|
NVDA
NVIDIA Corporation
|
Technology |
$180.34 |
$4.41T |
$257.81 |
+43.0%
|
44.4 |
0.02% |
Buy
|
|
AAPL
Apple Inc.
|
Technology |
$269.48 |
$4.04T |
$292.37 |
+8.5%
|
36.5 |
0.38% |
Buy
|
|
GOOG
Alphabet Inc.
|
Technology |
$340.70 |
$3.79T |
$329.13 |
-3.4%
|
30.4 |
0.27% |
Buy
|
|
GOOGL
Alphabet Inc.
|
Technology |
$339.71 |
$3.77T |
$304.48 |
-10.4%
|
30.4 |
0.27% |
Buy
|
|
MSFT
Microsoft Corporation
|
Technology |
$411.21 |
$3.59T |
$643.76 |
+56.6%
|
34.3 |
0.70% |
Buy
|
|
AMZN
Amazon.com, Inc.
|
Consumer Cyclical |
$238.62 |
$2.46T |
$299.73 |
+25.6%
|
32.1 |
— |
Buy
|
|
AVGO
Broadcom Inc.
|
Technology |
$320.33 |
$1.91T |
$431.25 |
+34.6%
|
83.3 |
0.58% |
Buy
|
|
BMYMP
Bristol-Myers Squibb Company PFD CONV 2
|
Healthcare |
$901.01 |
$1.82T |
— |
—
|
17.3 |
4.84% |
Hold
|
|
BACRP
Bank of America Corporation PFD SER B 7%
|
Financial Services |
$200.00 |
$1.79T |
— |
—
|
13.7 |
1.98% |
Buy
|
|
META
Meta Platforms, Inc.
|
Technology |
$691.70 |
$1.65T |
$857.50 |
+24.0%
|
28.1 |
0.32% |
Buy
|
|
TSM
Taiwan Semiconductor Manufacturing Company Limited
|
Technology |
$335.75 |
$1.58T |
$361.25 |
+7.6%
|
26.2 |
1.29% |
Buy
|
|
TSLA
Tesla, Inc.
|
Consumer Cyclical |
$421.96 |
$1.44T |
$433.31 |
+2.7%
|
271.6 |
— |
Hold
|
|
BRK-B
Berkshire Hathaway Inc.
|
Financial Services |
$493.73 |
$1.07T |
$465.50 |
-5.7%
|
15.9 |
— |
Sell
|
|
BRK-A
Berkshire Hathaway Inc.
|
Financial Services |
$740,150.00 |
$1.07T |
$784,977.72 |
+6.1%
|
15.9 |
— |
Sell
|
|
CYATY
Contemporary Amperex Technology Co., Limited
|
Industrials |
$15.33 |
$925.45B |
— |
—
|
27.8 |
1.74% |
—
|
|
WMT
Walmart Inc.
|
Consumer Defensive |
$127.71 |
$921.18B |
$123.76 |
-3.1%
|
40.2 |
0.79% |
Buy
|
|
LLY
Eli Lilly and Company
|
Healthcare |
$1,003.46 |
$906.50B |
$1,055.92 |
+5.2%
|
49.2 |
0.59% |
Buy
|
|
JPM
JPMorgan Chase & Co.
|
Financial Services |
$314.85 |
$863.92B |
$322.13 |
+2.3%
|
15.3 |
1.75% |
Buy
|
|
TCEHY
Tencent Holdings Limited
|
Communication Services |
$73.73 |
$706.14B |
$102.00 |
+38.3%
|
24.2 |
0.74% |
Buy
|
|
V
Visa Inc.
|
Financial Services |
$328.93 |
$670.71B |
$408.86 |
+24.3%
|
33.4 |
0.71% |
Buy
|
|
ORCL
Oracle Corporation
|
Technology |
$154.60 |
$560.97B |
$319.08 |
+106.4%
|
36.6 |
0.96% |
Buy
|
|
BP
BP p.l.c.
|
Energy |
$38.82 |
$551.49B |
$39.67 |
+2.2%
|
151.5 |
5.56% |
Hold
|
|
GELYY
Geely Automobile Holdings Limited
|
Consumer Cyclical |
$50.79 |
$514.98B |
— |
—
|
10.8 |
1.86% |
Buy
|
|
MA
Mastercard Incorporated
|
Financial Services |
$550.72 |
$505.97B |
$663.67 |
+20.5%
|
35.7 |
0.54% |
Buy
|
|
JNJ
Johnson & Johnson
|
Healthcare |
$233.10 |
$505.78B |
$207.08 |
-11.2%
|
20.3 |
2.45% |
Buy
|
|
XOM
Exxon Mobil Corporation
|
Energy |
$143.78 |
$504.12B |
$141.63 |
-1.5%
|
17.3 |
3.35% |
Buy
|
|
ASML
ASML Holding N.V.
|
Technology |
$1,395.88 |
$434.98B |
$1,045.00 |
-25.1%
|
38.7 |
0.69% |
Buy
|
|
PLTR
Palantir Technologies Inc.
|
Technology |
$157.88 |
$428.35B |
$196.09 |
+24.2%
|
404.7 |
— |
Hold
|
|
NFLX
Netflix, Inc.
|
Communication Services |
$79.94 |
$398.73B |
$135.70 |
+69.8%
|
38.4 |
— |
Buy
|
|
BAC
Bank of America Corporation
|
Financial Services |
$54.45 |
$398.50B |
$57.86 |
+6.3%
|
13.7 |
1.98% |
Buy
|
|
ABBV
AbbVie Inc.
|
Healthcare |
$225.63 |
$395.66B |
$258.83 |
+14.7%
|
165.7 |
2.93% |
Buy
|
|
COST
Costco Wholesale Corporation
|
Consumer Defensive |
$977.92 |
$391.98B |
$1,037.50 |
+6.1%
|
47.3 |
0.57% |
Buy
|
|
LVMUY
LVMH Moët Hennessy - Louis Vuitton, Société Européenne
|
Consumer Cyclical |
$124.77 |
$367.41B |
— |
—
|
28.5 |
2.07% |
Hold
|
|
BABA
Alibaba Group Holding Limited
|
Consumer Cyclical |
$163.65 |
$363.84B |
$186.98 |
+14.3%
|
20.8 |
1.28% |
Buy
|
|
AMD
Advanced Micro Devices, Inc.
|
Technology |
$242.11 |
$359.40B |
$295.24 |
+21.9%
|
108.9 |
— |
Buy
|
|
HD
The Home Depot, Inc.
|
Consumer Cyclical |
$381.10 |
$355.80B |
$405.07 |
+6.3%
|
24.3 |
2.57% |
Buy
|
|
CICHY
China Construction Bank Corporation
|
Financial Services |
$19.89 |
$341.12B |
— |
—
|
6.7 |
4.41% |
Buy
|
|
PG
The Procter & Gamble Company
|
Consumer Defensive |
$155.33 |
$328.87B |
$167.33 |
+7.7%
|
20.5 |
2.97% |
Buy
|
|
RHHBY
Roche Holding AG
|
Healthcare |
$56.58 |
$318.73B |
$57.00 |
+0.7%
|
44.1 |
3.09% |
Hold
|
|
CSCO
Cisco Systems, Inc.
|
Technology |
$83.11 |
$313.22B |
$76.75 |
-7.7%
|
30.4 |
2.06% |
Buy
|
|
BHP
BHP Group Limited
|
Basic Materials |
$72.74 |
$309.34B |
$47.80 |
-34.3%
|
13.6 |
3.74% |
Hold
|
|
UNH
UNITEDHEALTH GROUP INCORPORATED (Delaware)
|
Healthcare |
$284.18 |
$305.00B |
$387.80 |
+36.5%
|
17.4 |
2.59% |
Buy
|
|
GE
GE Aerospace
|
Industrials |
$309.93 |
$304.26B |
$358.00 |
+15.5%
|
38.2 |
0.47% |
Buy
|
|
CVX
Chevron Corporation
|
Energy |
$178.04 |
$301.32B |
$172.43 |
-3.2%
|
21.2 |
4.54% |
Buy
|
|
WFC
Wells Fargo & Company
|
Financial Services |
$92.31 |
$301.13B |
$92.13 |
-0.2%
|
14.0 |
1.84% |
Buy
|
|
GEGGL
Great Elm Group, Inc. 7.25% Notes due 2027
|
Financial Services |
$24.60 |
$299.83B |
— |
—
|
5.5 |
— |
Sell
|
|
KO
The Coca-Cola Company
|
Consumer Defensive |
$76.89 |
$297.40B |
$79.00 |
+2.7%
|
22.8 |
2.95% |
Buy
|
|
ACGBY
Agricultural Bank of China Limited
|
Financial Services |
$17.10 |
$293.87B |
— |
—
|
9.3 |
3.14% |
Buy
|
|
CAT
Caterpillar Inc.
|
Industrials |
$702.89 |
$293.01B |
$567.36 |
-19.3%
|
31.6 |
0.93% |
Buy
|
|
IBM
International Business Machines Corporation
|
Technology |
$294.31 |
$290.29B |
$293.86 |
-0.2%
|
36.7 |
2.16% |
Hold
|