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Name Net increased
positions
Increased positions Reduced positions Return since
30 Sep ‘15
T icon
1
AT&T
T
$152B
583 1,048 465 9.87%
VTR icon
2
Ventas
VTR
$42.1B
335 420 85 46.3%
META icon
3
Meta Platforms (Facebook)
META
$1.83T
302 709 407 699%
GILD icon
4
Gilead Sciences
GILD
$187B
277 787 510 54%
DIS icon
5
Walt Disney
DIS
$187B
225 818 593 5.72%
BRK.B icon
6
Berkshire Hathaway Class B
BRK.B
$1.1T
211 754 543 295%
AAPL icon
7
Apple
AAPL
$4.91T
206 1,140 934 1,121%
JNJ icon
8
Johnson & Johnson
JNJ
$630B
180 983 803 180%
WFC icon
9
Wells Fargo
WFC
$253B
161 834 673 62.7%
V icon
10
Visa
V
$724B
142 639 497 453%
CRM icon
11
Salesforce
CRM
$189B
141 321 180 230%
BAC icon
12
Bank of America
BAC
$380B
141 635 494 249%
BLK icon
13
Blackrock
BLK
$168B
134 398 264 264%
VEA icon
14
Vanguard FTSE Developed Markets ETF
VEA
$230B
132 297 165 97.4%
GM icon
15
General Motors
GM
$72.6B
132 391 259 176%
VZ icon
16
Verizon
VZ
$173B
125 847 722 4.27%
BIIB icon
17
Biogen
BIIB
$33.3B
124 407 283 22.7%
VTI icon
18
Vanguard Morningstar Total Stock Market ETF
VTI
$697B
122 311 189 287%
DLTR icon
19
Dollar Tree
DLTR
$22.3B
121 286 165 78%
AMZN icon
20
Amazon
AMZN
$2.83T
119 530 411 926%
TFC icon
21
Truist Financial
TFC
$56.3B
118 345 227 29.5%
SLB icon
22
SLB Ltd
SLB
$72.6B
118 705 587 29%
MRK icon
23
Merck
MRK
$359B
117 750 633 209%
VOO icon
24
Vanguard S&P 500 ETF
VOO
$1.06T
116 203 87 307%
PG icon
25
Procter & Gamble
PG
$351B
115 859 744 110%