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, 2022

Top 25 Holdings

Symbol Name % Weight Price % Change
AAPL Apple Inc 6.56% 141.56 1.89%
MSFT Microsoft Corp 5.60% 262.85 1.26%
-- E-mini S&P 500 Future June 22 3.66% -- --
PVOXX Federated Hermes Inst Prime Val Obl IS 3.49% 0.9995 0.00%
AMZN Amazon.com Inc 3.47% 113.50 3.60%
TSLA Tesla Inc 2.20% 699.20 2.55%
GOOGL Alphabet Inc 2.03% 2265.26 4.16%
GOOG Alphabet Inc 1.89% 2277.74 4.41%
NVDA NVIDIA Corp 1.66% 149.64 3.04%
BRK.B Berkshire Hathaway Inc 1.56% 275.69 -0.65%
META Meta Platforms Inc 1.25% 168.19 5.10%
UNH UnitedHealth Group Inc 1.16% 505.24 -2.35%
JNJ Johnson & Johnson 1.14% 178.14 -0.77%
JPM JPMorgan Chase & Co 0.99% 112.62 -1.25%
PG Procter & Gamble Co 0.90% 144.70 -0.96%
V Visa Inc 0.89% 200.54 0.68%
XOM Exxon Mobil Corp 0.84% 84.81 -3.13%
CVX Chevron Corp 0.77% 142.66 -2.63%
HD The Home Depot Inc 0.75% 283.73 1.67%
ABBV AbbVie Inc 0.74% 153.93 0.08%
MA Mastercard Inc 0.74% 319.26 0.32%
BAC Bank of America Corp 0.70% 31.24 -1.01%
PFE Pfizer Inc 0.70% 51.64 -1.28%
COST Costco Wholesale Corp 0.63% 488.26 0.51%
AVGO Broadcom Inc 0.62% 476.30 -0.32%
As of March 31, 2022