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Brokerage - New Portfolio

Performance Portfolio Details

DAVID SHAW

Brokerage

Individual Investor

Ranked #459,767 out of 770,014 TipRanks' Investors

Success Rate

2186 out of 4832
profitable transactions

Average Return

-1.78%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

11.61% AMZN

6.91% META

6.34% GOOG

3.79% MSFT

3.53% WMB

67.82% Others

By Assets

89.06% Stocks

7.80% Funds

2.90% ETFs

0.23% Cash

0.00% Cryptocurrency

By Sector

18.29% Technology

16.59% Consumer Cyclical

16.44% Communication Services

11.78% Energy

10.73% General

26.17% Other

Portfolio Holdings

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To view investors' portfolios

WMB

Williams Co

$58.09

$0.1

(0.17%)

premium

10 Buy

4 Hold

0 Sell

Moderate Buy

premium

$70.93B

60.21%

FATE

Fate Therapeutics

$2.46

$0.04

(1.65%)

premium

3 Buy

9 Hold

0 Sell

Hold

premium

$275.62M

2.54%

ABBV

AbbVie

$177.95

$0.89

(0.5%)

premium

14 Buy

6 Hold

0 Sell

Moderate Buy

premium

$312.89B

27.61%

AEGY

Alternative Energy Partners

<$0.01

(0%)

premium

―

premium

$4.11K

―

QCOM

Qualcomm

$159.30

$0.48

(0.3%)

premium

11 Buy

9 Hold

1 Sell

Moderate Buy

premium

$176.45B

22.73%

QUBT

Quantum Computing

$6.77

$0.93

(12.08%)

premium

―

premium

$910.28M

593.18%

AWF < FUND >

AllianceBernstein Global High Income Fund Inc

$10.89

$0.03

(0.27%)

premium

―

premium

$941.63M

12.00%

KURA

Kura Oncology

$10.64

$0.315

(2.87%)

premium

12 Buy

2 Hold

0 Sell

Strong Buy

premium

$852.29M

14.64%

DLR

Digital Realty

$192.14

$0.68

(0.35%)

premium

11 Buy

5 Hold

1 Sell

Moderate Buy

premium

$63.96B

41.26%

RITM

Rithm Capital

$11.05

$0.1

(0.9%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$5.80B

9.53%

COP

Conocophillips

$105.99

$0.11

(0.1%)

premium

12 Buy

3 Hold

0 Sell

Strong Buy

premium

$137.25B

-8.13%

TMO

Thermo Fisher

$509.90

$4.3

(0.84%)

premium

16 Buy

3 Hold

0 Sell

Strong Buy

premium

$196.68B

4.77%

BEAM

Beam Therapeutics

$25.18

$1.47

(5.52%)

premium

7 Buy

4 Hold

0 Sell

Moderate Buy

premium

$2.21B

-15.57%

UTF

Cohen & Steers Infrastructure Fund

$25.76

$0.04

(0.16%)

premium

―

premium

―

23.71%

JNJ

Johnson & Johnson

$153.66

$0.88

(0.57%)

premium

6 Buy

8 Hold

0 Sell

Moderate Buy

premium

$375.06B

2.15%

PEP

PepsiCo

$162.07

$0.98

(0.6%)

premium

6 Buy

9 Hold

0 Sell

Moderate Buy

premium

$223.70B

-4.35%

XOM

Exxon Mobil

$118.19

$1.78

(1.48%)

premium

12 Buy

7 Hold

1 Sell

Moderate Buy

premium

$527.28B

16.47%

ZTEK

Zentek

$1.11

$0.035

(3.04%)

premium

―

premium

$121.42M

4.54%

OBDC

Blue Owl Capital

$15.20

$0.01

(0.07%)

premium

4 Buy

1 Hold

1 Sell

Moderate Buy

premium

$5.93B

2.70%

AMZN

Amazon

$206.05

$4.6

(2.28%)

premium

44 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.12T

37.28%

AAPL

Apple

$235.21

$2.34

(1%)

premium

24 Buy

8 Hold

2 Sell

Moderate Buy

premium

$3.52T

22.58%

AGTK

Agritek Holdings

<$0.01

(0%)

premium

―

premium

$54.00

0.00%

NVDA

Nvidia

$136.45

$0.43

(0.32%)

premium

40 Buy

4 Hold

0 Sell

Strong Buy

premium

$3.33T

184.70%

EDIT

Editas Medicine

$2.14

$0.24

(10.08%)

premium

8 Buy

6 Hold

1 Sell

Moderate Buy

premium

$196.46M

-77.50%

NTLA

Intellia Therapeutics

$14.29

$0.5

(3.38%)

premium

17 Buy

5 Hold

0 Sell

Strong Buy

premium

$1.51B

-53.91%

TSHA

Taysha Gene Therapies

$2.88

$0.01

(0.35%)

premium

10 Buy

0 Hold

0 Sell

Strong Buy

premium

$592.29M

30.69%

GOOG

Alphabet Class C

$170.33

$0.9

(0.53%)

premium

9 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.06T

22.58%

ASG < FUND >

Liberty All-Star Growth Fund Inc

$5.84

$0.01

(0.17%)

premium

―

premium

$340.69M

16.73%

VICI

VICI Properties

$32.48

$0.05

(0.15%)

premium

7 Buy

2 Hold

0 Sell

Strong Buy

premium

$34.29B

13.50%

QURE

uniQure

$6.06

$0.07

(1.17%)

premium

8 Buy

3 Hold

0 Sell

Moderate Buy

premium

$291.97M

-12.94%

USA < FUND >

Liberty All Star Equity Fund

$7.29

$0.015

(0.21%)

premium

―

premium

$1.98B

18.54%

COST

Costco

$964.66

$3.77

(0.39%)

premium

17 Buy

8 Hold

0 Sell

Moderate Buy

premium

$425.74B

63.02%

ARCC

Ares Capital

$21.91

$0.09

(0.41%)

premium

7 Buy

3 Hold

0 Sell

Moderate Buy

premium

$14.21B

10.61%

AZN

AstraZeneca

$65.94

$0.46

(0.69%)

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$203.38B

2.94%

VRTX

Vertex Pharmaceuticals

$459.72

$1.99

(0.43%)

premium

16 Buy

9 Hold

2 Sell

Moderate Buy

premium

$118.90B

30.78%

MSFT

Microsoft

$425.91

$7.12

(1.7%)

premium

26 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.11T

10.96%

DLY < FUND >

DoubleLine Yield Opportunities Fund

$16.38

$0.055

(0.33%)

premium

―

premium

$787.75M

13.79%

DSL < FUND >

DoubleLine Income Solutions Fund

$12.65

(0%)

premium

―

premium

$1.29B

8.64%

VPOR

Vapor Group

<$0.01

(0%)

premium

―

premium

$27.30K

―

ENPH

Enphase Energy

$70.29

$1.62

(2.25%)

premium

14 Buy

12 Hold

4 Sell

Moderate Buy

premium

$9.72B

-33.86%

IOVA

Iovance Biotherapeutics

$9.24

$0.03

(0.32%)

premium

9 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.83B

47.67%

META

Meta Platforms

$574.82

$9.71

(1.72%)

premium

40 Buy

3 Hold

1 Sell

Strong Buy

premium

$1.43T

67.08%

AVGO

Broadcom

$165.22

$0.4

(0.24%)

premium

22 Buy

3 Hold

0 Sell

Strong Buy

premium

$769.80B

68.38%

Mastercard

$527.00

$0.4

(0.08%)

premium

21 Buy

4 Hold

0 Sell

Strong Buy

premium

$483.33B

26.27%

AMD

Advanced Micro Devices

$137.13

(2.83%)

premium

23 Buy

7 Hold

0 Sell

Strong Buy

premium

$229.03B

15.39%

TSM

Taiwan Semiconductor Manufacturing

$184.05

$1.03

(0.56%)

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$821.92B

89.19%

MCHP

Microchip

$68.79

$1.06

(1.52%)

premium

11 Buy

4 Hold

0 Sell

Moderate Buy

premium

$37.51B

-16.11%

KMI

Kinder Morgan

$27.93

$0.075

(0.27%)

premium

6 Buy

6 Hold

0 Sell

Moderate Buy

premium

$61.87B

60.52%

Visa

$313.99

$0.8

(0.26%)

premium

22 Buy

3 Hold

0 Sell

Strong Buy

premium

$613.77B

23.16%

ENB

Enbridge

$42.36

$0.59

(1.37%)

premium

3 Buy

7 Hold

0 Sell

Moderate Buy

premium

$92.42B

26.38%

SCHD < ETF >

Schwab US Dividend Equity ETF

$29.26

$0.25

(0.85%)

premium

428 Buy

434 Hold

68 Sell

Moderate Buy

premium

$65.66B

23.25%

CRM

Salesforce

$340.57

$1.46

(0.43%)

premium

34 Buy

8 Hold

1 Sell

Strong Buy

premium

$324.19B

51.13%

TTE

TotalEnergies

$57.68

$0.58

(1%)

premium

4 Buy

3 Hold

0 Sell

Moderate Buy

premium

$136.23B

-15.29%

MRK

Merck & Company

$99.77

$1.39

(1.37%)

premium

16 Buy

5 Hold

0 Sell

Strong Buy

premium

$255.90B

-2.64%

EPD

Enterprise Products Partners

$32.37

$0.025

(0.08%)

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

$70.10B

20.94%

PDI

PIMCO Dynamic

$19.21

$0.03

(0.16%)

premium

―

premium

―

9.49%

NFLX

Netflix

$879.00

$13.41

(1.55%)

premium

24 Buy

10 Hold

2 Sell

Moderate Buy

premium

$370.00B

80.50%

CVX

Chevron

$162.10

$1.74

(1.09%)

premium

11 Buy

4 Hold

0 Sell

Moderate Buy

premium

$288.18B

12.05%

GRA

NanoXplore Inc

C$2.24

C$0.05

(2.18%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

C$390.69M

17.44%

TXRH

Texas Roadhouse

$202.77

$0.65

(0.32%)

premium

10 Buy

11 Hold

0 Sell

Moderate Buy

premium

$13.48B

73.08%

NAD < FUND >

Nuveen Quality Municipal Income Fund of Benef.Interest

$12.10

$0.005

(0.04%)

premium

―

premium

$2.82B

12.36%

NEA < FUND >

Nuveen AMT-Free Quality Municipal Income Fund of Benef Interest

$11.64

$0.032

(0.27%)

premium

―

premium

$3.49B

10.77%

AMLP < ETF >

Alerian MLP ETF

$49.50

$0.34

(0.69%)

premium

34 Buy

25 Hold

10 Sell

Hold

premium

$9.73B

15.28%

Dominion Energy

$58.77

$0.235

(0.4%)

premium

2 Buy

10 Hold

0 Sell

Hold

premium

$49.17B

23.81%

SPGI

S&P Global

$520.21

$0.61

(0.12%)

premium

14 Buy

1 Hold

0 Sell

Strong Buy

premium

$161.51B

23.94%

PDO

PIMCO Dynamic Income Opportunities

$13.53

$0.07

(0.51%)

premium

―

premium

―

12.96%

MCO

Moody's

$496.10

$2.07

(0.42%)

premium

8 Buy

4 Hold

1 Sell

Moderate Buy

premium

$89.52B

32.64%

JEPI < ETF >

JPMorgan Equity Premium Income ETF

$60.50

(0%)

premium

1K Buy

609 Hold

49 Sell

Moderate Buy

premium

$36.93B

10.87%

UTG < FUND >

Reaves Utility Income Fund

$34.70

$0.26

(0.75%)

premium

―

premium

$2.72B

31.43%

INTU

Intuit

$639.00

$4.38

(0.69%)

premium

17 Buy

3 Hold

0 Sell

Strong Buy

premium

$177.72B

13.48%

ABR

Arbor Realty

$14.83

$0.07

(0.47%)

premium

2 Buy

2 Hold

2 Sell

Hold

premium

$2.78B

20.10%

BRK.B

Berkshire Hathaway B

$475.62

$1.81

(0.38%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$1.03T

31.40%

Antero Midstream

$15.72

$0.04

(0.26%)

premium

1 Buy

0 Hold

1 Sell

Hold

premium

$7.55B

18.93%

NVO

Novo Nordisk

$106.79

$2.23

(2.13%)

premium

4 Buy

2 Hold

0 Sell

Moderate Buy

premium

$463.25B

-0.84%

FICO

Fair Isaac

$2375.00

$14.78

(0.63%)

premium

7 Buy

3 Hold

0 Sell

Moderate Buy

premium

$57.47B

120.68%

NOW

ServiceNow

$1063.85

$11.14

(1.06%)

premium

26 Buy

2 Hold

1 Sell

Strong Buy

premium

$216.86B

56.21%

SMH < ETF >

VanEck Semiconductor ETF

$241.57

$2.09

(0.86%)

premium

289 Buy

135 Hold

19 Sell

Moderate Buy

premium

$23.60B

51.32%

ARM

ARM Holdings PLC ADR

$136.96

$2.72

(1.95%)

premium

16 Buy

4 Hold

1 Sell

Moderate Buy

premium

$146.80B

118.66%

ANET

Arista Networks

$411.61

$11.89

(2.97%)

premium

10 Buy

3 Hold

0 Sell

Strong Buy

premium

$125.89B

83.03%

ORCL

Oracle

$190.71

$2.72

(1.45%)

premium

19 Buy

13 Hold

0 Sell

Moderate Buy

premium

$520.93B

61.71%

AZPN

Aspen Technology, Inc.

$251.43

$0.49

(0.2%)

premium

4 Buy

3 Hold

0 Sell

Moderate Buy

premium

$15.87B

34.97%

CYBR

CyberArk Software

$325.68

$1.31

(0.4%)

premium

26 Buy

1 Hold

0 Sell

Strong Buy

premium

$14.13B

67.64%

Realty Income

$57.41

$0.04

(0.07%)

premium

3 Buy

8 Hold

0 Sell

Moderate Buy

premium

$50.28B

6.57%

PSX

Phillips 66

$133.18

$0.1

(0.08%)

premium

8 Buy

4 Hold

0 Sell

Moderate Buy

premium

$55.04B

12.35%

LRCX

Lam Research

$73.14

$0.57

(0.77%)

premium

12 Buy

5 Hold

0 Sell

Moderate Buy

premium

$94.84B

2.73%

VRT

Vertiv Holdings

$131.55

$0.48

(0.36%)

premium

11 Buy

0 Hold

0 Sell

Strong Buy

premium

$49.56B

209.35%

SCHG < ETF >

Schwab U.S. Large-Cap Growth ETF

$27.69

$0.17

(0.62%)

premium

3K Buy

1K Hold

135 Sell

Moderate Buy

premium

$35.54B

38.06%

BKNG

Booking Holdings

$5150.00

$41.17

(0.81%)

premium

19 Buy

11 Hold

0 Sell

Moderate Buy

premium

$169.09B

66.17%

GLNCY

Glencore

$9.50

$0.24

(2.46%)

premium

―

premium

$59.46B

-13.50%