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 6.31% 137.34 -2.47%
MSFT Microsoft Corp 5.50% 252.96 -0.44%
GOOGL Alphabet Inc 4.12% 2205.67 -1.44%
AMZN Amazon.com Inc 3.21% 2147.43 0.24%
TSLA Tesla Inc 2.28% 709.82 0.00%
NVDA NVIDIA Corp 1.95% 170.79 0.83%
JNJ Johnson & Johnson 1.67% 173.96 -0.88%
-- E-mini S&P 500 Future June 22 1.48% -- --
UNH UnitedHealth Group Inc 1.45% 478.60 1.53%
TFDXX BlackRock Liquidity FedFund Instl 1.40% 1.00 0.00%
PEP PepsiCo Inc 1.27% 161.23 -1.48%
CSCO Cisco Systems Inc 1.16% 41.62 -13.94%
V Visa Inc 1.15% 197.10 -1.45%
FB Meta Platforms Inc 1.09% 191.17 -0.56%
BRK.B Berkshire Hathaway Inc 1.03% 304.21 -0.79%
COST Costco Wholesale Corp 1.00% 422.75 -1.55%
CMCSA Comcast Corp 0.94% 42.02 -0.26%
BMY Bristol-Myers Squibb Co 0.93% 75.98 -1.35%
MRK Merck & Co Inc 0.88% 92.16 0.07%
TMO Thermo Fisher Scientific Inc 0.87% 550.97 1.62%
SPGI S&P Global Inc 0.87% 331.95 0.55%
ADBE Adobe Inc 0.85% 394.56 -0.83%
PM Philip Morris International Inc 0.83% 100.54 -5.31%
WFC Wells Fargo & Co 0.81% 41.99 -0.28%
ANTM Anthem Inc 0.80% 479.96 0.75%
As of March 31, 2022