Investments: Private Wealth Partners, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
1.386.959.393 $+14.866.680 $1.378.961.082 $+1.378.961.082 $
BANK OF AMERICA CORP /DE/BAC416.633.351 $+13.477.494 $403.155.857 $+403.155.857 $
NVIDIA CORPNVDA134.079.065 $-19.855.143 $153.934.208 $+153.934.208 $
ALPHA PRO TECH LTDAPT135.145.744 $+24.094.235 $111.051.509 $+111.051.509 $
APPFOLIO INCAPPF118.657.930 $-36.680 $118.694.610 $+118.694.610 $
MICROSOFT CORPMSFT97.119.108 $-9.111.784 $106.230.892 $+106.230.892 $
AMAZON COM INCAMZN62.848.824 $-571.775 $63.420.599 $+63.420.599 $
BERKSHIRE HATHAWAY INCBRK-B49.618.914 $+557.433 $49.061.481 $+49.061.481 $
JPMORGAN CHASE & COJPM49.600.054 $+372.156 $49.227.898 $+49.227.898 $
AbbVie Inc.ABBV32.607.512 $-1.920.196 $34.527.708 $+34.527.708 $
GOLDMAN SACHS GROUP INCGS34.017.568 $+279.277 $33.738.291 $+33.738.291 $
CHEVRON CORPCVX25.641.575 $-2.281.204 $27.922.779 $+27.922.779 $
MCKESSON CORPMCK25.060.680 $+462.234 $24.598.446 $+24.598.446 $
ADVANCED MICRO DEVICES INCAMD23.989.561 $+4.206.851 $19.782.710 $+19.782.710 $
BOSTON SCIENTIFIC CORPBSX18.709.958 $-1.320.691 $20.030.649 $+20.030.649 $
JOHNSON & JOHNSONJNJ15.978.061 $+1.522.903 $14.455.158 $+14.455.158 $
PFIZER INCPFE14.363.490 $+522.448 $13.841.042 $+13.841.042 $
STRYKER CORPSYK10.870.732 $-347.304 $11.218.036 $+11.218.036 $
SCHWAB CHARLES CORPSCHW10.632.322 $+987.083 $9.645.239 $+9.645.239 $
Zoetis Inc.ZTS5.565.774 $-4.988.141 $10.553.915 $+10.553.915 $
FREEPORT-MCMORAN INCFCX9.688.546 $+1.734.849 $7.953.697 $+7.953.697 $
MORGAN STANLEYMS9.195.699 $+413.477 $8.782.222 $+8.782.222 $
Walt Disney CoDIS9.190.042 $+805.393 $8.384.649 $+8.384.649 $
Mastercard IncMA8.416.484 $+3.814.242 $4.602.242 $+4.602.242 $
ANALOG DEVICES INCADI6.960.348 $+556.177 $6.404.171 $+6.404.171 $
Caesars Entertainment, Inc.CZR6.116.298 $+6.116.298 $
ELI LILLY & CoLLY5.802.197 $+2.149.716 $3.652.481 $+3.652.481 $
MPLX LPMPLX5.038.128 $+702.468 $4.335.660 $+4.335.660 $
ORACLE CORPORCL3.639.554 $-914.847 $4.554.401 $+4.554.401 $
PEPSICO INCPEP3.791.224 $-69.612 $3.860.836 $+3.860.836 $
SPS COMMERCE INCSPSC3.810.917 $+378.499 $3.432.418 $+3.432.418 $
PROCTER & GAMBLE CoPG3.330.811 $-461.271 $3.792.082 $+3.792.082 $
AMERICAN EXPRESS COAXP3.182.310 $-339.582 $3.521.892 $+3.521.892 $
MCDONALDS CORPMCD3.136.069 $-222.827 $3.358.896 $+3.358.896 $
Eaton Corp plcETN2.452.527 $+641.905 $1.810.622 $+1.810.622 $
Walmart Inc.WMT2.128.377 $+228.260 $1.900.117 $+1.900.117 $
NEXTERA ENERGY INCNEE1.870.283 $+89.096 $1.781.187 $+1.781.187 $
CAMECO CORPCCJ1.848.098 $+154.126 $1.693.972 $+1.693.972 $
Duke Energy CORPDUK1.696.380 $-117.176 $1.813.556 $+1.813.556 $
KROGER COKR1.372.936 $-225.423 $1.598.359 $+1.598.359 $
3M COMMM1.432.895 $-50.005 $1.482.900 $+1.482.900 $
ASML HOLDING NVASML931.848 $-338.286 $1.270.134 $+1.270.134 $
VERIZON COMMUNICATIONS INCVZ1.138.363 $-125.463 $1.263.826 $+1.263.826 $
Palo Alto Networks IncPANW997.996 $-220.059 $1.218.055 $+1.218.055 $
COLGATE PALMOLIVE COCL1.175.423 $-13.685 $1.189.108 $+1.189.108 $
INTEL CORPINTC1.108.107 $+90.200 $1.017.907 $+1.017.907 $
NETFLIX INCNFLX889.595 $-207.417 $1.097.012 $+1.097.012 $
Bank of Marin BancorpBMRC961.928 $+63.981 $897.947 $+897.947 $
Accenture plcACN961.856 $+77.795 $884.061 $+884.061 $
CONOCOPHILLIPSCOP851.851 $-37.295 $889.146 $+889.146 $
BOEING COBA866.309 $+22.630 $843.679 $+843.679 $
EXXON MOBIL CORPXOM731.066 $-64.160 $795.226 $+795.226 $
INTUITIVE SURGICAL INCISRG794.037 $+166.126 $627.911 $+627.911 $
NASDAQ, INC.NDAQ487.593 $-221.776 $709.369 $+709.369 $
CATERPILLAR INCCAT588.337 $+98.304 $490.033 $+490.033 $
Veralto CorpVLTO281.479 $-285.686 $567.165 $+567.165 $
NORTHERN TRUST CORPNTRS560.019 $+8.159 $551.860 $+551.860 $
MICRON TECHNOLOGY INCMU503.927 $+206.997 $296.930 $+296.930 $
STATE STREET CORPSTT434.764 $-15.239 $450.003 $+450.003 $
WYNN RESORTS LTDWYNN302.028 $-128.959 $430.987 $+430.987 $
KLA CORPKLAC364.524 $+40.944 $323.580 $+323.580 $
PRICE T ROWE GROUP INCTROW318.184 $+318.184 $
LAM RESEARCH CORPLRCX311.548 $+85.257 $226.291 $+226.291 $
AGNICO EAGLE MINES LTDAEM291.592 $-15.187 $306.779 $+306.779 $
STARBUCKS CORPSBUX206.502 $-81.953 $288.455 $+288.455 $
Trane Technologies plcTT241.304 $-20.311 $261.615 $+261.615 $
BECTON DICKINSON & COBDX257.919 $+9.170 $248.749 $+248.749 $
NOVARTIS AGNVS249.820 $+17.449 $232.371 $+232.371 $
AMGEN INCAMGN235.663 $-9.851 $245.514 $+245.514 $
ALIGN TECHNOLOGY INCALGN243.594 $+243.594 $
SYNOPSYS INCSNPS218.420 $-17.914 $236.334 $+236.334 $
Nu Holdings Ltd.NU232.686 $+10.147 $222.539 $+222.539 $
ISHARES GOLD TRUSTIAU219.402 $+219.402 $
GENERAL ELECTRIC COGE214.485 $+214.485 $
COCA COLA COKO213.365 $+10.625 $202.740 $+202.740 $
JONES LANG LASALLE INCJLL201.882 $+201.882 $
1.386.959.393 $+14.866.680 $1.378.961.082 $+1.378.961.082 $
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