Investments: Windsor Capital 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. ($)
339.464.258 $+1.242.672 $338.583.021 $+18.093.402 $320.722.429 $+15.974.037 $304.748.392 $+304.748.392 $
BANK OF AMERICA CORP /DE/BAC297.357.826 $-1.372.593 $298.730.419 $+15.743.791 $282.986.628 $+15.035.230 $267.951.398 $+267.951.398 $
APPFOLIO INCAPPF7.680.638 $+306.154 $7.374.484 $+1.435.862 $5.938.622 $-591.566 $6.530.188 $+6.530.188 $
BlackRock, Inc.BLK3.919.906 $-87.279 $4.007.185 $+391.666 $3.615.519 $+252.501 $3.363.018 $+3.363.018 $
JPMORGAN CHASE & COJPM3.159.012 $+63.961 $3.095.051 $+198.467 $2.896.584 $+324.709 $2.571.875 $+2.571.875 $
Walmart Inc.WMT2.972.308 $+186.905 $2.785.403 $-261.705 $3.047.108 $+151.452 $2.895.656 $+2.895.656 $
MICROSOFT CORPMSFT2.356.567 $-48.545 $2.405.112 $+82.552 $2.322.560 $+562.325 $1.760.235 $+1.760.235 $
MCDONALDS CORPMCD1.365.007 $+24.467 $1.340.540 $-376.368 $1.716.908 $-146.833 $1.863.741 $+1.863.741 $
PROCTER & GAMBLE CoPG1.005.687 $-50.643 $1.056.330 $-425.813 $1.482.143 $-133.524 $1.615.667 $+1.615.667 $
BERKSHIRE HATHAWAY INCBRK-B1.360.996 $+492 $1.360.504 $+45.865 $1.314.639 $-123.432 $1.438.071 $+1.438.071 $
GOLDMAN SACHS GROUP INCGS1.301.335 $+118.551 $1.182.784 $+81.580 $1.101.204 $+238.198 $863.006 $+863.006 $
COCA COLA COKO1.212.732 $+66.127 $1.146.605 $-78.063 $1.224.668 $-63.126 $1.287.794 $+1.287.794 $
AMAZON COM INCAMZN1.284.523 $+138.578 $1.145.945 $+141.130 $1.004.815 $+266.789 $738.026 $+738.026 $
CATERPILLAR INCCAT1.234.396 $+206.254 $1.028.142 $+182.715 $845.427 $+87.627 $757.800 $+757.800 $
AMGEN INCAMGN1.214.320 $+764.775 $449.545 $+22.912 $426.633 $-1.437 $428.070 $+428.070 $
JOHNSON & JOHNSONJNJ1.195.843 $+116.615 $1.079.228 $+8.209 $1.071.019 $-83.908 $1.154.927 $+1.154.927 $
ORACLE CORPORCL679.333 $-433.927 $1.113.260 $+355.678 $757.582 $+273.688 $483.894 $+483.894 $
EXXON MOBIL CORPXOM925.570 $+50.205 $875.365 $-78.150 $953.515 $-137.072 $1.090.587 $+1.090.587 $
CHEVRON CORPCVX1.018.458 $+35.447 $983.011 $+77.099 $905.912 $-168.292 $1.074.204 $+1.074.204 $
SPS COMMERCE INCSPSC793.809 $+89.267 $704.542 $-225 $704.767 $+38.587 $666.180 $+666.180 $
EMERSON ELECTRIC COEMR788.490 $+15.577 $772.913 $-19.467 $792.380 $+137.281 $655.099 $+655.099 $
PEPSICO INCPEP735.451 $+57.635 $677.816 $+15.658 $662.158 $-89.729 $751.887 $+751.887 $
TARGET CORPTGT703.898 $+703.898 $
3M COMMM624.156 $+19.335 $604.821 $+11.618 $593.203 $-104.140 $697.343 $+697.343 $
Medtronic plcMDT642.302 $+3.197 $639.105 $+54.154 $584.951 $-36.114 $621.065 $+621.065 $
AbbVie Inc.ABBV639.481 $+29.349 $610.132 $+122.382 $487.750 $-61.022 $548.772 $+548.772 $
AMERICAN EXPRESS COAXP582.688 $+92.971 $489.717 $+1.844 $487.873 $+76.608 $411.265 $+411.265 $
COMCAST CORPCMCSA361.435 $-48.553 $409.988 $-153.489 $563.477 $+563.477 $
NVIDIA CORPNVDA505.255 $-47.955 $553.210 $+305.956 $247.254 $+247.254 $
AT&T INC.T329.776 $-76.513 $406.289 $-10.071 $416.360 $-47.064 $463.424 $+463.424 $
COLGATE PALMOLIVE COCL327.403 $-3.812 $331.215 $-45.410 $376.625 $-11.601 $388.226 $+388.226 $
ALPHA PRO TECH LTDAPT337.099 $+50.972 $286.127 $+78.705 $207.422 $+207.422 $
RTX CorpRTX285.317 $+27.677 $257.640 $+25.511 $232.129 $+21.556 $210.573 $+210.573 $
FASTENAL COFAST228.179 $-50.662 $278.841 $+40.029 $238.812 $+18.337 $220.475 $+220.475 $
ELI LILLY & CoLLY248.251 $+248.251 $
XCEL ENERGY INCXEL232.810 $-7.664 $240.474 $+240.474 $
CVS HEALTH CorpCVS238.874 $+11.950 $226.924 $+17.570 $209.354 $+3.733 $205.621 $+205.621 $
NICOLET BANKSHARES INCNIC209.372 $-14.009 $223.381 $-3.726 $227.107 $-9.247 $236.354 $+236.354 $
339.464.258 $+1.242.672 $338.583.021 $+18.093.402 $320.722.429 $+15.974.037 $304.748.392 $+304.748.392 $
Erweiterte Einstellungen ×