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Name Net reduced
positions
Reduced positions Increased positions Return since
31 Dec ‘23
DHR icon
1
Danaher
DHR
$155B
1,343 1,621 278 4.98%
PFE icon
2
Pfizer
PFE
$161B
726 1,591 865 1.77%
AAPL icon
3
Apple
AAPL
$4.91T
721 2,463 1,742 74.9%
JNJ icon
4
Johnson & Johnson
JNJ
$630B
574 1,880 1,306 66.8%
BMY icon
5
Bristol-Myers Squibb
BMY
$121B
538 1,210 672 15.2%
DIS icon
6
Walt Disney
DIS
$187B
534 1,463 929 19.7%
VZ icon
7
Verizon
VZ
$173B
507 1,411 904 10.5%
CVS icon
8
CVS Health
CVS
$110B
431 1,097 666 9.12%
T icon
9
AT&T
T
$152B
410 1,189 779 32.2%
USMV icon
10
iShares MSCI USA Min Vol Factor ETF
USMV
$23.9B
386 649 263 28.8%
TIP icon
11
iShares TIPS Bond ETF
TIP
$14.2B
383 607 224 2.86%
BAC icon
12
Bank of America
BAC
$380B
359 1,282 923 61.3%
MDT icon
13
Medtronic
MDT
$113B
337 989 652 7.4%
MSFT icon
14
Microsoft
MSFT
$3.97T
333 2,349 2,016 42.3%
INTC icon
15
Intel
INTC
$553B
331 1,206 875 108%
MMM icon
16
3M
MMM
$82.5B
319 895 576 75%
WPC icon
17
W.P. Carey
WPC
$14.4B
293 475 182 2.22%
DOW icon
18
Dow Inc
DOW
$20.5B
288 732 444 48.2%
PYPL icon
19
PayPal
PYPL
$47.5B
273 841 568 9.58%
D icon
20
Dominion Energy
D
$54.2B
260 596 336 31.1%
ABT icon
21
Abbott
ABT
$172B
258 1,221 963 9.51%
ABBV icon
22
AbbVie
ABBV
$489B
249 1,424 1,175 78.4%
KMB icon
23
Kimberly-Clark
KMB
$32.5B
248 736 488 19.7%
USB icon
24
US Bancorp
USB
$88.9B
244 758 514 31.9%
MRK icon
25
Merck
MRK
$359B
237 1,485 1,248 33.6%