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 5.96% 143.06 3.98%
MSFT Microsoft Corp 5.15% 260.59 3.18%
VOO Vanguard S&P 500 ETF 3.33% 364.87 1.91%
AMZN Amazon.com Inc 2.99% 2154.00 0.10%
GOOG Alphabet Inc 1.82% 2231.17 2.05%
GOOGL Alphabet Inc 1.82% 2229.15 2.34%
BRK.B Berkshire Hathaway Inc 1.55% 310.14 2.00%
NVDA NVIDIA Corp 1.36% 168.96 1.21%
TSLA Tesla Inc 1.26% 674.82 1.64%
FB Meta Platforms Inc 1.14% 196.25 1.40%
UNH UnitedHealth Group Inc 1.10% 492.09 1.31%
JNJ Johnson & Johnson 0.98% 179.47 1.41%
JPM JPMorgan Chase & Co 0.73% 124.10 5.76%
PG Procter & Gamble Co 0.70% 145.08 2.32%
HD The Home Depot Inc 0.69% 286.02 -0.41%
ABBV AbbVie Inc 0.64% 148.01 -1.99%
XOM Exxon Mobil Corp 0.55% 93.85 2.17%
INTC Intel Corp 0.51% 42.00 0.84%
LLY Eli Lilly and Co 0.50% 302.71 1.29%
CVS CVS Health Corp 0.50% 95.55 0.65%
COST Costco Wholesale Corp 0.50% 429.72 3.19%
PFE Pfizer Inc 0.50% 52.86 0.74%
AMD Advanced Micro Devices Inc 0.49% 95.11 1.72%
ACN Accenture PLC 0.48% 283.58 2.50%
KSS Kohl's Corp 0.47% 38.39 -2.07%
As of March 31, 2022