Investments: WBI INVESTMENTS, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
364.103.638 $+71.685 $370.528.985 $+26.410.334 $365.162.645 $+31.317.360 $357.594.832 $+357.594.832 $
BANK OF AMERICA CORP /DE/BAC194.852.851 $-2.892.225 $197.745.076 $+9.819.882 $187.925.194 $+12.916.994 $175.008.200 $+175.008.200 $
MORGAN STANLEYMS66.079.714 $-2.851.433 $68.931.147 $-1.091.497 $70.022.644 $-604.515 $70.627.159 $+70.627.159 $
JAMES INVESTMENT RESEARCH, INC.5.690.206 $-1.036.406 $6.726.612 $+637.194 $6.089.418 $-408.523 $6.497.941 $+6.497.941 $
BlackRock, Inc.BLK4.518.254 $+18.768 $4.499.486 $-1.302.496 $5.801.982 $-270.911 $6.072.893 $+6.072.893 $
FORD MOTOR COF1.063.901 $+80.753 $983.148 $-1.807.624 $2.790.772 $-2.893.691 $5.684.463 $+5.684.463 $
AT&T INC.T933.286 $-4.748.647 $5.681.933 $+5.681.933 $
UNITED PARCEL SERVICE INCUPS3.113.872 $+837.596 $2.276.276 $-1.309.113 $3.585.389 $-1.695.321 $5.280.710 $+5.280.710 $
CVS HEALTH CorpCVS239.905 $-777.205 $1.017.110 $-3.966.746 $4.983.856 $+4.983.856 $
ALTRIA GROUP, INC.MO2.923.175 $-909.758 $3.832.933 $+1.284.463 $2.548.470 $-863.847 $3.412.317 $+3.412.317 $
PFIZER INCPFE3.323.976 $-108.894 $3.432.870 $-189.047 $3.621.917 $+829.246 $2.792.671 $+2.792.671 $
KLA CORPKLAC479.860 $-2.988.529 $3.468.389 $+1.940.247 $1.528.142 $+1.198.303 $329.839 $+329.839 $
BAHL & GAYNOR INC1.970.550 $+1.761.181 $209.369 $-3.180.132 $3.389.501 $+2.064.806 $1.324.695 $+1.324.695 $
FMC CORPFMC2.612.047 $-647.384 $3.259.431 $+3.259.431 $
APPFOLIO INCAPPF2.068.167 $-1.037.304 $3.105.471 $+572.822 $2.532.649 $-581.012 $3.113.661 $+3.113.661 $
AFLAC INCAFL1.301.296 $-1.754.604 $3.055.900 $+3.055.900 $
BERKLEY W R CORPWRB2.317.116 $-699.140 $3.016.256 $+3.016.256 $
AMERICAN EXPRESS COAXP2.926.190 $+740.278 $2.185.912 $+1.216.158 $969.754 $+969.754 $
LAM RESEARCH CORPLRCX2.818.792 $+1.862.416 $956.376 $-999.314 $1.955.690 $+1.955.690 $
HERSHEY COHSY720.574 $-1.953.822 $2.674.396 $+2.674.396 $
AES CORPAES867.168 $-1.767.346 $2.634.514 $+11.804 $2.622.710 $-23.036 $2.645.746 $+2.645.746 $
HIGHLAND CAPITAL MANAGEMENT, LLC2.078.462 $-510.021 $2.588.483 $-15.754 $2.604.237 $+2.604.237 $
EVERSOURCE ENERGYES1.369.829 $-1.229.769 $2.599.598 $+1.405.098 $1.194.500 $+1.194.500 $
Kraft Heinz CoKHC2.444.323 $+1.500.292 $944.031 $-1.012.861 $1.956.892 $+1.956.892 $
NVIDIA CORPNVDA2.047.294 $-387.676 $2.434.970 $+232.479 $2.202.491 $-135.085 $2.337.576 $+2.337.576 $
MCKESSON CORPMCK1.559.986 $+302.832 $1.257.154 $-361.301 $1.618.455 $-779.671 $2.398.126 $+2.398.126 $
Red Rock Resorts, Inc.RRR656.685 $-1.708.413 $2.365.098 $+2.154.884 $210.214 $+210.214 $
MICROSOFT CORPMSFT1.156.713 $-522.015 $1.678.728 $-486.687 $2.165.415 $-183.445 $2.348.860 $+2.348.860 $
Monster Beverage CorpMNST551.387 $-1.584.188 $2.135.575 $-202.767 $2.338.342 $+2.338.342 $
COZAD ASSET MANAGEMENT INC2.307.515 $+661.455 $1.646.060 $+546.483 $1.099.577 $-166.742 $1.266.319 $+1.266.319 $
ALPHA PRO TECH LTDAPT2.278.668 $+477.659 $1.801.009 $-141.451 $1.942.460 $+1.525.760 $416.700 $+416.700 $
WILLIAMS SONOMA INCWSM2.216.327 $+225.237 $1.991.090 $+1.991.090 $
FIDUCIARY MANAGEMENT INC /WI/2.169.750 $+833.357 $1.336.393 $+209.782 $1.126.611 $+282.946 $843.665 $+843.665 $
Aon plcAON2.155.423 $+2.155.423 $
FEDEX CORPFDX2.137.955 $+2.137.955 $
Accenture plcACN2.126.926 $+1.379.310 $747.616 $+747.616 $
AMAZON COM INCAMZN1.255.670 $-379.503 $1.635.173 $-491.581 $2.126.754 $+422.237 $1.704.517 $+1.704.517 $
DTE ENERGY CODTE2.116.686 $+2.116.686 $
CONOCOPHILLIPSCOP2.088.461 $+1.840.240 $248.221 $+248.221 $
TETRA TECH INCTTEK541.873 $+38.702 $503.171 $-1.544.967 $2.048.138 $+1.779.418 $268.720 $+268.720 $
Royalty Pharma plcRPRX1.914.504 $+1.914.504 $
BROWN & BROWN, INC.BRO1.905.331 $+1.905.331 $
EMERSON ELECTRIC COEMR698.421 $-879.405 $1.577.826 $-204.873 $1.782.699 $+1.782.699 $
BECK MACK & OLIVER LLC801.450 $+79.686 $721.764 $-1.060.334 $1.782.098 $+1.782.098 $
Vertiv Holdings CoVRT842.914 $-791.969 $1.634.883 $-100.583 $1.735.466 $+1.477.113 $258.353 $+258.353 $
RESMED INCRMD1.361.915 $+554.395 $807.520 $-578.074 $1.385.594 $-279.820 $1.665.414 $+1.665.414 $
GENERAL ELECTRIC COGE670.498 $-985.943 $1.656.441 $+1.656.441 $
FRANKLIN RESOURCES INCBEN598.396 $-1.045.766 $1.644.162 $+1.644.162 $
JABIL INCJBL1.603.368 $+1.603.368 $
MURPHY OIL CORPMUR996.969 $-9.626 $1.006.595 $-593.200 $1.599.795 $+1.599.795 $
WBI INVESTMENTS, LLC809.222 $-763.079 $1.572.301 $+1.572.301 $
TransDigm Group INCTDG480.902 $-1.087.749 $1.568.651 $+1.568.651 $
SCHWAB CHARLES CORPSCHW299.830 $-744.800 $1.044.630 $-518.986 $1.563.616 $+1.139.960 $423.656 $+423.656 $
WILLIS TOWERS WATSON PLCWTW996.279 $-395.746 $1.392.025 $-165.846 $1.557.871 $+1.557.871 $
Mastercard IncMA1.552.925 $+1.040.683 $512.242 $+246.503 $265.739 $+265.739 $
Roblox CorpRBLX1.524.802 $+1.524.802 $
Noble Corp plcNE1.115.759 $-324.021 $1.439.780 $+573.545 $866.235 $+866.235 $
HF Sinclair CorpDINO1.393.553 $+1.393.553 $
HEICO CORPHEI467.995 $-906.676 $1.374.671 $+1.374.671 $
ADVANCED MICRO DEVICES INCAMD1.339.992 $+920.699 $419.293 $+419.293 $
YUM BRANDS INCYUM794.522 $+489.610 $304.912 $-1.016.264 $1.321.176 $+1.321.176 $
MERCADOLIBRE INCMELI414.293 $-730.739 $1.145.032 $-167.162 $1.312.194 $+1.312.194 $
CARDINAL HEALTH INCCAH1.301.310 $+73.223 $1.228.087 $+1.228.087 $
AppLovin CorpAPP1.288.641 $+152.665 $1.135.976 $+1.135.976 $
PRICE T ROWE GROUP INCTROW1.277.878 $+579.721 $698.157 $+698.157 $
STIFEL FINANCIAL CORPSF1.249.408 $+673.548 $575.860 $-352.348 $928.208 $+928.208 $
Hess Midstream LPHESM1.235.100 $+655.431 $579.669 $+579.669 $
NEXTERA ENERGY INCNEE1.221.189 $+208.217 $1.012.972 $-76.304 $1.089.276 $+1.089.276 $
ROBERT HALF INC.RHI1.008.288 $-203.099 $1.211.387 $+1.211.387 $
ELI LILLY & CoLLY1.161.181 $+830.991 $330.190 $+330.190 $
MEYER HANDELMAN CO1.127.204 $+282.074 $845.130 $+528.670 $316.460 $+316.460 $
NEWMARKET CORPNEU635.432 $-491.237 $1.126.669 $+1.126.669 $
PAYCHEX INCPAYX1.126.057 $+1.126.057 $
HP INCHPQ535.679 $-585.494 $1.121.173 $+1.121.173 $
Otis Worldwide CorpOTIS1.111.753 $+1.111.753 $
CARTERS INCCRI1.084.832 $+1.084.832 $
MICRON TECHNOLOGY INCMU1.075.411 $+312.761 $762.650 $+762.650 $
Genpact LTDG1.061.918 $+548.071 $513.847 $+168.256 $345.591 $+345.591 $
AbbVie Inc.ABBV689.251 $-351.992 $1.041.243 $+505.445 $535.798 $+535.798 $
TARGET CORPTGT1.037.421 $+1.037.421 $
AMGEN INCAMGN1.029.514 $+287.796 $741.718 $+491.163 $250.555 $-756.490 $1.007.045 $+1.007.045 $
FAIR ISAAC CORPFICO1.002.454 $+621.800 $380.654 $+380.654 $
LINCOLN NATIONAL CORPLNC991.861 $+370.416 $621.445 $+621.445 $
CENTERPOINT ENERGY INCCNP982.769 $+982.769 $
PEPSICO INCPEP963.748 $+963.748 $
Organon & Co.OGN946.289 $+946.289 $
Permian Resources CorpPR935.694 $+935.694 $
MARRIOTT VACATIONS WORLDWIDE CorpVAC518.864 $-43.501 $562.365 $-349.536 $911.901 $+911.901 $
VALLEY NATIONAL BANCORPVLY899.251 $+99.596 $799.655 $+799.655 $
SYSCO CORPSYY886.578 $+18.630 $867.948 $+612.628 $255.320 $-563.629 $818.949 $+818.949 $
MGIC INVESTMENT CORPMTG878.603 $+878.603 $
BECTON DICKINSON & COBDX871.802 $+871.802 $
RALPH LAUREN CORPRL871.233 $+649.162 $222.071 $+222.071 $
PALATIN TECHNOLOGIES INCPTNT342.585 $-525.614 $868.199 $+868.199 $
CHEVRON CORPCVX811.126 $-34.332 $845.458 $+91.276 $754.182 $-91.829 $846.011 $+846.011 $
Owens CorningOC843.490 $+843.490 $
Parker-Hannifin CorpPH665.953 $-153.850 $819.803 $+250.668 $569.135 $+275.738 $293.397 $+293.397 $
JPMORGAN CHASE & COJPM626.212 $-192.464 $818.676 $+485.642 $333.034 $+333.034 $
LCI INDUSTRIESLCII707.776 $+91.216 $616.560 $-181.535 $798.095 $+397.666 $400.429 $+400.429 $
WESBANCO INCWSBC794.293 $+794.293 $
FLOWERS FOODS INCFLO787.908 $+120.387 $667.521 $+75.340 $592.181 $+592.181 $
Medtronic plcMDT319.815 $+69.724 $250.091 $-526.068 $776.159 $+776.159 $
JOHNSON & JOHNSONJNJ769.539 $+525.624 $243.915 $+243.915 $
AMEREN CORPAEE757.016 $+757.016 $
AMBARELLA INCAMBA749.067 $+335.889 $413.178 $+413.178 $
COPART INCCPRT338.226 $-375.792 $714.018 $+714.018 $
BOYD GAMING CORPBYD682.261 $+428.703 $253.558 $+15.752 $237.806 $+237.806 $
INTEL CORPINTC677.638 $+677.638 $
PROCTER & GAMBLE CoPG666.546 $+666.546 $
MOSAIC COMOS228.283 $-409.344 $637.627 $+637.627 $
Smurfit Westrock plcSW617.115 $+617.115 $
GOLDMAN SACHS GROUP INCGS614.395 $+614.395 $
Constellation Energy CorpCEG585.026 $+585.026 $
CAMPBELL CAPITAL MANAGEMENT INC529.947 $+529.947 $
ALLSTATE CORPALL527.837 $+267.964 $259.873 $+259.873 $
BERKSHIRE HATHAWAY INCBRK-B517.987 $+517.987 $
Trane Technologies plcTT457.380 $-60.572 $517.952 $+517.952 $
EQUIFAX INCEFX296.549 $-214.625 $511.174 $+511.174 $
Nu Holdings Ltd.NU507.138 $+507.138 $
DELTA AIR LINES, INC.DAL488.368 $+488.368 $
CIENA CORPCIEN457.840 $+457.840 $
SEGALL BRYANT & HAMILL, LLC393.793 $-28.055 $421.848 $-32.933 $454.781 $+137.133 $317.648 $+317.648 $
RAMBUS INCRMBS453.895 $+453.895 $
PARADIGM CAPITAL MANAGEMENT INC/NY453.147 $+453.147 $
ANALOG DEVICES INCADI288.286 $-163.556 $451.842 $+451.842 $
Sandisk CorpSNDK448.126 $+448.126 $
CARNIVAL CORPCCL426.163 $+426.163 $
WESTERN DIGITAL CORPWDC425.373 $+425.373 $
COMMERCIAL METALS CoCMC400.818 $+400.818 $
ROLLINS INCROL377.337 $+377.337 $
CINTAS CORPCTAS293.577 $-30.734 $324.311 $-48.580 $372.891 $+372.891 $
SMITH A O CORPAOS368.174 $+368.174 $
NASDAQ, INC.NDAQ358.701 $+358.701 $
ATMOS ENERGY CORPATO342.971 $+342.971 $
POOL CORPPOOL332.333 $+332.333 $
JANUS HENDERSON GROUP PLCJHG321.335 $+45.338 $275.997 $+275.997 $
NATIONAL FUEL GAS CONFG232.851 $-31.599 $264.450 $-40.077 $304.527 $+304.527 $
SHERWIN WILLIAMS COSHW303.171 $+303.171 $
TE Connectivity plcTEL292.633 $+292.633 $
CUMMINS INCCMI291.661 $+291.661 $
STRYKER CORPSYK278.731 $+278.731 $
EXXON MOBIL CORPXOM266.056 $+266.056 $
DARDEN RESTAURANTS INCDRI261.492 $+261.492 $
Allegion plcALLE248.290 $+248.290 $
Avery Dennison CorpAVY246.886 $+31.132 $215.754 $+215.754 $
Keurig Dr Pepper Inc.KDP244.528 $+16.645 $227.883 $+227.883 $
METLIFE INCMET244.082 $+244.082 $
NAVIENT CORPNAVI232.271 $+68.067 $164.204 $-75.129 $239.333 $+19.318 $220.015 $+220.015 $
AUTOLIV INCALV236.860 $+236.860 $
CATERPILLAR INCCAT236.022 $+236.022 $
CONSOLIDATED EDISON INCED227.939 $+227.939 $
SMITH SHELLNUT WILSON LLC /ADV227.125 $+227.125 $
Archer-Daniels-Midland CoADM227.028 $+227.028 $
LOCKHEED MARTIN CORPLMT226.938 $+226.938 $
VICTORY CAPITAL MANAGEMENT INC226.090 $+2.787 $223.303 $+223.303 $
GROUP 1 AUTOMOTIVE INCGPI218.792 $+218.792 $
GENERAL DYNAMICS CORPGD214.520 $+214.520 $
SILGAN HOLDINGS INCSLGN212.873 $+212.873 $
HOPE BANCORP INCHOPE150.414 $-7.746 $158.160 $-220 $158.380 $+158.380 $
Viatris IncVTRS124.327 $+124.327 $
364.103.638 $+71.685 $370.528.985 $+26.410.334 $365.162.645 $+31.317.360 $357.594.832 $+357.594.832 $
Erweiterte Einstellungen ×