Investments: Destination Wealth Management

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. ($)
3.409.813.175 $+137.467.301 $3.273.955.819 $+198.786.844 $3.077.666.547 $+149.688.979 $2.929.016.415 $+2.929.016.415 $
BANK OF AMERICA CORP /DE/BAC1.779.331.483 $+38.371.474 $1.740.960.009 $+50.411.022 $1.690.548.987 $+37.364.236 $1.653.184.751 $+1.653.184.751 $
BlackRock, Inc.BLK322.291.792 $+6.457.310 $315.834.482 $+18.123.151 $297.711.331 $+11.950.030 $285.761.301 $+285.761.301 $
APPFOLIO INCAPPF234.604.147 $+12.196.113 $222.408.034 $+49.087.704 $173.320.330 $-5.277.602 $178.597.932 $+178.597.932 $
ALPHA PRO TECH LTDAPT115.005.915 $+26.053.103 $88.952.812 $+25.879.792 $63.073.020 $+8.776.889 $54.296.131 $+54.296.131 $
MICROSOFT CORPMSFT90.765.801 $-687.843 $91.453.644 $+3.976.567 $87.477.077 $+33.584.512 $53.892.565 $+53.892.565 $
AMAZON COM INCAMZN74.658.628 $+6.258.786 $68.399.842 $-726.955 $69.126.797 $+9.280.526 $59.846.271 $+59.846.271 $
JPMORGAN CHASE & COJPM68.476.280 $+475.331 $68.000.949 $+5.711.519 $62.289.430 $+8.178.980 $54.110.450 $+54.110.450 $
ELI LILLY & CoLLY60.836.482 $+17.014.645 $43.821.837 $+4.554.124 $39.267.713 $+14.678.426 $24.589.287 $+24.589.287 $
JOHNSON & JOHNSONJNJ59.829.573 $+6.110.986 $53.718.587 $+10.074.090 $43.644.497 $-2.828.552 $46.473.049 $+46.473.049 $
Mastercard IncMA59.026.219 $+948.645 $58.077.574 $+947.336 $57.130.238 $+533.420 $56.596.818 $+56.596.818 $
BERKSHIRE HATHAWAY INCBRK-B57.177.563 $+4.212.768 $52.964.795 $+15.961.120 $37.003.675 $-4.035.979 $41.039.654 $+41.039.654 $
COLGATE PALMOLIVE COCL42.297.947 $+81.705 $42.216.242 $-4.312.980 $46.529.222 $-986.963 $47.516.185 $+47.516.185 $
AMERICAN EXPRESS COAXP38.605.958 $+3.159.851 $35.446.107 $+1.133.633 $34.312.474 $+4.772.123 $29.540.351 $+29.540.351 $
Walt Disney CoDIS32.066.714 $-682.251 $32.748.965 $-3.165.403 $35.914.368 $+6.894.797 $29.019.571 $+29.019.571 $
ANALOG DEVICES INCADI33.689.855 $+3.415.851 $30.274.004 $+881.038 $29.392.966 $+4.633.207 $24.759.759 $+24.759.759 $
Walmart Inc.WMT33.574.850 $+2.779.933 $30.794.917 $+890.834 $29.904.083 $+2.337.004 $27.567.079 $+27.567.079 $
ASML HOLDING NVASML31.627.089 $+2.677.923 $28.949.166 $+5.414.408 $23.534.758 $+4.295.811 $19.238.947 $+19.238.947 $
STRYKER CORPSYK24.458.587 $-1.331.858 $25.790.445 $-1.626.286 $27.416.731 $+1.494.024 $25.922.707 $+25.922.707 $
AFLAC INCAFL25.880.429 $-290.877 $26.171.306 $+1.682.702 $24.488.604 $-1.789.767 $26.278.371 $+26.278.371 $
MCDONALDS CORPMCD25.376.934 $+1.295.628 $24.081.306 $+655.630 $23.425.676 $-2.146.390 $25.572.066 $+25.572.066 $
INTUITIVE SURGICAL INCISRG23.715.681 $+5.956.763 $17.758.918 $+3.408.003 $14.350.915 $+13.963.119 $387.796 $+387.796 $
VERIZON COMMUNICATIONS INCVZ21.922.157 $-1.693.735 $23.615.892 $+1.033.193 $22.582.699 $-627.901 $23.210.600 $+23.210.600 $
Fortive CorpFTV557.302 $-69.786 $627.088 $-15.800.214 $16.427.302 $-6.358.457 $22.785.759 $+22.785.759 $
PFIZER INCPFE20.365.850 $-1.553.627 $21.919.477 $+2.031.322 $19.888.155 $+315.537 $19.572.618 $+19.572.618 $
Zoetis Inc.ZTS13.069.421 $-6.773.281 $19.842.702 $-712.255 $20.554.957 $-534.485 $21.089.442 $+21.089.442 $
NVIDIA CORPNVDA20.472.594 $+2.429.019 $18.043.575 $+1.821.351 $16.222.224 $+4.435.570 $11.786.654 $+11.786.654 $
SYNOPSYS INCSNPS8.713.776 $-4.399.050 $13.112.826 $+13.112.826 $
PROCTER & GAMBLE CoPG8.012.062 $-365.295 $8.377.357 $-157.327 $8.534.684 $-559.674 $9.094.358 $+9.094.358 $
LOCKHEED MARTIN CORPLMT8.324.132 $-325.233 $8.649.365 $+788.799 $7.860.566 $+563.328 $7.297.238 $+7.297.238 $
UNILEVER PLCUL8.003.129 $+75.714 $7.927.415 $-326.468 $8.253.883 $+344.569 $7.909.314 $+7.909.314 $
COCA COLA COKO7.049.543 $+419.098 $6.630.445 $-470.844 $7.101.289 $-4.636 $7.105.925 $+7.105.925 $
PEPSICO INCPEP5.640.743 $+114.942 $5.525.801 $+421.022 $5.104.779 $-392.507 $5.497.286 $+5.497.286 $
CHEVRON CORPCVX5.297.896 $+11.090 $5.286.806 $+427.941 $4.858.865 $-562.598 $5.421.463 $+5.421.463 $
PALATIN TECHNOLOGIES INCPTNT5.232.782 $+2.081.476 $3.151.306 $-800.202 $3.951.508 $-422.944 $4.374.452 $+4.374.452 $
EXXON MOBIL CORPXOM4.056.376 $+1.005.188 $3.051.188 $+1.551.843 $1.499.345 $-55.612 $1.554.957 $+1.554.957 $
Ralliant CorpRAL3.399.200 $+3.399.200 $
CINTAS CORPCTAS2.623.174 $-280.882 $2.904.056 $-266.336 $3.170.392 $+258.249 $2.912.143 $+2.912.143 $
ADVANCED MICRO DEVICES INCAMD2.886.663 $+952.302 $1.934.361 $+274.982 $1.659.379 $+362.697 $1.296.682 $+1.296.682 $
NETFLIX INCNFLX2.860.641 $+797.687 $2.062.954 $+131.743 $1.931.211 $+716.077 $1.215.134 $+1.215.134 $
UNITED PARCEL SERVICE INCUPS2.732.418 $+2.137.408 $595.010 $-92.997 $688.007 $+688.007 $
ORACLE CORPORCL2.673.262 $+898.006 $1.775.256 $+531.938 $1.243.318 $+416.544 $826.774 $+826.774 $
MERCADOLIBRE INCMELI1.804.777 $+1.804.777 $
MORGAN STANLEYMS1.569.615 $+450.928 $1.118.687 $+326.349 $792.338 $+152.286 $640.052 $+640.052 $
GOLDMAN SACHS GROUP INCGS1.540.834 $+97.077 $1.443.757 $+798.271 $645.486 $+155.001 $490.485 $+490.485 $
SCHWAB CHARLES CORPSCHW1.353.959 $+59.345 $1.294.614 $+132.115 $1.162.499 $+89.118 $1.073.381 $+1.073.381 $
INTEL CORPINTC1.086.797 $+234.208 $852.589 $+354.349 $498.240 $+196.677 $301.563 $+301.563 $
NEXTERA ENERGY INCNEE1.080.644 $+770.952 $309.692 $+15.548 $294.144 $-22.129 $316.273 $+316.273 $
RTX CorpRTX1.007.600 $+214.139 $793.461 $+98.406 $695.055 $+84.282 $610.773 $+610.773 $
MANHATTAN ASSOCIATES INCMANH935.874 $+935.874 $
Roblox CorpRBLX538.525 $-355.068 $893.593 $+893.593 $
STARBUCKS CORPSBUX780.142 $+266.828 $513.314 $+65.597 $447.717 $-36.995 $484.712 $+484.712 $
BOEING COBA751.598 $-6.990 $758.588 $+46.674 $711.914 $+113.339 $598.575 $+598.575 $
MCKESSON CORPMCK734.160 $+486.947 $247.213 $+43.500 $203.713 $-4.914 $208.627 $+208.627 $
SOUTHERN COSO619.382 $-73.197 $692.579 $+35.260 $657.319 $+6.681 $650.638 $+650.638 $
CATERPILLAR INCCAT685.626 $+87.253 $598.373 $+106.689 $491.684 $+97.910 $393.774 $+393.774 $
Medtronic plcMDT611.998 $+611.998 $
LAM RESEARCH CORPLRCX611.969 $+90.830 $521.139 $+179.378 $341.761 $+100.397 $241.364 $+241.364 $
Duke Energy CORPDUK520.917 $-17.024 $537.941 $+36.795 $501.146 $-106.874 $608.020 $+608.020 $
Edwards Lifesciences CorpEW529.999 $+38.726 $491.273 $-112.743 $604.016 $+38.600 $565.416 $+565.416 $
Trane Technologies plcTT493.895 $+118.351 $375.544 $-219.771 $595.315 $+595.315 $
AT&T INC.T429.792 $-121.295 $551.087 $+242.603 $308.484 $+308.484 $
AMGEN INCAMGN456.067 $+71.036 $385.031 $-161.454 $546.485 $+121.585 $424.900 $+424.900 $
CONOCOPHILLIPSCOP388.262 $-96.678 $484.940 $+14.273 $470.667 $-67.733 $538.400 $+538.400 $
AbbVie Inc.ABBV532.822 $+9.327 $523.495 $+120.157 $403.338 $-35.172 $438.510 $+438.510 $
Palo Alto Networks IncPANW226.833 $-302.151 $528.984 $+528.984 $
PIPER SANDLER COMPANIESPIPR510.244 $-10.935 $521.179 $+103.713 $417.466 $+48.700 $368.766 $+368.766 $
GENERAL ELECTRIC COGE505.294 $+184.604 $320.690 $+320.690 $
AXT INCAXTI457.531 $+457.531 $
Hewlett Packard Enterprise CoHPE453.978 $+206.168 $247.810 $+247.810 $
Constellation Energy CorpCEG445.340 $+41.476 $403.864 $+180.338 $223.526 $+223.526 $
CUMMINS INCCMI378.754 $-25.327 $404.081 $+165.006 $239.075 $-12.617 $251.692 $+251.692 $
SPS COMMERCE INCSPSC396.507 $-5.308 $401.815 $+401.815 $
HP INCHPQ385.761 $+67.871 $317.890 $+317.890 $
YUM BRANDS INCYUM381.938 $-1.818 $383.756 $+42.053 $341.703 $-16.920 $358.623 $+358.623 $
EVERSOURCE ENERGYES372.389 $+11.718 $360.671 $+60.421 $300.250 $-141 $300.391 $+300.391 $
EPLUS INCPLUS353.343 $+67.244 $286.099 $-4.392 $290.491 $+46.371 $244.120 $+244.120 $
UNITEDHEALTH GROUP INCUNH308.255 $-32.304 $340.559 $+59.542 $281.017 $+281.017 $
QUEST DIAGNOSTICS INCDGX312.007 $+312.007 $
NICOLET BANKSHARES INCNIC297.983 $+96.481 $201.502 $-1.899 $203.401 $+203.401 $
Accenture plcACN271.211 $+38.173 $233.038 $+233.038 $
OPEN TEXT CORPOTEX270.414 $+270.414 $
KLA CORPKLAC264.887 $+41.617 $223.270 $+223.270 $
ALLSTATE CORPALL252.694 $-5.745 $258.439 $+53.103 $205.336 $-6.290 $211.626 $+211.626 $
Bank of New York Mellon CorpBK247.140 $+18.379 $228.761 $+228.761 $
CARDINAL HEALTH INCCAH246.600 $+246.600 $
SEMPRASRE209.485 $-19.361 $228.846 $+228.846 $
GENERAL DYNAMICS CORPGD214.790 $+214.790 $
ISHARES GOLD TRUSTIAU204.305 $+204.305 $
PAYCHEX INCPAYX203.323 $+203.323 $
IPG PHOTONICS CORPIPGP200.480 $+200.480 $
FORD MOTOR COF194.532 $+24.311 $170.221 $+26.218 $144.003 $+18.471 $125.532 $+125.532 $
RESEARCH FRONTIERS INCREFR137.219 $-48.895 $186.114 $+186.114 $
3.409.813.175 $+137.467.301 $3.273.955.819 $+198.786.844 $3.077.666.547 $+149.688.979 $2.929.016.415 $+2.929.016.415 $
Erweiterte Einstellungen ×