Holdings by Type

Long Short Total
Stock Upgrade Upgrade Upgrade
Bond Upgrade Upgrade Upgrade
Other Upgrade Upgrade Upgrade
Total Upgrade Upgrade Upgrade
As of March 03, 2021

Top 25 Holdings

Symbol Name % Weight Price % Change
MSFT Microsoft Corp 5.06% 231.72 2.20%
AAPL Apple Inc 4.72% 121.26 0.94%
JNJ Johnson & Johnson 4.70% 155.50 1.59%
VZ Verizon Communications Inc 4.33% 55.96 2.12%
PG Procter & Gamble Co 3.26% 126.38 3.46%
MO Altria Group Inc 3.05% 45.13 1.97%
KO Coca-Cola Co 3.04% 50.83 1.78%
PFE Pfizer Inc 2.92% 34.38 0.53%
INTC Intel Corp 2.75% 60.75 4.15%
CSCO Cisco Systems Inc 2.59% 46.35 4.02%
MRK Merck & Co Inc 2.46% 73.10 1.29%
PEP PepsiCo Inc 2.34% 133.20 3.39%
CMCSA Comcast Corp 2.04% 55.02 2.02%
UNH UnitedHealth Group Inc 1.99% 345.67 3.55%
BMY Bristol-Myers Squibb Co 1.75% 60.50 1.95%
TXN Texas Instruments Inc 1.68% 167.83 2.81%
MMM 3M Co 1.58% 180.88 1.83%
AMGN Amgen Inc 1.57% 227.62 2.57%
LLY Eli Lilly and Co 1.53% 207.00 3.22%
ORCL Oracle Corp 1.31% 70.15 6.92%
NEE NextEra Energy Inc 1.28% 70.72 -0.80%
UPS United Parcel Service Inc 1.26% 164.41 3.11%
CAT Caterpillar Inc 1.23% 220.20 3.49%
UNP Union Pacific Corp 1.23% 209.80 4.34%
QCOM Qualcomm Inc 1.15% 129.87 1.62%
As of March 03, 2021