Investments: Ascent Wealth Partners, 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. ($)
807.844.194 $+7.962.563 $805.167.849 $+50.608.122 $756.304.104 $+59.951.358 $700.404.394 $+700.404.394 $
BANK OF AMERICA CORP /DE/BAC438.767.475 $-5.603.044 $444.370.519 $+21.288.150 $423.082.369 $+33.343.283 $389.739.086 $+389.739.086 $
APPFOLIO INCAPPF40.855.500 $+1.955.740 $38.899.760 $+7.415.096 $31.484.664 $-3.395.337 $34.880.001 $+34.880.001 $
MORGAN STANLEYMS29.562.332 $+1.606.751 $27.955.581 $+1.287.478 $26.668.103 $+2.043.261 $24.624.842 $+24.624.842 $
ALPHA PRO TECH LTDAPT26.022.067 $+5.663.758 $20.358.309 $+5.534.441 $14.823.868 $-172.638 $14.996.506 $+14.996.506 $
MICROSOFT CORPMSFT23.157.341 $-1.532.475 $24.689.816 $+865.698 $23.824.118 $+4.099.874 $19.724.244 $+19.724.244 $
SPS COMMERCE INCSPSC16.688.614 $+1.767.761 $14.920.853 $+2.834.343 $12.086.510 $+12.086.510 $
JPMORGAN CHASE & COJPM15.947.581 $+155.630 $15.791.951 $+1.220.832 $14.571.119 $+1.622.508 $12.948.611 $+12.948.611 $
ORACLE CORPORCL7.462.324 $-3.391.571 $10.853.895 $-3.306.989 $14.160.884 $+4.850.796 $9.310.088 $+9.310.088 $
AbbVie Inc.ABBV13.364.825 $-412.950 $13.777.775 $+2.591.581 $11.186.194 $-2.008.107 $13.194.301 $+13.194.301 $
Walmart Inc.WMT13.744.875 $+834.240 $12.910.635 $+619.982 $12.290.653 $+934.402 $11.356.251 $+11.356.251 $
Accenture plcACN9.210.471 $+568.867 $8.641.604 $-2.129.794 $10.771.398 $-1.377.879 $12.149.277 $+12.149.277 $
BlackRock, Inc.BLK258.300 $+5.670 $252.630 $+20.137 $232.493 $-11.604.918 $11.837.411 $+11.837.411 $
STRYKER CORPSYK10.318.105 $-932.062 $11.250.167 $-545.146 $11.795.313 $+232.483 $11.562.830 $+11.562.830 $
NVIDIA CORPNVDA11.758.833 $+45.336 $11.713.497 $+1.664.856 $10.048.641 $+3.120.015 $6.928.626 $+6.928.626 $
RTX CorpRTX11.510.367 $+908.840 $10.601.527 $+1.201.343 $9.400.184 $-12.556 $9.412.740 $+9.412.740 $
AMAZON COM INCAMZN10.565.093 $+614.620 $9.950.473 $-46.471 $9.996.944 $+1.145.668 $8.851.276 $+8.851.276 $
CUMMINS INCCMI9.324.901 $+1.575.679 $7.749.222 $+1.697.349 $6.051.873 $-367.065 $6.418.938 $+6.418.938 $
Mastercard IncMA9.176.325 $+1.484.307 $7.692.018 $+32.776 $7.659.242 $+1.480.833 $6.178.409 $+6.178.409 $
ROPER TECHNOLOGIES INCROP5.875.716 $-1.116.915 $6.992.631 $-1.066.133 $8.058.764 $-948.169 $9.006.933 $+9.006.933 $
CATERPILLAR INCCAT8.890.370 $+1.250.721 $7.639.649 $+1.380.539 $6.259.110 $+903.488 $5.355.622 $+5.355.622 $
ELI LILLY & CoLLY8.775.960 $+2.575.750 $6.200.210 $+3.733.723 $2.466.487 $-869.400 $3.335.887 $+3.335.887 $
Palo Alto Networks IncPANW7.447.206 $-677.843 $8.125.049 $+5.957 $8.119.092 $+1.389.050 $6.730.042 $+6.730.042 $
CINTAS CORPCTAS5.191.484 $-1.827.997 $7.019.481 $+960.537 $6.058.944 $+445.509 $5.613.435 $+5.613.435 $
GOLDMAN SACHS GROUP INCGS6.309.061 $+636.320 $5.672.741 $+633.350 $5.039.391 $+1.111.464 $3.927.927 $+3.927.927 $
MERCADOLIBRE INCMELI4.572.370 $-706.777 $5.279.147 $-520.498 $5.799.645 $+1.455.058 $4.344.587 $+4.344.587 $
PALATIN TECHNOLOGIES INCPTNT4.150.818 $-84.245 $4.235.063 $-388.911 $4.623.974 $+1.743.740 $2.880.234 $+2.880.234 $
KLA CORPKLAC4.150.713 $+506.124 $3.644.589 $-405.052 $4.049.641 $+1.008.896 $3.040.745 $+3.040.745 $
PPL CorpPPL3.683.264 $-404.002 $4.087.266 $+356.418 $3.730.848 $+3.730.848 $
AMGEN INCAMGN4.084.829 $+1.749.624 $2.335.205 $-181.036 $2.516.241 $-324.472 $2.840.713 $+2.840.713 $
RESMED INCRMD3.254.395 $-385.667 $3.640.062 $+251.232 $3.388.830 $+414.759 $2.974.071 $+2.974.071 $
MCDONALDS CORPMCD3.472.874 $-11.529 $3.484.403 $+109.839 $3.374.564 $-245.180 $3.619.744 $+3.619.744 $
WEYERHAEUSER COWY3.220.618 $-336.137 $3.556.755 $+3.556.755 $
NETFLIX INCNFLX3.393.643 $+198.521 $3.195.122 $-334.825 $3.529.947 $+3.529.947 $
UNITEDHEALTH GROUP INCUNH1.098.276 $-47.084 $1.145.360 $+110.244 $1.035.116 $-2.094.290 $3.129.406 $+3.129.406 $
Bank of New York Mellon CorpBK2.979.450 $+174.275 $2.805.175 $+403.698 $2.401.477 $+190.832 $2.210.645 $+2.210.645 $
PEPSICO INCPEP419.652 $+8.444 $411.208 $+12.447 $398.761 $-2.110.485 $2.509.246 $+2.509.246 $
FAIR ISAAC CORPFICO2.476.758 $+342.706 $2.134.052 $+2.134.052 $
NEXTERA ENERGY INCNEE670.258 $+34.406 $635.852 $-1.204.120 $1.839.972 $-633.805 $2.473.777 $+2.473.777 $
SCHWAB CHARLES CORPSCHW2.422.597 $+111.574 $2.311.023 $+120.096 $2.190.927 $+324.513 $1.866.414 $+1.866.414 $
SOUTHERN COSO2.177.558 $-186.764 $2.364.322 $+39.003 $2.325.319 $+9.742 $2.315.577 $+2.315.577 $
CARDINAL HEALTH INCCAH2.355.852 $+509.375 $1.846.477 $-167.003 $2.013.480 $+374.017 $1.639.463 $+1.639.463 $
Parker-Hannifin CorpPH1.676.177 $+230.385 $1.445.792 $+113.810 $1.331.982 $-921.318 $2.253.300 $+2.253.300 $
NOVARTIS AGNVS2.158.493 $+153.204 $2.005.289 $+68.524 $1.936.765 $+137.366 $1.799.399 $+1.799.399 $
VERIZON COMMUNICATIONS INCVZ1.956.628 $-179.957 $2.136.585 $-6.838 $2.143.423 $+345.307 $1.798.116 $+1.798.116 $
PFIZER INCPFE2.096.007 $+408.212 $1.687.795 $+206.804 $1.480.991 $-460.737 $1.941.728 $+1.941.728 $
METLIFE INCMET1.978.157 $-85.623 $2.063.780 $-3.094 $2.066.874 $+4.063 $2.062.811 $+2.062.811 $
FEDEX CORPFDX1.744.377 $-156.132 $1.900.509 $+1.900.509 $
Zoetis Inc.ZTS1.789.581 $+1.789.581 $
ALLIANT ENERGY CORPLNT1.663.281 $-66.325 $1.729.606 $+158.474 $1.571.132 $-106.923 $1.678.055 $+1.678.055 $
AUTOZONE INCAZO1.268.421 $-336.129 $1.604.550 $+216.176 $1.388.374 $-37.606 $1.425.980 $+1.425.980 $
BOSTON SCIENTIFIC CORPBSX1.419.540 $-93.330 $1.512.870 $+1.512.870 $
TE Connectivity plcTEL1.237.963 $+1.237.963 $
Public StoragePSA947.954 $-141.877 $1.089.831 $-71.525 $1.161.356 $+1.161.356 $
EXXON MOBIL CORPXOM1.008.931 $+35.560 $973.371 $+14.382 $958.989 $-119.230 $1.078.219 $+1.078.219 $
QUEST DIAGNOSTICS INCDGX606.314 $-143.428 $749.742 $+43.078 $706.664 $-310.397 $1.017.061 $+1.017.061 $
CHEVRON CORPCVX891.089 $-20.566 $911.655 $+68.458 $843.197 $-147.437 $990.634 $+990.634 $
Otis Worldwide CorpOTIS832.183 $-37.499 $869.682 $+869.682 $
STATE STREET CORPSTT502.752 $+50.661 $452.091 $+37.684 $414.407 $-271.482 $685.889 $+685.889 $
PROCTER & GAMBLE CoPG263.690 $-20.255 $283.945 $-16.055 $300.000 $-348.278 $648.278 $+648.278 $
GENERAL ELECTRIC COGE626.533 $+29.104 $597.429 $+71.839 $525.590 $+105.675 $419.915 $+419.915 $
JOHNSON & JOHNSONJNJ584.427 $+58.020 $526.407 $+85.723 $440.684 $-58.660 $499.344 $+499.344 $
BECTON DICKINSON & COBDX544.934 $+544.934 $
Nebius Group N.V.NBIS437.694 $-71.226 $508.920 $+282.786 $226.134 $+226.134 $
STARBUCKS CORPSBUX479.170 $+479.170 $
PAYCHEX INCPAYX302.886 $-39.366 $342.252 $-50.490 $392.742 $-23.814 $416.556 $+416.556 $
Rocket Lab CorpRKLB372.797 $+168.509 $204.288 $+204.288 $
IREN LtdIREN370.278 $+370.278 $
Edwards Lifesciences CorpEW247.907 $-5.079 $252.986 $-9.252 $262.238 $-41.236 $303.474 $+303.474 $
BERKSHIRE HATHAWAY INCBRK-B291.034 $-52 $291.086 $+14.683 $276.403 $-26.635 $303.038 $+303.038 $
NICOLET BANKSHARES INCNIC275.782 $-12.498 $288.280 $+27.949 $260.331 $+260.331 $
COLGATE PALMOLIVE COCL206.005 $-45.886 $251.891 $-34.535 $286.426 $+41.775 $244.651 $+244.651 $
AMERICAN EXPRESS COAXP268.584 $+27.436 $241.148 $+9.569 $231.579 $+231.579 $
MPLX LPMPLX267.651 $+17.152 $250.499 $-7.824 $258.323 $-10.080 $268.403 $+268.403 $
URANIUM ENERGY CORPUEC242.687 $+11.425 $231.262 $+122.448 $108.814 $+108.814 $
DEERE & CODE214.162 $+3.822 $210.340 $-23.565 $233.905 $+18.004 $215.901 $+215.901 $
NBT BANCORP INCNBTB209.416 $-194 $209.610 $+2.079 $207.531 $-5.718 $213.249 $+213.249 $
QuantumScape CorpQS161.583 $-1.177 $162.760 $+84.956 $77.804 $+77.804 $
PEDEVCO CORPPED12.318 $-402 $12.720 $-1.675 $14.395 $+14.395 $
807.844.194 $+7.962.563 $805.167.849 $+50.608.122 $756.304.104 $+59.951.358 $700.404.394 $+700.404.394 $
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