Updated on October 8th, 2025 by Bob Ciura
Kevin O’Leary, widely recognized as “Mr. Wonderful,” serves as the Chairman of O’Shares Investment Advisors. His investment philosophy, often shared on CNBC and the popular show Shark Tank, emphasizes three key characteristics when selecting stocks.
Mr. Wonderful prioritizes:
- Quality Companies: He seeks firms with robust financial performance and solid balance sheets.
- Diversification: O’Leary believes in spreading investments across various market sectors to mitigate risk.
- Income Generation: A crucial aspect of his strategy is the demand for dividends, insisting that the stocks he invests in provide returns to shareholders.
For those interested, a complete list of O’Shares Investment Advisors’ stock holdings can be accessed via the link below:
The OUSA ETF holds stocks that embody these three qualities, featuring market leaders with strong profits, diversified business models, and consistent dividend payments. The portfolio is a valuable resource for identifying quality dividend growth stocks.
This article delves into the fund’s largest holdings, providing a detailed analysis of each.
Table of Contents
The top 10 holdings from the O’Shares FTSE U.S. Quality Dividend ETF are listed in order of their weighting in the fund, from lowest to highest.
No. 10: Abbott Laboratories (ABT)
Dividend Yield: 1.8%
Percentage of OUSA Portfolio: 3.01%
Founded in 1888, Abbott Laboratories is a leading manufacturer of medical appliances and equipment, operating across four segments: Nutrition, Diagnostics, Established Pharmaceuticals, and Medical Devices. The company serves over 160 countries and employs 114,000 people, generating $42 billion in sales in 2024.
In its recent quarterly report, Abbott announced $11.1 billion in sales, with significant growth in both U.S. and international markets. Notably, the Medical Devices segment saw a remarkable 12.2% increase in sales.
Click here to download our most recent Sure Analysis report on ABT
No. 9: McDonald’s Corporation (MCD)
Dividend Yield: 2.3%
Percentage of OUSA Portfolio: 3.67%
McDonald’s, established in 1940, is the world’s largest restaurant chain, boasting over 43,000 locations globally. The company reported a revenue increase of 5% in Q2 2025, driven by strong system-wide sales.
McDonald’s continues to innovate with its Accelerating the Arches strategy, focusing on digital enhancements and value deals to attract customers.
Click here to download our most recent Sure Analysis report on MCD
No. 8: Accenture plc (ACN)
Dividend Yield: 2.6%
Percentage of Portfolio: 3.81%
Accenture, founded in 1989, provides consulting, technology, and outsourcing services. The company reported a revenue increase of 7.5% in its latest quarter, with strong bookings indicating continued growth.
Accenture forecasts organic revenue growth of 6% to 7% for fiscal 2025, reflecting a strong outlook for the company.
Click here to download our most recent Sure Analysis report on ACN
No. 7: Johnson & Johnson (JNJ)
Dividend Yield: 2.7%
Percentage of OUSA Portfolio: 4.29%
Johnson & Johnson, a diversified healthcare leader, reported a 5.8% revenue increase in Q2 2025, surpassing estimates. The company’s innovative medicines segment continues to drive growth, particularly in oncology.
J&J has revised its revenue guidance for 2025, now expecting between $92.7 billion and $93.1 billion.
Click here to download our most recent Sure Analysis report on JNJ
No. 6: Home Depot (HD)
Dividend Yield: 2.4%
Percentage of OUSA Portfolio: 4.56%
Home Depot, a leading home improvement retailer, announced plans to acquire GMS Inc. for $5.5 billion. The company reported a 4.9% year-over-year sales increase in Q2 2025.
Home Depot’s strategic acquisitions and strong sales performance position it well for future growth.
Click here to download our most recent Sure Analysis report on HD
No. 5: MasterCard Inc. (MA)
Dividend Yield: 0.52%
Percentage of OUSA Portfolio: 4.91%
MasterCard, a leader in electronic payments, reported a 15.7% revenue growth in Q2 2025. The company continues to expand its global reach and enhance its payment solutions.
MasterCard’s robust performance and share repurchase strategy reflect its commitment to returning value to shareholders.
Click here to download our most recent Sure Analysis report on Mastercard
No. 4: Alphabet Inc. (GOOGL)
Dividend Yield: 0.36%
Percentage of OUSA Portfolio: 5.10%
Alphabet, the parent company of Google, reported a 13.8% revenue increase in Q2 2025. The company continues to excel in various tech sectors, including cloud services and advertising.
Alphabet’s diverse portfolio positions it well for sustained growth in the tech industry.
Click here to download our most recent Sure Analysis report on GOOGL
No. 3: Visa Inc. (V)
Dividend Yield: 0.69%
Percentage of OUSA Portfolio: 4.80%
Visa, a leader in digital payments, reported a 14% revenue increase in Q3 2025. The company continues to innovate and expand its global processing network.
Visa’s strong performance and commitment to shareholder returns through dividends and repurchases highlight its financial strength.
Click here to download our most recent Sure Analysis report on Visa
No. 2: Microsoft Corporation (MSFT)
Dividend Yield: 0.69%
Percentage of OUSA Portfolio: 5.22%
Microsoft reported an 18% revenue growth in its latest quarter, driven by strong performance across all segments, particularly in cloud services.
The company’s consistent earnings growth and innovative product offerings position it as a strong investment.
Click here to download our most recent Sure Analysis report on MSFT
No. 1: Apple (AAPL)
Dividend Yield: 0.41%
Percentage of OUSA Portfolio: 5.07%
Apple reported a 10% sales increase in Q3 2025, driven by growth in its iPhone and services segments. The company continues to innovate and expand its market share.
Apple’s strong performance and commitment to shareholder returns make it a valuable addition to any investment portfolio.
Click here to download our most recent Sure Analysis report on AAPL
Kevin O’Leary has gained fame through his appearances on Shark Tank, but his expertise as an asset manager is equally noteworthy. His investment philosophy aligns closely with Sure Dividend’s approach, focusing on large, profitable companies with strong balance sheets and consistent dividend growth.
While not all stocks in this list are currently rated as buys in the Sure Analysis Research Database, several represent valuable long-term holdings for dividend growth investors.
Additional Resources
If you are interested in discovering more high-quality dividend growth stocks suitable for long-term investment, the following Sure Dividend databases will be beneficial:
Additionally, the major domestic stock market indices serve as excellent resources for finding investment ideas. Sure Dividend compiles and updates various stock market databases monthly.
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