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Stocks With The Most
Increased Fund Positions

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
Name Net increased
positions 		Increased positions Reduced positions Return since
31 Mar ‘23
AMZN icon
1
Amazon
AMZN
$2.83T
601 2,104 1,503 154%
TSLA icon
2
Tesla
TSLA
$1.51T
472 1,255 783 84.5%
VZ icon
3
Verizon
VZ
$173B
422 1,437 1,015 7.1%
MDT icon
4
Medtronic
MDT
$113B
370 990 620 9.75%
JEPI icon
5
JPMorgan Equity Premium Income ETF
JEPI
$45.8B
357 460 103 3.97%
SCHW
6
Charles Schwab
SCHW
$167B
333 794 461 84.6%
CSCO icon
7
Cisco
CSCO
$467B
331 1,440 1,109 126%
SCHD icon
8
Schwab US Dividend Equity ETF
SCHD
$110B
316 704 388 35.5%
GOOGL icon
9
Alphabet (Google) Class A
GOOGL
$4.3T
258 1,759 1,501 239%
IEMG icon
10
iShares Core MSCI Emerging Markets ETF
IEMG
$160B
257 723 466 66.8%
USB icon
11
US Bancorp
USB
$88.9B
237 769 532 58.3%
SO icon
12
Southern Company
SO
$99.1B
230 773 543 23.8%
VWO icon
13
Vanguard FTSE Emerging Markets ETF
VWO
$126B
226 909 683 47.9%
BAC icon
14
Bank of America
BAC
$380B
226 1,221 995 89.9%
PM icon
15
Philip Morris
PM
$314B
224 894 670 107%
JPM icon
16
JPMorgan Chase
JPM
$885B
218 1,652 1,434 156%
COWZ icon
17
Pacer US Cash Cows 100 ETF
COWZ
$19.1B
211 301 90 45.9%
O icon
18
Realty Income
O
$51.3B
208 540 332 14.4%
NOW icon
19
ServiceNow
NOW
$146B
199 630 431 51.6%
TFC icon
20
Truist Financial
TFC
$56.3B
193 661 468 35.2%
MBB icon
21
iShares MBS ETF
MBB
$35.6B
192 381 189 5.21%
CVX icon
22
Chevron
CVX
$416B
187 1,466 1,279 29.9%
PLD icon
23
Prologis
PLD
$123B
186 608 422 3.78%
AVGO icon
24
Broadcom
AVGO
$1.73T
185 980 795 464%
UPS icon
25
United Parcel Service
UPS
$80.5B
184 978 794 51.3%
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