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EDGR - New Portfolio

BRENNAN THOMAS

EDGR
Individual Investor
Ranked #303,139 out of 770,014 TipRanks' Investors
Success Rate
54%
88 out of 163
profitable transactions
Average Return
6.48%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
12.26% BRK.B
10.76% MSFT
9.34% GLD
7.67% ROK
7.55% AMGN
52.42% Others
By Assets
49.41% Stocks
45.50% Cash
5.09% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
35.96% Technology
14.08% Industrials
12.26% Financial
10.15% Healthcare
9.34% General
18.20% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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MSFT
Microsoft
$418.79
$1.79
(0.43%)
Pre
0.33%
premium
27 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.11T
10.48%
AMZN
Amazon
$201.45
$4.33
(2.2%)
Pre
0.12%
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.12T
34.33%
UBER
Uber Technologies
$73.42
$1.91
(2.67%)
Pre
0.22%
premium
34 Buy
2 Hold
0 Sell
Strong Buy
premium
$154.60B
29.27%
FI
Fiserv
$221.76
$0.2
(0.09%)
Pre
0.97%
premium
19 Buy
5 Hold
0 Sell
Strong Buy
premium
$126.16B
76.12%
ON
ON Semiconductor
$72.39
$2.77
(3.98%)
Pre
0.68%
premium
16 Buy
4 Hold
1 Sell
Moderate Buy
premium
$30.82B
4.49%
AMAT
Applied Materials
$174.55
$0.33
(0.19%)
Pre
0.15%
premium
13 Buy
7 Hold
0 Sell
Moderate Buy
premium
$143.90B
16.32%
NVDA
Nvidia
$136.02
$5.93
(4.18%)
Pre
0.53%
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.33T
197.12%
BRK.B
Berkshire Hathaway B
$477.43
$0.86
(0.18%)
Pre
0.27%
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.03T
31.40%
NEP
Nextera Energy Partners
$17.28
$0.5
(2.98%)
Pre
0.69%
premium
3 Buy
7 Hold
4 Sell
Hold
premium
$3.23B
-28.63%
CEG
Constellation Energy Corporation
$248.93
$0.96
(0.38%)
Pre
0.66%
premium
10 Buy
6 Hold
0 Sell
Moderate Buy
premium
$77.86B
101.75%
GLD
GLD
< ETF >
SPDR Gold Shares
$242.48
$7.36
(2.95%)
Pre
0.19%
premium
premium
$75.22B
33.77%
MRK
Merck & Company
$101.16
$1.98
(2%)
Pre
0.19%
premium
16 Buy
5 Hold
0 Sell
Strong Buy
premium
$255.90B
-2.64%
WMT
Walmart
$89.50
$0.94
(1.04%)
Pre
0.15%
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$719.42B
73.86%
UNP
Union Pacific
$249.32
$6.93
(2.86%)
Pre
0.19%
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$151.15B
8.07%
POET
POET Technologies
$4.25
$0.24
(5.99%)
Pre
2.12%
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$296.02M
199.25%
ROK
Rockwell Automation
$298.70
$7.84
(2.7%)
Pre
1.1%
premium
5 Buy
7 Hold
4 Sell
Hold
premium
$33.72B
6.54%
AMGN
Amgen
$294.00
$0.53
(0.18%)
Pre
0.39%
premium
11 Buy
11 Hold
1 Sell
Moderate Buy
premium
$158.03B
10.95%