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Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘23
VZ icon
1
Verizon
VZ
$200B
422 1,437 1,015 23.7%
MDT icon
2
Medtronic
MDT
$118B
371 991 620 14.3%
JEPI icon
3
JPMorgan Equity Premium Income ETF
JEPI
$45.3B
357 460 103 3%
SCHW
4
Charles Schwab
SCHW
$182B
333 794 461 101%
SCHD icon
5
Schwab US Dividend Equity ETF
SCHD
$113B
317 705 388 38.1%
IEMG icon
6
iShares Core MSCI Emerging Markets ETF
IEMG
$161B
257 723 466 67.4%
USB icon
7
US Bancorp
USB
$93.6B
237 769 532 66.6%
SO icon
8
Southern Company
SO
$98.4B
230 773 543 22.9%
VWO icon
9
Vanguard FTSE Emerging Markets ETF
VWO
$126B
225 908 683 48.5%
COWZ icon
10
Pacer US Cash Cows 100 ETF
COWZ
$19.3B
211 301 90 47%
O icon
11
Realty Income
O
$53.6B
208 540 332 10.5%
NOW icon
12
ServiceNow
NOW
$140B
199 630 431 45.8%
TFC icon
13
Truist Financial
TFC
$59.3B
193 661 468 42.4%
MBB icon
14
iShares MBS ETF
MBB
$38.9B
192 381 189 3.63%
PLD icon
15
Prologis
PLD
$128B
186 608 422 8.07%
UPS icon
16
United Parcel Service
UPS
$84.3B
185 979 794 48.9%
IUSB icon
17
iShares Core Universal USD Bond ETF
IUSB
$43.4B
176 293 117 2.99%
ACN icon
18
Accenture
ACN
$111B
171 887 716 36.6%
DOW icon
19
Dow Inc
DOW
$20.8B
171 658 487 47.6%
AMT icon
20
American Tower
AMT
$81.1B
170 754 584 14.9%
MO icon
21
Altria Group
MO
$116B
159 814 655 55.8%
DUK icon
22
Duke Energy
DUK
$91.6B
155 795 640 21.8%
TLT icon
23
iShares 20+ Year Treasury Bond ETF
TLT
$47.4B
154 364 210 23.6%
ET icon
24
Energy Transfer Partners
ET
$72.8B
148 383 235 69.5%
T icon
25
AT&T
T
$174B
146 1,080 934 31.9%