Holdings by Type

Long Short Total
Stock Upgrade Upgrade Upgrade
Bond Upgrade Upgrade Upgrade
Other Upgrade Upgrade Upgrade
Total Upgrade Upgrade Upgrade
As of May 31, 2022

Top 25 Holdings

Symbol Name % Weight Price % Change
MSFT Microsoft Corp 3.70% 266.22 1.28%
AAPL Apple Inc 3.65% 142.87 0.93%
AMZN Amazon.com Inc 1.82% 114.38 0.78%
-- Federal National Mortgage Association 2.5% 1.60% -- --
GOOGL Alphabet Inc 1.38% 2290.52 1.12%
-- Federal National Mortgage Association 3.5% 1.28% -- --
-- Federal National Mortgage Association 3% 1.23% -- --
-- Federal National Mortgage Association 2% 1.08% -- --
GOOG Alphabet Inc 1.05% 2303.38 1.13%
-- Federal National Mortgage Association 4% 1.04% -- --
TSLA Tesla Inc 0.94% 694.96 -0.61%
UNH UnitedHealth Group Inc 0.92% 515.28 1.99%
BRK.B Berkshire Hathaway Inc 0.86% 275.65 -0.01%
-- Federal National Mortgage Association 2% 0.84% -- --
MA Mastercard Inc 0.81% 320.04 0.24%
V Visa Inc 0.80% 201.24 0.35%
META Meta Platforms Inc 0.74% 169.73 0.92%
ABBV AbbVie Inc 0.71% 152.65 -0.83%
COP ConocoPhillips 0.70% 83.36 -1.51%
PG Procter & Gamble Co 0.69% 146.04 0.93%
KO Coca-Cola Co 0.68% 63.41 0.21%
NVDA NVIDIA Corp 0.66% 151.33 1.13%
TXN Texas Instruments Inc 0.65% 150.74 1.10%
TMO Thermo Fisher Scientific Inc 0.65% 555.90 1.99%
WFC Wells Fargo & Co 0.64% 39.51 -1.47%
As of May 31, 2022