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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
$1.38T
473 1,256 783 68.8%
VZ icon
3
Verizon
VZ
$209B
420 1,435 1,015 29.2%
MDT icon
4
Medtronic
MDT
$117B
371 991 620 13%
JEPI icon
5
JPMorgan Equity Premium Income ETF
JEPI
$46.5B
357 460 103 6.48%
SCHW
6
Charles Schwab
SCHW
$194B
334 794 460 114%
CSCO icon
7
Cisco
CSCO
$438B
331 1,440 1,109 113%
SCHD icon
8
Schwab US Dividend Equity ETF
SCHD
$112B
318 705 387 44%
IEMG icon
9
iShares Core MSCI Emerging Markets ETF
IEMG
$161B
259 724 465 67.8%
GOOGL icon
10
Alphabet (Google) Class A
GOOGL
$4.24T
256 1,758 1,502 234%
USB icon
11
US Bancorp
USB
$97.2B
237 769 532 73.1%
SO icon
12
Southern Company
SO
$103B
230 773 543 29.3%
BAC icon
13
Bank of America
BAC
$437B
226 1,221 995 118%
VWO icon
14
Vanguard FTSE Emerging Markets ETF
VWO
$126B
224 907 683 50.1%
PM icon
15
Philip Morris
PM
$302B
223 894 671 99.4%
JPM icon
16
JPMorgan Chase
JPM
$948B
218 1,652 1,434 174%
COWZ icon
17
Pacer US Cash Cows 100 ETF
COWZ
$20.1B
211 301 90 53.5%
O icon
18
Realty Income
O
$59.5B
210 541 331 0.77%
NOW icon
19
ServiceNow
NOW
$131B
199 630 431 36.6%
TFC icon
20
Truist Financial
TFC
$61.4B
193 661 468 47.5%
MBB icon
21
iShares MBS ETF
MBB
$39.3B
192 381 189 1.01%
CVX icon
22
Chevron
CVX
$392B
189 1,467 1,278 22.5%
PLD icon
23
Prologis
PLD
$136B
186 608 422 14.9%
UPS icon
24
United Parcel Service
UPS
$89.5B
185 978 793 45.8%
AVGO icon
25
Broadcom
AVGO
$1.7T
184 980 796 456%
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