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JOSEPH CARLSON Jun 2025 - New Portfolio

SHLOMI REGEV

JOSEPH CARLSON Jun 2025
Individual Investor
Ranked #435,037 out of 819,178 TipRanks' Investors
Success Rate
60%
9 out of 15
profitable transactions
Average Return
5.75%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
12.52% ASML
8.57% GOOG
8.24% NFLX
7.84% MA
6.95% MSFT
55.88% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
0.00% Options
0.00% Other
By Sector
37.32% Technology
17.70% Financial
16.81% Communication Services
14.86% Consumer Cyclical
6.92% Industrials
6.39% Consumer Defensive

Portfolio Holdings

Name
Price
% Change
Analyst Consensus
Analyst Price Target
Smart Score
Holding Gain
Alerts
rqt9ern5m8h
rqt9ern5m8h
rqt9ern5m8h
rqt9ern5m8h
premium
premium
rqt9ern5m8h
rqt9ern5m8h
cuaet8k2wyb
cuaet8k2wyb
cuaet8k2wyb
cuaet8k2wyb
premium
premium
cuaet8k2wyb
cuaet8k2wyb
st1p6g1sbw
st1p6g1sbw
st1p6g1sbw
st1p6g1sbw
premium
premium
st1p6g1sbw
st1p6g1sbw
h4un1dbb
h4un1dbb
h4un1dbb
h4un1dbb
premium
premium
h4un1dbb
h4un1dbb
l04rexplwjh
l04rexplwjh
l04rexplwjh
l04rexplwjh
premium
premium
l04rexplwjh
l04rexplwjh
hgh1exzwbml
hgh1exzwbml
hgh1exzwbml
hgh1exzwbml
premium
premium
hgh1exzwbml
hgh1exzwbml
9r0hv8l8m8
9r0hv8l8m8
9r0hv8l8m8
9r0hv8l8m8
premium
premium
9r0hv8l8m8
9r0hv8l8m8
bmfzfi3y
bmfzfi3y
bmfzfi3y
bmfzfi3y
premium
premium
bmfzfi3y
bmfzfi3y
qcalhz6b6tk
qcalhz6b6tk
qcalhz6b6tk
qcalhz6b6tk
premium
premium
qcalhz6b6tk
qcalhz6b6tk
m4ed0xar57k
m4ed0xar57k
m4ed0xar57k
m4ed0xar57k
premium
premium
m4ed0xar57k
m4ed0xar57k
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$256.08
+4.31%
18 Buy
14 Hold
2 Sell
Moderate Buy
premium
premium
▲ 30.27%
$227.63
-1.66%
45 Buy
1 Hold
0 Sell
Strong Buy
premium
premium
▲ 7.11%
$957.80
+2.75%
6 Buy
3 Hold
0 Sell
Moderate Buy
premium
premium
▲ 25.75%
$53.89
-1.26%
6 Buy
5 Hold
4 Sell
Hold
premium
premium
▼ 8.54%
$943.26
-0.83%
12 Buy
9 Hold
0 Sell
Moderate Buy
premium
premium
▼ 3.25%
$249.69
+1.05%
31 Buy
8 Hold
1 Sell
Strong Buy
premium
premium
▼ 3.78%
$256.97
-0.24%
13 Buy
3 Hold
0 Sell
Strong Buy
premium
premium
▲ 1.41%
$252.88
-0.92%
14 Buy
1 Hold
0 Sell
Strong Buy
premium
premium
▲ 45.35%
$702.09
+2.06%
17 Buy
1 Hold
0 Sell
Strong Buy
premium
premium
▼ 6.99%
$584.49
+0.06%
20 Buy
3 Hold
0 Sell
Strong Buy
premium
premium
▲ 8.49%
$488.29
+1.57%
9 Buy
4 Hold
1 Sell
Moderate Buy
premium
premium
▲ 3.78%
$514.45
-0.67%
34 Buy
1 Hold
0 Sell
Strong Buy
premium
premium
▲ 7.12%
$1227.37
+0.03%
26 Buy
10 Hold
1 Sell
Moderate Buy
premium
premium
▲ 0.42%
$505.57
-0.31%
15 Buy
0 Hold
0 Sell
Strong Buy
premium
premium
▲ 0.58%
$159.56
+0.83%
9 Buy
11 Hold
0 Sell
Moderate Buy
premium
premium
▼ 17.3%