Investments: Institute for Wealth Management, 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. ($)
876.622.942 $-17.023.794 $896.643.413 $+57.545.704 $842.310.072 $+103.810.351 $738.706.193 $+738.706.193 $
BANK OF AMERICA CORP /DE/BAC444.210.193 $-21.659.608 $465.869.801 $+18.994.251 $446.875.550 $+43.856.826 $403.018.724 $+403.018.724 $
NVIDIA CORPNVDA140.544.856 $-1.911.152 $142.456.008 $+18.077.775 $124.378.233 $+36.770.614 $87.607.619 $+87.607.619 $
APPFOLIO INCAPPF33.389.070 $+1.750.066 $31.639.004 $+5.835.263 $25.803.741 $-2.556.977 $28.360.718 $+28.360.718 $
MICROSOFT CORPMSFT22.970.513 $-1.978.319 $24.948.832 $+664.744 $24.284.088 $+5.507.288 $18.776.800 $+18.776.800 $
ALPHA PRO TECH LTDAPT22.493.545 $+4.806.257 $17.687.288 $+4.416.022 $13.271.266 $+1.596.066 $11.675.200 $+11.675.200 $
BlackRock, Inc.BLK13.325.152 $-6.134.326 $19.459.478 $-1.183.134 $20.642.612 $+3.061.524 $17.581.088 $+17.581.088 $
AMAZON COM INCAMZN19.463.233 $+845.462 $18.617.771 $-1.091.322 $19.709.093 $+1.309.811 $18.399.282 $+18.399.282 $
LAM RESEARCH CORPLRCX12.444.273 $+2.606.372 $9.837.901 $+2.686.039 $7.151.862 $+1.792.926 $5.358.936 $+5.358.936 $
BERKSHIRE HATHAWAY INCBRK-B7.957.913 $-286.608 $8.244.521 $+239.215 $8.005.306 $-762.139 $8.767.445 $+8.767.445 $
GOLDMAN SACHS GROUP INCGS8.592.439 $+644.944 $7.947.495 $+693.209 $7.254.286 $+1.630.869 $5.623.417 $+5.623.417 $
STARBUCKS CORPSBUX6.318.412 $-63.153 $6.381.565 $-621.588 $7.003.153 $-637.296 $7.640.449 $+7.640.449 $
ELI LILLY & CoLLY6.164.907 $+1.751.630 $4.413.277 $-220.027 $4.633.304 $-458.900 $5.092.204 $+5.092.204 $
ADVANCED MICRO DEVICES INCAMD6.148.106 $+1.460.240 $4.687.866 $+551.622 $4.136.244 $+959.728 $3.176.516 $+3.176.516 $
Walt Disney CoDIS5.127.001 $-106.106 $5.233.107 $-552.183 $5.785.290 $+1.104.705 $4.680.585 $+4.680.585 $
NETFLIX INCNFLX3.882.508 $-1.092.924 $4.975.432 $-624.782 $5.600.214 $+1.604.858 $3.995.356 $+3.995.356 $
Mastercard IncMA5.418.314 $-45.746 $5.464.060 $+104.860 $5.359.200 $+102.841 $5.256.359 $+5.256.359 $
ORACLE CORPORCL3.268.957 $-2.014.884 $5.283.841 $+1.132.753 $4.151.088 $+1.441.635 $2.709.453 $+2.709.453 $
JPMORGAN CHASE & COJPM5.058.830 $-618 $5.059.448 $+387.672 $4.671.776 $+772.316 $3.899.460 $+3.899.460 $
BOEING COBA4.528.161 $+58.847 $4.469.314 $+112.857 $4.356.457 $+917.049 $3.439.408 $+3.439.408 $
AbbVie Inc.ABBV4.249.805 $-89.986 $4.339.791 $+795.442 $3.544.349 $-490.046 $4.034.395 $+4.034.395 $
AMGEN INCAMGN3.822.081 $+542.429 $3.279.652 $-3.990 $3.283.642 $-503.284 $3.786.926 $+3.786.926 $
GENERAL ELECTRIC COGE3.654.911 $+62.607 $3.592.304 $+814.295 $2.778.009 $+565.603 $2.212.406 $+2.212.406 $
AMERICAN EXPRESS COAXP3.550.611 $+323.941 $3.226.670 $+104.634 $3.122.036 $+539.451 $2.582.585 $+2.582.585 $
FEDEX CORPFDX3.184.251 $+569.865 $2.614.386 $-172.002 $2.786.388 $-214.781 $3.001.169 $+3.001.169 $
MORGAN STANLEYMS2.967.956 $+290.189 $2.677.767 $+268.300 $2.409.467 $+410.396 $1.999.071 $+1.999.071 $
Palo Alto Networks IncPANW2.505.869 $-372.743 $2.878.612 $-71.182 $2.949.794 $+347.039 $2.602.755 $+2.602.755 $
KLA CORPKLAC2.884.600 $+317.532 $2.567.068 $+435.206 $2.131.862 $+513.938 $1.617.924 $+1.617.924 $
Eaton Corp plcETN2.333.507 $-452.044 $2.785.551 $+138.463 $2.647.088 $+635.676 $2.011.412 $+2.011.412 $
DEERE & CODE2.730.569 $+574.975 $2.155.594 $-268.447 $2.424.041 $+170.168 $2.253.873 $+2.253.873 $
CATERPILLAR INCCAT2.583.171 $+405.863 $2.177.308 $+443.818 $1.733.490 $+178.353 $1.555.137 $+1.555.137 $
RTX CorpRTX2.561.585 $+138.589 $2.422.996 $+284.638 $2.138.358 $+142.467 $1.995.891 $+1.995.891 $
CSX CORPCSX2.517.521 $+49.439 $2.468.082 $+186.760 $2.281.322 $+221.066 $2.060.256 $+2.060.256 $
Booking Holdings Inc.BKNG2.051.092 $+20.966 $2.030.126 $-163.996 $2.194.122 $+392.820 $1.801.302 $+1.801.302 $
Walmart Inc.WMT2.190.424 $+177.513 $2.012.911 $+40.708 $1.972.203 $+151.834 $1.820.369 $+1.820.369 $
JOHNSON & JOHNSONJNJ2.146.436 $+220.071 $1.926.365 $+263.336 $1.663.029 $-176.620 $1.839.649 $+1.839.649 $
Hyatt Hotels CorpH2.038.728 $+222.078 $1.816.650 $-5.450 $1.822.100 $+190.079 $1.632.021 $+1.632.021 $
CITIGROUP INCC2.011.973 $+230.866 $1.781.107 $+273.128 $1.507.979 $+252.420 $1.255.559 $+1.255.559 $
CHEVRON CORPCVX1.760.049 $-5.204 $1.765.253 $+1.186.906 $578.347 $-65.917 $644.264 $+644.264 $
ST JOE CoJOE1.748.450 $+239.116 $1.509.334 $+88.600 $1.420.734 $+14.927 $1.405.807 $+1.405.807 $
Roblox CorpRBLX971.469 $-689.248 $1.660.717 $+399.474 $1.261.243 $+504.114 $757.129 $+757.129 $
VAIL RESORTS INCMTN951.870 $-113.750 $1.065.620 $-394.343 $1.459.963 $-188.805 $1.648.768 $+1.648.768 $
UNITEDHEALTH GROUP INCUNH1.077.058 $-49.858 $1.126.916 $+197.199 $929.717 $-653.440 $1.583.157 $+1.583.157 $
MICRON TECHNOLOGY INCMU1.572.643 $+829.726 $742.917 $+190.751 $552.166 $+156.818 $395.348 $+395.348 $
NICOLET BANKSHARES INCNIC1.356.158 $-133.399 $1.489.557 $-42.108 $1.531.665 $+161.753 $1.369.912 $+1.369.912 $
SPS COMMERCE INCSPSC1.469.326 $+147.926 $1.321.400 $+214.629 $1.106.771 $+128.438 $978.333 $+978.333 $
FAIR ISAAC CORPFICO1.348.848 $+99.245 $1.249.603 $-99.432 $1.349.035 $-52.527 $1.401.562 $+1.401.562 $
FISERV INCFISV347.429 $-657.591 $1.005.020 $-381.860 $1.386.880 $+13.741 $1.373.139 $+1.373.139 $
INTUITIVE SURGICAL INCISRG1.371.158 $+293.333 $1.077.825 $-257.679 $1.335.504 $+96.562 $1.238.942 $+1.238.942 $
SHERWIN WILLIAMS COSHW1.140.563 $-118.034 $1.258.597 $-20.332 $1.278.929 $-51.017 $1.329.946 $+1.329.946 $
GARTNER INCIT558.044 $-124.893 $682.937 $-543.467 $1.226.404 $-42.890 $1.269.294 $+1.269.294 $
LOCKHEED MARTIN CORPLMT1.195.816 $-65.442 $1.261.258 $+77.726 $1.183.532 $+31.739 $1.151.793 $+1.151.793 $
PROCTER & GAMBLE CoPG1.032.176 $-73.889 $1.106.065 $-36.324 $1.142.389 $-92.896 $1.235.285 $+1.235.285 $
AT&T INC.T1.063.867 $-94.218 $1.158.085 $-37.982 $1.196.067 $+14.233 $1.181.834 $+1.181.834 $
CUMMINS INCCMI1.183.224 $+201.484 $981.740 $+220.527 $761.213 $+36.771 $724.442 $+724.442 $
CINTAS CORPCTAS754.537 $-68.146 $822.683 $-295.902 $1.118.585 $-24.162 $1.142.747 $+1.142.747 $
SCHWAB CHARLES CORPSCHW1.102.120 $+30.906 $1.071.214 $+43.636 $1.027.578 $+144.215 $883.363 $+883.363 $
CONOCOPHILLIPSCOP981.221 $-17.114 $998.335 $+66.749 $931.586 $-158.574 $1.090.160 $+1.090.160 $
COMCAST CORPCMCSA893.731 $-93.947 $987.678 $-31.282 $1.018.960 $-51.173 $1.070.133 $+1.070.133 $
UNITED PARCEL SERVICE INCUPS520.957 $-28.026 $548.983 $-272.287 $821.270 $-241.112 $1.062.382 $+1.062.382 $
FACTSET RESEARCH SYSTEMS INCFDS400.527 $-266.479 $667.006 $-337.664 $1.004.670 $-20.617 $1.025.287 $+1.025.287 $
MCDONALDS CORPMCD955.519 $-1.093 $956.612 $+15.222 $941.390 $-79.499 $1.020.889 $+1.020.889 $
MCKESSON CORPMCK988.778 $+52.878 $935.900 $+48.173 $887.727 $+72.437 $815.290 $+815.290 $
Phillips 66PSX933.992 $-53.514 $987.506 $+108.384 $879.122 $-40.064 $919.186 $+919.186 $
WYNN RESORTS LTDWYNN898.916 $-76.626 $975.542 $+260.340 $715.202 $+77.155 $638.047 $+638.047 $
PALATIN TECHNOLOGIES INCPTNT900.049 $-64.248 $964.297 $+341.885 $622.412 $-42.277 $664.689 $+664.689 $
VERIZON COMMUNICATIONS INCVZ830.706 $-69.705 $900.411 $+25.498 $874.913 $-56.135 $931.048 $+931.048 $
Elanco Animal Health IncELAN928.057 $+91.924 $836.133 $+203.300 $632.833 $+163.315 $469.518 $+469.518 $
METLIFE INCMET819.283 $-37.867 $857.150 $+36.150 $821.000 $+1.343 $819.657 $+819.657 $
Accenture plcACN384.497 $+41.948 $342.549 $-456.709 $799.258 $-35.164 $834.422 $+834.422 $
MERCADOLIBRE INCMELI618.378 $-108.411 $726.789 $-86.050 $812.839 $+206.118 $606.721 $+606.721 $
Strategy IncMSTR782.004 $+199.203 $582.801 $+134.100 $448.701 $+448.701 $
ASML HOLDING NVASML774.579 $+40.766 $733.813 $+126.359 $607.454 $+105.180 $502.274 $+502.274 $
COCA COLA COKO720.427 $+25.839 $694.588 $-29.619 $724.207 $-27.751 $751.958 $+751.958 $
EXXON MOBIL CORPXOM725.761 $+43.293 $682.468 $+26.316 $656.152 $-94.260 $750.412 $+750.412 $
Trane Technologies plcTT620.473 $-60.816 $681.289 $+254.565 $426.724 $+98.035 $328.689 $+328.689 $
CIMPRESS plcCMPR645.724 $+41.674 $604.050 $+177.901 $426.149 $+16.048 $410.101 $+410.101 $
EMERSON ELECTRIC COEMR603.393 $+16.315 $587.078 $-17.622 $604.700 $+107.443 $497.257 $+497.257 $
PEPSICO INCPEP585.203 $+48.420 $536.783 $+181.060 $355.723 $-67.655 $423.378 $+423.378 $
PFIZER INCPFE547.492 $-31.132 $578.624 $+23.968 $554.656 $-25.223 $579.879 $+579.879 $
FORD MOTOR COF578.366 $+11.646 $566.720 $+51.632 $515.088 $+24.517 $490.571 $+490.571 $
ALLSTATE CORPALL543.688 $-20.055 $563.743 $+3.841 $559.902 $-16.011 $575.913 $+575.913 $
CIENA CORPCIEN529.248 $+134.336 $394.912 $-49.882 $444.794 $+444.794 $
Absci CorpABSI508.815 $+65.607 $443.208 $+68.522 $374.686 $+8.748 $365.938 $+365.938 $
INTEL CORPINTC494.591 $+41.580 $453.011 $-54.364 $507.375 $+208.040 $299.335 $+299.335 $
iShares Bitcoin Trust ETFIBIT328.386 $-177.379 $505.765 $+109.001 $396.764 $+174.135 $222.629 $+222.629 $
AUTOLIV INCALV421.721 $-81.776 $503.497 $+503.497 $
NOVARTIS AGNVS500.606 $+26.374 $474.232 $+26.737 $447.495 $+35.242 $412.253 $+412.253 $
LINDE PLCLIN427.243 $-51.630 $478.873 $+5.877 $472.996 $+3.578 $469.418 $+469.418 $
ASTRAZENECA PLCAZN475.343 $+76.407 $398.936 $+33.151 $365.785 $-32.620 $398.405 $+398.405 $
GENUINE PARTS COGPC417.819 $-57.441 $475.260 $+63.048 $412.212 $+7.374 $404.838 $+404.838 $
DELTA AIR LINES, INC.DAL464.745 $+82.738 $382.007 $+44.899 $337.108 $+38.273 $298.835 $+298.835 $
WESTERN DIGITAL CORPWDC460.749 $+140.359 $320.390 $+320.390 $
NUCOR CORPNUE460.309 $+75.406 $384.903 $-73.938 $458.841 $+30.902 $427.939 $+427.939 $
WEYERHAEUSER COWY294.608 $-45.430 $340.038 $-59.650 $399.688 $-55.591 $455.279 $+455.279 $
SUNCOR ENERGY INCSU444.635 $+25.559 $419.076 $+6.140 $412.936 $-24.652 $437.588 $+437.588 $
3M COMMM444.004 $+9.920 $434.084 $+8.301 $425.783 $+6.316 $419.467 $+419.467 $
Edwards Lifesciences CorpEW427.103 $+26.820 $400.283 $-2.890 $403.173 $+29.538 $373.635 $+373.635 $
RADIAN GROUP INCRDN412.302 $-11.147 $423.449 $+2.339 $421.110 $+34.488 $386.622 $+386.622 $
TYLER TECHNOLOGIES INCTYL420.098 $+420.098 $
GRACO INCGGG417.815 $+11.956 $405.859 $+405.859 $
AAR CORPAIR413.950 $+413.950 $
YUM BRANDS INCYUM377.293 $-4.310 $381.603 $+9.602 $372.001 $-39.708 $411.709 $+411.709 $
CHIPOTLE MEXICAN GRILL INCCMG251.063 $-33.241 $284.304 $-117.421 $401.725 $+42.498 $359.227 $+359.227 $
PG&E CorpPCG392.982 $+392.982 $
SOUTHERN COSO335.244 $-30.024 $365.268 $+11.417 $353.851 $-3.409 $357.260 $+357.260 $
AUTOZONE INCAZO281.495 $-81.957 $363.452 $+48.966 $314.486 $-8.518 $323.004 $+323.004 $
PACCAR INCPCAR254.283 $+25.983 $228.300 $+7.570 $220.730 $-140.012 $360.742 $+360.742 $
Allegion plcALLE289.198 $-69.767 $358.965 $+54.871 $304.094 $+68.613 $235.481 $+235.481 $
WATSCO INCWSO351.337 $+351.337 $
RBC Bearings INCRBC351.121 $+45.523 $305.598 $-9.169 $314.767 $+51.559 $263.208 $+263.208 $
HDFC BANK LTDHDB334.195 $+21.767 $312.428 $-38.184 $350.612 $+32.962 $317.650 $+317.650 $
TWILIO INCTWLO338.105 $+83.676 $254.429 $-81.592 $336.021 $+88.406 $247.615 $+247.615 $
Paramount Skydance CorpPSKY335.401 $+335.401 $
GLOBAL PAYMENTS INCGPN271.256 $-63.043 $334.299 $+334.299 $
Zoetis Inc.ZTS275.104 $+456 $274.648 $-58.456 $333.104 $+333.104 $
BOSTON SCIENTIFIC CORPBSX305.597 $-25.857 $331.454 $+331.454 $
Oddity Tech LtdODD325.900 $+325.900 $
CARMAX INCKMX232.382 $-91.167 $323.549 $+323.549 $
NEW YORK TIMES CONYT323.162 $+3.558 $319.604 $+319.604 $
Borr Drilling LtdBORR322.400 $+107.200 $215.200 $+68.800 $146.400 $+146.400 $
EAST WEST BANCORP INCEWBC318.626 $-1.683 $320.309 $+16.460 $303.849 $+33.761 $270.088 $+270.088 $
POOL CORPPOOL290.898 $-26.816 $317.714 $+317.714 $
TE Connectivity plcTEL311.917 $+37.724 $274.193 $+36.536 $237.657 $+237.657 $
Stagwell IncSTGW288.870 $+57.979 $230.891 $-79.529 $310.420 $+310.420 $
SYSCO CORPSYY252.860 $-57.101 $309.961 $+50.067 $259.894 $+2.402 $257.492 $+257.492 $
Monster Beverage CorpMNST309.462 $+37.935 $271.527 $+20.215 $251.312 $+16.529 $234.783 $+234.783 $
MGM Resorts InternationalMGM301.796 $+17.735 $284.061 $-7.692 $291.753 $+35.851 $255.902 $+255.902 $
MGE ENERGY INCMGEE247.959 $-46.794 $294.753 $+294.753 $
RESMED INCRMD239.786 $-52.880 $292.666 $+32.860 $259.806 $+259.806 $
TARGET CORPTGT242.204 $-6.578 $248.782 $-7.623 $256.405 $-31.023 $287.428 $+287.428 $
DOLLAR GENERAL CORPDG283.332 $+59.475 $223.857 $-47.453 $271.310 $+60.805 $210.505 $+210.505 $
BADGER METER INCBMI263.910 $+47.141 $216.769 $+216.769 $
Jazz Pharmaceuticals plcJAZZ223.914 $-38.043 $261.957 $+261.957 $
WILLIS TOWERS WATSON PLCWTW248.157 $-12.725 $260.882 $+260.882 $
NATIONAL HEALTHCARE CORPNHC255.647 $+255.647 $
KORN FERRYKFY240.685 $+18.149 $222.536 $+222.536 $
NOVANTA INCNOVT201.647 $-33.379 $235.026 $+235.026 $
CVS HEALTH CorpCVS213.618 $-9.280 $222.898 $-4.419 $227.317 $+227.317 $
Ingredion IncINGR227.127 $+769 $226.358 $+226.358 $
WPP plcWPP220.967 $+220.967 $
TotalEnergies SETTE208.191 $-11.191 $219.382 $+219.382 $
STRYKER CORPSYK212.297 $-6.345 $218.642 $+13.418 $205.224 $+205.224 $
RALPH LAUREN CORPRL214.380 $+214.380 $
REINSURANCE GROUP OF AMERICA INCRGA206.692 $-4.779 $211.471 $+211.471 $
Otis Worldwide CorpOTIS200.021 $-10.714 $210.735 $+210.735 $
MOLSON COORS BEVERAGE COTAP206.472 $+206.472 $
SYNOPSYS INCSNPS204.560 $+204.560 $
Invesco Municipal TrustVKQ148.610 $+0 $148.610 $+7.700 $140.910 $-7.700 $148.610 $+148.610 $
Ready Capital CorpRC36.542 $-28.327 $64.869 $-8.381 $73.250 $-12.069 $85.319 $+85.319 $
CROWN CRAFTS INCCRWS27.700 $+27.700 $
876.622.942 $-17.023.794 $896.643.413 $+57.545.704 $842.310.072 $+103.810.351 $738.706.193 $+738.706.193 $
Erweiterte Einstellungen ×