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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 17.8%
MDT icon
2
Medtronic
MDT
$110B
372 992 620 6.3%
JEPI icon
3
JPMorgan Equity Premium Income ETF
JEPI
$45.8B
356 459 103 5.22%
SCHW
4
Charles Schwab
SCHW
$187B
334 795 461 106%
SCHD icon
5
Schwab US Dividend Equity ETF
SCHD
$105B
315 702 387 38.6%
IEMG icon
6
iShares Core MSCI Emerging Markets ETF
IEMG
$157B
261 725 464 64.8%
USB icon
7
US Bancorp
USB
$101B
235 768 533 79%
SO icon
8
Southern Company
SO
$107B
230 773 543 33.7%
VWO icon
9
Vanguard FTSE Emerging Markets ETF
VWO
$124B
222 906 684 49.1%
O icon
10
Realty Income
O
$58.5B
211 542 331 0.98%
COWZ icon
11
Pacer US Cash Cows 100 ETF
COWZ
$19.1B
210 300 90 45.2%
NOW icon
12
ServiceNow
NOW
$121B
202 632 430 26%
TFC icon
13
Truist Financial
TFC
$64.6B
193 661 468 55.1%
MBB icon
14
iShares MBS ETF
MBB
$39.1B
190 380 190 1.59%
PLD icon
15
Prologis
PLD
$130B
187 609 422 11.9%
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 1.34%
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
$78.3B
168 754 586 17.7%
DUK icon
21
Duke Energy
DUK
$96.4B
156 796 640 28.2%
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 53.1%
T icon
24
AT&T
T
$157B
147 1,080 933 18.9%
ET icon
25
Energy Transfer Partners
ET
$69.9B
144 380 236 63%