Holdings by Type

Long Short Total
Stock Upgrade Upgrade Upgrade
Bond Upgrade Upgrade Upgrade
Other Upgrade Upgrade Upgrade
Total Upgrade Upgrade Upgrade
As of April 30, 2022

Top 25 Holdings

Symbol Name % Weight Price % Change
BRK.B Berkshire Hathaway Inc 4.02% 319.11 2.12%
UNH UnitedHealth Group Inc 3.42% 507.11 0.97%
JNJ Johnson & Johnson 3.39% 181.09 0.91%
PG Procter & Gamble Co 2.75% 148.72 1.53%
XOM Exxon Mobil Corp 2.58% 97.59 0.98%
JPM JPMorgan Chase & Co 2.52% 131.27 1.41%
CVX Chevron Corp 2.18% 178.28 0.96%
PFE Pfizer Inc 1.97% 53.91 -0.15%
ABBV AbbVie Inc 1.86% 150.00 -0.38%
KO Coca-Cola Co 1.80% 64.68 0.59%
LLY Eli Lilly and Co 1.79% 323.48 3.20%
BAC Bank of America Corp 1.75% 37.02 0.95%
PEP PepsiCo Inc 1.70% 171.77 0.98%
MRK Merck & Co Inc 1.60% 93.08 0.83%
AVGO Broadcom Inc 1.54% 583.28 5.92%
WMT Walmart Inc 1.52% 128.48 1.97%
ABT Abbott Laboratories 1.43% 116.69 1.58%
CSCO Cisco Systems Inc 1.31% 45.62 1.40%
CMCSA Comcast Corp 1.28% 44.16 0.07%
INTC Intel Corp 1.27% 44.55 2.46%
VZ Verizon Communications Inc 1.25% 51.40 0.80%
WFC Wells Fargo & Co 1.19% 45.89 0.64%
BMY Bristol-Myers Squibb Co 1.17% 76.14 -1.87%
QCOM Qualcomm Inc 1.12% 139.76 3.65%
PM Philip Morris International Inc 1.11% 106.97 -1.02%
As of April 30, 2022