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Name Net new
positions
New positions Closed positions Return since
31 Dec ‘25
VTI icon
26
Vanguard Morningstar Total Stock Market ETF
VTI
$688B
398 466 68 12.3%
V icon
27
Visa
V
$693B
388 522 134 5.29%
TSM icon
28
TSMC
TSM
$2.35T
387 491 104 49.4%
QQQ icon
29
Invesco QQQ Trust
QQQ
$495B
368 495 127 20.1%
GLD icon
30
SPDR Gold Trust
GLD
$140B
367 455 88 4.26%
META icon
31
Meta Platforms (Facebook)
META
$1.84T
366 602 236 9.48%
IBM icon
32
IBM
IBM
$208B
354 470 116 25.3%
ISRG icon
33
Intuitive Surgical
ISRG
$147B
349 459 110 26.7%
BPRE
34
Bluerock Private Real Estate Fund
BPRE
349 349 0 16.7%
CSCO icon
35
Cisco
CSCO
$423B
346 459 113 39.3%
SLV icon
36
iShares Silver Trust
SLV
$29.8B
346 426 80 13.9%
ABBV icon
37
AbbVie
ABBV
$471B
339 465 126 16.7%
AXP icon
38
American Express
AXP
$207B
339 430 91 17.2%
GS icon
39
Goldman Sachs
GS
$267B
338 438 100 4.4%
RTX icon
40
RTX Corp
RTX
$253B
336 441 105 2.42%
GE icon
41
GE Aerospace
GE
$331B
333 429 96 3.61%
LRCX icon
42
Lam Research
LRCX
$393B
333 458 125 83.7%
GEV icon
43
GE Vernova
GEV
$255B
331 455 124 46.5%
AMAT icon
44
Applied Materials
AMAT
$384B
331 437 106 88.1%
BAC icon
45
Bank of America
BAC
$389B
328 436 108 1.05%
AMGN icon
46
Amgen
AMGN
$226B
327 422 95 27.4%
VEA icon
47
Vanguard FTSE Developed Markets ETF
VEA
$233B
316 374 58 14.4%
MS icon
48
Morgan Stanley
MS
$304B
315 397 82 9.15%
WFC icon
49
Wells Fargo
WFC
$246B
298 408 110 12.8%
MA icon
50
Mastercard
MA
$498B
296 416 120 0.46%