The new Buffett holdings are below.

American Express Co. (NYSE: AXP) was roughly 151.6 million shares, SAME AS last quarter.

Bank of New York Mellon Corp. (NYSE: BK) was almost 19 million shares, which appears to be slightly lower but it had been raised before. What matters here is that it remains a substantial holding still.

Chicago Bridge & Iron Co. (NYSE: CBI) was a NEW POSITION at just over 6.5 million shares worth over $400 million.

Coca-Cola Co. (NYSE: KO) was more than 400 million shares due to the stock split of 2012, but this is virtually the SAME AS BEFORE.

ConocoPhillips (NYSE: COP) is the SAME POSITION at 24.1 million shares, but this is lower than in prior quarters.

Costco Wholesale Corp. (NASDAQ: COST) was the SAME POSITION at 4,333,363 shares.

DaVita Inc. (NYSE: DVA) was a LARGER POSITION and already more than a 10% stake and we recently saw that Berkshire Hathaway had entered into a standstill agreement not to buy more than 25% of the company after already having increased its stake recently. This was listed as 14.97 million shares as of March 31 versus 13.6 million shares before.

Deere & Co. (NYSE: DE) was the SAME POSITION at roughly 4 million shares.

DirecTV (NASDAQ: DTV) was HIGHER YET AGAIN at 37.275 million shares versus almost 34 million shares and that was also higher than before.

Gannett Co. (NYSE: GCI) was the SAME POSITION of 1.74 million shares.

General Electric Corp. (NYSE: GE) is listed as the SAME POSITION at 588,900 shares, but this is still way down from prior reports.

General Motors Co. (NYSE: GM) is the SAME POSITION at 25 million shares, but this was previously up from smaller positions.

GlaxoSmithKline (NYSE: GSK) is the SAME POSITION at 1.51 million shares.

In a new report, the analysts at Deutsche Bank move their exposure on the industrial sector from Overweight to Equal Weight. Banks and technology are upgraded to Overweight and are expected to outperform for the summer and the rest of 2013. Dividend guidance and hikes from technology, as well as earnings strength from the banks, are the main drivers for their rotation.

Here are the technology and banking stocks to buy from Deutsche Bank.

Citigroup Inc. (NYSE: C) has shown tremendous earnings strength, both domestically and around the world. The Deutsche Bank price target here is $53. The Thomson/First Call estimate is right in line at $53.

J.P. Morgan Chase & Co. (NYSE: JPM) recently received a vote of confidence for CEO and Chairman Jamie Dimon from none other than Warren Buffett. The Deutsche Bank target for the stock is $53, while the consensus is at $55.50. Investors receive a solid 3.20% dividend.

U.S Bancorp (NYSE: USB) is a Midwest mega-regional bank that makes the list. With its more than 3,000 branches in the Midwest and the West, earnings have been solid. The Deutsche Bank price objective is $38. Consensus is at $37. Investors are paid a 2.40% dividend.

Fifth Third Bancorp (NASDAQ: FITB) is another solid regional name to make the list. With shares recently hitting 52-week highs, the bank has seen solid insider purchasing. Deutsche Bank has a $17 target. The consensus estimate is at $18. Investors are paid a 2.60% dividend.

The PNC Financial Services Group Inc. (NYSE: PNC) rounds out the bank stocks to buy. Led by CNBC regular and Wall Street favorite Jim Rohr, the bank has continued to raise earnings and dividends. Deutsche Bank has a $74 price target, while the consensus is at $72. Investors receive a 2.60% dividend.

Qualcom Inc. (NASDAQ: QCOM) leads off the technology stocks to buy. Qualcomm is a major force in the high-mobility business, selling the smarts in smartphones and the intelligence in tablets. Deutsche Bank has a $78 price target. The consensus for the name is $76. Investors are paid a 2.20% dividend.

EMC Corp. (NYSE: EMC) is the leader in storage and also a majority owner of cloud software company VMWare Inc. (NYSE: VMW). Deutsche Bank has a $28 price target. The consensus target for the stock is higher at $29.

Google Inc. (NASDAQ: GOOG) makes the list. With everything from Internet search domination to Google Glass to YouTube, this may be the leading technology stock to own for years to come. Deutsche Bank has a $930 price target. The consensus is at $900.

Cognizant Technology Solutions Corp. (NASDAQ: CTSH) provides information technology (IT), consulting and business process outsourcing services worldwide. Deutsche Bank has a $92 price target, while the consensus is at $86.

International Business Machines Corp. (NYSE: IBM) completes the list of tech stocks to buy. Big Blue has become the preeminent technology services company in the world. The Deutsche Bank price objective is $225. The consensus is right in line at $225. Investors are paid a 1.90% dividend.

Clearly the Deutsche Bank list is dominated by mega-cap stocks that are the leaders in their respective sectors. Investors, especially those with a long-term objective, can feel comfortable buying these stocks at this level. It may be wise to buy half positions now, and see if we do indeed experience the 5% pullback that Deutsche Bank expects.

The 11 servicers that will be making payments include Aurora, Bank of America Corp. (NYSE: BAC), Citigroup Inc. (NYSE: C), HSBC Holdings PLC (NYSE: HBC), J.P. Morgan Chase & Co. (NYSE: JPM), MetLife Inc. (NYSE: MET), PNC Financial Services Group Inc. (NYSE: PNC), Sovereign, SunTrust Banks Inc. (NYSE: STI), U.S. Bancorp (NYSE: USB) and Wells Fargo & Co. (NYSE: WFC). Payment information for the remaining two banks, Goldman Sachs Group Inc. (NYSE: GS) and Morgan Stanley (NYSE: MS), is still to be announced.

The payments are part of an $8.5 billion settlement of claims related to shoddy mortgage foreclosure procedures, including the notorious robo-signing practice. The remainder of the settlement amount will be used to resolve other issues, including loan modifications. The settlement, which was announced in January, was made in addition to a $26 billion settlement the banks and servicers reached in 2012.

Tesla’s announcement on Tuesday follows a tease from Elon Musk today that had investors and consumers wondering what was coming from Tesla. Via a partnership with Wells Fargo & Co. (NYSE: WFC) and U.S. Bancorp (NYSE: USB), Tesla is creating a new financing product that will blend elements of ownership and leasing to Model S customers.

One thing that customers do not really have to worry about too much is the financial creditworthiness of Wells Fargo and/or U.S. Bank. These were both on our list of the Safest Banks in America for 2013.

This new lease product from Tesla comes with a lower initial payment, tax deductions, lower risk on resale value. Perhaps the most important aspect of all, this will eliminate the risks and efforts for a buyer personally. After 36 months, the new buyers have the right to sell the Model S back to Tesla for the same residual value percentage as the Mercedes S Class. This is a lease to own model, but the buyers are of course not obligated to sell their cars back to Tesla.

U.S. Bank and Wells Fargo have agreed to provide 10% down financing for the purchase of a Model S for those with approved credit. The 10% down payment is said to be covered or more than covered by U.S. Federal and state tax credits ranging from $7,500 to $15,000.

New Jersey, Washington and D.C. also have no sales tax for electric vehicles. These advantages are not available when leasing.

Tesla says that when you tally up the true cost savings here the entire true net out-of-pocket cost to own a mid-range Model S is said to be dropping down to under $500 per month.

With Tesla effectively guaranteeing the resale value this may take out at least one of the “what if” questions from the public. 24/7 Wall St. cannot help but wonder what exactly Tesla will do with all the three-year and older cars once they start receiving these cars back. Will they be resold? What if the replacement costs in the future for batteries and technology actually go up rather than down?

Tesla’s move is one which could go either way, and it may depend upon issues that the markets do not really have answers for today. This will certainly drive up sales but it leaves an unknown about the future. Tesla will not just be selling new electric cars in the future. It will also have to figure out what to do with the models returned.

Wall St. investors and traders are having a hard time digesting the news and the implications of how this will impact Tesla’s finances in the future. The stock closed up almost 1% at $44.34 today but the shares have been down 1% to 2% in the after-hours trading session. Tesla shares have traded in a 52-week range of $25.52 to $46.68 and the consensus price target from Thomson Reuters was $41.45 before the effects of this news.

One additional sector that is critical for the success of a secular bull market rally is the financials, as it tends to be a good indicator of individual and corporate fiscal health.

In a new report, the banking analysts at Deutsche Bank A.G. (NYSE: DB) comb through the most recent first-quarter data looking for the bank stocks to buy now. They remain selective overall and continue to prefer stocks that still have leverage to macro themes — such as slowing consumer deleveraging, housing improvement and growth in consumer spending. In addition, capital markets expectations are generally positive ahead of the quarter, given stronger first quarter seasonality, higher market levels and tighter spreads. The Deutsche Bank team believes revenues should be up meaningfully versus the fourth quarter, but possibly down slightly year-over-year.

In their coverage universe of 19 banking names, the analysts currently favor the following six as stocks to buy. They vary in market cap and in the areas of the banking arena that are most profitable to their franchise. The six names are:

Global banking powerhouse Citigroup Inc. (NYSE: C) leads off the list of stocks to buy. It provides a multitude of services to clients around the world, and the stock has rallied nicely from the triple bottom 52-week low from last summer. The Deutsche Bank price target for Citigroup is $53. The Thomson/First Call estimate is $51.30.

Despite a tremendous loss and controversy from its London trader nicknamed “The Whale,” J.P. Morgan Chase & Co. (NYSE: JPM) is another large cap stock on the list. The Deutsche Bank price target for the bank is $53. The Wall St. consensus price target is in line at $54. J.P. Morgan also pays a 2.49% dividend to shareholders.

Speaking of dividends, Cincinnati-based regional Fifth Third Bancorp (NASDAQ: FITB) makes the list and just raised its dividend last week to pay shareholders 2.70%. The Deutsche Bank price target is $17. The consensus estimate is the same at $17.

Superbly run by CNBC regular James Rohr and well-respected on Wall St., PNC Financial Services Group Inc. (NYSE: PNC) makes the list. The Deutsche Bank price target for PNC is $71, while the consensus estimate is at $69.50. The bank also pays shareholders a 2.40% quarterly dividend.

With many of it 428 branches located in Illinois, TCF Financial Corp. (NYSE: TCB) is a much smaller market capitalization stock that makes the Deutsche Bank top six. The Deutsche Bank price target is $14 and the stock is trading above that, so it may be revised soon. The consensus estimate for the bank is also $14. Shareholders are paid a quarterly 1.40% dividend.

Rounding out the bank stocks to buy is Minneapolis-based U.S. Bancorp (NYSE: USB). With more than 3,000 branches and almost 65,000 employees, this is truly a super-regional bank. The Deutsche Bank price target is $38. The consensus target is $37. The bank pays a 2.30% dividend.

Read Also: The Seven Safest Banks in America for 2013

The Deutsche Bank research team places a high premium on banks that have diversified business models. With regulations stricter as a result of the bank meltdowns that followed the mortgage debacle, it makes sense for investors to use solid due diligence when buying bank stocks. Good research could very possibly lead to solid investment gains.

In a positive new report the equity strategists at Deutsche Bank A.G. (NYSE: DB) have screened the S&P 500 for stocks that investors can buy and add to their portfolios now.

As investors are always looking for new ideas of stocks to buy and stocks to sell, sometimes value investing strategies rule and sometimes growth strategies rule. The Deutsche Bank stock screens are fundamental in nature with an aim to connect strategic macro trends and themes to individual stocks. These screens focus on five separate and distinct metrics:

1. Revenue exposure by geography and markets
2. Company growth and profitability
3. Balance sheet and earnings deployment
4. The true “quality” of the earnings — no accounting tricks
5. Company valuation

The team at Deutsche Bank is advising investors to construct their portfolios with a tilt toward global growth stocks, especially companies with sales that rise with investment spending. They are overweight industrials and technology on global growth and capital goods demand acceleration.

We decided to comb through their current S&P 500 stock screen, which has stocks from six different sectors. In each sector we have selected the stock with the highest dividend. This may help investors improve their overall total return. The following are the top six Deutsche Bank stocks that pay dividends to buy now.

Wynn Resorts Ltd. (NASDAQ: WYNN) leads off the list in the consumer discretionary category. This world-class gaming company with properties in Las Vegas and Macau has a price target of $146. Wynn also pays investors a 3.30% dividend. The Thomson/First Call estimate is $141.

In the materials sector, the top selection is Dow component E.I. du Pont de Nemours and Company (NYSE: DD). With science and technology based products sold around the globe, DuPont yields a nice 3.40% dividend and has a price target of $55. The Wall St. consensus price target for this venerable name is $52.

In energy, the top Deutsche Bank selection is oilfield services giant Schlumberger Ltd. (NYSE: SLB). Based in Houston, this sector leader provides integrated and independent oil and gas companies with services and logistics around the world. The Deutsche Bank price target for Schlumberger is $91. It also has a small 1.6% dividend. The consensus price target is in line at $92.

U.S Bancorp (NYSE: USB) tops the list in the financial sector, with its locations primarily in the Midwest and west. The price target for this regional banking leader is $38. The company pays investors a dividend of 2.3%. The consensus estimate for the stock is $37. As a reminder, U.S. Bancorp is on the 24/7 Wall St. list of the Safest Banks in America for 2013.

Mega-cap General Electric Co. (NYSE: GE) is the Deutsche Bank choice to buy now in the industrial sector. With an array of products, services and technologies sold around the U.S. and the world, GE has a price target of $25. The company also pays a solid 3.2% dividend. The Wall St. price target is right in line at $25.

In the information and technology sector, Ireland-based Accenture PLC (NYSE: ACN) makes the list. It provides management consulting, technology and business process outsourcing services worldwide, and its stock is trading close to a 52-week high. The Deutsche Bank price target is $87, and the stock pays a 2.1% dividend. The consensus target for Accenture is $74, so this is a contrarian pick.

The stock market has made a habit lately of overcoming the proverbial wall of worry. It is still quite possible that we could see a 5% correction in the coming weeks or months. Perhaps the Wall St. axiom of “sell in May and go away” will play out yet again this year. With all of those things in mind, investors putting money to work in large cap names that pay dividends and have solid global businesses stand a good chance of seeing their portfolios grow.

A small number of banks serviced or acted as trustee in the vast majority of the mortgages in foreclosure — and it is the same banks that now find themselves having to deal with those mortgages and deflated property values. As of February, Bank of America was servicing more than 95,000 loans in foreclosure, followed by Wells Fargo, which was servicing 85,000 loans. Based on RealtyTrac’s February 2013 data, 24/7 Wall St. reviewed the 10 banks foreclosing the most homes.

Click here to see the banks foreclosing on the most homes

The banks foreclosing on the most homes may not directly own the bulk of the mortgages. Rather, they often service them for other entities, which means collecting payments from homeowners and foreclosing on those properties when they become delinquent. In other cases banks act as a trustee, representing a pool of mortgage loans held in a trust.

As of 2012, according to Mortgage Daily, the banks foreclosing on the most mortgages — Bank of America, Wells Fargo and Chase — were the three biggest servicers of all mortgages.

According to RealtyTrac’s Vice President Daren Blomquist, the majority of loans originated prior to the recession. The banks that actually own the loans, Blomquist explained, are now stuck with these mortgages in foreclosure. Bank of America in particular is struggling to unload the assets it absorbed through its acquisition of Countrywide Financial.

Despite not being directly on the hook for the majority of the losses incurred when a home enters foreclosure, these servicing banks still stand to lose money, both from the lost fees they would have collected with each mortgage payment and the costs they have to incur to deal with the foreclosure. “All things being equal” Blomquist explained “they would prefer to have that as a performing mortgage, rather than as a non-performing mortgage, because they’re actually generating income as opposed to not.”

According to Sam Garcia, founder and publisher of Mortgage Daily, many of these banks have had to contract companies that specialize as servicers for distressed mortgages to work with borrowers that are delinquent or going through the foreclosure process. “It doesn’t really cost anything to service a loan that’s being paid on time,” Garcia said. However, “Once you have to start talking to the customer, that loan becomes unprofitable.”

To determine the 10 banks foreclosing the most home loans, 24/7 Wall St. reviewed data provided by RealtyTrac, an online real estate marketplace and data source on distressed homes properties. All data are as of February 2013 and reflect the amount and value of both homes and mortgages serviced or held in trust by the nation’s major banks. At RealtyTrac’s suggestion, because Bank of America acquired Countrywide’s assets and liabilities in 2008, we treated loans in foreclosure that were serviced or held in trust by Countrywide as part of Bank of America’s portfolio. RealtyTrac also tracks the percentage of foreclosed properties it considers to be “seriously underwater” — defined as having a loan-to-value ratio of at least 125%. Additional data on the total amount of mortgage loans originated in 2012 and the size of the mortgage portfolio serviced or held in trust by banks as of December 31, 2012, come from Mortgage Daily.

These are the banks foreclosing on the most homes.

The adverse scenario was a moderate U.S. recession that would have begun in the fourth quarter of 2012 and lasts until early 2014. In this period, real GDP would fall by 2%, unemployment would jump up to 9.75%, CPI would reach 4% by the middle of 2013, and equity prices would fall by 25% by the middle of 2013. The VIX (volatility index) would also rise to more than 40 at the start of the scenario, housing prices would drop more than 6% during 2013, and commercial real estate prices would fall by 4.5% during 2013.

The Federal Reserve said that the nation’s largest banks have continued to improve their ability to withstand an extremely adverse hypothetical economic scenario and are now in a much stronger capital position than before the financial crisis.

The full results are here.

We expect that Bank of America Corp. (NYSE: BAC), Citigroup Inc. (NYSE: C), SunTrust Banks Inc. (NYSE: STI), U.S. Bancorp (NYSE: USB), KeyCorp (NYSE: KEY), J.P. Morgan Chase & Co. (NYSE: JPM), Bank of New York Mellon Corp. (NYSE: BK) PNC Financial Services Group Inc. (NYSE: PNC) and others will all have sought to request higher dividends and to resume share buybacks.

In the full CNBC video, Bove talked about many of the big banks having share prices that are still under the book values. He also noted how banks in good times can trade at up to 2.5 times their book values, and right now you can still buy some of them at discounts to their stated book values due to the regulatory issues and due to the hangover of the recession. Today’s call sounds almost like a value investor’s dream. Bove noted that Citigroup Inc. (NYSE: C) and J.P. Morgan Chase & Co. (NYSE: JPM) just hit new 52-week highs. Bove thinks that the stress tests will highlight that the balance sheets have excess capital and that the majors all will be able to increase dividend payouts. U.S. Bancorp (NYSE: USB) wants to increase its dividend payout substantially.

As far as the formal Bank of America call, Dick Bove said he thinks that the bank, the best DJIA performer of 2012, is his hands-down pick and that its stock is heading back up to $30 per share. The caveat was that it may take two or three years to get there. Bove also was positive on SunTrust Banks Inc. (NYSE: STI) for understating its assets, and he said that KeyCorp (NYSE: KEY) was a good bank stock to buy as well.

Bank of America shares are surging on the news, with a gain of 2.6% at $12.23 so far this morning. This compares to a 52-week range of $6.72 to $12.42. If Bove is right, let’s just say that investors will make about 150% on their money.

Bove is even more bullish on Bank of America than the other most well-known analyst, Meredith Whitney. She called for Bank of America to go to $15.00, and she has the highest official price target of the major analysts covered by Thomson Reuters. We would also point out that the mean price target is $12.40 and the median price target is $12.75.

Bank of America did not make our own proprietary list of the safest banks in America for depositors, but it may be eligible again in 2014 or beyond if the Federal Reserve allows the bank to return more capital to shareholders.

To show both sides of the coin: an article from Wednesday on TheStreet.com shows what seems like a different look and feel after Bove’s comments from attending banking presentations.

Several banks were very close to meeting all of our financial, historic and transformative criteria, and they may be eligible for the list of safest banks in 2014, or even after the stress tests and after decisions have been formalized over returning capital to shareholders. Some of the data may seem investor oriented, but the reality is that institutional depositors, creditors and trading partners generally evaluate peers with many of the same metrics. The global economic recovery has lost some steam at the same time that the stock market has recovered. The public needs to know which of the larger banks are safe, regardless whether the economy stabilizes or worsens again.

The criteria to be among the safest banks has to be very strict by nature. It also has to apply to the larger institutions, which are either money-center banks or have multiple-state geographies. To make the list, a bank either had to have a minimum of 100 branches or it had to have retail branches in multiple states as the base level for relevance and importance. We used banks with a minimum market capitalization of $3 billion and a minimum asset base of $20 billion. These safest banks had to have the bulk of their image tied to retail and commercial banking operations with many branch offices (probably eliminate, we said above). This eliminated the great fiduciary banks such as State Street Corp. (NYSE: STT) and Bank of New York Mellon Corp. (NYSE: BK), even though they certainly would be considered among the safest banks. It also eliminated the bank holding companies with no retail banking operations, such as Goldman Sachs Group Inc. (NYSE: GS) and Morgan Stanley (NYSE: MS).

24/7 Wall St. took a “Made in America” approach as well, and we screened out U.S. banking outfits that are actually subsidiaries of foreign banks. We also screened out the banks that were still in the process of making large, game-changing or transformative acquisitions, which are too difficult to evaluate in order to avoid absorbing any hidden or unknown risks.

With credit ratings becoming a risk again after a U.K. sovereign downgrade, and on the heels of the fiscal cliff and spending sequestration, all these banks also had to be considered investment grade by the major credit ratings agencies. A minimum hurdle of a 7.0% return on equity had to be seen, and we included the return on assets in this analysis as well. These safest banks had to have a minimum divided yield of 2.0% for their common stockholders, as proof that management believes that it can continue returning capital to shareholders through good and bad times, while still maintaining normal operations.

We screened out the nondiversified banks to avoid too many fluctuations throughout the business cycles. For an investment angle, we also gave preference to the banks where Wall St. analysts have a consensus price target above the current share price, indicating that some underlying value potentially remains. If a bank’s common stock was less than $10.00 per share, it had to have its metrics well above average among the largest banks.

Read Also: The Best & Worst Run Cities in America

While Bank of America Corp. (NYSE: BAC) was the best performing of the 30 Dow Jones Industrial Average stocks in 2012, it and the money-center banking giant Citigroup Inc. (NYSE: C) actually do not qualify to be in the safest banks in America, even though the reality is that these banks are almost certain to survive another recession. The Federal Reserve deems them to still be problem banks, and they have so far not been freed up to raise their dividends or to increase share buybacks. That may change ahead, and the reality is that these banks are believed to be strong enough to weather most negative scenarios under the impending stress tests.

Finally, we eliminated banks that we did not feel would survive another recession. Consumers have to keep their money somewhere other than under their mattresses. Having an extremely safe bank to protect your hard-earned cash, nest-eggs and safety deposit boxes in hard times is much more important than how high of a rate depositors can get on certificates of deposit and in their checking and savings accounts. As far as quality is concerned, Warren Buffett’s Berkshire Hathaway Inc. (NYSE: BRK-A) has large stakes in three of the seven safest banks.

In mid-2012, banking regulators proposed to incorporate Basel III capital changes for substantially all U.S. banking organizations. Our list of safest banks shows the Tier-1 ratio today as well as the company’s projected Tier-1 ratio under the proposed rules. This also helps to eliminate any problems over safety and vulnerability ahead. If Basel III is finally adopted as proposed, the threshold for the Tier 1 common equity ratio will be 7%, consisting of a minimum level plus a capital conservation buffer.

Based on the analysis, we anticipate that future lists of the safest banks in America may include 10 or even 12 banks, rather than seven, because many banks only missed one criteria yet exceeded other hurdles handily. We still are not evaluating the community or single-region banks due to size or single geography risks. That being said, many of those community banks have better ratios than any of the larger safest banks in America.

This is the 24/7 Wall St. list of the seven safest banks in America for 2013 to deposit money into, ranked in order of safety, size by assets, and reach.  Our rank is based on financial stability, size by assets, and by reach.