Holdings by Type

Long Short Total
Stock Upgrade Upgrade Upgrade
Bond Upgrade Upgrade Upgrade
Other Upgrade Upgrade Upgrade
Total Upgrade Upgrade Upgrade
As of August 09, 2022

Top 25 Holdings

Symbol Name % Weight Price % Change
AAPL Apple Inc 4.25% 169.24 2.62%
MSFT Microsoft Corp 4.02% 289.16 2.43%
AMZN Amazon.com Inc 2.18% 142.69 3.53%
GOOGL Alphabet Inc 1.75% 119.70 2.63%
UNH UnitedHealth Group Inc 0.94% 537.72 0.09%
JNJ Johnson & Johnson 0.91% 170.67 0.29%
BRK.B Berkshire Hathaway Inc 0.89% 295.11 0.80%
META Meta Platforms Inc 0.76% 178.34 5.82%
TSLA Tesla Inc 0.76% 883.07 3.89%
XOM Exxon Mobil Corp 0.73% 91.45 0.95%
JPM JPMorgan Chase & Co 0.70% 118.39 2.61%
V Visa Inc 0.68% 212.10 0.88%
PG Procter & Gamble Co 0.67% 146.30 0.95%
CVX Chevron Corp 0.62% 155.82 0.26%
PFE Pfizer Inc 0.60% 49.95 0.34%
MA Mastercard Inc 0.59% 353.38 1.97%
NVDA NVIDIA Corp 0.59% 180.97 5.92%
HD The Home Depot Inc 0.53% 311.58 2.09%
LLY Eli Lilly and Co 0.49% 304.61 0.52%
COST Costco Wholesale Corp 0.48% 539.82 0.75%
PEP PepsiCo Inc 0.48% 175.94 0.83%
MRK Merck & Co Inc 0.47% 89.19 -0.37%
TMO Thermo Fisher Scientific Inc 0.46% 592.35 1.98%
BAC Bank of America Corp 0.46% 35.07 3.39%
VZ Verizon Communications Inc 0.45% 44.84 0.36%
As of August 09, 2022