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Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘20
AMZN icon
1
Amazon
AMZN
$2.83T
912 1,785 873 169%
DIS icon
2
Walt Disney
DIS
$187B
469 1,421 952 11.9%
META icon
3
Meta Platforms (Facebook)
META
$1.83T
310 1,257 947 331%
VZ icon
4
Verizon
VZ
$173B
258 1,266 1,008 22.5%
VOO icon
5
Vanguard S&P 500 ETF
VOO
$1.06T
238 648 410 202%
PLD icon
6
Prologis
PLD
$123B
230 443 213 61.1%
SBUX icon
7
Starbucks
SBUX
$103B
229 872 643 38%
CVS icon
8
CVS Health
CVS
$110B
226 874 648 45.2%
BRK.B icon
9
Berkshire Hathaway Class B
BRK.B
$1.1T
190 1,191 1,001 182%
ABBV icon
10
AbbVie
ABBV
$489B
170 1,008 838 263%
QQQ icon
11
Invesco QQQ Trust
QQQ
$507B
169 684 515 295%
CRM icon
12
Salesforce
CRM
$189B
162 719 557 59.1%
DLR icon
13
Digital Realty Trust
DLR
$66.3B
157 379 222 28.7%
GOOGL icon
14
Alphabet (Google) Class A
GOOGL
$4.3T
152 1,271 1,119 505%
GLD icon
15
SPDR Gold Trust
GLD
$142B
150 545 395 160%
MRK icon
16
Merck
MRK
$359B
146 1,115 969 98.3%
MDT icon
17
Medtronic
MDT
$113B
137 793 656 1.89%
UPS icon
18
United Parcel Service
UPS
$80.5B
135 704 569 1.23%
NFLX icon
19
Netflix
NFLX
$293B
135 616 481 87.2%
UBER icon
20
Uber
UBER
$146B
132 291 159 156%
QUAL icon
21
iShares MSCI USA Quality Factor ETF
QUAL
$48.8B
124 263 139 180%
CNC icon
22
Centene
CNC
$32.3B
123 339 216 10%
AVGO icon
23
Broadcom
AVGO
$1.73T
115 588 473 1,425%
PINS icon
24
Pinterest
PINS
$12.1B
115 169 54 38.6%
IR icon
25
Ingersoll Rand
IR
$30.6B
113 132 19 218%