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Stocks With The Most
Increased Fund Positions

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
Name Net increased
positions 		Increased positions Reduced positions Return since
31 Mar ‘23
VZ icon
1
Verizon
VZ
$191B
420 1,435 1,015 18%
MDT icon
2
Medtronic
MDT
$110B
372 992 620 6.33%
JEPI icon
3
JPMorgan Equity Premium Income ETF
JEPI
$45.8B
356 459 103 5.27%
SCHW
4
Charles Schwab
SCHW
$188B
334 795 461 106%
SCHD icon
5
Schwab US Dividend Equity ETF
SCHD
$104B
315 702 387 37.8%
IEMG icon
6
iShares Core MSCI Emerging Markets ETF
IEMG
$157B
261 725 464 64.6%
USB icon
7
US Bancorp
USB
$100B
235 768 533 78.8%
SO icon
8
Southern Company
SO
$107B
230 773 543 33.4%
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 1.37%
COWZ icon
11
Pacer US Cash Cows 100 ETF
COWZ
$19B
210 300 90 44.7%
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 1.45%
PLD icon
15
Prologis
PLD
$131B
187 609 422 12.6%
UPS icon
16
United Parcel Service
UPS
$92B
185 978 793 44.2%
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 40.7%
DOW icon
19
Dow Inc
DOW
$21.6B
170 657 487 45.6%
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 22%
DUK icon
22
Duke Energy
DUK
$96B
156 796 640 27.7%
MO icon
23
Altria Group
MO
$114B
155 811 656 53.2%
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%
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