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Name Net increased
positions
Increased positions Reduced positions Return since
30 Sep ‘22
SCHD icon
1
Schwab US Dividend Equity ETF
SCHD
$104B
343 641 298 51.6%
F icon
2
Ford
F
$57.5B
329 797 468 28.8%
VYM icon
3
Vanguard High Dividend Yield ETF
VYM
$81.4B
279 648 369 71.6%
VTV icon
4
Vanguard Morningstar Value ETF
VTV
$189B
269 789 520 79%
IJR icon
5
iShares Core S&P Small-Cap ETF
IJR
$111B
267 934 667 69.6%
TGT icon
6
Target
TGT
$67.8B
253 887 634 0.65%
BX icon
7
Blackstone
BX
$108B
250 736 486 60.9%
KMI icon
8
Kinder Morgan
KMI
$69.9B
243 627 384 88.7%
DUK icon
9
Duke Energy
DUK
$96.9B
238 802 564 33.6%
LMT icon
10
Lockheed Martin
LMT
$135B
237 969 732 51.8%
JEPI icon
11
JPMorgan Equity Premium Income ETF
JEPI
$45.7B
234 313 79 11.9%
VO icon
12
Vanguard Morningstar Mid-Cap ETF
VO
$108B
233 703 470 74%
APD icon
13
Air Products & Chemicals
APD
$65.2B
217 653 436 25.9%
UPS icon
14
United Parcel Service
UPS
$90.8B
214 961 747 33.8%
XLV icon
15
State Street Health Care Select Sector SPDR ETF
XLV
$41.8B
214 643 429 34%
O icon
16
Realty Income
O
$59.2B
210 512 302 9.07%
MDT icon
17
Medtronic
MDT
$111B
207 914 707 7.34%
GILD icon
18
Gilead Sciences
GILD
$163B
205 741 536 113%
QCOM icon
19
Qualcomm
QCOM
$159B
201 1,038 837 34.2%
EPD icon
20
Enterprise Products Partners
EPD
$81.9B
201 478 277 59.3%
BLK icon
21
Blackrock
BLK
$175B
200 786 586 105%
ACN icon
22
Accenture
ACN
$101B
196 870 674 35.6%
VB icon
23
Vanguard Morningstar Small-Cap ETF
VB
$80.7B
195 703 508 75.3%
XLP icon
24
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.8B
193 481 288 27.2%
SDY icon
25
State Street SPDR S&P Dividend ETF
SDY
$23.6B
183 437 254 39.7%