Holdings by Type

Long Short Total
Stock Upgrade Upgrade Upgrade
Bond Upgrade Upgrade Upgrade
Other Upgrade Upgrade Upgrade
Total Upgrade Upgrade Upgrade
As of December 31, 2021

Top 25 Holdings

Symbol Name % Weight Price % Change
MSFT Microsoft Corp 2.44% 264.83 -1.07%
AAPL Apple Inc 2.01% 141.70 0.03%
GOOG Alphabet Inc 1.82% 2331.74 -1.65%
SPY SPDRĀ® S&P 500 ETF Trust 1.53% 389.02 -0.27%
AMZN Amazon.com Inc 1.37% 113.20 -2.80%
UNH UnitedHealth Group Inc 1.21% 505.48 1.99%
-- MML SEL CAYMAN GLOBAL ALLOC FD 0.94% -- --
ABT Abbott Laboratories 0.81% 109.08 -0.34%
SIE Siemens AG 0.81% -- --
BAC Bank of America Corp 0.81% 32.35 0.12%
JNJ Johnson & Johnson 0.80% 182.08 -0.11%
TMO Thermo Fisher Scientific Inc 0.80% 543.66 -0.21%
AMT American Tower Corp 0.80% 259.17 -0.95%
NEE NextEra Energy Inc 0.77% 77.86 -0.21%
CRM Salesforce Inc 0.76% 182.14 -2.03%
COP ConocoPhillips 0.76% 92.06 1.26%
ABBV AbbVie Inc 0.73% 153.12 0.51%
2330 Taiwan Semiconductor Manufacturing Co Ltd 0.70% -- --
ENB.TO Enbridge Inc 0.70% 54.33 0.89%
UPS United Parcel Service Inc 0.70% 181.87 -0.78%
MA Mastercard Inc 0.69% 328.94 -0.47%
BSX Boston Scientific Corp 0.68% 37.80 -0.58%
COST Costco Wholesale Corp 0.67% 481.58 -0.58%
SCHW Charles Schwab Corp 0.64% 64.12 -0.48%
LLOY Lloyds Banking Group PLC 0.63% -- --
As of December 31, 2021