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Name Net reduced
positions
Reduced positions Increased positions Return since
31 Mar ‘25
AAPL icon
1
Apple
AAPL
$4.56T
1,060 3,098 2,038 40.5%
INTC icon
2
Intel
INTC
$512B
312 957 645 347%
V icon
3
Visa
V
$681B
284 1,934 1,650 4.01%
JPM icon
4
JPMorgan Chase
JPM
$948B
268 2,138 1,870 45.4%
UNH icon
5
UnitedHealth
UNH
$370B
255 1,663 1,408 22.2%
MRK icon
6
Merck
MRK
$316B
252 1,599 1,347 42.7%
SPY icon
7
State Street SPDR S&P 500 ETF Trust
SPY
$823B
221 1,834 1,613 38.3%
CSCO icon
8
Cisco
CSCO
$479B
213 1,506 1,293 96.8%
KO icon
9
Coca-Cola
KO
$374B
148 1,403 1,255 21.3%
GOOG icon
10
Alphabet (Google) Class C
GOOG
$4.35T
144 1,925 1,781 128%
JNJ icon
11
Johnson & Johnson
JNJ
$618B
137 1,840 1,703 54.7%
ABBV icon
12
AbbVie
ABBV
$432B
128 1,622 1,494 16.8%
AXP icon
13
American Express
AXP
$230B
98 1,049 951 26.5%
NVS icon
14
Novartis
NVS
$297B
80 508 428 39.9%
COST icon
15
Costco
COST
$419B
77 1,680 1,603 0.01%
WMT icon
16
Walmart Inc
WMT
$889B
75 1,681 1,606 27.2%
BAC icon
17
Bank of America
BAC
$440B
69 1,376 1,307 50.8%
MA icon
18
Mastercard
MA
$495B
69 1,411 1,342 3.08%
RTX icon
19
RTX Corp
RTX
$299B
56 1,152 1,096 67.3%
SAP icon
20
SAP
SAP
$238B
55 344 289 23.2%
AMGN icon
21
Amgen
AMGN
$220B
50 1,184 1,134 30.2%
IBM icon
22
IBM
IBM
$221B
35 1,284 1,249 5.47%
BRK.A icon
23
Berkshire Hathaway Class A
BRK.A
$1.12T
28 164 136 2.57%
WFC icon
24
Wells Fargo
WFC
$262B
27 1,005 978 20.8%
BABA icon
25
Alibaba
BABA
$307B
22 453 431 3.13%