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Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘23
VZ icon
1
Verizon
VZ
$193B
420 1,435 1,015 19.5%
MDT icon
2
Medtronic
MDT
$110B
372 992 620 6.67%
JEPI icon
3
JPMorgan Equity Premium Income ETF
JEPI
$45.9B
356 459 103 5.33%
SCHW
4
Charles Schwab
SCHW
$188B
334 795 461 106%
SCHD icon
5
Schwab US Dividend Equity ETF
SCHD
$104B
315 702 387 37.9%
IEMG icon
6
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
261 725 464 63.9%
USB icon
7
US Bancorp
USB
$100B
235 768 533 78.1%
SO icon
8
Southern Company
SO
$107B
230 773 543 33.8%
VWO icon
9
Vanguard FTSE Emerging Markets ETF
VWO
$123B
222 906 684 48.5%
O icon
10
Realty Income
O
$58.5B
211 542 331 0.95%
COWZ icon
11
Pacer US Cash Cows 100 ETF
COWZ
$19B
210 300 90 44.9%
NOW icon
12
ServiceNow
NOW
$121B
202 632 430 26.1%
TFC icon
13
Truist Financial
TFC
$64.6B
193 661 468 55%
MBB icon
14
iShares MBS ETF
MBB
$39.1B
190 380 190 1.48%
PLD icon
15
Prologis
PLD
$131B
187 609 422 12.8%
UPS icon
16
United Parcel Service
UPS
$91.5B
185 978 793 44.5%
IUSB icon
17
iShares Core Universal USD Bond ETF
IUSB
$43.2B
174 291 117 1.26%
ACN icon
18
Accenture
ACN
$104B
173 889 716 40.3%
DOW icon
19
Dow Inc
DOW
$21.4B
170 657 487 45.9%
AMT icon
20
American Tower
AMT
$78.3B
168 754 586 17.8%
DUK icon
21
Duke Energy
DUK
$96.1B
156 796 640 27.8%
TLT icon
22
iShares 20+ Year Treasury Bond ETF
TLT
$41.8B
156 365 209 22%
MO icon
23
Altria Group
MO
$114B
155 811 656 53.3%
T icon
24
AT&T
T
$158B
147 1,080 933 19.8%
ET icon
25
Energy Transfer Partners
ET
$69.9B
144 380 236 63%