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Name Net reduced
positions
Reduced positions Increased positions Return since
31 Mar ‘25
AAPL icon
1
Apple
AAPL
$4.5T
1,060 3,098 2,038 38.8%
INTC icon
2
Intel
INTC
$516B
312 957 645 350%
V icon
3
Visa
V
$688B
284 1,934 1,650 5.18%
JPM icon
4
JPMorgan Chase
JPM
$958B
268 2,138 1,870 47%
UNH icon
5
UnitedHealth
UNH
$377B
255 1,663 1,408 20.7%
MRK icon
6
Merck
MRK
$318B
252 1,599 1,347 43.4%
SPY icon
7
State Street SPDR S&P 500 ETF Trust
SPY
$822B
221 1,834 1,613 38%
CSCO icon
8
Cisco
CSCO
$485B
213 1,506 1,293 99.6%
KO icon
9
Coca-Cola
KO
$373B
148 1,403 1,255 21.1%
GOOG icon
10
Alphabet (Google) Class C
GOOG
$4.41T
144 1,925 1,781 131%
JNJ icon
11
Johnson & Johnson
JNJ
$623B
137 1,840 1,703 55.8%
ABBV icon
12
AbbVie
ABBV
$434B
128 1,622 1,494 17.3%
AXP icon
13
American Express
AXP
$235B
98 1,049 951 29.3%
NVS icon
14
Novartis
NVS
$294B
80 508 428 38.6%
COST icon
15
Costco
COST
$417B
77 1,680 1,603 0.62%
WMT icon
16
Walmart Inc
WMT
$888B
75 1,681 1,606 27.1%
MA icon
17
Mastercard
MA
$500B
69 1,411 1,342 4.21%
BAC icon
18
Bank of America
BAC
$443B
69 1,376 1,307 51.9%
RTX icon
19
RTX Corp
RTX
$298B
56 1,152 1,096 67.2%
SAP icon
20
SAP
SAP
$227B
55 344 289 26.8%
AMGN icon
21
Amgen
AMGN
$218B
50 1,184 1,134 29.8%
IBM icon
22
IBM
IBM
$224B
35 1,284 1,249 4.54%
BRK.A icon
23
Berkshire Hathaway Class A
BRK.A
$1.11T
28 164 136 3.02%
WFC icon
24
Wells Fargo
WFC
$270B
27 1,005 978 24.4%
BABA icon
25
Alibaba
BABA
$308B
22 453 431 2.87%