-
Amazon.com Inc. (AMZN $271.17)
-
Broadcom Inc. (AVGO $412.56)
-
Alphabet Inc. (GOOGL $397.99)
-
Microsoft Corporation (MSFT $420.77)
-
NVIDIA Corporation (NVDA $211.50)
-
Visa Inc. (V $321.28)
-
S&P Global Inc. (SPGI $428.68)
-
Arista Networks Inc. (ANET $141.75)
-
Transdigm Group Incorporated (TDG $1,241.98)
-
Axon Enterprise Inc. (AXON $426.89)
-
Heico Corporation (HEI $289.60)
-
Vertiv Holdings LLC Class A (VRT $340.01)
Q: Our core long-term holdings - not full positions. Please advise those that could add to full positions, hold or sell or those that you would replace with better potential. Please rank.