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New Portfolio - New Portfolio

Ray Avery

New Portfolio
Individual Investor
Ranked #543,158 out of 769,603 TipRanks' Investors
Success Rate
46%
52 out of 114
profitable transactions
Average Return
-6.80%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
11.86% AAPL
7.88% HON
6.08% ABBV
5.58% CVX
5.38% NVS
63.22% Others
By Assets
95.56% Stocks
4.43% Cash
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
21.40% Technology
15.36% Healthcare
14.64% Financial
13.91% Industrials
8.60% Energy
26.08% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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NVS
Novartis
$104.28
$0.43
(0.41%)
premium
0 Buy
6 Hold
0 Sell
Hold
premium
$207.64B
7.41%
AAPL
Apple
$229.87
$1.35
(0.59%)
premium
24 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.47T
20.16%
V
Visa
$309.92
$0.02
(<0.01%)
premium
22 Buy
3 Hold
0 Sell
Strong Buy
premium
$607.36B
22.15%
RILY
B Riley Financial
$5.05
$0.22
(4.55%)
premium
premium
$152.99M
-77.85%
ORIC
Oric Pharmaceuticals
$9.59
$0.47
(5.15%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$676.74M
31.37%
DEO
Diageo
$120.09
$1.99
(1.69%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$66.78B
-15.74%
NEE
NextEra Energy
$76.00
$0.845
(1.1%)
premium
8 Buy
5 Hold
1 Sell
Moderate Buy
premium
$156.29B
32.24%
STEM
Stem Inc
$0.39
$0.032
(8.95%)
premium
2 Buy
6 Hold
0 Sell
Hold
premium
$63.77M
-85.30%
MRVL
Marvell
$92.51
$0.43
(0.46%)
premium
20 Buy
2 Hold
0 Sell
Strong Buy
premium
$80.13B
66.68%
RBLX
Roblox
$49.38
$0.03
(0.06%)
premium
16 Buy
6 Hold
1 Sell
Moderate Buy
premium
$32.40B
30.49%
DOW
Dow Inc
$45.46
$0.65
(1.45%)
premium
4 Buy
9 Hold
0 Sell
Moderate Buy
premium
$31.83B
-11.56%
CVX
Chevron
$162.36
$0.73
(0.45%)
premium
10 Buy
4 Hold
0 Sell
Moderate Buy
premium
$291.78B
12.49%
ABBNY
ABB Ltd
$56.13
$0.13
(0.23%)
premium
0 Buy
1 Hold
1 Sell
Moderate Sell
premium
$103.48B
46.38%
$128.42
$1.1
(0.86%)
premium
5 Buy
3 Hold
2 Sell
Moderate Buy
premium
$69.93B
34.65%
PRU
Prudential Financial
$127.89
$1.63
(1.29%)
premium
2 Buy
7 Hold
0 Sell
Hold
premium
$45.53B
34.45%
LDOS
Leidos Holdings
$165.51
$0.82
(0.5%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$22.08B
55.67%
OKE
Oneok
$117.05
$0.3
(0.26%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$68.38B
75.14%
EVGO
EVgo
$6.36
$0.11
(1.76%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.93B
108.33%
ABBV
AbbVie
$176.95
$5.22
(3.04%)
premium
14 Buy
6 Hold
0 Sell
Moderate Buy
premium
$312.70B
27.79%
CVS
CVS Health
$58.01
$0.91
(1.59%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$73.00B
-16.10%
OGN
Organon
$15.28
$0.39
(2.62%)
premium
3 Buy
2 Hold
3 Sell
Hold
premium
$3.94B
35.94%
NTR
Nutrien
$46.93
$0.06
(0.13%)
premium
9 Buy
5 Hold
2 Sell
Moderate Buy
premium
$23.15B
-15.46%
WPC
W. P. Carey Inc.
$57.10
$0.25
(0.44%)
premium
2 Buy
6 Hold
0 Sell
Hold
premium
$12.50B
-2.21%
LCID
Lucid Group
$2.10
$0.04
(1.94%)
premium
1 Buy
6 Hold
2 Sell
Hold
premium
$6.32B
-50.00%
JNJ
Johnson & Johnson
$155.17
$0.33
(0.21%)
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$373.59B
2.88%
MCD
McDonald's
$290.28
$1.81
(0.63%)
premium
17 Buy
11 Hold
0 Sell
Moderate Buy
premium
$208.02B
2.96%
NGG
National Grid Transco
$63.11
$1.03
(1.66%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$60.84B
-2.15%
VZ
Verizon
$43.15
$0.65
(1.53%)
premium
8 Buy
9 Hold
0 Sell
Moderate Buy
premium
$181.65B
15.53%
JPM
JPMorgan Chase & Co.
$248.55
$3.79
(1.55%)
premium
10 Buy
6 Hold
1 Sell
Moderate Buy
premium
$699.75B
62.10%
SBLK
Star Bulk Carriers
$18.63
$0.08
(0.43%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$2.21B
-5.09%
RTX
RTX
$120.77
$0.24
(0.2%)
premium
5 Buy
10 Hold
0 Sell
Moderate Buy
premium
$160.75B
51.00%
HON
Honeywell International
$229.11
$3.02
(1.34%)
premium
8 Buy
10 Hold
0 Sell
Moderate Buy
premium
$148.98B
19.13%
IBM
International Business Machines
$222.97
$0.57
(0.26%)
premium
5 Buy
7 Hold
1 Sell
Moderate Buy
premium
$206.17B
43.36%
KVUE
Kenvue, Inc.
$24.08
$0.01
(0.04%)
premium
4 Buy
3 Hold
0 Sell
Moderate Buy
premium
$46.17B
20.16%
SDZNY
Sandoz Group Ltd Sponsored ADR
$45.32
$0.58
(1.3%)
premium
premium
$19.99B
56.26%
BAX
Baxter International
$33.21
$0.22
(0.67%)
premium
2 Buy
6 Hold
2 Sell
Hold
premium
$16.96B
-7.41%
SOLV
Solventum Corporation
$70.81
$1.18
(1.69%)
premium
1 Buy
6 Hold
0 Sell
Hold
premium
$12.23B
GLW
Corning
$48.52
$0.68
(1.42%)
premium
7 Buy
2 Hold
0 Sell
Strong Buy
premium
$41.54B
72.30%