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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
$2.82T
599 2,103 1,504 153%
TSLA icon
2
Tesla
TSLA
$1.36T
473 1,256 783 65.8%
VZ icon
3
Verizon
VZ
$209B
420 1,435 1,015 29.6%
MDT icon
4
Medtronic
MDT
$117B
371 991 620 13.1%
JEPI icon
5
JPMorgan Equity Premium Income ETF
JEPI
$46.4B
357 460 103 6.47%
SCHW
6
Charles Schwab
SCHW
$187B
334 794 460 107%
CSCO icon
7
Cisco
CSCO
$441B
331 1,440 1,109 114%
SCHD icon
8
Schwab US Dividend Equity ETF
SCHD
$111B
318 705 387 43.5%
IEMG icon
9
iShares Core MSCI Emerging Markets ETF
IEMG
$161B
259 724 465 68.4%
GOOGL icon
10
Alphabet (Google) Class A
GOOGL
$4.21T
256 1,758 1,502 232%
USB icon
11
US Bancorp
USB
$97.3B
237 769 532 73.3%
SO icon
12
Southern Company
SO
$104B
230 773 543 29.5%
BAC icon
13
Bank of America
BAC
$435B
226 1,221 995 118%
VWO icon
14
Vanguard FTSE Emerging Markets ETF
VWO
$127B
224 907 683 50.7%
PM icon
15
Philip Morris
PM
$304B
223 894 671 101%
JPM icon
16
JPMorgan Chase
JPM
$945B
218 1,652 1,434 173%
COWZ icon
17
Pacer US Cash Cows 100 ETF
COWZ
$20B
211 301 90 52.5%
O icon
18
Realty Income
O
$59.5B
210 541 331 0.76%
NOW icon
19
ServiceNow
NOW
$127B
199 630 431 31.8%
TFC icon
20
Truist Financial
TFC
$61.7B
193 661 468 48.2%
MBB icon
21
iShares MBS ETF
MBB
$39.2B
192 381 189 1.19%
CVX icon
22
Chevron
CVX
$390B
189 1,467 1,278 21.8%
PLD icon
23
Prologis
PLD
$136B
186 608 422 14.7%
UPS icon
24
United Parcel Service
UPS
$89.5B
185 978 793 45.7%
AVGO icon
25
Broadcom
AVGO
$1.7T
184 980 796 457%
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