Investments: Segment Wealth Management, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
1.551.138.214 $+51.639.797 $1.500.500.561 $+1.500.500.561 $
BANK OF AMERICA CORP /DE/BAC841.925.029 $+14.070.362 $827.854.667 $+827.854.667 $
BERKSHIRE HATHAWAY INCBRK-B113.846.674 $+1.362.360 $112.484.314 $+112.484.314 $
NVIDIA CORPNVDA44.723.571 $+18.195.900 $26.527.671 $+26.527.671 $
ALPHA PRO TECH LTDAPT43.064.370 $+10.140.371 $32.923.999 $+32.923.999 $
APPFOLIO INCAPPF41.123.777 $+2.716.766 $38.407.011 $+38.407.011 $
MICROSOFT CORPMSFT34.140.776 $-1.703.673 $35.844.449 $+35.844.449 $
Walmart Inc.WMT28.181.673 $+2.105.163 $26.076.510 $+26.076.510 $
ASML HOLDING NVASML27.560.663 $+2.703.984 $24.856.679 $+24.856.679 $
GARMIN LTDGRMN21.030.872 $-4.424.097 $25.454.969 $+25.454.969 $
MCKESSON CORPMCK24.879.197 $+1.214.255 $23.664.942 $+23.664.942 $
EXXON MOBIL CORPXOM24.761.737 $+1.302.176 $23.459.561 $+23.459.561 $
Parker-Hannifin CorpPH24.616.724 $+3.238.076 $21.378.648 $+21.378.648 $
CATERPILLAR INCCAT24.155.518 $+3.940.723 $20.214.795 $+20.214.795 $
CINTAS CORPCTAS18.569.480 $-1.535.154 $20.104.634 $+20.104.634 $
STRYKER CORPSYK18.729.576 $-561.245 $19.290.821 $+19.290.821 $
ALLSTATE CORPALL18.198.144 $-247.036 $18.445.180 $+18.445.180 $
GOLDMAN SACHS GROUP INCGS17.606.465 $+1.659.018 $15.947.447 $+15.947.447 $
MCDONALDS CORPMCD16.878.595 $+210.254 $16.668.341 $+16.668.341 $
ELI LILLY & CoLLY15.923.588 $+4.864.666 $11.058.922 $+11.058.922 $
SHERWIN WILLIAMS COSHW14.394.216 $-1.241.880 $15.636.096 $+15.636.096 $
LINDE PLCLIN801.187 $-14.132.625 $14.933.812 $+14.933.812 $
Accenture plcACN12.534.439 $+1.244.598 $11.289.841 $+11.289.841 $
AppLovin CorpAPP9.937.497 $-941.199 $10.878.696 $+10.878.696 $
ROPER TECHNOLOGIES INCROP8.426.877 $-1.335.062 $9.761.939 $+9.761.939 $
AMAZON COM INCAMZN7.430.788 $+797.798 $6.632.990 $+6.632.990 $
SPS COMMERCE INCSPSC7.004.779 $+828.488 $6.176.291 $+6.176.291 $
BRUNSWICK CORPBC6.554.724 $+1.014.457 $5.540.267 $+5.540.267 $
JPMORGAN CHASE & COJPM6.358.689 $+261.743 $6.096.946 $+6.096.946 $
UNITEDHEALTH GROUP INCUNH5.063.887 $-150.834 $5.214.721 $+5.214.721 $
BlackRock, Inc.BLK4.536.353 $+493.028 $4.043.325 $+4.043.325 $
CHEVRON CORPCVX4.399.834 $-107.843 $4.507.677 $+4.507.677 $
Mastercard IncMA4.057.815 $+255.320 $3.802.495 $+3.802.495 $
CELESTICA INCCLS3.175.147 $+600.969 $2.574.178 $+2.574.178 $
INTUITIVE SURGICAL INCISRG3.128.573 $+759.596 $2.368.977 $+2.368.977 $
GENERAL ELECTRIC COGE2.637.704 $+61.782 $2.575.922 $+2.575.922 $
ORACLE CORPORCL711.227 $-1.874.775 $2.586.002 $+2.586.002 $
Booking Holdings Inc.BKNG2.383.122 $+93.832 $2.289.290 $+2.289.290 $
NETFLIX INCNFLX2.372.128 $+796.747 $1.575.381 $+1.575.381 $
EQT CorpEQT2.088.256 $-25.370 $2.113.626 $+2.113.626 $
COPART INCCPRT1.180.960 $-884.062 $2.065.022 $+2.065.022 $
MERCADOLIBRE INCMELI1.758.449 $-223.276 $1.981.725 $+1.981.725 $
LAM RESEARCH CORPLRCX1.946.830 $+424.387 $1.522.443 $+1.522.443 $
Phillips 66PSX1.815.658 $-91.411 $1.907.069 $+1.907.069 $
PROCTER & GAMBLE CoPG1.700.756 $-121.636 $1.822.392 $+1.822.392 $
NEXTERA ENERGY INCNEE1.675.925 $+84.369 $1.591.556 $+1.591.556 $
LOCKHEED MARTIN CORPLMT1.643.027 $+98.970 $1.544.057 $+1.544.057 $
COCA COLA COKO1.496.619 $+78.190 $1.418.429 $+1.418.429 $
Constellation Energy CorpCEG1.347.372 $+86.705 $1.260.667 $+1.260.667 $
Duke Energy CORPDUK1.330.451 $+9.915 $1.320.536 $+1.320.536 $
AbbVie Inc.ABBV1.298.280 $-29.370 $1.327.650 $+1.327.650 $
Palo Alto Networks IncPANW1.312.978 $+1.312.978 $
CUMMINS INCCMI1.269.489 $+219.055 $1.050.434 $+1.050.434 $
PEPSICO INCPEP1.243.888 $+16.162 $1.227.726 $+1.227.726 $
CONOCOPHILLIPSCOP994.946 $-157.456 $1.152.402 $+1.152.402 $
Veralto CorpVLTO1.060.102 $-73.092 $1.133.194 $+1.133.194 $
AngloGold Ashanti PLCAU1.103.097 $+1.103.097 $
EMERSON ELECTRIC COEMR1.045.701 $+12.527 $1.033.174 $+1.033.174 $
Public StoragePSA941.985 $-102.785 $1.044.770 $+1.044.770 $
DEERE & CODE1.021.926 $-50 $1.021.976 $+1.021.976 $
JOHNSON & JOHNSONJNJ1.002.458 $+294.083 $708.375 $+708.375 $
DECKERS OUTDOOR CORPDECK1.002.144 $+1.002.144 $
AMGEN INCAMGN853.297 $+445.800 $407.497 $+407.497 $
MPLX LPMPLX824.406 $+52.828 $771.578 $+771.578 $
Vertiv Holdings CoVRT817.178 $+56.542 $760.636 $+760.636 $
PAYCHEX INCPAYX630.227 $-86.728 $716.955 $+716.955 $
MORGAN STANLEYMS676.567 $+62.187 $614.380 $+614.380 $
ENBRIDGE INCENB606.437 $-33.345 $639.782 $+639.782 $
ANALOG DEVICES INCADI629.726 $+45.943 $583.783 $+583.783 $
GENERAL DYNAMICS CORPGD599.255 $+47.517 $551.738 $+551.738 $
CAMECO CORPCCJ547.110 $+45.627 $501.483 $+501.483 $
XCEL ENERGY INCXEL471.596 $-28.515 $500.111 $+500.111 $
EXELON CORPEXC479.054 $-2.823 $481.877 $+481.877 $
AFLAC INCAFL470.963 $-6.108 $477.071 $+477.071 $
ARES CAPITAL CORPARCC456.288 $-15.999 $472.287 $+472.287 $
CMS ENERGY CORPCMS458.251 $-9.880 $468.131 $+468.131 $
RTX CorpRTX463.085 $+148.505 $314.580 $+314.580 $
SYSCO CORPSYY400.378 $-44.204 $444.582 $+444.582 $
TechnipFMC plcFTI378.760 $+43.435 $335.325 $+335.325 $
ADVANCED MICRO DEVICES INCAMD342.442 $+342.442 $
KLA CORPKLAC337.792 $+37.941 $299.851 $+299.851 $
NUCOR CORPNUE330.461 $+56.080 $274.381 $+274.381 $
AT&T INC.T322.349 $+322.349 $
Trane Technologies plcTT290.732 $-24.472 $315.204 $+315.204 $
CSX CORPCSX307.545 $+307.545 $
AMEREN CORPAEE304.074 $-2.908 $306.982 $+306.982 $
EQUINIX INCEQIX272.753 $-23.312 $296.065 $+296.065 $
SCHWAB CHARLES CORPSCHW295.234 $+68.397 $226.837 $+226.837 $
SOUTHERN COSO271.192 $+271.192 $
CONSOLIDATED EDISON INCED246.810 $-12.532 $259.342 $+259.342 $
METLIFE INCMET256.160 $+256.160 $
CITIGROUP INCC255.434 $+33.250 $222.184 $+222.184 $
EQUITY RESIDENTIALEQR242.389 $+10.202 $232.187 $+232.187 $
DTE ENERGY CODTE224.941 $-10.964 $235.905 $+235.905 $
HUMANA INCHUM231.542 $-3.652 $235.194 $+235.194 $
3M COMMM216.135 $+216.135 $
VERIZON COMMUNICATIONS INCVZ201.003 $+201.003 $
TARGET CORPTGT200.094 $+200.094 $
UNITED STATES ANTIMONY CORPUAMY121.986 $-34.874 $156.860 $+156.860 $
1.551.138.214 $+51.639.797 $1.500.500.561 $+1.500.500.561 $
Erweiterte Einstellungen ×