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Name Net increased
positions
Increased positions Reduced positions Return since
31 Dec ‘22
AEP icon
26
American Electric Power
AEP
$66.9B
141 556 415 29.3%
XLE icon
27
State Street Energy Select Sector SPDR ETF
XLE
$41.3B
140 712 572 48.8%
ET icon
28
Energy Transfer Partners
ET
$70.3B
138 352 214 71.9%
XLP icon
29
State Street Consumer Staples Select Sector SPDR ETF
XLP
$13.7B
137 456 319 11.9%
IWD icon
30
iShares Russell 1000 Value ETF
IWD
$82.7B
130 539 409 67.2%
SPYG icon
31
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$57.8B
129 332 203 148%
VO icon
32
Vanguard Morningstar Mid-Cap ETF
VO
$106B
127 651 524 59.3%
VB icon
33
Vanguard Morningstar Small-Cap ETF
VB
$78.1B
124 693 569 57.7%
AVUV icon
34
Avantis US Small Cap Value ETF
AVUV
$30.9B
124 181 57 60.6%
TLH icon
35
iShares 10-20 Year Treasury Bond ETF
TLH
$10.8B
124 183 59 14.8%
RSP icon
36
Invesco S&P 500 Equal Weight ETF
RSP
$97.5B
122 467 345 50.8%
FLG icon
37
Flagstar Bank National Association
FLG
$4.7B
120 225 105 56.1%
ARCC icon
38
Ares Capital
ARCC
$13.3B
120 283 163 0.49%
TSLA icon
39
Tesla
TSLA
$1.51T
120 1,051 931 211%
PCAR icon
40
PACCAR
PCAR
$56.9B
118 337 219 63.7%
VHT icon
41
Vanguard Health Care ETF
VHT
$19.3B
115 347 232 28.6%
JNJ icon
42
Johnson & Johnson
JNJ
$630B
114 1,607 1,493 48%
IUSB icon
43
iShares Core Universal USD Bond ETF
IUSB
$48.2B
113 251 138 1.76%
HUM icon
44
Humana
HUM
$51.9B
112 431 319 15.7%
HBAN icon
45
Huntington Bancshares
HBAN
$31B
112 378 266 8.65%
NOBL icon
46
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.1B
111 265 154 22.4%
EFV icon
47
iShares MSCI EAFE Value ETF
EFV
$30.4B
111 336 225 70.4%
SDY icon
48
State Street SPDR S&P Dividend ETF
SDY
$20.7B
111 419 308 19.1%
VBR icon
49
Vanguard Morningstar Small-Cap Value ETF
VBR
$35.6B
110 487 377 47.6%
SCHW icon
50
Charles Schwab
SCHW
$167B
110 652 542 16.1%