Investments: Wellington Shields & Co., 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. ($)
399.985.091 $+21.318.936 $379.891.455 $+379.891.455 $
BANK OF AMERICA CORP /DE/BAC141.806.943 $+6.352.795 $135.454.148 $+135.454.148 $
MICROSOFT CORPMSFT33.848.492 $-1.468.244 $35.316.736 $+35.316.736 $
APPFOLIO INCAPPF29.974.738 $+1.645.908 $28.328.830 $+28.328.830 $
ALPHA PRO TECH LTDAPT16.328.846 $+3.370.044 $12.958.802 $+12.958.802 $
JPMORGAN CHASE & COJPM15.315.466 $-237.683 $15.553.149 $+15.553.149 $
ELI LILLY & CoLLY13.945.825 $+4.164.376 $9.781.449 $+9.781.449 $
NVIDIA CORPNVDA12.714.142 $+292.892 $12.421.250 $+12.421.250 $
EXXON MOBIL CORPXOM9.257.478 $+1.636.064 $7.621.414 $+7.621.414 $
AbbVie Inc.ABBV7.041.460 $+224.374 $6.817.086 $+6.817.086 $
AMAZON COM INCAMZN6.978.997 $+333.125 $6.645.872 $+6.645.872 $
CATERPILLAR INCCAT5.394.717 $+1.144.265 $4.250.452 $+4.250.452 $
BERKSHIRE HATHAWAY INCBRK-B4.348.928 $+237.520 $4.111.408 $+4.111.408 $
INTEL CORPINTC4.221.905 $+994.973 $3.226.932 $+3.226.932 $
FLOWERS FOODS INCFLO3.492.319 $-727.430 $4.219.749 $+4.219.749 $
CITIGROUP INCC4.037.666 $+490.293 $3.547.373 $+3.547.373 $
Rocket Lab CorpRKLB4.021.176 $+540.227 $3.480.949 $+3.480.949 $
Walmart Inc.WMT4.010.965 $+305.665 $3.705.300 $+3.705.300 $
GENERAL ELECTRIC COGE3.726.209 $+564.620 $3.161.589 $+3.161.589 $
Walt Disney CoDIS3.213.957 $-306.643 $3.520.600 $+3.520.600 $
JOHNSON & JOHNSONJNJ3.479.898 $+551.159 $2.928.739 $+2.928.739 $
Constellation Energy CorpCEG3.436.448 $+1.182.141 $2.254.307 $+2.254.307 $
PALATIN TECHNOLOGIES INCPTNT2.796.719 $-73.477 $2.870.196 $+2.870.196 $
Palo Alto Networks IncPANW2.756.000 $+184.483 $2.571.517 $+2.571.517 $
MCKESSON CORPMCK2.579.403 $+652.301 $1.927.102 $+1.927.102 $
AT&T INC.T2.132.359 $-179.021 $2.311.380 $+2.311.380 $
PROCTER & GAMBLE CoPG2.282.781 $+1.326.751 $956.030 $+956.030 $
PFIZER INCPFE2.015.801 $+3.114 $2.012.687 $+2.012.687 $
CHEVRON CORPCVX1.983.311 $-18.196 $2.001.507 $+2.001.507 $
AMERICAN EXPRESS COAXP1.918.672 $+251.395 $1.667.277 $+1.667.277 $
COCA COLA COKO1.775.714 $-41.786 $1.817.500 $+1.817.500 $
AMGEN INCAMGN1.737.525 $+310.016 $1.427.509 $+1.427.509 $
EQUIFAX INCEFX1.041.504 $-633.380 $1.674.884 $+1.674.884 $
VERIZON COMMUNICATIONS INCVZ1.445.813 $-208.048 $1.653.861 $+1.653.861 $
SOUTHERN COSO1.611.797 $-26.578 $1.638.375 $+1.638.375 $
CHART INDUSTRIES INCGTLS165.809 $-1.467.082 $1.632.891 $+1.632.891 $
BOEING COBA1.604.300 $+99.102 $1.505.198 $+1.505.198 $
Encompass Health CorpEHC1.308.706 $-257.451 $1.566.157 $+1.566.157 $
AFLAC INCAFL1.528.983 $-19.829 $1.548.812 $+1.548.812 $
LINDE PLCLIN1.287.875 $-238.973 $1.526.848 $+1.526.848 $
Eaton Corp plcETN1.355.987 $-132.137 $1.488.124 $+1.488.124 $
LOCKHEED MARTIN CORPLMT1.286.562 $-191.100 $1.477.662 $+1.477.662 $
RTX CorpRTX1.473.252 $+376.906 $1.096.346 $+1.096.346 $
CVS HEALTH CorpCVS1.416.100 $-27.769 $1.443.869 $+1.443.869 $
3M COMMM1.276.714 $+126.912 $1.149.802 $+1.149.802 $
CSX CORPCSX1.226.954 $+25.047 $1.201.907 $+1.201.907 $
ENBRIDGE INCENB1.096.240 $-46.186 $1.142.426 $+1.142.426 $
NEXTERA ENERGY INCNEE1.000.610 $-72.405 $1.073.015 $+1.073.015 $
PEPSICO INCPEP1.054.154 $+144.103 $910.051 $+910.051 $
FREEPORT-MCMORAN INCFCX1.016.765 $+231.620 $785.145 $+785.145 $
ORACLE CORPORCL746.505 $-269.334 $1.015.839 $+1.015.839 $
WEYERHAEUSER COWY918.507 $-42.649 $961.156 $+961.156 $
Medtronic plcMDT775.685 $-155.286 $930.971 $+930.971 $
EMERSON ELECTRIC COEMR923.532 $+30.174 $893.358 $+893.358 $
Mastercard IncMA787.244 $+175.773 $611.471 $+611.471 $
CHIPOTLE MEXICAN GRILL INCCMG429.200 $-323.248 $752.448 $+752.448 $
UNITED PARCEL SERVICE INCUPS646.024 $-97.393 $743.417 $+743.417 $
Duke Energy CORPDUK673.805 $-47.744 $721.549 $+721.549 $
COMCAST CORPCMCSA546.058 $-156.742 $702.800 $+702.800 $
MCDONALDS CORPMCD692.694 $+3.944 $688.750 $+688.750 $
AppLovin CorpAPP673.820 $+134.915 $538.905 $+538.905 $
UNITEDHEALTH GROUP INCUNH653.506 $+330.423 $323.083 $+323.083 $
ASML HOLDING NVASML641.916 $+147.222 $494.694 $+494.694 $
CONOCOPHILLIPSCOP589.088 $-4.180 $593.268 $+593.268 $
BP PLCBP577.178 $+4.487 $572.691 $+572.691 $
NICOLET BANKSHARES INCNIC363.848 $-208.705 $572.553 $+572.553 $
INSMED IncINSM568.840 $+568.840 $
TE Connectivity plcTEL568.775 $+19.950 $548.825 $+548.825 $
CARMAX INCKMX494.128 $-72.894 $567.022 $+567.022 $
AES CORPAES424.263 $-136.169 $560.432 $+560.432 $
Bank of New York Mellon CorpBK550.267 $+33.797 $516.470 $+516.470 $
LOEWS CORPL526.620 $+24.604 $502.016 $+502.016 $
SPS COMMERCE INCSPSC511.636 $-7.350 $518.986 $+518.986 $
GENERAL DYNAMICS CORPGD505.663 $+25.194 $480.469 $+480.469 $
EQT CorpEQT482.400 $-18.356 $500.756 $+500.756 $
DTE ENERGY CODTE451.430 $-43.575 $495.005 $+495.005 $
CUMMINS INCCMI470.124 $+268.654 $201.470 $+201.470 $
ROYAL GOLD INCRGLD450.804 $+49.644 $401.160 $+401.160 $
AGNICO EAGLE MINES LTDAEM368.945 $-65.283 $434.228 $+434.228 $
Shell plcSHEL416.926 $+53.983 $362.943 $+362.943 $
ALBEMARLE CORPALB230.406 $-154.481 $384.887 $+384.887 $
SYSCO CORPSYY378.914 $+37.862 $341.052 $+341.052 $
METLIFE INCMET327.936 $-30.723 $358.659 $+358.659 $
COLGATE PALMOLIVE COCL342.394 $-3.986 $346.380 $+346.380 $
STERIS plcSTE342.252 $+8.208 $334.044 $+334.044 $
BECTON DICKINSON & COBDX340.958 $+12.122 $328.836 $+328.836 $
Bloom Energy CorpBE302.812 $-24.305 $327.117 $+327.117 $
Planet Labs PBCPL311.103 $+111.977 $199.126 $+199.126 $
FORD MOTOR COF295.082 $+38.050 $257.032 $+257.032 $
BlackRock, Inc.BLK294.894 $+52.210 $242.684 $+242.684 $
SENSIENT TECHNOLOGIES CORPSXT281.850 $+300 $281.550 $+281.550 $
FASTENAL COFAST279.305 $+43.913 $235.392 $+235.392 $
SEMPRASRE264.870 $-5.070 $269.940 $+269.940 $
Simpson Manufacturing Co., Inc.SSD255.930 $-13.681 $269.611 $+269.611 $
ROYAL BANK OF CANADARY260.168 $+260.168 $
CONSOLIDATED EDISON INCED251.514 $-3.039 $254.553 $+254.553 $
Parker-Hannifin CorpPH252.356 $+34.685 $217.671 $+217.671 $
HP INCHPQ250.516 $+250.516 $
Phillips 66PSX236.401 $-12.788 $249.189 $+249.189 $
Public StoragePSA207.600 $-23.480 $231.080 $+231.080 $
Hewlett Packard Enterprise CoHPE203.810 $-27.054 $230.864 $+230.864 $
iShares Bitcoin Trust ETFIBIT59.034 $-168.596 $227.630 $+227.630 $
DEERE & CODE226.733 $+107.388 $119.345 $+119.345 $
UNILEVER PLCUL223.537 $-2.438 $225.975 $+225.975 $
Paramount Skydance CorpPSKY155.802 $-66.073 $221.875 $+221.875 $
Otis Worldwide CorpOTIS204.923 $+13.651 $191.272 $+191.272 $
QUEST DIAGNOSTICS INCDGX171.519 $+171.519 $
Accenture plcACN164.468 $-1.494 $165.962 $+165.962 $
MORGAN STANLEYMS161.730 $+16.917 $144.813 $+144.813 $
Kraft Heinz CoKHC145.500 $-10.740 $156.240 $+156.240 $
DELTA AIR LINES, INC.DAL155.109 $+28.273 $126.836 $+126.836 $
SCOTTS MIRACLE-GRO COSMG138.231 $-15.192 $153.423 $+153.423 $
FEDEX CORPFDX115.544 $-25.942 $141.486 $+141.486 $
STRYKER CORPSYK131.801 $+104.076 $27.725 $+27.725 $
ADVANCED MICRO DEVICES INCAMD129.995 $+31.788 $98.207 $+98.207 $
MANNKIND CORPMNKD128.482 $+6.798 $121.684 $+121.684 $
GOLDMAN SACHS GROUP INCGS109.875 $+10.331 $99.544 $+99.544 $
Edwards Lifesciences CorpEW98.038 $+8.602 $89.436 $+89.436 $
CURTISS WRIGHT CORPCW93.143 $+1.408 $91.735 $+91.735 $
FISERV INCFISV87.930 $+87.930 $
NETFLIX INCNFLX9.376 $-74.548 $83.924 $+83.924 $
STARBUCKS CORPSBUX76.986 $+76.986 $
GSK plcGSK70.765 $-2.909 $73.674 $+73.674 $
IDACORP INCIDA63.280 $-2.795 $66.075 $+66.075 $
ZEBRA TECHNOLOGIES CORPZBRA44.574 $+44.574 $
TARGET CORPTGT29.814 $-11.000 $40.814 $+40.814 $
STEEL DYNAMICS INCSTLD33.890 $+6.004 $27.886 $+27.886 $
ROPER TECHNOLOGIES INCROP24.935 $+24.935 $
MPLX LPMPLX21.348 $+1.368 $19.980 $+19.980 $
LAM RESEARCH CORPLRCX20.542 $+20.542 $
399.985.091 $+21.318.936 $379.891.455 $+379.891.455 $
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