Investments: Peloton Wealth Strategists

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
257.733 $+8.720 $253.830 $+4.993 $248.837 $+10.363 $238.809 $+238.809 $
BANK OF AMERICA CORP /DE/BAC135.158 $+508 $134.650 $-1.044 $135.694 $+2.883 $132.811 $+132.811 $
ALPHA PRO TECH LTDAPT12.975 $+2.433 $10.542 $+2.922 $7.620 $+589 $7.031 $+7.031 $
AMAZON COM INCAMZN9.009 $+241 $8.768 $-141 $8.909 $+1.071 $7.838 $+7.838 $
Mastercard IncMA8.542 $-6 $8.548 $-205 $8.753 $+67 $8.686 $+8.686 $
MICROSOFT CORPMSFT7.219 $-1.103 $8.322 $+199 $8.123 $+1.994 $6.129 $+6.129 $
JPMORGAN CHASE & COJPM7.463 $-331 $7.794 $+568 $7.226 $+1.014 $6.212 $+6.212 $
RTX CorpRTX6.034 $-15 $6.049 $-314 $6.363 $+346 $6.017 $+6.017 $
CUMMINS INCCMI5.826 $+736 $5.090 $+1.075 $4.015 $+172 $3.843 $+3.843 $
UNITEDHEALTH GROUP INCUNH1.362 $-2.345 $3.707 $+94 $3.613 $-1.792 $5.405 $+5.405 $
GOLDMAN SACHS GROUP INCGS4.909 $-367 $5.276 $+313 $4.963 $+941 $4.022 $+4.022 $
EMERSON ELECTRIC COEMR4.238 $-220 $4.458 $-277 $4.735 $+853 $3.882 $+3.882 $
FREEPORT-MCMORAN INCFCX4.214 $+1.199 $3.015 $-274 $3.289 $+454 $2.835 $+2.835 $
AMGEN INCAMGN3.759 $+507 $3.252 $+47 $3.205 $-371 $3.576 $+3.576 $
CITIGROUP INCC3.600 $+413 $3.187 $+408 $2.779 $+1.267 $1.512 $+1.512 $
NICOLET BANKSHARES INCNIC3.496 $+3.496 $
Hewlett Packard Enterprise CoHPE3.471 $+989 $2.482 $+903 $1.579 $+322 $1.257 $+1.257 $
CHIPOTLE MEXICAN GRILL INCCMG629 $-1.609 $2.238 $-1.036 $3.274 $+328 $2.946 $+2.946 $
AbbVie Inc.ABBV2.988 $-144 $3.132 $+593 $2.539 $-683 $3.222 $+3.222 $
PEPSICO INCPEP2.683 $-247 $2.930 $+162 $2.768 $-393 $3.161 $+3.161 $
Monster Beverage CorpMNST2.905 $+166 $2.739 $+2 $2.737 $+183 $2.554 $+2.554 $
BlackRock, Inc.BLK2.887 $+210 $2.677 $+6 $2.671 $+30 $2.641 $+2.641 $
TARGET CORPTGT2.218 $-163 $2.381 $-134 $2.515 $+540 $1.975 $+1.975 $
JOHNSON & JOHNSONJNJ1.776 $-213 $1.989 $+351 $1.638 $-623 $2.261 $+2.261 $
Vertiv Holdings CoVRT2.254 $+940 $1.314 $+1.314 $
TREX CO INCTREX1.646 $-244 $1.890 $-304 $2.194 $+2.194 $
UNITED PARCEL SERVICE INCUPS1.877 $-63 $1.940 $-219 $2.159 $+2.159 $
Zoetis Inc.ZTS1.153 $-674 $1.827 $-185 $2.012 $-46 $2.058 $+2.058 $
STARBUCKS CORPSBUX1.510 $-93 $1.603 $-161 $1.764 $-223 $1.987 $+1.987 $
Accenture plcACN1.985 $+692 $1.293 $-274 $1.567 $+184 $1.383 $+1.383 $
NEUROCRINE BIOSCIENCES INCNBIX1.923 $-16 $1.939 $+65 $1.874 $+216 $1.658 $+1.658 $
GARMIN LTDGRMN1.892 $+1.892 $
INTUITIVE SURGICAL INCISRG1.690 $+1.155 $535 $-6 $541 $+541 $
MCDONALDS CORPMCD1.631 $-1 $1.632 $+73 $1.559 $-107 $1.666 $+1.666 $
SYNOPSYS INCSNPS1.294 $-110 $1.404 $+52 $1.352 $+1.352 $
Medtronic plcMDT1.290 $+97 $1.193 $+92 $1.101 $-34 $1.135 $+1.135 $
ELI LILLY & CoLLY1.263 $+401 $862 $-16 $878 $-40 $918 $+918 $
NVIDIA CORPNVDA851 $-221 $1.072 $+136 $936 $+294 $642 $+642 $
MANHATTAN ASSOCIATES INCMANH839 $-146 $985 $+17 $968 $+968 $
APPFOLIO INCAPPF772 $+108 $664 $+114 $550 $-29 $579 $+579 $
AFLAC INCAFL441 $-6 $447 $+25 $422 $-23 $445 $+445 $
BIO-TECHNE CorpTECH335 $+335 $
CHEVRON CORPCVX262 $+41 $221 $+21 $200 $-33 $233 $+233 $
Merchants BancorpMBIN204 $+4 $200 $-23 $223 $-26 $249 $+249 $
STEEL DYNAMICS INCSTLD208 $+208 $
BERKSHIRE HATHAWAY INCBRK-B204 $+204 $
257.733 $+8.720 $253.830 $+4.993 $248.837 $+10.363 $238.809 $+238.809 $
Erweiterte Einstellungen ×