Holdings by Type

Long Short Total
Stock Upgrade Upgrade Upgrade
Bond Upgrade Upgrade Upgrade
Other Upgrade Upgrade Upgrade
Total Upgrade Upgrade Upgrade
As of April 30, 2022

Top 25 Holdings

Symbol Name % Weight Price % Change
MSFT Microsoft Corp 6.93% -- --
APC Apple Inc 6.60% -- --
AMZN Amazon.com Inc 2.54% 2302.93 3.66%
ABEA Alphabet Inc Class A 2.45% -- --
ABEC Alphabet Inc Class C 2.31% -- --
PRG Procter & Gamble Co 2.16% -- --
FB2A Meta Platforms Inc Class A 2.02% -- --
BMY Bristol-Myers Squibb Co 1.90% -- --
ANTM Anthem Inc 1.78% 520.55 1.58%
WMT Walmart Inc 1.77% -- --
PSA Public Storage 1.70% 335.77 3.03%
EO5 EOG Resources Inc 1.60% -- --
CB Chubb Ltd 1.51% -- --
JNJ Johnson & Johnson 1.48% -- --
RN7 Regions Financial Corp 1.43% -- --
GWW W.W. Grainger Inc 1.42% 490.39 2.71%
TSLA Tesla Inc 1.41% -- --
AZ5 AutoZone Inc 1.33% -- --
WM Waste Management Inc 1.31% 161.00 1.91%
KEY KeyCorp 1.25% 19.82 -0.50%
RF6 CBRE Group Inc Class A 1.22% -- --
LOW Lowe's Companies Inc 1.19% 199.63 2.10%
FG8 Extra Space Storage Inc 1.09% -- --
UNH UnitedHealth Group Inc 1.09% -- --
AVGO Broadcom Inc 1.08% 583.28 5.92%
As of April 30, 2022