Investments: King Wealth Management Group

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. ($)
753.666 $+32.122 $722.719 $+53.927 $668.653 $+61.379 $608.290 $+608.290 $
BANK OF AMERICA CORP /DE/BAC417.892 $+16.513 $401.379 $+20.911 $380.468 $+44.272 $336.196 $+336.196 $
MICROSOFT CORPMSFT54.607 $-3.128 $57.735 $+2.254 $55.481 $+12.835 $42.646 $+42.646 $
NVIDIA CORPNVDA40.221 $-281 $40.502 $+6.460 $34.042 $+10.832 $23.210 $+23.210 $
APPFOLIO INCAPPF40.301 $+6.208 $34.093 $+6.612 $27.481 $-2.494 $29.975 $+29.975 $
JPMORGAN CHASE & COJPM25.906 $+709 $25.197 $+2.028 $23.169 $+3.536 $19.633 $+19.633 $
ALPHA PRO TECH LTDAPT25.763 $+7.054 $18.709 $+5.556 $13.153 $+1.784 $11.369 $+11.369 $
ELI LILLY & CoLLY8.070 $-2.376 $10.446 $-2.446 $12.892 $-8.060 $20.952 $+20.952 $
AMAZON COM INCAMZN17.604 $+1.545 $16.059 $+2.782 $13.277 $+2.502 $10.775 $+10.775 $
UNITEDHEALTH GROUP INCUNH400 $-36 $436 $-731 $1.167 $-14.570 $15.737 $+15.737 $
Walmart Inc.WMT15.159 $+1.544 $13.615 $+871 $12.744 $+1.363 $11.381 $+11.381 $
Parker-Hannifin CorpPH13.655 $+2.079 $11.576 $+1.236 $10.340 $+1.520 $8.820 $+8.820 $
ORACLE CORPORCL6.643 $-3.522 $10.165 $+2.853 $7.312 $+2.470 $4.842 $+4.842 $
Mastercard IncMA9.548 $-169 $9.717 $+132 $9.585 $+369 $9.216 $+9.216 $
MCDONALDS CORPMCD7.756 $-319 $8.075 $-34 $8.109 $-1.010 $9.119 $+9.119 $
LOCKHEED MARTIN CORPLMT8.093 $-459 $8.552 $+516 $8.036 $+204 $7.832 $+7.832 $
PALATIN TECHNOLOGIES INCPTNT7.891 $+60 $7.831 $+2.316 $5.515 $+3.221 $2.294 $+2.294 $
Trane Technologies plcTT5.699 $-218 $5.917 $+122 $5.795 $+1.534 $4.261 $+4.261 $
BlackRock, Inc.BLK5.736 $+90 $5.646 $+400 $5.246 $+572 $4.674 $+4.674 $
PEPSICO INCPEP3.694 $-101 $3.795 $+60 $3.735 $-658 $4.393 $+4.393 $
EXXON MOBIL CORPXOM3.793 $+355 $3.438 $+151 $3.287 $-339 $3.626 $+3.626 $
NETFLIX INCNFLX3.555 $+3.043 $512 $+512 $
PROCTER & GAMBLE CoPG2.795 $-248 $3.043 $-192 $3.235 $-308 $3.543 $+3.543 $
CHEVRON CORPCVX3.153 $+308 $2.845 $+524 $2.321 $-198 $2.519 $+2.519 $
JOHNSON & JOHNSONJNJ3.125 $+418 $2.707 $+457 $2.250 $-313 $2.563 $+2.563 $
HOLOGIC INCHOLX810 $-1.265 $2.075 $+108 $1.967 $+1.967 $
CATERPILLAR INCCAT1.979 $+316 $1.663 $+313 $1.350 $+204 $1.146 $+1.146 $
BERKSHIRE HATHAWAY INCBRK-B1.204 $+325 $879 $+34 $845 $+347 $498 $+498 $
SPS COMMERCE INCSPSC1.148 $+614 $534 $+96 $438 $+24 $414 $+414 $
GENERAL ELECTRIC COGE1.110 $+122 $988 $+221 $767 $+171 $596 $+596 $
VERIZON COMMUNICATIONS INCVZ897 $-122 $1.019 $-2 $1.021 $-53 $1.074 $+1.074 $
GOLDMAN SACHS GROUP INCGS938 $+73 $865 $+96 $769 $+176 $593 $+593 $
TENET HEALTHCARE CORPTHC894 $-20 $914 $+122 $792 $+52 $740 $+740 $
RTX CorpRTX866 $+74 $792 $+113 $679 $+63 $616 $+616 $
UNITED PARCEL SERVICE INCUPS757 $+119 $638 $-144 $782 $-70 $852 $+852 $
BP PLCBP750 $-1 $751 $+99 $652 $-84 $736 $+736 $
COCA COLA COKO711 $+20 $691 $-45 $736 $-9 $745 $+745 $
Eaton Corp plcETN642 $-101 $743 $+20 $723 $+173 $550 $+550 $
UNITED THERAPEUTICS CorpUTHR731 $+102 $629 $+198 $431 $-31 $462 $+462 $
LAM RESEARCH CORPLRCX685 $+149 $536 $+147 $389 $+389 $
ADVANCED MICRO DEVICES INCAMD654 $+166 $488 $+60 $428 $+124 $304 $+304 $
AbbVie Inc.ABBV610 $-24 $634 $+126 $508 $-63 $571 $+571 $
Palo Alto Networks IncPANW576 $-58 $634 $+408 $226 $+226 $
Ingredion IncINGR510 $-55 $565 $-62 $627 $+2 $625 $+625 $
DARDEN RESTAURANTS INCDRI509 $-17 $526 $-77 $603 $+29 $574 $+574 $
Strategy IncMSTR211 $-314 $525 $+319 $206 $+206 $
Walt Disney CoDIS322 $-4 $326 $-168 $494 $+107 $387 $+387 $
PFIZER INCPFE487 $+207 $280 $+6 $274 $-30 $304 $+304 $
FISERV INCFISV486 $+225 $261 $+6 $255 $+255 $
Duke Energy CORPDUK412 $-54 $466 $+21 $445 $-15 $460 $+460 $
NOVARTIS AGNVS441 $+23 $418 $+24 $394 $+20 $374 $+374 $
AMGEN INCAMGN392 $+37 $355 $+4 $351 $-40 $391 $+391 $
Constellation Energy CorpCEG377 $+377 $
NEXTERA ENERGY INCNEE367 $+13 $354 $+28 $326 $-7 $333 $+333 $
SOUTHERN COSO318 $-41 $359 $+12 $347 $-1 $348 $+348 $
AT&T INC.T269 $-67 $336 $-14 $350 $+8 $342 $+342 $
MORGAN STANLEYMS332 $+16 $316 $+36 $280 $+48 $232 $+232 $
Accenture plcACN205 $-117 $322 $+322 $
AMERICAN EXPRESS COAXP299 $+30 $269 $+10 $259 $+41 $218 $+218 $
BOEING COBA291 $+2 $289 $+7 $282 $+52 $230 $+230 $
ASML HOLDING NVASML281 $+281 $
MICRON TECHNOLOGY INCMU270 $+270 $
DEXCOM INCDXCM269 $+269 $
CONOCOPHILLIPSCOP267 $-1 $268 $+18 $250 $+20 $230 $+230 $
PAYCHEX INCPAYX207 $-36 $243 $-14 $257 $+257 $
Guggenheim Taxable Municipal Bond & Investment Grade Debt TrustGBAB236 $+236 $
TELUS CORPTU193 $-38 $231 $-5 $236 $+26 $210 $+210 $
SAP SESAP215 $+215 $
GENERAL DYNAMICS CORPGD212 $-3 $215 $+215 $
WD 40 COWDFC203 $+203 $
Viatris IncVTRS116 $+3 $113 $+113 $
753.666 $+32.122 $722.719 $+53.927 $668.653 $+61.379 $608.290 $+608.290 $
Erweiterte Einstellungen ×