Investments: Capital Wealth Planning, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
12.468.796.565 $+1.176.105.870 $11.296.495.975 $+11.296.495.975 $
BANK OF AMERICA CORP /DE/BAC5.000.520.790 $+282.766.169 $4.717.754.621 $+4.717.754.621 $
GOLDMAN SACHS GROUP INCGS708.665.774 $+103.236.294 $605.429.480 $+605.429.480 $
JPMORGAN CHASE & COJPM697.298.887 $+94.496.818 $602.802.069 $+602.802.069 $
MICROSOFT CORPMSFT671.932.535 $+134.169.983 $537.762.552 $+537.762.552 $
RTX CorpRTX635.528.677 $+268.529.176 $366.999.501 $+366.999.501 $
CATERPILLAR INCCAT634.276.931 $+95.887.344 $538.389.587 $+538.389.587 $
AMERICAN EXPRESS COAXP584.132.338 $+59.763.200 $524.369.138 $+524.369.138 $
APPFOLIO INCAPPF520.586.725 $+159.403.420 $361.183.305 $+361.183.305 $
UNITEDHEALTH GROUP INCUNH2.084.159 $-478.858.516 $480.942.675 $+480.942.675 $
PROCTER & GAMBLE CoPG470.919.591 $+214.096 $470.705.495 $+470.705.495 $
MCDONALDS CORPMCD470.415.248 $+92.610.365 $377.804.883 $+377.804.883 $
CHEVRON CORPCVX353.028.919 $-25.234.395 $378.263.314 $+378.263.314 $
AMGEN INCAMGN362.501.035 $+24.207.111 $338.293.924 $+338.293.924 $
AGNICO EAGLE MINES LTDAEM292.061.773 $+44.374.906 $247.686.867 $+247.686.867 $
Duke Energy CORPDUK263.686.837 $-888.261 $264.575.098 $+264.575.098 $
VERIZON COMMUNICATIONS INCVZ256.863.176 $-5.908.423 $262.771.599 $+262.771.599 $
COCA COLA COKO249.589.516 $+249.098.614 $490.902 $+490.902 $
FASTENAL COFAST98.943.600 $+7.595.284 $91.348.316 $+91.348.316 $
SAP SESAP12.743.311 $+5.162.297 $7.581.014 $+7.581.014 $
EMBRAER S.A.EMBJ11.453.138 $+5.838.406 $5.614.732 $+5.614.732 $
NVIDIA CORPNVDA11.074.942 $+7.553.242 $3.521.700 $+3.521.700 $
NOVARTIS AGNVS10.937.489 $+5.200.728 $5.736.761 $+5.736.761 $
CAMECO CORPCCJ9.585.320 $+6.603.484 $2.981.836 $+2.981.836 $
BARCLAYS PLCBCS9.405.369 $+1.168.185 $8.237.184 $+8.237.184 $
RELX PLCRELX9.242.528 $+1.719.945 $7.522.583 $+7.522.583 $
ELI LILLY & CoLLY9.058.919 $+372.823 $8.686.096 $+8.686.096 $
Sony Group CorpSONY7.714.095 $+4.506.957 $3.207.138 $+3.207.138 $
AMAZON COM INCAMZN7.346.932 $+4.677.584 $2.669.348 $+2.669.348 $
ENBRIDGE INCENB6.077.185 $-694.845 $6.772.030 $+6.772.030 $
SPS COMMERCE INCSPSC3.372.334 $-3.342.769 $6.715.103 $+6.715.103 $
QUEST DIAGNOSTICS INCDGX6.609.448 $+227.598 $6.381.850 $+6.381.850 $
MERCADOLIBRE INCMELI6.236.121 $+3.274.700 $2.961.421 $+2.961.421 $
STRYKER CORPSYK6.045.578 $+335.677 $5.709.901 $+5.709.901 $
ASML HOLDING NVASML5.999.206 $+3.180.378 $2.818.828 $+2.818.828 $
ASTRAZENECA PLCAZN5.891.862 $+1.399.983 $4.491.879 $+4.491.879 $
Sea LtdSE5.875.076 $+5.875.076 $
PACCAR INCPCAR5.433.084 $-58.025 $5.491.109 $+5.491.109 $
ALPHA PRO TECH LTDAPT4.973.205 $+2.808.447 $2.164.758 $+2.164.758 $
NETFLIX INCNFLX4.555.720 $+2.943.376 $1.612.344 $+1.612.344 $
UNILEVER PLCUL4.140.842 $+4.140.842 $
Walmart Inc.WMT2.187.115 $-1.606.931 $3.794.046 $+3.794.046 $
EXXON MOBIL CORPXOM3.052.141 $-399.802 $3.451.943 $+3.451.943 $
ADVANCED MICRO DEVICES INCAMD2.340.073 $+1.964.456 $375.617 $+375.617 $
TotalEnergies SETTE2.321.095 $+548.007 $1.773.088 $+1.773.088 $
BERKSHIRE HATHAWAY INCBRK-B1.865.357 $-179.750 $2.045.107 $+2.045.107 $
Nu Holdings Ltd.NU1.700.841 $-312.394 $2.013.235 $+2.013.235 $
RIO TINTO PLCRIO1.839.469 $+1.839.469 $
YPF SOCIEDAD ANONIMAYPF1.473.338 $-199.717 $1.673.055 $+1.673.055 $
MCKESSON CORPMCK1.611.383 $+913.492 $697.891 $+697.891 $
ALLSTATE CORPALL1.464.933 $+827.779 $637.154 $+637.154 $
ORACLE CORPORCL1.441.428 $+1.105.744 $335.684 $+335.684 $
AbbVie Inc.ABBV1.384.718 $+1.384.718 $
Roblox CorpRBLX1.185.183 $+967.412 $217.771 $+217.771 $
REGIONS FINANCIAL CORPRF1.163.981 $+88.585 $1.075.396 $+1.075.396 $
LINDE PLCLIN1.154.183 $+700.184 $453.999 $+453.999 $
FREEPORT-MCMORAN INCFCX552.518 $-559.755 $1.112.273 $+1.112.273 $
JOHNSON & JOHNSONJNJ859.328 $+22.467 $836.861 $+836.861 $
Palo Alto Networks IncPANW805.463 $+583.460 $222.003 $+222.003 $
YUM BRANDS INCYUM651.992 $+651.992 $
DEERE & CODE641.925 $+98.694 $543.231 $+543.231 $
Parker-Hannifin CorpPH637.005 $+82.646 $554.359 $+554.359 $
BOEING COBA595.065 $+595.065 $
PEPSICO INCPEP280.453 $-277.924 $558.377 $+558.377 $
EQUINIX INCEQIX490.805 $+25.240 $465.565 $+465.565 $
JABIL INCJBL478.948 $+478.948 $
GENERAL ELECTRIC COGE452.518 $+100.636 $351.882 $+351.882 $
Strategy IncMSTR444.653 $+444.653 $
Constellation Energy CorpCEG428.702 $+161.071 $267.631 $+267.631 $
INTUITIVE SURGICAL INCISRG424.403 $+81.181 $343.222 $+343.222 $
PALATIN TECHNOLOGIES INCPTNT400.781 $+400.781 $
UNITED PARCEL SERVICE INCUPS326.279 $+326.279 $
LAM RESEARCH CORPLRCX254.814 $+254.814 $
STATE STREET CORPSTT252.558 $+39.924 $212.634 $+212.634 $
WORKIVA INCWK205.350 $-22.380 $227.730 $+227.730 $
EMERSON ELECTRIC COEMR213.328 $+213.328 $
CINTAS CORPCTAS211.504 $+211.504 $
12.468.796.565 $+1.176.105.870 $11.296.495.975 $+11.296.495.975 $
Erweiterte Einstellungen ×