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Amazon.com Inc. (AMZN $231.48)
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Meta Platforms Inc. (META $778.38)
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Alphabet Inc. (GOOG $255.24)
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NVIDIA Corporation (NVDA $176.67)
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Advanced Micro Devices Inc. (AMD $157.39)
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Novanta Inc. (NOVT $114.69)
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Axon Enterprise Inc. (AXON $774.53)
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e.l.f. Beauty Inc. (ELF $139.96)
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Synopsys Inc. (SNPS $495.50)
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Vertiv Holdings LLC Class A (VRT $143.60)
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Nu Holdings Ltd. Class A (NU $16.17)
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.