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Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘24
AMZN icon
1
Amazon
AMZN
$2.82T
436 2,329 1,893 44.7%
VOO icon
2
Vanguard S&P 500 ETF
VOO
$1.02T
409 1,314 905 46.3%
CVX icon
3
Chevron
CVX
$390B
394 1,676 1,282 26%
O icon
4
Realty Income
O
$59.5B
339 629 290 16.2%
EMXC icon
5
iShares MSCI Emerging Markets ex China ETF
EMXC
$25B
329 433 104 71.3%
JEPI icon
6
JPMorgan Equity Premium Income ETF
JEPI
$46.5B
319 587 268 0.5%
XOM icon
7
ExxonMobil
XOM
$651B
291 1,720 1,429 36.2%
VEA icon
8
Vanguard FTSE Developed Markets ETF
VEA
$240B
276 1,036 760 47%
IUSB icon
9
iShares Core Universal USD Bond ETF
IUSB
$43.7B
275 392 117 0.13%
PANW icon
10
Palo Alto Networks
PANW
$268B
263 863 600 131%
NEE icon
11
NextEra Energy
NEE
$176B
259 1,126 867 32%
GOOGL icon
12
Alphabet (Google) Class A
GOOGL
$4.21T
259 2,020 1,761 128%
ZTS icon
13
Zoetis
ZTS
$31.9B
256 802 546 54.4%
NVO
14
Novo Nordisk
NVO
$211B
246 730 484 62.7%
UNH icon
15
UnitedHealth
UNH
$356B
232 1,543 1,311 19.8%
COWZ icon
16
Pacer US Cash Cows 100 ETF
COWZ
$20B
226 401 175 23.2%
VXUS icon
17
Vanguard Total International Stock ETF
VXUS
$165B
221 539 318 46.1%
AGG icon
18
iShares Core US Aggregate Bond ETF
AGG
$139B
218 830 612 0.08%
AVUV icon
19
Avantis US Small Cap Value ETF
AVUV
$31.3B
213 357 144 34%
MDT icon
20
Medtronic
MDT
$117B
209 938 729 4.83%
DOC icon
21
Healthpeak Properties
DOC
$14.9B
206 341 135 15.5%
BND icon
22
Vanguard Total Bond Market
BND
$162B
205 687 482 0.07%
SNOW icon
23
Snowflake
SNOW
$107B
203 496 293 90.6%
JEPQ icon
24
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$41.3B
202 284 82 9.99%
RSP icon
25
Invesco S&P 500 Equal Weight ETF
RSP
$99.8B
201 693 492 30.7%