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Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘23
VZ icon
1
Verizon
VZ
$190B
420 1,435 1,015 17.4%
MDT icon
2
Medtronic
MDT
$110B
372 992 620 6.23%
JEPI icon
3
JPMorgan Equity Premium Income ETF
JEPI
$45.8B
356 459 103 5.27%
SCHW
4
Charles Schwab
SCHW
$188B
334 795 461 107%
SCHD icon
5
Schwab US Dividend Equity ETF
SCHD
$105B
315 702 387 37.9%
IEMG icon
6
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
261 725 464 64.5%
USB icon
7
US Bancorp
USB
$100B
235 768 533 78.6%
SO icon
8
Southern Company
SO
$107B
230 773 543 33.2%
VWO icon
9
Vanguard FTSE Emerging Markets ETF
VWO
$123B
222 906 684 48.9%
O icon
10
Realty Income
O
$58.2B
211 542 331 1.48%
COWZ icon
11
Pacer US Cash Cows 100 ETF
COWZ
$19B
210 300 90 44.8%
NOW icon
12
ServiceNow
NOW
$121B
202 632 430 25.8%
TFC icon
13
Truist Financial
TFC
$64.7B
193 661 468 55.2%
MBB icon
14
iShares MBS ETF
MBB
$39.1B
190 380 190 1.45%
PLD icon
15
Prologis
PLD
$131B
187 609 422 12.9%
UPS icon
16
United Parcel Service
UPS
$91.7B
185 978 793 44.4%
IUSB icon
17
iShares Core Universal USD Bond ETF
IUSB
$43.1B
174 291 117 1.28%
ACN icon
18
Accenture
ACN
$104B
173 889 716 40.4%
DOW icon
19
Dow Inc
DOW
$21.5B
170 657 487 45.8%
AMT icon
20
American Tower
AMT
$77.7B
168 754 586 18.4%
TLT icon
21
iShares 20+ Year Treasury Bond ETF
TLT
$41.8B
156 365 209 21.9%
DUK icon
22
Duke Energy
DUK
$96.1B
156 796 640 27.8%
MO icon
23
Altria Group
MO
$114B
155 811 656 52.6%
T icon
24
AT&T
T
$156B
147 1,080 933 18.5%
ET icon
25
Energy Transfer Partners
ET
$70.1B
144 380 236 63.4%