Investments: TCFG 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. ($)
218.947.599 $-2.741.609 $222.418.374 $+25.426.448 $198.747.800 $+18.433.733 $181.825.443 $+181.825.443 $
BANK OF AMERICA CORP /DE/BAC110.067.118 $-4.266.502 $114.333.620 $+11.312.033 $103.021.587 $+8.444.111 $94.577.476 $+94.577.476 $
APPFOLIO INCAPPF16.218.577 $+692.212 $15.526.365 $+2.647.401 $12.878.964 $-1.263.041 $14.142.005 $+14.142.005 $
NVIDIA CORPNVDA14.646.132 $-404.780 $15.050.912 $+2.082.148 $12.968.764 $+3.937.943 $9.030.821 $+9.030.821 $
MORGAN STANLEYMS10.056.913 $+339.583 $9.717.330 $+914.463 $8.802.867 $+920.248 $7.882.619 $+7.882.619 $
AMAZON COM INCAMZN6.333.767 $+102.131 $6.231.636 $-15.494 $6.247.130 $+826.813 $5.420.317 $+5.420.317 $
ALPHA PRO TECH LTDAPT5.788.203 $+853.542 $4.934.661 $+1.347.551 $3.587.110 $+809.457 $2.777.653 $+2.777.653 $
MICROSOFT CORPMSFT4.820.681 $-545.381 $5.366.062 $+310.299 $5.055.763 $+838.258 $4.217.505 $+4.217.505 $
FRANCO NEVADA CorpFNV5.245.096 $-95.554 $5.340.650 $+1.438.343 $3.902.307 $+133.412 $3.768.895 $+3.768.895 $
AGNICO EAGLE MINES LTDAEM3.595.112 $+104.958 $3.490.154 $+952.190 $2.537.964 $+679.916 $1.858.048 $+1.858.048 $
CHEVRON CORPCVX2.339.926 $-146.929 $2.486.855 $+203.697 $2.283.158 $-1.186.462 $3.469.620 $+3.469.620 $
BERKSHIRE HATHAWAY INCBRK-B2.508.043 $-209.859 $2.717.902 $-85.622 $2.803.524 $-225.896 $3.029.420 $+3.029.420 $
VERIZON COMMUNICATIONS INCVZ670.090 $-60.095 $730.185 $-1.073.049 $1.803.234 $-1.019.972 $2.823.206 $+2.823.206 $
Constellation Energy CorpCEG2.616.423 $+199.029 $2.417.394 $+106.125 $2.311.269 $+782.147 $1.529.122 $+1.529.122 $
CAMECO CORPCCJ2.275.849 $+378.920 $1.896.929 $+177.748 $1.719.181 $+472.025 $1.247.156 $+1.247.156 $
ADVANCED MICRO DEVICES INCAMD1.894.888 $+454.795 $1.440.093 $+198.610 $1.241.483 $+443.810 $797.673 $+797.673 $
PALATIN TECHNOLOGIES INCPTNT1.743.372 $-81.375 $1.824.747 $+292.238 $1.532.509 $+803.799 $728.710 $+728.710 $
FORD MOTOR COF290.739 $+17.680 $273.059 $+14.504 $258.555 $-1.376.874 $1.635.429 $+1.635.429 $
EXXON MOBIL CORPXOM1.085.802 $-526.519 $1.612.321 $+448.769 $1.163.552 $+28.274 $1.135.278 $+1.135.278 $
AppLovin CorpAPP1.384.026 $-94.011 $1.478.037 $+1.062.492 $415.545 $+150.045 $265.500 $+265.500 $
CITIGROUP INCC1.358.067 $-55.893 $1.413.960 $+302.656 $1.111.304 $+12.015 $1.099.289 $+1.099.289 $
RAYMOND JAMES FINANCIAL INCRJF1.274.461 $+79.159 $1.195.302 $+99.609 $1.095.693 $+565.292 $530.401 $+530.401 $
NUCOR CORPNUE1.256.110 $+213.164 $1.042.946 $+45.358 $997.588 $-11.152 $1.008.740 $+1.008.740 $
CENTRUS ENERGY CORPLEU208.774 $-983.445 $1.192.219 $+1.192.219 $
JPMORGAN CHASE & COJPM1.075.912 $+36.249 $1.039.663 $+30.314 $1.009.349 $+132.454 $876.895 $+876.895 $
PROCTER & GAMBLE CoPG859.437 $-71.216 $930.653 $-47.075 $977.728 $-90.261 $1.067.989 $+1.067.989 $
SPS COMMERCE INCSPSC1.067.659 $+50.304 $1.017.355 $+8.063 $1.009.292 $+21.548 $987.744 $+987.744 $
ORACLE CORPORCL659.381 $-325.521 $984.902 $+215.324 $769.578 $+256.475 $513.103 $+513.103 $
MICRON TECHNOLOGY INCMU902.612 $+467.978 $434.634 $+226.218 $208.416 $+208.416 $
ALBEMARLE CORPALB721.589 $+268.923 $452.666 $-444.690 $897.356 $+250.130 $647.226 $+647.226 $
Walt Disney CoDIS837.519 $+244.716 $592.803 $-25.514 $618.317 $+120.867 $497.450 $+497.450 $
JOHNSON & JOHNSONJNJ806.140 $+46.926 $759.214 $+155.439 $603.775 $-55.397 $659.172 $+659.172 $
Eaton Corp plcETN662.819 $-115.995 $778.814 $+107.316 $671.498 $+65.045 $606.453 $+606.453 $
BlackRock, Inc.BLK758.936 $-9.897 $768.833 $+215.987 $552.846 $+254.604 $298.242 $+298.242 $
ISHARES GOLD TRUSTIAU738.728 $+3.169 $735.559 $+206.809 $528.750 $+528.750 $
HYCROFT MINING HOLDING CORPHYMC734.136 $+734.136 $
ELI LILLY & CoLLY663.222 $+192.660 $470.562 $-176.580 $647.142 $+106.171 $540.971 $+540.971 $
Mastercard IncMA660.818 $+2.788 $658.030 $+30.875 $627.155 $+4.685 $622.470 $+622.470 $
PEPSICO INCPEP401.102 $-7.203 $408.305 $-141.510 $549.815 $-76.934 $626.749 $+626.749 $
NETFLIX INCNFLX308.470 $-99.163 $407.633 $-184.262 $591.895 $+179.717 $412.178 $+412.178 $
KLA CORPKLAC578.378 $+68.200 $510.178 $+56.934 $453.244 $+85.472 $367.772 $+367.772 $
GENERAL ELECTRIC COGE530.061 $+31.422 $498.639 $+91.358 $407.281 $+168.299 $238.982 $+238.982 $
ENBRIDGE INCENB206.360 $-316.372 $522.732 $+53.863 $468.869 $-54.522 $523.391 $+523.391 $
Walmart Inc.WMT516.843 $+27.339 $489.504 $+54.064 $435.440 $+39.224 $396.216 $+396.216 $
BOEING COBA489.298 $+79.257 $410.041 $-8.150 $418.191 $+77.116 $341.075 $+341.075 $
CATERPILLAR INCCAT468.788 $-13.528 $482.316 $+33.143 $449.173 $+65.893 $383.280 $+383.280 $
Strategy IncMSTR394.228 $-79.125 $473.353 $+189.119 $284.234 $+284.234 $
RTX CorpRTX472.980 $+35.731 $437.249 $+89.578 $347.671 $+347.671 $
FIRST TRUST ADVISORS LP452.603 $+21.635 $430.968 $+17.651 $413.317 $+60.268 $353.049 $+353.049 $
PEMBINA PIPELINE CORPPBA416.909 $-33.592 $450.501 $+67.389 $383.112 $+6.002 $377.110 $+377.110 $
Parker-Hannifin CorpPH448.270 $+49.483 $398.787 $+6.247 $392.540 $+60.654 $331.886 $+331.886 $
AT&T INC.T331.543 $-51.751 $383.294 $-38.561 $421.855 $-10.412 $432.267 $+432.267 $
CELESTICA INCCLS426.420 $+141.357 $285.063 $+285.063 $
Palo Alto Networks IncPANW387.004 $-37.747 $424.751 $+54.762 $369.989 $+61.472 $308.517 $+308.517 $
STRYKER CORPSYK403.285 $-16.867 $420.152 $+9.446 $410.706 $+410.706 $
ARGAN INCAGX415.153 $+415.153 $
REALTY INCOME CORPO268.485 $-24.293 $292.778 $-97.105 $389.883 $-5.453 $395.336 $+395.336 $
Kraft Heinz CoKHC298.275 $-22.017 $320.292 $+2.706 $317.586 $-59.259 $376.845 $+376.845 $
abrdn Gold ETF TrustSGOL361.545 $+5.666 $355.879 $+50.950 $304.929 $+16.629 $288.300 $+288.300 $
MCDONALDS CORPMCD314.167 $+4.306 $309.861 $-23.614 $333.475 $-23.595 $357.070 $+357.070 $
MERCADOLIBRE INCMELI241.711 $-48.070 $289.781 $-60.445 $350.226 $+121.974 $228.252 $+228.252 $
UNITEDHEALTH GROUP INCUNH206.267 $-137.257 $343.524 $+343.524 $
KINROSS GOLD CORPKGC300.186 $-37.426 $337.612 $+337.612 $
SAP SESAP316.264 $+316.264 $
AMGEN INCAMGN303.716 $+41.660 $262.056 $-18.295 $280.351 $-33.258 $313.609 $+313.609 $
KROGER COKR234.487 $+19.854 $214.633 $-26.165 $240.798 $-45.328 $286.126 $+286.126 $
iShares Bitcoin Trust ETFIBIT276.792 $+276.792 $
CARNIVAL CORPCCL201.564 $-70.834 $272.398 $+272.398 $
SEABRIDGE GOLD INCSA152.097 $-116.021 $268.118 $+268.118 $
LOCKHEED MARTIN CORPLMT260.354 $-5.363 $265.717 $+19.205 $246.512 $-12.244 $258.756 $+258.756 $
PAYCHEX INCPAYX232.300 $-19.485 $251.785 $+251.785 $
Bank First CorpBFC241.447 $-3.842 $245.289 $+7.401 $237.888 $+34.192 $203.696 $+203.696 $
Accenture plcACN234.031 $-10.920 $244.951 $+244.951 $
BARCLAYS PLCBCS243.353 $+1.407 $241.946 $+18.346 $223.600 $+9.969 $213.631 $+213.631 $
GOLDMAN SACHS GROUP INCGS234.736 $+234.736 $
CAPITAL SOUTHWEST CORPCSWC218.736 $+218.736 $
MOSAIC COMOS210.672 $+210.672 $
LOEWS CORPL210.620 $+9.840 $200.780 $+200.780 $
EMERSON ELECTRIC COEMR205.583 $+2.385 $203.198 $-7.330 $210.528 $+210.528 $
SANDSTORM GOLD LTDSAND208.946 $+208.946 $
COCA COLA COKO202.724 $-1.334 $204.058 $+204.058 $
INTEL CORPINTC204.051 $+204.051 $
FIRST MAJESTIC SILVER CORPAG86.134 $+86.134 $
218.947.599 $-2.741.609 $222.418.374 $+25.426.448 $198.747.800 $+18.433.733 $181.825.443 $+181.825.443 $
Erweiterte Einstellungen ×