New month, same goal: make a ton of money in the stock market. 

Here's is what TheStreet top strategist Stephen Guilfoyle is trading to kick off August.

Bank Stocks

I'm losing patience here, although I'm still long Citigroup (C) and will remain so for the long-term. However, I'm still waiting for my stake in KeyCorp (KEY) to blossom.

I also previously went long on Wells Fargo (WFC) ahead of the recent bank stress-test results, but I'm already flat on that one.

Energy Sector

I still love, love, love Apache Corp. (APA) among energy names. The company has turned itself into a well-managed machine that can make money at ridiculously low price points for both crude and natural gas. I'll buy more of this one on any pull-back.

I'm also still long Schlumberger (SLB) , although I might look to exit the name on pop (but only on a pop).

Technology

I'm all about semiconductors right now. I love Nvidia (NVDA) -- it's in all of the right businesses. I also love Lam Research (LRCX) , the wafer king.

Both are up so much that a pullback has to be expected, but I don't think you should buy more here. (I hate "averaging up.") However, I think we could get another chance to load up down the road if flash-drive demand wanes at all.

I'm also still long Intel (INTC) , which I consider a long-term play that pays a healthy dividend. But for those keeping score, I took a loss on Seagate Technology (STX).

Consumer Stocks

I'm still long Walt Disney Co. (DIS) in this sector. I bought more lower, then sold some on the way up to cut my risk. I want to stay diversified, and that position had just gotten too large.

Meanwhile, I went long on Hasbro (HAS) -- a name I had long coveted -- on the stock's post-earnings beat-down. I finally got my preferred entry price for that one after stalking the name for three months.

I'm also still long Coca-Cola (KO) . I can't wait to taste Coke Zero Sugar (only kidding).

Elsewhere, I'm long SiriusXM (SIRI) -- and guess what? They're ripping the cover off of the ball, even without auto sales (a key factor for car-radio usage) kicking tail like they used to. SIRI beat on revenues and raised guidance. Oh, and this one is in the Stocks Under $10 portfolio that I co-manage with my pal Chris Versace.

Transports

I cut my overall exposure to this sector by 40%, and I took profits on Delta Air Lines (DAL) . In fact, Southwest Airlines (LUV) is the only name in the space that I'm looking to increase my holdings of.

I'd also like to add CSX Corp. (CSX) , but I'd like it to get a little cheaper first.

Steel Stocks

I'm still long Nucor (NUE) -- and still waiting for the Trump administration to make it worthwhile by imposing steel tariffs.

Retailers

Remember when a bunch of folks laughed at me for liking Walmart (WMT) and Kohl's (KSS) ? I haven't heard from lately, as those have been two of my best trades of the summer.

Citigroup, Keycorp, Wells Fargo, Apache, Schlumberger, Southwest and Nucor are holdings in Jim Cramer's Action Alerts PLUS Charitable Trust Portfolio. Want to be alerted before Cramer and the AAP team buy or sell C, KEY, WFC, APA, SLB, LUV, NUE? Learn more now.

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