Your Top 10 Largest Holdings (2021)

[fenders53]

Love these threads, and mister defensive port checks in....

From largest to smallest position, just sold some NEE as I was heavily overweighted due to a put assignment.

1. AEP
2. LHX
3. NEE
4. LMT
5. BMY
6. XEL
7. JNJ
8. WEC
9. PEP
10. WELL

WELL is gonna go as soon as some covered calls drop. I have a number of index ETF/Mutuals that would make about #8 on this list but confined it to individual stocks. I remain committed to UTEs, Defense and Pharma.

Ray is getting kinda old and forgetful. He is probably a year older than me lol.