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Name Net increased
positions
Increased positions Reduced positions Return since
30 Sep ‘15
T icon
1
AT&T
T
$177B
583 1,048 465 4.71%
VTR icon
2
Ventas
VTR
$48.1B
335 420 85 67.4%
META icon
3
Meta Platforms (Facebook)
META
$1.45T
302 709 407 534%
GILD icon
4
Gilead Sciences
GILD
$184B
276 786 510 51.5%
DIS icon
5
Walt Disney
DIS
$192B
225 818 593 8.86%
BRK.B icon
6
Berkshire Hathaway Class B
BRK.B
$1.08T
211 754 543 287%
AAPL icon
7
Apple
AAPL
$4.52T
206 1,140 934 1,024%
JNJ icon
8
Johnson & Johnson
JNJ
$658B
179 982 803 193%
WFC icon
9
Wells Fargo
WFC
$256B
161 834 673 65.1%
V icon
10
Visa
V
$717B
143 639 496 451%
CRM icon
11
Salesforce
CRM
$168B
141 321 180 196%
BAC icon
12
Bank of America
BAC
$437B
141 635 494 301%
BLK icon
13
Blackrock
BLK
$182B
133 397 264 296%
GM icon
14
General Motors
GM
$75.3B
132 391 259 186%
VEA icon
15
Vanguard FTSE Developed Markets ETF
VEA
$240B
132 297 165 107%
VZ icon
16
Verizon
VZ
$209B
125 847 722 15.5%
BIIB icon
17
Biogen
BIIB
$32.6B
124 407 283 24.3%
VTI icon
18
Vanguard Morningstar Total Stock Market ETF
VTI
$685B
122 311 189 283%
DLTR icon
19
Dollar Tree
DLTR
$26.3B
121 286 165 102%
AMZN icon
20
Amazon
AMZN
$2.82T
119 530 411 920%
SLB icon
21
SLB Ltd
SLB
$79.1B
118 705 587 22.7%
TFC icon
22
Truist Financial
TFC
$61.4B
118 345 227 41.3%
MRK icon
23
Merck
MRK
$386B
117 750 633 232%
VOO icon
24
Vanguard S&P 500 ETF
VOO
$1.02T
116 203 87 301%
PG icon
25
Procter & Gamble
PG
$338B
116 859 743 102%