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Name Net reduced
positions
Reduced positions Increased positions Return since
30 Sep ‘24
AAPL icon
1
Apple
AAPL
$4.52T
636 2,630 1,994 33%
J icon
2
Jacobs Solutions
J
$17.7B
543 644 101 16.4%
CVS icon
3
CVS Health
CVS
$119B
521 1,012 491 47.7%
INTC icon
4
Intel
INTC
$462B
459 1,131 672 273%
GBTC icon
5
Grayscale Bitcoin Trust
GBTC
$11.8B
437 505 68 20.9%
DIS icon
6
Walt Disney
DIS
$192B
388 1,447 1,059 15.7%
CSCO icon
7
Cisco
CSCO
$438B
362 1,474 1,112 109%
SBUX icon
8
Starbucks
SBUX
$121B
329 1,090 761 8.48%
BA icon
9
Boeing
BA
$167B
316 921 605 38.8%
NKE icon
10
Nike
NKE
$58.6B
293 1,024 731 55.3%
SOLV icon
11
Solventum
SOLV
$15.6B
265 440 175 31.4%
TIP icon
12
iShares TIPS Bond ETF
TIP
$15.1B
261 497 236 2.56%
MMM icon
13
3M
MMM
$92.5B
254 871 617 31.2%
IWF icon
14
iShares Russell 1000 Growth ETF
IWF
$125B
211 818 607 29.8%
CMCSA icon
15
Comcast
CMCSA
$96.2B
209 1,072 863 35.1%
ARKK icon
16
ARK Innovation ETF
ARKK
$6.6B
208 292 84 81.7%
USMV icon
17
iShares MSCI USA Min Vol Factor ETF
USMV
$24.3B
193 548 355 11.2%
GIS icon
18
General Mills
GIS
$21.3B
189 674 485 46.1%
EEM icon
19
iShares MSCI Emerging Markets ETF
EEM
$31.3B
174 507 333 46.6%
T icon
20
AT&T
T
$177B
172 1,098 926 17.1%
EFA icon
21
iShares MSCI EAFE ETF
EFA
$80.4B
169 716 547 30.1%
JNJ icon
22
Johnson & Johnson
JNJ
$658B
166 1,730 1,564 68.5%
DE icon
23
Deere & Co
DE
$170B
164 882 718 51.1%
SDY icon
24
State Street SPDR S&P Dividend ETF
SDY
$22.1B
155 450 295 11.4%
BAC icon
25
Bank of America
BAC
$437B
148 1,296 1,148 57.3%