Investments: Commonwealth Financial Services, 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. ($)
551.186.533 $+40.648.182 $532.995.653 $+58.107.894 $474.931.030 $+31.261.971 $444.098.190 $+444.098.190 $
BANK OF AMERICA CORP /DE/BAC404.421.355 $+11.922.997 $392.498.358 $+41.733.781 $350.764.577 $+15.074.703 $335.689.874 $+335.689.874 $
WORLD EQUITY GROUP, INC.28.843.085 $+1.151.609 $27.691.476 $+6.828.838 $20.862.638 $+15.056.887 $5.805.751 $+5.805.751 $
BlackRock, Inc.BLK21.703.002 $+21.227.740 $475.262 $-16.387 $491.649 $-7.727.331 $8.218.980 $+8.218.980 $
TRUIST FINANCIAL CORPTFC21.142.508 $+505.298 $20.637.210 $-741.081 $21.378.291 $+21.378.291 $
MORGAN STANLEYMS17.767.388 $+2.855.705 $14.911.683 $+661.960 $14.249.723 $+646.951 $13.602.772 $+13.602.772 $
NVIDIA CORPNVDA12.400.610 $-93.864 $12.494.474 $+1.868.637 $10.625.837 $+3.724.650 $6.901.187 $+6.901.187 $
MICROSOFT CORPMSFT9.572.458 $-510.912 $10.083.370 $-796.898 $10.880.268 $+2.515.146 $8.365.122 $+8.365.122 $
APPFOLIO INCAPPF6.053.680 $+581.367 $5.472.313 $+995.758 $4.476.555 $-495.171 $4.971.726 $+4.971.726 $
JPMORGAN CHASE & COJPM4.993.134 $-394.021 $5.387.155 $+469.830 $4.917.325 $+776.945 $4.140.380 $+4.140.380 $
ALPHA PRO TECH LTDAPT4.524.969 $+1.129.832 $3.395.137 $+1.074.696 $2.320.441 $+453.907 $1.866.534 $+1.866.534 $
AMAZON COM INCAMZN4.012.648 $+285.378 $3.727.270 $+119.771 $3.607.499 $+561.757 $3.045.742 $+3.045.742 $
Walmart Inc.WMT2.795.247 $+188.012 $2.607.235 $+211.445 $2.395.790 $+241.014 $2.154.776 $+2.154.776 $
PROCTER & GAMBLE CoPG2.024.005 $-270.458 $2.294.463 $-16.223 $2.310.686 $-212.082 $2.522.768 $+2.522.768 $
EXXON MOBIL CORPXOM2.407.139 $+395.673 $2.011.466 $+7.236 $2.004.230 $-229.497 $2.233.727 $+2.233.727 $
LOCKHEED MARTIN CORPLMT1.949.674 $-67.634 $2.017.308 $+108.245 $1.909.063 $+80.232 $1.828.831 $+1.828.831 $
AbbVie Inc.ABBV1.508.107 $-29.267 $1.537.374 $+349.013 $1.188.361 $-116.239 $1.304.600 $+1.304.600 $
SPS COMMERCE INCSPSC1.159.207 $+147.184 $1.012.023 $+178.313 $833.710 $+52.851 $780.859 $+780.859 $
BERKSHIRE HATHAWAY INCBRK-B1.118.396 $+128.501 $989.895 $+64.503 $925.392 $-147.757 $1.073.149 $+1.073.149 $
ELI LILLY & CoLLY1.114.386 $+436.002 $678.384 $-23.963 $702.347 $-47.529 $749.876 $+749.876 $
AT&T INC.T938.248 $-129.828 $1.068.076 $+90.280 $977.796 $-9.742 $987.538 $+987.538 $
COCA COLA COKO1.042.572 $+160.491 $882.081 $+47.240 $834.841 $+24.224 $810.617 $+810.617 $
JOHNSON & JOHNSONJNJ1.030.670 $+87.943 $942.727 $+191.456 $751.271 $-67.532 $818.803 $+818.803 $
PFIZER INCPFE969.282 $-9.481 $978.763 $+42.081 $936.682 $+62.100 $874.582 $+874.582 $
CSX CORPCSX978.425 $+23.447 $954.978 $+101.769 $853.209 $+87.993 $765.216 $+765.216 $
CHEVRON CORPCVX927.775 $+21.520 $906.255 $+253.392 $652.863 $-87.229 $740.092 $+740.092 $
PEOPLES BANCORP INCPEBO862.712 $+7.231 $855.481 $-23.945 $879.426 $+125.164 $754.262 $+754.262 $
iShares Bitcoin Trust ETFIBIT667.601 $-162.543 $830.144 $+69.827 $760.317 $+182.146 $578.171 $+578.171 $
PALATIN TECHNOLOGIES INCPTNT744.773 $-38.721 $783.494 $+174.553 $608.941 $+230.069 $378.872 $+378.872 $
Mastercard IncMA749.388 $+73.918 $675.470 $+5.445 $670.025 $+47.266 $622.759 $+622.759 $
ORACLE CORPORCL510.420 $-208.873 $719.293 $+137.215 $582.078 $+214.234 $367.844 $+367.844 $
ASML HOLDING NVASML669.990 $-36.885 $706.875 $+343.780 $363.095 $+98.715 $264.380 $+264.380 $
PEPSICO INCPEP552.161 $-23.401 $575.562 $+39.797 $535.765 $-104.611 $640.376 $+640.376 $
AMGEN INCAMGN637.100 $+72.327 $564.773 $+8.335 $556.438 $-58.745 $615.183 $+615.183 $
CATERPILLAR INCCAT623.590 $+121.047 $502.543 $+120.625 $381.918 $+62.192 $319.726 $+319.726 $
MICRON TECHNOLOGY INCMU546.805 $+292.189 $254.616 $+254.616 $
MCDONALDS CORPMCD521.015 $+40.423 $480.592 $+8.674 $471.918 $-55.351 $527.269 $+527.269 $
UNITEDHEALTH GROUP INCUNH383.999 $-61.208 $445.207 $+130.911 $314.296 $-207.519 $521.815 $+521.815 $
ADVANCED MICRO DEVICES INCAMD492.293 $+143.681 $348.612 $+110.402 $238.210 $+238.210 $
VERIZON COMMUNICATIONS INCVZ474.436 $+3.871 $470.565 $+10.350 $460.215 $+23.979 $436.236 $+436.236 $
Eaton Corp plcETN463.114 $+26.738 $436.376 $+19.412 $416.964 $+97.564 $319.400 $+319.400 $
Palo Alto Networks IncPANW417.950 $+53.063 $364.887 $+9.223 $355.664 $+66.941 $288.723 $+288.723 $
Duke Energy CORPDUK223.870 $-189.708 $413.578 $+23.575 $390.003 $-12.639 $402.642 $+402.642 $
GOLDMAN SACHS GROUP INCGS402.582 $+49.003 $353.579 $+61.278 $292.301 $+54.119 $238.182 $+238.182 $
QUEST DIAGNOSTICS INCDGX313.754 $-43.729 $357.483 $-13.528 $371.011 $+15.680 $355.331 $+355.331 $
3M COMMM369.876 $+10.656 $359.220 $+4.293 $354.927 $+16.601 $338.326 $+338.326 $
RTX CorpRTX366.433 $+35.956 $330.477 $+59.026 $271.451 $+60.575 $210.876 $+210.876 $
PAYCHEX INCPAYX218.498 $-54.399 $272.897 $-56.884 $329.781 $-18.667 $348.448 $+348.448 $
NETFLIX INCNFLX311.719 $-31.098 $342.817 $+122.740 $220.077 $+220.077 $
CARNIVAL CORPCCL335.635 $+18.868 $316.767 $+19.314 $297.453 $+91.431 $206.022 $+206.022 $
INTUITIVE SURGICAL INCISRG335.285 $+84.836 $250.449 $-50.600 $301.049 $+21.717 $279.332 $+279.332 $
WESBANCO INCWSBC331.966 $+10.234 $321.732 $-6.093 $327.825 $+7.575 $320.250 $+320.250 $
Walt Disney CoDIS331.627 $+506 $331.121 $+99.769 $231.352 $+231.352 $
FASTENAL COFAST263.673 $-65.947 $329.620 $+12.525 $317.095 $+23.574 $293.521 $+293.521 $
FEDEX CORPFDX320.635 $+61.480 $259.155 $+11.387 $247.768 $+2.769 $244.999 $+244.999 $
Oddity Tech LtdODD295.925 $+295.925 $
ROLLINS INCROL289.513 $+14.417 $275.096 $+275.096 $
COMCAST CORPCMCSA264.833 $-22.704 $287.537 $+74.052 $213.485 $+213.485 $
ALLSTATE CORPALL275.591 $-6.244 $281.835 $+281.835 $
GENERAL ELECTRIC COGE279.691 $+2.937 $276.754 $+67.239 $209.515 $+209.515 $
Allison Transmission Holdings IncALSN274.120 $+36.456 $237.664 $-28.308 $265.972 $-1.904 $267.876 $+267.876 $
STARBUCKS CORPSBUX241.459 $-31.231 $272.690 $+52.937 $219.753 $-53.839 $273.592 $+273.592 $
Rocket Lab CorpRKLB272.273 $+272.273 $
BARCLAYS PLCBCS267.024 $+11.090 $255.934 $+255.934 $
Phillips 66PSX200.403 $-63.400 $263.803 $+14.499 $249.304 $+4.950 $244.354 $+244.354 $
AMERICAN EXPRESS COAXP258.987 $+39.077 $219.910 $+219.910 $
Public StoragePSA232.875 $-10.317 $243.192 $-8.043 $251.235 $+251.235 $
KLA CORPKLAC243.016 $+33.768 $209.248 $+209.248 $
FIRSTENERGY CORPFE226.044 $-11.624 $237.668 $+29.282 $208.386 $-28.839 $237.225 $+237.225 $
NEXTERA ENERGY INCNEE235.381 $+235.381 $
ISHARES GOLD TRUSTIAU230.036 $+23.806 $206.230 $-17.523 $223.753 $+223.753 $
MCKESSON CORPMCK214.096 $+214.096 $
CUMMINS INCCMI210.818 $+210.818 $
SOUTHERN COSO209.442 $+9.161 $200.281 $-262 $200.543 $+200.543 $
COLGATE PALMOLIVE COCL205.378 $+205.378 $
CITIGROUP INCC204.208 $+204.208 $
FORD MOTOR COF144.254 $+14.895 $129.359 $+129.359 $
551.186.533 $+40.648.182 $532.995.653 $+58.107.894 $474.931.030 $+31.261.971 $444.098.190 $+444.098.190 $
Erweiterte Einstellungen ×