Holdings by Type

Long Short Total
Stock Upgrade Upgrade Upgrade
Bond Upgrade Upgrade Upgrade
Other Upgrade Upgrade Upgrade
Total Upgrade Upgrade Upgrade
As of December 07, 2022

Top 25 Holdings

Symbol Name % Weight Price % Change
AAPL Apple Inc 4.90% 142.15 -0.35%
BRK.B Berkshire Hathaway Inc 3.29% 306.32 0.11%
GOOGL Alphabet Inc 3.08% 92.78 -0.99%
MSFT Microsoft Corp 2.77% 245.35 -0.83%
XOM Exxon Mobil Corp 2.08% 103.51 -0.87%
T AT&T Inc 1.68% 19.08 -0.18%
UNH UnitedHealth Group Inc 1.49% 539.36 -1.56%
AMZN Amazon.com Inc 1.36% 89.10 -1.38%
WMT Walmart Inc 1.34% 145.47 -2.22%
CVX Chevron Corp 1.28% 167.98 -3.20%
META Meta Platforms Inc 1.20% 115.88 0.48%
CVS CVS Health Corp 1.18% 101.64 -0.87%
JNJ Johnson & Johnson 1.08% 175.73 -0.83%
PG Procter & Gamble Co 1.08% 150.91 -0.27%
HD The Home Depot Inc 1.01% 320.39 -1.14%
CI Cigna Corp 0.98% 332.15 -0.40%
VZ Verizon Communications Inc 0.96% 37.40 0.80%
PFE Pfizer Inc 0.91% 51.71 -0.14%
CMCSA Comcast Corp 0.87% 35.32 1.00%
COST Costco Wholesale Corp 0.81% 483.08 0.34%
CSCO Cisco Systems Inc 0.75% 48.45 -1.10%
INTC Intel Corp 0.75% 28.25 -0.67%
ABBV AbbVie Inc 0.75% 163.08 -1.75%
MCK McKesson Corp 0.74% 371.42 -2.68%
GM General Motors Co 0.72% 38.29 0.24%
As of December 07, 2022