Holdings by Type

Long Short Total
Stock Upgrade Upgrade Upgrade
Bond Upgrade Upgrade Upgrade
Other Upgrade Upgrade Upgrade
Total Upgrade Upgrade Upgrade
As of November 30, 2021

Top 25 Holdings

Symbol Name % Weight Price % Change
AAPL Apple Inc 6.86% 165.32 2.15%
MSFT Microsoft Corp 6.57% 326.19 0.98%
AMZN Amazon.com Inc 4.04% 3427.37 1.11%
TSLA Tesla Inc 2.45% 1009.01 -0.59%
GOOGL Alphabet Inc 2.27% 2863.10 0.81%
NVDA NVIDIA Corp 2.15% 300.37 -2.14%
GOOG Alphabet Inc 2.11% 2875.93 0.90%
FB Meta Platforms Inc 2.05% 317.87 3.59%
BRK.B Berkshire Hathaway Inc 1.36% 281.38 1.42%
JPM JPMorgan Chase & Co 1.26% 160.16 1.18%
HD The Home Depot Inc 1.13% 415.70 1.93%
UNH UnitedHealth Group Inc 1.11% 460.11 2.40%
JNJ Johnson & Johnson 1.09% 162.94 2.23%
PG Procter & Gamble Co 0.93% 152.15 1.51%
BAC Bank of America Corp 0.87% 44.15 0.64%
V Visa Inc 0.86% 202.68 3.24%
ADBE Adobe Inc 0.84% 622.04 0.89%
PFE Pfizer Inc 0.80% 51.48 -5.14%
NFLX Netflix Inc 0.75% 612.69 1.75%
CRM Salesforce.com Inc 0.73% 258.75 0.17%
MA Mastercard Inc 0.73% 333.33 3.48%
DIS The Walt Disney Co 0.70% 150.37 2.84%
TMO Thermo Fisher Scientific Inc 0.66% 622.25 -2.18%
COST Costco Wholesale Corp 0.63% 533.20 0.81%
CSCO Cisco Systems Inc 0.61% 56.96 1.30%
As of November 30, 2021