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Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘25
DFSV icon
76
U.S. Small Cap Value Portfolio ETF Class Shares
DFSV
$8.17B
160 242 82 36.7%
CEG icon
77
Constellation Energy
CEG
$97.3B
160 646 486 36.2%
LNG icon
78
Cheniere Energy
LNG
$58.1B
159 521 362 21.5%
KDP icon
79
Keurig Dr Pepper
KDP
$46.9B
158 399 241 0.73%
JPST icon
80
JPMorgan Ultra-Short Income ETF
JPST
$42.4B
158 528 370 0.59%
DELL icon
81
Dell
DELL
$297B
158 546 388 412%
GOOGL icon
82
Alphabet (Google) Class A
GOOGL
$4.27T
157 2,235 2,078 126%
NEE icon
83
NextEra Energy
NEE
$165B
156 1,201 1,045 11.2%
MELI icon
84
Mercado Libre
MELI
$94.7B
156 572 416 4.28%
PLD icon
85
Prologis
PLD
$121B
154 667 513 13.8%
IBDS icon
86
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.99B
154 214 60 0.33%
OXY icon
87
Occidental Petroleum
OXY
$60.8B
153 501 348 23.2%
AMLP icon
88
Alerian MLP ETF
AMLP
$12.6B
153 340 187 0.44%
SNPS icon
89
Synopsys
SNPS
$89.4B
152 560 408 8.77%
GE icon
90
GE Aerospace
GE
$326B
151 1,027 876 56.8%
IVE icon
91
iShares S&P 500 Value ETF
IVE
$50.1B
149 643 494 24.2%
EXC icon
92
Exelon
EXC
$43.9B
149 479 330 7.49%
IBDT icon
93
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.14B
148 205 57 1.15%
DUK icon
94
Duke Energy
DUK
$92.9B
148 929 781 2.32%
BND icon
95
Vanguard Total Bond Market
BND
$163B
147 741 594 3.72%
ABNB icon
96
Airbnb
ABNB
$104B
147 518 371 47.5%
QQQM icon
97
Invesco NASDAQ 100 ETF
QQQM
$108B
146 409 263 54.7%
EPD icon
98
Enterprise Products Partners
EPD
$77.2B
146 551 405 4.66%
AZN icon
99
AstraZeneca
AZN
$259B
146 522 376 13.6%
SGOV icon
100
iShares 0-3 Month Treasury Bond ETF
SGOV
$115B
145 389 244 0.09%