Holdings by Type

Long Short Total
Stock Upgrade Upgrade Upgrade
Bond Upgrade Upgrade Upgrade
Other Upgrade Upgrade Upgrade
Total Upgrade Upgrade Upgrade
As of February 28, 2023

Top 25 Holdings

Symbol Name % Weight Price % Change
AAPL Apple Inc 6.33% 164.84 1.53%
MSFT Microsoft Corp 5.39% 288.30 1.50%
AMZN Amazon.com Inc 2.40% 103.29 1.26%
GOOGL Alphabet Inc 1.71% 103.73 2.81%
BRK.B Berkshire Hathaway Inc 1.63% 308.77 1.21%
GOOG Alphabet Inc 1.54% 103.96 2.60%
TSLA Tesla Inc 1.46% 207.50 6.26%
UNH UnitedHealth Group Inc 1.46% 472.59 0.54%
JNJ Johnson & Johnson 1.34% 155.00 1.02%
XOM Exxon Mobil Corp 1.33% 109.66 0.16%
SPY SPDR® S&P 500 ETF Trust 1.24% 409.39 1.41%
-- United States S&P 500 Mini Index Future, December 2022 1.23% -- --
NVDA NVIDIA Corp 1.19% 277.77 1.44%
JPM JPMorgan Chase & Co 1.15% 130.31 1.21%
PG Procter & Gamble Co 1.02% 148.69 0.84%
V Visa Inc 1.01% 225.46 1.39%
CVX Chevron Corp 0.95% 163.16 0.47%
HD The Home Depot Inc 0.95% 295.12 3.42%
MA Mastercard Inc 0.86% 363.41 1.16%
LLY Eli Lilly and Co 0.84% 343.42 0.80%
ABBV AbbVie Inc 0.82% 159.37 0.92%
PFE Pfizer Inc 0.81% 40.80 1.04%
MRK Merck & Co Inc 0.80% 106.39 0.44%
META Meta Platforms Inc 0.76% 211.99 2.00%
BAC Bank of America Corp 0.75% 28.60 1.06%
As of November 30, 2022