467.95

$5.14

(1.11%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$997.29B

29.13%

EMB < ETF >

iShares JP Morgan USD Emerging Markets Bond ETF

$89.85

$0.17

(0.19%)

premium

―

premium

$13.46B

2.55%

Antero Midstream

$16.49

$0.16

(0.98%)

premium

0 Buy

1 Hold

1 Sell

Moderate Sell

premium

$7.86B

35.16%

NVO

Novo Nordisk

$78.69

$4.38

(5.27%)

premium

6 Buy

3 Hold

1 Sell

Moderate Buy

premium

$367.28B

-26.83%

FICO

Fair Isaac

$1900.54

$69.14

(3.51%)

premium

6 Buy

4 Hold

0 Sell

Moderate Buy

premium

$47.96B

51.99%

NOW

ServiceNow

$1071.48

$14.32

(1.35%)

premium

26 Buy

3 Hold

0 Sell

Strong Buy

premium

$217.77B

43.64%

SMH < ETF >

VanEck Semiconductor ETF

$258.25

$5.96

(2.36%)

premium

598 Buy

286 Hold

38 Sell

Strong Buy

premium

$23.92B

39.92%

ARM

ARM Holdings PLC ADR

$149.26

$1.74

(1.18%)

premium

14 Buy

4 Hold

1 Sell

Moderate Buy

premium

$155.04B

111.17%

ANET

Arista Networks

$119.95

$1.82

(1.54%)

premium

10 Buy

3 Hold

0 Sell

Strong Buy

premium

$148.82B

86.29%

ORCL

Oracle

$161.03

$1.49

(0.93%)

premium

15 Buy

11 Hold

1 Sell

Moderate Buy

premium

$446.23B

48.14%

AZPN

Aspen Technology, Inc.

$251.52

$0.56

(0.22%)

premium

2 Buy

3 Hold

0 Sell

Moderate Buy

premium

$15.87B

26.64%

CYBR

CyberArk Software

$352.22

$3.29

(0.93%)

premium

27 Buy

1 Hold

0 Sell

Strong Buy

premium

$17.52B

53.86%

Realty Income

$54.62

$0.04

(0.07%)

premium

4 Buy

9 Hold

0 Sell

Moderate Buy

premium

$47.77B

-2.74%

PSX

Phillips 66

$120.53

$0.9

(0.75%)

premium

8 Buy

5 Hold

0 Sell

Moderate Buy

premium

$49.41B

-6.30%

LRCX

Lam Research

$80.30

$1.08

(1.36%)

premium

12 Buy

7 Hold

0 Sell

Moderate Buy

premium

$101.93B

0.83%

VRT

Vertiv Holdings

$135.88

$3.29

(2.48%)

premium

12 Buy

2 Hold

0 Sell

Strong Buy

premium

$49.77B

167.01%

SCHG < ETF >

Schwab U.S. Large-Cap Growth ETF

$28.29

$0.37

(1.33%)

premium

5K Buy

2K Hold

244 Sell

Strong Buy

premium

$37.67B

32.66%

BKNG

Booking Holdings

$4926.80

$61.8

(1.27%)

premium

20 Buy

11 Hold

0 Sell

Moderate Buy

premium

$161.02B

39.62%

GLNCY

Glencore

$9.18

$0.053

(0.57%)

premium

―

premium

$54.89B

-13.80%