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 6.75% 141.12 -5.44%
MSFT Microsoft Corp 6.54% 254.42 -4.65%
GOOGL Alphabet Inc 4.49% 2240.00 -3.84%
AMZN Amazon.com Inc 3.44% 2144.52 -7.06%
FB Meta Platforms Inc 1.51% 192.27 -5.11%
UNH UnitedHealth Group Inc 1.38% 471.90 -4.19%
TSLA Tesla Inc 1.37% 710.56 -6.70%
XOM Exxon Mobil Corp 1.23% 90.68 -1.55%
-- Fidelity Revere Str Tr 1.13% -- --
WFC Wells Fargo & Co 1.09% 42.15 -3.57%
BAC Bank of America Corp 1.01% 34.87 -3.11%
CRM Salesforce Inc 1.01% 157.15 -4.02%
TRV The Travelers Companies Inc 0.94% 174.42 -1.67%
KO Coca-Cola Co 0.94% 61.18 -6.99%
ADBE Adobe Inc 0.90% 398.01 -2.84%
PG Procter & Gamble Co 0.85% 145.12 -6.18%
-- E-mini S&P 500 Future June 22 0.84% -- --
ADI Analog Devices Inc 0.76% 159.93 -2.39%
DHR Danaher Corp 0.73% 243.83 -2.06%
BSX Boston Scientific Corp 0.73% 40.22 -2.66%
V Visa Inc 0.71% 199.57 -2.17%
LLY Eli Lilly and Co 0.64% 295.58 -1.93%
JPM JPMorgan Chase & Co 0.59% 120.11 -1.69%
MU Micron Technology Inc 0.59% 71.08 -4.56%
HUM Humana Inc 0.59% 420.37 -4.59%
As of March 31, 2022