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Name Net reduced
positions
Reduced positions Increased positions Return since
30 Sep ‘23
JNJ icon
1
Johnson & Johnson
JNJ
$658B
783 2,002 1,219 75.4%
AAPL icon
2
Apple
AAPL
$4.52T
589 2,376 1,787 81%
LH icon
3
Labcorp
LH
$27.4B
584 697 113 68%
BMY icon
4
Bristol-Myers Squibb
BMY
$139B
405 1,186 781 17%
BWA icon
5
BorgWarner
BWA
$13.3B
396 507 111 61.3%
T icon
6
AT&T
T
$177B
363 1,173 810 71.6%
DIS icon
7
Walt Disney
DIS
$192B
322 1,377 1,055 37.3%
GLD icon
8
SPDR Gold Trust
GLD
$156B
292 794 502 150%
USMV icon
9
iShares MSCI USA Min Vol Factor ETF
USMV
$24.3B
288 589 301 40.2%
IWF icon
10
iShares Russell 1000 Growth ETF
IWF
$125B
273 740 467 83.2%
INTC icon
11
Intel
INTC
$462B
271 1,131 860 146%
VZ icon
12
Verizon
VZ
$209B
267 1,291 1,024 55%
IYW icon
13
iShares US Technology ETF
IYW
$24.8B
243 394 151 135%
GOOG icon
14
Alphabet (Google) Class C
GOOG
$4.2T
239 1,554 1,315 160%
EEM icon
15
iShares MSCI Emerging Markets ETF
EEM
$31.3B
239 564 325 77.2%
CVS icon
16
CVS Health
CVS
$119B
239 1,020 781 33.1%
FDX icon
17
FedEx
FDX
$79B
226 737 511 26%
DVY icon
18
iShares Select Dividend ETF
DVY
$23.9B
218 463 245 52.5%
ESGU icon
19
iShares ESG Aware MSCI USA ETF
ESGU
$18.2B
214 372 158 78.7%
PFE icon
20
Pfizer
PFE
$163B
200 1,386 1,186 13.9%
BAC icon
21
Bank of America
BAC
$437B
193 1,186 993 128%
LOW icon
22
Lowe's Companies
LOW
$120B
183 982 799 3.25%
BKNG icon
23
Booking.com
BKNG
$161B
181 627 446 73.3%
ABT icon
24
Abbott
ABT
$201B
181 1,158 977 19.9%
EFA icon
25
iShares MSCI EAFE ETF
EFA
$80.4B
174 716 542 57.9%