Holdings by Type

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

Top 25 Holdings

Symbol Name % Weight Price % Change
APC Apple Inc 7.37% -- --
MSFT Microsoft Corp 6.19% 293.48 0.54%
UNH UnitedHealth Group Inc 2.97% -- --
ABEA Alphabet Inc Class A 2.84% -- --
JNJ Johnson & Johnson 2.80% -- --
VNQ Vanguard Real Estate ETF 2.41% 102.12 0.39%
ABBV AbbVie Inc 2.29% 142.25 -0.25%
XONA Exxon Mobil Corp 1.94% -- --
CSCO Cisco Systems Inc 1.94% 46.59 -0.04%
CVS CVS Health Corp 1.93% -- --
ELV Elevance Health Inc 1.91% 493.37 0.34%
HD The Home Depot Inc 1.67% -- --
AVGO Broadcom Inc 1.60% 558.98 0.13%
CHV Chevron Corp 1.60% -- --
TGT Target Corp 1.55% 173.35 0.50%
RTX Raytheon Technologies Corp 1.54% 96.12 1.17%
4I1 Philip Morris International Inc 1.54% -- --
3V64 Visa Inc Class A 1.53% -- --
UPS United Parcel Service Inc 1.51% 205.90 0.50%
PEP PepsiCo Inc 1.45% 179.35 1.14%
PRG Procter & Gamble Co 1.44% -- --
CCC3 Coca-Cola Co 1.41% -- --
M4I Mastercard Inc Class A 1.38% -- --
NEE NextEra Energy Inc 1.29% 91.01 0.60%
NVDA NVIDIA Corp 1.28% 190.29 1.71%
As of July 31, 2022