Holdings by Type

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

Top 25 Holdings

Symbol Name % Weight Price % Change
AAPL Apple Inc 3.68% 138.20 -3.00%
MSFT Microsoft Corp 2.98% 232.90 -1.94%
AMZN Amazon.com Inc 1.67% 113.00 -1.57%
TSLA Tesla Inc 1.11% 265.25 -1.10%
GOOGL Alphabet Inc 0.99% 95.65 -1.82%
GOOG Alphabet Inc 0.89% 96.15 -1.98%
UNH UnitedHealth Group Inc 0.74% 505.04 -0.74%
BRK.B Berkshire Hathaway Inc 0.67% 267.02 -0.95%
JNJ Johnson & Johnson 0.65% 163.36 -0.71%
XOM Exxon Mobil Corp 0.61% 87.31 -1.54%
META Meta Platforms Inc 0.57% 135.68 -0.54%
NVDA NVIDIA Corp 0.55% 121.39 -0.66%
JPM JPMorgan Chase & Co 0.51% 104.50 -1.56%
PG Procter & Gamble Co 0.50% 126.25 -1.90%
V Visa Inc 0.50% 177.65 -1.34%
HD The Home Depot Inc 0.45% 275.94 -0.86%
MA Mastercard Inc 0.43% 284.34 -0.85%
CVX Chevron Corp 0.43% 143.67 -0.76%
LLY Eli Lilly and Co 0.39% 323.35 -2.02%
PFE Pfizer Inc 0.39% 43.76 -0.91%
KO Coca-Cola Co 0.37% 56.02 -0.97%
PEP PepsiCo Inc 0.36% 163.26 -2.01%
ABBV AbbVie Inc 0.36% 134.21 -5.96%
COST Costco Wholesale Corp 0.35% 472.27 -1.40%
BAC Bank of America Corp 0.35% 30.20 -1.50%
As of August 31, 2022