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Name Net reduced
positions
Reduced positions Increased positions Return since
31 Mar ‘25
AAPL icon
1
Apple
AAPL
$4.95T
1,058 3,102 2,044 52.6%
INTC icon
2
Intel
INTC
$644B
311 959 648 436%
V icon
3
Visa
V
$695B
283 1,938 1,655 5.56%
JPM icon
4
JPMorgan Chase
JPM
$936B
270 2,143 1,873 43.5%
UNH icon
5
UnitedHealth
UNH
$339B
258 1,669 1,411 27.9%
MRK icon
6
Merck
MRK
$369B
246 1,599 1,353 66.6%
SPY icon
7
State Street SPDR S&P 500 ETF Trust
SPY
$798B
219 1,836 1,617 38.3%
CSCO icon
8
Cisco
CSCO
$439B
213 1,509 1,296 80.6%
KO icon
9
Coca-Cola
KO
$375B
142 1,403 1,261 21.6%
GOOG icon
10
Alphabet (Google) Class C
GOOG
$4.29T
139 1,926 1,787 125%
ABBV icon
11
AbbVie
ABBV
$467B
129 1,626 1,497 26.2%
JNJ icon
12
Johnson & Johnson
JNJ
$649B
129 1,840 1,711 62.5%
AXP icon
13
American Express
AXP
$212B
92 1,049 957 16.6%
NVS icon
14
Novartis
NVS
$268B
79 508 429 26.5%
WMT icon
15
Walmart Inc
WMT
$852B
78 1,685 1,607 22.4%
COST icon
16
Costco
COST
$398B
77 1,684 1,607 5%
MA icon
17
Mastercard
MA
$497B
69 1,414 1,345 3.56%
BAC icon
18
Bank of America
BAC
$405B
67 1,378 1,311 38.9%
RTX icon
19
RTX Corp
RTX
$262B
57 1,154 1,097 46.7%
SAP icon
20
SAP
SAP
$241B
56 345 289 22.1%
AMGN icon
21
Amgen
AMGN
$213B
49 1,187 1,138 26.2%
IBM icon
22
IBM
IBM
$219B
35 1,287 1,252 6.73%
BRK.A icon
23
Berkshire Hathaway Class A
BRK.A
$1.07T
29 165 136 5.79%
BABA icon
24
Alibaba
BABA
$288B
23 455 432 12.5%
WFC icon
25
Wells Fargo
WFC
$262B
21 1,005 984 20.5%