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EDGR - New Portfolio

BRENNAN THOMAS

EDGR
Individual Investor
Ranked #343,896 out of 781,066 TipRanks' Investors
Success Rate
52%
102 out of 196
profitable transactions
Average Return
5.60%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
9.08% BRK.B
8.32% GLD
7.32% MSFT
6.41% NVDA
6.33% AMGN
62.54% Others
By Assets
60.18% Stocks
32.13% Cash
7.69% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
40.82% Technology
14.55% Industrials
12.04% Financial
11.33% General
8.61% Healthcare
12.65% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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MSFT
Microsoft
$429.03
$4.45
(1.05%)
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.16T
8.93%
PWR
Quanta Services
$337.46
$1.27
(0.38%)
premium
10 Buy
4 Hold
0 Sell
Moderate Buy
premium
$49.63B
67.13%
AMZN
Amazon
$225.94
$5.28
(2.39%)
premium
48 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.32T
47.19%
UBER
Uber Technologies
$67.34
$1.24
(1.81%)
premium
31 Buy
2 Hold
0 Sell
Strong Buy
premium
$144.41B
3.79%
FI
Fiserv
$208.58
$2.32
(1.12%)
premium
21 Buy
4 Hold
0 Sell
Strong Buy
premium
$117.35B
51.35%
ON
ON Semiconductor
$54.63
$1.12
(2.09%)
premium
16 Buy
5 Hold
1 Sell
Moderate Buy
premium
$22.78B
-25.39%
AMAT
Applied Materials
$192.05
$5.57
(2.99%)
premium
14 Buy
6 Hold
1 Sell
Moderate Buy
premium
$151.74B
19.78%
NVDA
Nvidia
$137.71
$4.14
(3.1%)
premium
36 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.27T
141.14%
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%
NEP
Nextera Energy Partners
$17.05
$0.14
(0.83%)
premium
3 Buy
7 Hold
2 Sell
Hold
premium
$3.16B
-35.95%
CEG
Constellation Energy Corporation
$316.36
$1.12
(0.36%)
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$98.62B
183.96%
GLD
GLD
< ETF >
SPDR Gold Shares
$249.27
$1.33
(0.53%)
premium
premium
$76.74B
33.75%
MRK
Merck & Company
$97.92
$2.78
(2.76%)
premium
10 Buy
7 Hold
0 Sell
Moderate Buy
premium
$254.73B
-17.39%
WMT
Walmart
$91.94
$0.64
(0.7%)
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$733.45B
68.97%
UNP
Union Pacific
$234.26
$0.63
(0.27%)
premium
10 Buy
6 Hold
0 Sell
Moderate Buy
premium
$142.40B
-1.57%
POET
POET Technologies
$4.95
$0.01
(0.2%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$348.03M
426.60%
ROK
Rockwell Automation
$286.60
$5.64
(2.01%)
premium
10 Buy
7 Hold
3 Sell
Moderate Buy
premium
$31.76B
-4.51%
AMGN
Amgen
$272.11
$2.68
(0.99%)
premium
10 Buy
9 Hold
1 Sell
Moderate Buy
premium
$144.83B
-10.63%
CDNS
Cadence Design
$305.60
$6.7
(2.24%)
premium
12 Buy
1 Hold
1 Sell
Strong Buy
premium
$81.98B
9.53%
UPRO
UPRO
< ETF >
ProShares UltraPro S&P500
$93.10
$2.55
(2.82%)
premium
premium
$4.43B
65.60%
TQQQ
TQQQ
< ETF >
ProShares UltraPro QQQ
$83.14
$3.91
(4.93%)
premium
premium
$24.99B
53.66%
AMBA
Ambarella
$80.79
$2.61
(3.34%)
premium
7 Buy
4 Hold
1 Sell
Moderate Buy
premium
$3.26B
46.23%
CRWD
CrowdStrike Holdings
$357.00
$6.38
(1.76%)
premium
29 Buy
4 Hold
0 Sell
Strong Buy
premium
$89.50B
26.10%
SH
SH
< ETF >
ProShares Short S&P500
$41.68
$0.39
(0.93%)
premium
premium
$994.45M
-19.10%
SQQQ
SQQQ
< ETF >
ProShares UltraPro Short QQQ
$29.19
$1.5
(4.89%)
premium
premium
$2.01B
-53.32%
SCHW
Charles Schwab
$76.41
$0.9
(1.19%)
premium
9 Buy
6 Hold
1 Sell
Moderate Buy
premium
$138.23B
21.83%
INTU
Intuit
$604.13
$3.14
(0.52%)
premium
15 Buy
3 Hold
1 Sell
Moderate Buy
premium
$169.99B
-1.18%
LHX
L3Harris Technologies
$218.16
$0.32
(0.15%)
premium
12 Buy
4 Hold
0 Sell
Strong Buy
premium
$41.44B
6.04%
IT
Gartner
$515.70
$3.64
(0.71%)
premium
3 Buy
3 Hold
1 Sell
Moderate Buy
premium
$39.50B
11.36%