-
Amazon.com Inc. (AMZN $217.14)
-
Meta Platforms Inc. (META $589.15)
-
Alphabet Inc. (GOOG $289.98)
-
NVIDIA Corporation (NVDA $180.64)
-
Advanced Micro Devices Inc. (AMD $206.02)
-
Novanta Inc. (NOVT $99.22)
-
Axon Enterprise Inc. (AXON $519.61)
-
e.l.f. Beauty Inc. (ELF $68.42)
-
Synopsys Inc. (SNPS $385.60)
-
Vertiv Holdings LLC Class A (VRT $159.61)
-
Nu Holdings Ltd. Class A (NU $15.32)
Q: Sold 1/2 my portfolio (except CSU, TOI, LMN) at the end of August. First week into Sept and I'm looking smart. While I think it's still too early, when and how do I get back into market? Holdings (some sold out in August) include AMZN, META, NVDA, AMD, VRT, BN, SHOP, AXON, SNPS, NOVT, GOOG, NU, ELF.