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Name Net reduced
positions
Reduced positions Increased positions Return since
30 Sep ‘23
JNJ icon
1
Johnson & Johnson
JNJ
$630B
784 2,003 1,219 67.9%
AAPL icon
2
Apple
AAPL
$4.91T
588 2,377 1,789 96.6%
LH icon
3
Labcorp
LH
$25.3B
584 697 113 55.3%
BMY icon
4
Bristol-Myers Squibb
BMY
$121B
404 1,186 782 1.86%
BWA icon
5
BorgWarner
BWA
$12.5B
396 507 111 51.8%
T icon
6
AT&T
T
$152B
363 1,173 810 47.7%
DIS icon
7
Walt Disney
DIS
$187B
319 1,376 1,057 33.3%
GLD icon
8
SPDR Gold Trust
GLD
$142B
292 794 502 124%
USMV icon
9
iShares MSCI USA Min Vol Factor ETF
USMV
$23.9B
288 589 301 38.9%
IWF icon
10
iShares Russell 1000 Growth ETF
IWF
$130B
273 740 467 92.3%
INTC icon
11
Intel
INTC
$553B
269 1,130 861 195%
VZ icon
12
Verizon
VZ
$173B
263 1,290 1,027 28.5%
IYW icon
13
iShares US Technology ETF
IYW
$27B
243 394 151 156%
GOOG icon
14
Alphabet (Google) Class C
GOOG
$4.25T
242 1,556 1,314 164%
EEM icon
15
iShares MSCI Emerging Markets ETF
EEM
$31B
239 564 325 76%
CVS icon
16
CVS Health
CVS
$110B
238 1,020 782 23.4%
FDX icon
17
FedEx
FDX
$69B
226 737 511 10.1%
DVY icon
18
iShares Select Dividend ETF
DVY
$22.5B
218 463 245 43.4%
ESGU icon
19
iShares ESG Aware MSCI USA ETF
ESGU
$18.3B
214 372 158 81.6%
PFE icon
20
Pfizer
PFE
$161B
198 1,385 1,187 14.7%
BAC icon
21
Bank of America
BAC
$380B
193 1,186 993 98.4%
LOW icon
22
Lowe's Companies
LOW
$104B
185 983 798 10.5%
BKNG icon
23
Booking.com
BKNG
$120B
182 627 445 30%
ABT icon
24
Abbott
ABT
$172B
181 1,158 977 2.84%
EFA icon
25
iShares MSCI EAFE ETF
EFA
$76.4B
175 716 541 50%