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Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘20
AMZN icon
1
Amazon
AMZN
$2.82T
912 1,784 872 168%
DIS icon
2
Walt Disney
DIS
$192B
468 1,420 952 15.2%
META icon
3
Meta Platforms (Facebook)
META
$1.45T
310 1,257 947 242%
VZ icon
4
Verizon
VZ
$209B
257 1,265 1,008 6.48%
VOO icon
5
Vanguard S&P 500 ETF
VOO
$1.02T
234 646 412 197%
PLD icon
6
Prologis
PLD
$136B
230 443 213 78.3%
SBUX icon
7
Starbucks
SBUX
$121B
229 872 643 60.9%
CVS icon
8
CVS Health
CVS
$119B
226 874 648 56.6%
BRK.B icon
9
Berkshire Hathaway Class B
BRK.B
$1.08T
188 1,189 1,001 176%
ABBV icon
10
AbbVie
ABBV
$470B
170 1,008 838 249%
QQQ icon
11
Invesco QQQ Trust
QQQ
$486B
169 684 515 273%
CRM icon
12
Salesforce
CRM
$168B
162 719 557 42.9%
DLR icon
13
Digital Realty Trust
DLR
$71.4B
157 379 222 38.4%
GOOGL icon
14
Alphabet (Google) Class A
GOOGL
$4.24T
151 1,270 1,119 497%
GLD icon
15
SPDR Gold Trust
GLD
$156B
148 544 396 189%
MRK icon
16
Merck
MRK
$386B
146 1,115 969 113%
MDT icon
17
Medtronic
MDT
$117B
137 793 656 1.06%
NFLX icon
18
Netflix
NFLX
$342B
136 616 480 119%
UPS icon
19
United Parcel Service
UPS
$89.5B
135 704 569 12.5%
UBER icon
20
Uber
UBER
$164B
132 291 159 188%
QUAL icon
21
iShares MSCI USA Quality Factor ETF
QUAL
$47.9B
124 263 139 176%
CNC icon
22
Centene
CNC
$32.1B
123 339 216 9.41%
PINS icon
23
Pinterest
PINS
$13.4B
115 169 54 53.2%
AVGO icon
24
Broadcom
AVGO
$1.7T
115 588 473 1,405%
IR icon
25
Ingersoll Rand
IR
$30.5B
113 132 19 217%