Holdings by Type

Long Short Total
Stock Upgrade Upgrade Upgrade
Bond Upgrade Upgrade Upgrade
Other Upgrade Upgrade Upgrade
Total Upgrade Upgrade Upgrade
As of March 31, 2020

Top 25 Holdings

Symbol Name % Weight Price % Change
AAPL Apple Inc 4.69% 166.23 -2.10%
MSFT Microsoft Corp 3.45% 303.33 0.22%
AMZN Amazon.com Inc 2.87% 3125.98 -1.65%
VZ Verizon Communications Inc 1.57% 53.50 0.13%
FB Meta Platforms Inc 1.18% 319.59 0.45%
JNJ Johnson & Johnson 1.17% 166.58 -0.31%
INTC Intel Corp 0.92% 53.62 -2.08%
JPM JPMorgan Chase & Co 0.87% 148.93 -1.55%
GOOG Alphabet Inc 0.86% 2713.04 -0.47%
GOOGL Alphabet Inc 0.86% 2702.33 -0.65%
CMCSA Comcast Corp 0.82% 50.33 0.30%
UNH UnitedHealth Group Inc 0.77% 462.52 0.33%
BRK.B Berkshire Hathaway Inc 0.76% 314.75 -1.73%
V Visa Inc 0.74% 214.68 -0.48%
PG Procter & Gamble Co 0.69% 162.00 3.36%
MA Mastercard Inc 0.67% 360.73 -1.52%
MRK Merck & Co Inc 0.64% 81.29 -0.31%
PEP PepsiCo Inc 0.64% 175.21 0.72%
ABBV AbbVie Inc 0.62% 135.21 -1.15%
T AT&T Inc 0.61% 27.28 -0.11%
IBM International Business Machines Corp 0.57% 131.58 -1.02%
UNP Union Pacific Corp 0.53% 239.49 0.61%
HD The Home Depot Inc 0.53% 359.69 -1.92%
CSCO Cisco Systems Inc 0.50% 58.90 -1.39%
KO Coca-Cola Co 0.48% 61.00 0.16%
As of October 31, 2020