Investments: BSW Wealth Partners

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. ($)
632.768.953 $+31.308.183 $602.010.736 $+56.133.976 $549.037.049 $+48.906.057 $501.009.010 $+501.009.010 $
BANK OF AMERICA CORP /DE/BAC434.551.442 $+21.493.075 $413.058.367 $+31.501.115 $381.557.252 $+34.376.192 $347.181.060 $+347.181.060 $
BlackRock, Inc.BLK32.079.649 $+2.784.123 $29.295.526 $+1.821.026 $27.474.500 $+6.756.855 $20.717.645 $+20.717.645 $
APPFOLIO INCAPPF26.317.837 $+1.514.125 $24.803.712 $+4.928.939 $19.874.773 $-2.565.349 $22.440.122 $+22.440.122 $
ALPHA PRO TECH LTDAPT14.636.983 $+3.141.716 $11.495.267 $+3.195.021 $8.300.246 $+634.198 $7.666.048 $+7.666.048 $
NVIDIA CORPNVDA12.705.784 $-512.897 $13.218.681 $+1.883.992 $11.334.689 $+3.679.765 $7.654.924 $+7.654.924 $
ISHARES GOLD TRUSTIAU12.520.229 $+1.289.489 $11.230.740 $+1.662.908 $9.567.832 $+736.862 $8.830.970 $+8.830.970 $
MICROSOFT CORPMSFT6.758.958 $-1.278.980 $8.037.938 $+152.064 $7.885.874 $+1.206.953 $6.678.921 $+6.678.921 $
AMAZON COM INCAMZN5.879.397 $+90.701 $5.788.696 $-1.062.586 $6.851.282 $+861.178 $5.990.104 $+5.990.104 $
PROCTER & GAMBLE CoPG3.647.173 $-482.155 $4.129.328 $-54.355 $4.183.683 $-304.924 $4.488.607 $+4.488.607 $
PALATIN TECHNOLOGIES INCPTNT3.910.678 $-234.087 $4.144.765 $+4.144.765 $
ELI LILLY & CoLLY3.891.542 $+1.143.999 $2.747.543 $+35.664 $2.711.879 $-253.303 $2.965.182 $+2.965.182 $
JPMORGAN CHASE & COJPM3.786.076 $+7.524 $3.778.552 $+306.131 $3.472.421 $+527.951 $2.944.470 $+2.944.470 $
LINDE PLCLIN2.320.035 $-285.382 $2.605.417 $+40.847 $2.564.570 $+59.405 $2.505.165 $+2.505.165 $
BERKSHIRE HATHAWAY INCBRK-B2.544.895 $-25.593 $2.570.488 $+122.229 $2.448.259 $-107.569 $2.555.828 $+2.555.828 $
MORGAN STANLEYMS2.555.993 $+931.935 $1.624.058 $+325.192 $1.298.866 $+679.842 $619.024 $+619.024 $
AbbVie Inc.ABBV2.359.677 $-148.393 $2.508.070 $+707.196 $1.800.874 $-287.148 $2.088.022 $+2.088.022 $
ORACLE CORPORCL1.555.665 $-781.433 $2.337.098 $+473.182 $1.863.916 $+428.570 $1.435.346 $+1.435.346 $
PEPSICO INCPEP2.069.603 $-64.659 $2.134.262 $+114.715 $2.019.547 $-266.282 $2.285.829 $+2.285.829 $
COCA COLA COKO2.171.481 $-23.825 $2.195.306 $+187.837 $2.007.469 $-43.329 $2.050.798 $+2.050.798 $
LAM RESEARCH CORPLRCX1.989.084 $+406.194 $1.582.890 $+480.282 $1.102.608 $+301.440 $801.168 $+801.168 $
NETFLIX INCNFLX1.398.993 $-426.963 $1.825.956 $+157.400 $1.668.556 $+503.826 $1.164.730 $+1.164.730 $
Walt Disney CoDIS1.641.051 $-22.094 $1.663.145 $-127.056 $1.790.201 $+368.138 $1.422.063 $+1.422.063 $
ADVANCED MICRO DEVICES INCAMD1.779.341 $+301.799 $1.477.542 $+188.882 $1.288.660 $+367.034 $921.626 $+921.626 $
PFIZER INCPFE1.438.098 $-199.523 $1.637.621 $+133.617 $1.504.004 $-275.101 $1.779.105 $+1.779.105 $
AMERICAN EXPRESS COAXP1.584.045 $+171.871 $1.412.174 $+117.715 $1.294.459 $+210.795 $1.083.664 $+1.083.664 $
EXXON MOBIL CORPXOM1.014.369 $-43.349 $1.057.718 $+5.269 $1.052.449 $-521.474 $1.573.923 $+1.573.923 $
Mastercard IncMA1.499.123 $+5.524 $1.493.599 $+109.160 $1.384.439 $+143.754 $1.240.685 $+1.240.685 $
SPS COMMERCE INCSPSC1.444.947 $+174.852 $1.270.095 $+180.937 $1.089.158 $+49.549 $1.039.609 $+1.039.609 $
UNITEDHEALTH GROUP INCUNH780.570 $+115.750 $664.820 $-63.436 $728.256 $-671.989 $1.400.245 $+1.400.245 $
CATERPILLAR INCCAT1.382.128 $+189.433 $1.192.695 $+255.712 $936.983 $+137.358 $799.625 $+799.625 $
GOLDMAN SACHS GROUP INCGS1.315.105 $+119.090 $1.196.015 $+177.864 $1.018.151 $+237.331 $780.820 $+780.820 $
Accenture plcACN616.283 $+52.212 $564.071 $-529.164 $1.093.235 $-188.676 $1.281.911 $+1.281.911 $
Walmart Inc.WMT1.276.885 $+81.272 $1.195.613 $+31.781 $1.163.832 $+122.337 $1.041.495 $+1.041.495 $
INTEL CORPINTC1.165.209 $-1.877 $1.167.086 $-50.432 $1.217.518 $+31.319 $1.186.199 $+1.186.199 $
DOVER CorpDOV874.090 $+132.030 $742.060 $-443.304 $1.185.364 $+57.872 $1.127.492 $+1.127.492 $
WELLTOWER INC.WELL1.169.309 $+113.264 $1.056.045 $+321.609 $734.436 $+20.369 $714.067 $+714.067 $
SYNOPSYS INCSNPS1.135.314 $+596.532 $538.782 $+60.452 $478.330 $+109.947 $368.383 $+368.383 $
ASML HOLDING NVASML1.110.567 $+97.968 $1.012.599 $+204.898 $807.701 $+148.145 $659.556 $+659.556 $
Booking Holdings Inc.BKNG1.028.994 $-2.954 $1.031.948 $-68.648 $1.100.596 $+206.426 $894.170 $+894.170 $
JOHNSON & JOHNSONJNJ1.097.798 $+90.345 $1.007.453 $+181.333 $826.120 $-191.152 $1.017.272 $+1.017.272 $
AT&T INC.T935.048 $-160.123 $1.095.171 $+14.329 $1.080.842 $+20.663 $1.060.179 $+1.060.179 $
Bank of New York Mellon CorpBK1.035.719 $+90.106 $945.613 $+475.270 $470.343 $+54.920 $415.423 $+415.423 $
CITIGROUP INCC936.840 $+120.079 $816.761 $+78.584 $738.177 $+115.637 $622.540 $+622.540 $
INTUITIVE SURGICAL INCISRG933.858 $+218.792 $715.066 $+236.389 $478.677 $+43.891 $434.786 $+434.786 $
BOSTON SCIENTIFIC CORPBSX762.800 $-64.419 $827.219 $-103.703 $930.922 $+75.560 $855.362 $+855.362 $
VERIZON COMMUNICATIONS INCVZ775.489 $-119.552 $895.041 $+47.258 $847.783 $-12.075 $859.858 $+859.858 $
Palo Alto Networks IncPANW717.275 $-108.608 $825.883 $+336.998 $488.885 $+182.757 $306.128 $+306.128 $
Sony Group CorpSONY620.738 $-197.191 $817.929 $+105.718 $712.211 $+35.263 $676.948 $+676.948 $
AMGEN INCAMGN810.377 $+113.121 $697.256 $+12.161 $685.095 $-97.393 $782.488 $+782.488 $
MICRON TECHNOLOGY INCMU799.306 $+357.512 $441.794 $+66.726 $375.068 $+141.183 $233.885 $+233.885 $
FISERV INCFISV426.630 $-180.426 $607.056 $-167.836 $774.892 $+774.892 $
CHEVRON CORPCVX738.378 $-20.467 $758.845 $+106.364 $652.481 $-119.391 $771.872 $+771.872 $
Nebius Group N.V.NBIS478.542 $-263.226 $741.768 $+378.914 $362.854 $+362.854 $
DEERE & CODE405.920 $-13.697 $419.617 $-316.419 $736.036 $+41.727 $694.309 $+694.309 $
KLA CORPKLAC697.495 $+54.620 $642.875 $+306.955 $335.920 $+85.066 $250.854 $+250.854 $
WIPRO LTDWIT693.404 $+142.605 $550.799 $+55.074 $495.725 $+2.186 $493.539 $+493.539 $
BALL CorpBALL671.244 $+2.720 $668.524 $-15.328 $683.852 $+36.518 $647.334 $+647.334 $
STRYKER CORPSYK567.506 $-47.801 $615.307 $-55.406 $670.713 $+45.288 $625.425 $+625.425 $
SCHWAB CHARLES CORPSCHW643.952 $+46.540 $597.412 $+102.445 $494.967 $+89.075 $405.892 $+405.892 $
ALLSTATE CORPALL575.879 $-61.128 $637.007 $+39.187 $597.820 $-20.212 $618.032 $+618.032 $
Infosys LtdINFY634.970 $+185.283 $449.687 $-16.078 $465.765 $+75.895 $389.870 $+389.870 $
RELX PLCRELX438.585 $-142.974 $581.559 $+121.498 $460.061 $+30.989 $429.072 $+429.072 $
SYSCO CORPSYY449.080 $-118.021 $567.101 $+78.678 $488.423 $+15.441 $472.982 $+472.982 $
MERCADOLIBRE INCMELI443.138 $-56.968 $500.106 $-56.597 $556.703 $+158.725 $397.978 $+397.978 $
HDFC BANK LTDHDB287.410 $+10.624 $276.786 $-277.308 $554.094 $+52.738 $501.356 $+501.356 $
GENERAL ELECTRIC COGE402.917 $-45.316 $448.233 $+59.310 $388.923 $-163.493 $552.416 $+552.416 $
GSK plcGSK542.342 $+58.228 $484.114 $+484.114 $
TE Connectivity plcTEL288.088 $+4.848 $283.240 $-258.215 $541.455 $+90.210 $451.245 $+451.245 $
CINTAS CORPCTAS340.521 $-101.477 $441.998 $-78.877 $520.875 $+46.523 $474.352 $+474.352 $
UNILEVER PLCUL296.197 $-29.450 $325.647 $-189.887 $515.534 $+70.488 $445.046 $+445.046 $
PACCAR INCPCAR514.012 $+134.193 $379.819 $-52.071 $431.890 $-32.621 $464.511 $+464.511 $
COLGATE PALMOLIVE COCL330.802 $+11.896 $318.906 $-129.275 $448.181 $-60.920 $509.101 $+509.101 $
Monster Beverage CorpMNST487.852 $+234.699 $253.153 $+253.153 $
RTX CorpRTX480.738 $+44.643 $436.095 $+43.136 $392.959 $-53.440 $446.399 $+446.399 $
LOCKHEED MARTIN CORPLMT440.140 $-25.124 $465.264 $+30.326 $434.938 $+14.552 $420.386 $+420.386 $
NEXTERA ENERGY INCNEE266.004 $+14.823 $251.181 $+20.138 $231.043 $-230.029 $461.072 $+461.072 $
SanofiSNY274.623 $-106.565 $381.188 $+7.510 $373.678 $-76.269 $449.947 $+449.947 $
NOVARTIS AGNVS433.304 $+47.578 $385.726 $-36.095 $421.821 $+20.463 $401.358 $+401.358 $
MCDONALDS CORPMCD382.170 $-21.256 $403.426 $+15.183 $388.243 $-41.821 $430.064 $+430.064 $
Trane Technologies plcTT307.710 $-119.107 $426.817 $+53.135 $373.682 $+130.027 $243.655 $+243.655 $
GARMIN LTDGRMN424.531 $+74.831 $349.700 $-45.071 $394.771 $+394.771 $
SAP SESAP286.196 $-52.679 $338.875 $-73.544 $412.419 $+69.621 $342.798 $+342.798 $
COPART INCCPRT338.681 $-72.615 $411.296 $+411.296 $
UNITED MICROELECTRONICS CORPUMC405.361 $+32.519 $372.842 $+101.405 $271.437 $+8.918 $262.519 $+262.519 $
FASTENAL COFAST232.647 $-161.750 $394.397 $+158.029 $236.368 $+16.129 $220.239 $+220.239 $
Otis Worldwide CorpOTIS305.269 $-70.050 $375.319 $+58.244 $317.075 $-73.265 $390.340 $+390.340 $
SHERWIN WILLIAMS COSHW329.495 $-53.069 $382.564 $+382.564 $
EQUINIX INCEQIX257.876 $-97.786 $355.662 $-13.677 $369.339 $+369.339 $
KT CORPKT303.280 $-9.561 $312.841 $-55.476 $368.317 $+49.385 $318.932 $+318.932 $
BP PLCBP351.242 $+2.731 $348.511 $+45.635 $302.876 $-58.020 $360.896 $+360.896 $
HUBBELL INCHUBB341.402 $+20.125 $321.277 $+60.505 $260.772 $+260.772 $
BECTON DICKINSON & COBDX259.278 $-81.185 $340.463 $+340.463 $
Lloyds Banking Group plcLYG336.220 $+51.123 $285.097 $+116.426 $168.671 $+19.753 $148.918 $+148.918 $
PAYCHEX INCPAYX249.494 $-57.076 $306.570 $-12.750 $319.320 $-14.409 $333.729 $+333.729 $
REALTY INCOME CORPO293.574 $-29.416 $322.990 $+322.990 $
CHIPOTLE MEXICAN GRILL INCCMG291.474 $-16.816 $308.290 $+308.290 $
HERSHEY COHSY206.018 $+4.565 $201.453 $-55.751 $257.204 $-48.577 $305.781 $+305.781 $
PENTAIR plcPNR259.109 $-42.922 $302.031 $+37.926 $264.105 $+264.105 $
AFLAC INCAFL268.346 $-25.326 $293.672 $+293.672 $
MPLX LPMPLX286.921 $+18.386 $268.535 $-8.386 $276.921 $-10.806 $287.727 $+287.727 $
TAKEDA PHARMACEUTICAL CO LTDTAK216.359 $-68.507 $284.866 $+284.866 $
HALLIBURTON COHAL277.101 $+32.636 $244.465 $+244.465 $
CUMMINS INCCMI275.211 $+45.382 $229.829 $+229.829 $
Eaton Corp plcETN209.923 $-51.701 $261.624 $+24.568 $237.056 $+237.056 $
LOEWS CORPL257.749 $+12.441 $245.308 $+245.308 $
GENUINE PARTS COGPC246.381 $-7.506 $253.887 $+253.887 $
Zoetis Inc.ZTS253.758 $+36 $253.722 $+253.722 $
Fox CorpFOXA241.547 $-8.004 $249.551 $+249.551 $
Medtronic plcMDT207.298 $-4.611 $211.909 $-17.958 $229.867 $-13.951 $243.818 $+243.818 $
Kraft Heinz CoKHC235.778 $+235.778 $
ANALOG DEVICES INCADI235.560 $+235.560 $
METLIFE INCMET234.863 $+24.126 $210.737 $-1.620 $212.357 $-20.067 $232.424 $+232.424 $
MCCORMICK & CO INCMKC233.345 $+233.345 $
Rocket Lab CorpRKLB233.208 $+233.208 $
GARTNER INCIT207.375 $-25.003 $232.378 $+232.378 $
Vertiv Holdings CoVRT227.980 $+10.721 $217.259 $+217.259 $
GENERAL DYNAMICS CORPGD224.553 $-2.553 $227.106 $+227.106 $
CHUNGHWA TELECOM CO LTDCHT214.476 $-8.180 $222.656 $+19.783 $202.873 $+202.873 $
NASDAQ, INC.NDAQ213.492 $+6.872 $206.620 $+206.620 $
SEMPRASRE211.825 $+211.825 $
Strategy IncMSTR210.081 $+210.081 $
EXELON CORPEXC209.450 $+209.450 $
CSX CORPCSX207.216 $+207.216 $
CREDICORP LTDBAP204.111 $+204.111 $
FRANKLIN RESOURCES INCBEN204.060 $+204.060 $
V F CORPVFC162.215 $+162.215 $
NOKIA CORPNOK136.854 $+54.175 $82.679 $-20.321 $103.000 $+767 $102.233 $+102.233 $
TELEFONICA S ATEFOF67.640 $-6.127 $73.767 $-7.288 $81.055 $-3.776 $84.831 $+84.831 $
632.768.953 $+31.308.183 $602.010.736 $+56.133.976 $549.037.049 $+48.906.057 $501.009.010 $+501.009.010 $
Erweiterte Einstellungen ×