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Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘22
VZ icon
1
Verizon
VZ
$190B
636 1,626 990 10%
SPGI icon
2
S&P Global
SPGI
$121B
601 925 324 0.1%
DIS icon
3
Walt Disney
DIS
$174B
581 1,717 1,136 27%
VTV icon
4
Vanguard Morningstar Value ETF
VTV
$191B
389 827 438 51.6%
SCHD icon
5
Schwab US Dividend Equity ETF
SCHD
$104B
381 632 251 27.9%
MDT icon
6
Medtronic
MDT
$110B
334 1,007 673 22.9%
PYPL icon
7
PayPal
PYPL
$49.7B
327 1,148 821 49.7%
QCOM icon
8
Qualcomm
QCOM
$166B
316 1,140 824 3.2%
CMCSA icon
9
Comcast
CMCSA
$87.1B
304 1,134 830 47.6%
IEFA icon
10
iShares Core MSCI EAFE ETF
IEFA
$194B
289 768 479 44.1%
ADBE icon
11
Adobe
ADBE
$102B
276 1,112 836 43.7%
F icon
12
Ford
F
$56.7B
276 780 504 15.8%
CRM icon
13
Salesforce
CRM
$157B
271 1,081 810 9.88%
VO icon
14
Vanguard Morningstar Mid-Cap ETF
VO
$109B
266 722 456 39.1%
XYZ
15
Block Inc
XYZ
$50.2B
251 606 355 37.8%
VYM icon
16
Vanguard High Dividend Yield ETF
VYM
$82.5B
250 629 379 47.1%
DUK icon
17
Duke Energy
DUK
$95.9B
250 830 580 10.2%
GLD icon
18
SPDR Gold Trust
GLD
$137B
239 772 533 115%
NEE icon
19
NextEra Energy
NEE
$179B
238 1,065 827 1.18%
IJR icon
20
iShares Core S&P Small-Cap ETF
IJR
$113B
237 974 737 38.5%
DOW icon
21
Dow Inc
DOW
$21.3B
234 673 439 53.7%
ESGU icon
22
iShares ESG Aware MSCI USA ETF
ESGU
$18.3B
231 374 143 66.7%
FDX icon
23
FedEx
FDX
$73.6B
222 731 509 34.5%
BLK icon
24
Blackrock
BLK
$174B
221 841 620 46.9%
IJH icon
25
iShares Core S&P Mid-Cap ETF
IJH
$126B
219 841 622 43.8%