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Amazon.com Inc. (AMZN $230.82)
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Meta Platforms Inc. (META $660.09)
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Alphabet Inc. (GOOG $313.80)
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NVIDIA Corporation (NVDA $186.50)
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Advanced Micro Devices Inc. (AMD $214.16)
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Novanta Inc. (NOVT $118.99)
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Axon Enterprise Inc. (AXON $567.93)
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e.l.f. Beauty Inc. (ELF $76.04)
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Synopsys Inc. (SNPS $469.72)
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Vertiv Holdings LLC Class A (VRT $162.01)
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Nu Holdings Ltd. Class A (NU $16.74)
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.