Investments: BIP Wealth, 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. ($)
1.715.132.815 $+580.178.590 $1.115.444.983 $+202.183.647 $918.188.829 $+33.970.194 $899.463.298 $+899.463.298 $
BANK OF AMERICA CORP /DE/BAC1.360.849.738 $+422.084.336 $938.765.402 $+142.675.935 $796.089.467 $+25.204.355 $770.885.112 $+770.885.112 $
BlackRock, Inc.BLK76.829.622 $+21.037.151 $55.792.471 $+21.468.554 $34.323.917 $+4.469.818 $29.854.099 $+29.854.099 $
MORGAN STANLEYMS49.486.639 $+49.253.555 $233.084 $+233.084 $
APPFOLIO INCAPPF29.148.958 $+9.594.964 $19.553.994 $+6.912.232 $12.641.762 $-824.592 $13.466.354 $+13.466.354 $
MICROSOFT CORPMSFT16.722.137 $+6.162.923 $10.559.214 $+3.110.037 $7.449.177 $+2.193.520 $5.255.657 $+5.255.657 $
CHEMUNG CANAL TRUST CO7.467 $-14.583.961 $14.591.428 $+14.591.428 $
NVIDIA CORPNVDA13.453.962 $+2.219.334 $11.234.628 $+6.756.372 $4.478.256 $+1.500.511 $2.977.745 $+2.977.745 $
ALPHA PRO TECH LTDAPT11.798.636 $+6.501.035 $5.297.601 $+2.830.723 $2.466.878 $+411.043 $2.055.835 $+2.055.835 $
AMAZON COM INCAMZN10.884.620 $+4.878.707 $6.005.913 $+1.699.147 $4.306.766 $+813.349 $3.493.417 $+3.493.417 $
RAYMOND JAMES FINANCIAL INCRJF9.776.560 $+9.776.560 $
BERKSHIRE HATHAWAY INCBRK-B8.481.189 $+3.592.874 $4.888.315 $+1.076.311 $3.812.004 $-232.460 $4.044.464 $+4.044.464 $
AFLAC INCAFL6.144.574 $+4.756.144 $1.388.430 $+1.108.272 $280.158 $-42.540 $322.698 $+322.698 $
GOLDMAN SACHS GROUP INCGS6.095.083 $+5.666.647 $428.436 $+146.751 $281.685 $+71.363 $210.322 $+210.322 $
VERRA MOBILITY CorpVRRM4.926.189 $-503.390 $5.429.579 $-149.747 $5.579.326 $+632.866 $4.946.460 $+4.946.460 $
COCA COLA COKO5.203.080 $+2.480.925 $2.722.155 $-54.750 $2.776.905 $-30.822 $2.807.727 $+2.807.727 $
JPMORGAN CHASE & COJPM4.965.832 $+2.666.218 $2.299.614 $+758.667 $1.540.947 $+397.830 $1.143.117 $+1.143.117 $
EXXON MOBIL CORPXOM4.619.108 $+2.199.184 $2.419.924 $+301.349 $2.118.575 $-149.347 $2.267.922 $+2.267.922 $
Walmart Inc.WMT4.408.306 $+2.226.664 $2.181.642 $+444.691 $1.736.951 $+205.892 $1.531.059 $+1.531.059 $
ELI LILLY & CoLLY3.947.250 $+2.875.164 $1.072.086 $+382.129 $689.957 $-140.252 $830.209 $+830.209 $
AMGEN INCAMGN3.231.366 $+2.924.615 $306.751 $-17.269 $324.020 $-175.913 $499.933 $+499.933 $
JOHNSON & JOHNSONJNJ3.098.550 $+1.045.443 $2.053.107 $+964.737 $1.088.370 $-271.179 $1.359.549 $+1.359.549 $
PROCTER & GAMBLE CoPG2.857.385 $+1.492.232 $1.365.153 $+248.798 $1.116.355 $-380.746 $1.497.101 $+1.497.101 $
Smurfit Westrock plcSW2.412.196 $-288.088 $2.700.284 $-119.616 $2.819.900 $+2.819.900 $
CHEVRON CORPCVX2.806.564 $+1.474.917 $1.331.647 $+253.461 $1.078.186 $-211.842 $1.290.028 $+1.290.028 $
CITIGROUP INCC2.502.070 $-15.422 $2.517.492 $-105.645 $2.623.137 $+224.781 $2.398.356 $+2.398.356 $
PALATIN TECHNOLOGIES INCPTNT2.616.994 $+1.195.540 $1.421.454 $+1.192.982 $228.472 $-34.172 $262.644 $+262.644 $
SOUTHERN COSO2.524.369 $+691.821 $1.832.548 $+821.530 $1.011.018 $-87.795 $1.098.813 $+1.098.813 $
GLOBAL PAYMENTS INCGPN2.172.126 $-328.824 $2.500.950 $+1.543.271 $957.679 $-137.812 $1.095.491 $+1.095.491 $
RTX CorpRTX2.477.480 $+1.269.785 $1.207.695 $+281.299 $926.396 $-13.826 $940.222 $+940.222 $
ORACLE CORPORCL2.466.270 $+46.726 $2.419.544 $+657.358 $1.762.186 $+689.126 $1.073.060 $+1.073.060 $
GENERAL ELECTRIC COGE2.339.541 $+950.321 $1.389.220 $+381.076 $1.008.144 $+638.526 $369.618 $+369.618 $
Endava plcDAVA668.498 $-294.055 $962.553 $-682.432 $1.644.985 $-457.705 $2.102.690 $+2.102.690 $
BARCLAYS PLCBCS2.085.417 $+2.085.417 $
MCKESSON CORPMCK1.988.860 $-66.546 $2.055.406 $+135.829 $1.919.577 $+59.715 $1.859.862 $+1.859.862 $
ANTERO RESOURCES CorpAR1.601.804 $+41.835 $1.559.969 $-312.366 $1.872.335 $-18.033 $1.890.368 $+1.890.368 $
NETFLIX INCNFLX1.769.523 $+625.713 $1.143.810 $+582.670 $561.140 $+117.089 $444.051 $+444.051 $
Palo Alto Networks IncPANW1.765.465 $+1.079.062 $686.403 $+45.266 $641.137 $+163.299 $477.838 $+477.838 $
ADVANCED MICRO DEVICES INCAMD1.735.902 $+1.186.105 $549.797 $+333.937 $215.860 $+9.228 $206.632 $+206.632 $
UNITED PARCEL SERVICE INCUPS1.717.577 $+1.462.643 $254.934 $-26.083 $281.017 $-25.220 $306.237 $+306.237 $
Eaton Corp plcETN1.532.368 $+1.132.298 $400.070 $+113.106 $286.964 $+286.964 $
AbbVie Inc.ABBV1.463.794 $+508.528 $955.266 $+477.209 $478.057 $-167.915 $645.972 $+645.972 $
LINDE PLCLIN1.450.979 $+1.450.979 $
DELTA AIR LINES, INC.DAL1.414.804 $+1.161.707 $253.097 $+253.097 $
Accenture plcACN1.204.667 $-120.910 $1.325.577 $-67.061 $1.392.638 $+1.392.638 $
iShares Bitcoin Trust ETFIBIT1.350.808 $+798.893 $551.915 $+111.938 $439.977 $+105.426 $334.551 $+334.551 $
Constellation Energy CorpCEG1.346.671 $+1.086.377 $260.294 $+260.294 $
SCHWAB CHARLES CORPSCHW1.268.857 $+65.458 $1.203.399 $+96.384 $1.107.015 $-199.400 $1.306.415 $+1.306.415 $
PEPSICO INCPEP1.104.235 $+494.675 $609.560 $+98.393 $511.167 $-14.860 $526.027 $+526.027 $
Ameris BancorpABCB926.444 $-162.796 $1.089.240 $+127.927 $961.313 $+101.678 $859.635 $+859.635 $
ASML HOLDING NVASML1.077.088 $+1.077.088 $
AMERICAN EXPRESS COAXP1.067.021 $+625.580 $441.441 $+118.952 $322.489 $+44.829 $277.660 $+277.660 $
NEXTERA ENERGY INCNEE1.063.237 $+592.179 $471.058 $+155.266 $315.792 $-44.120 $359.912 $+359.912 $
EMERSON ELECTRIC COEMR1.056.085 $+796.349 $259.736 $+24.942 $234.794 $+30.754 $204.040 $+204.040 $
UNITEDHEALTH GROUP INCUNH1.011.788 $+698.724 $313.064 $+43.956 $269.108 $-166.425 $435.533 $+435.533 $
LAM RESEARCH CORPLRCX892.262 $+652.581 $239.681 $+239.681 $
MCDONALDS CORPMCD881.646 $+294.442 $587.204 $+135.134 $452.070 $-109.632 $561.702 $+561.702 $
Mastercard IncMA872.305 $+18.521 $853.784 $+295.159 $558.625 $-43.215 $601.840 $+601.840 $
AT&T INC.T841.384 $+233.744 $607.640 $+101.566 $506.074 $-76.251 $582.325 $+582.325 $
UNILEVER PLCUL506.523 $-281.308 $787.831 $+2.041 $785.790 $-35.081 $820.871 $+820.871 $
Duke Energy CORPDUK811.608 $+465.511 $346.097 $+16.950 $329.147 $-129.655 $458.802 $+458.802 $
STRYKER CORPSYK799.959 $+462.180 $337.779 $+337.779 $
BIP Wealth, LLC791.080 $+791.080 $0 $-189.860 $189.860 $-35.704 $225.564 $+225.564 $
NUCOR CORPNUE754.149 $+128.395 $625.754 $+29.944 $595.810 $+48.342 $547.468 $+547.468 $
SPS COMMERCE INCSPSC740.307 $+118.590 $621.717 $+391.875 $229.842 $+2.500 $227.342 $+227.342 $
Jazz Pharmaceuticals plcJAZZ728.110 $+163.611 $564.499 $+109.987 $454.512 $-77.222 $531.734 $+531.734 $
PEABODY ENERGY CORPBTU689.456 $+74.272 $615.184 $+304.632 $310.552 $-13.773 $324.325 $+324.325 $
ROYAL BANK OF CANADARY659.967 $+275.709 $384.258 $+55.003 $329.255 $+329.255 $
BOSTON SCIENTIFIC CORPBSX649.806 $+649.806 $
LOCKHEED MARTIN CORPLMT633.051 $+342.479 $290.572 $+50.646 $239.926 $+15.870 $224.056 $+224.056 $
ARES CAPITAL CORPARCC283.457 $-2.522 $285.979 $-303.179 $589.158 $+25.563 $563.595 $+563.595 $
OLD MISSION CAPITAL LLC560.679 $+560.679 $
VERIZON COMMUNICATIONS INCVZ548.258 $+344.244 $204.014 $+204.014 $
DOVER CorpDOV537.544 $+537.544 $
Medtronic plcMDT534.914 $+534.914 $
FEDEX CORPFDX519.661 $+519.661 $
REGIONS FINANCIAL CORPRF501.752 $+84.667 $417.085 $+63.057 $354.028 $+17.755 $336.273 $+336.273 $
CATERPILLAR INCCAT499.565 $+82.074 $417.491 $+164.825 $252.666 $+25.857 $226.809 $+226.809 $
MICRON TECHNOLOGY INCMU496.731 $+143.291 $353.440 $+353.440 $
Parker-Hannifin CorpPH475.964 $+475.964 $
TENET HEALTHCARE CORPTHC423.671 $+59.620 $364.051 $+51.827 $312.224 $+73.621 $238.603 $+238.603 $
ROLLINS INCROL416.526 $+416.526 $
CONOCOPHILLIPSCOP327.448 $-32.183 $359.631 $+34.054 $325.577 $-88.956 $414.533 $+414.533 $
KLA CORPKLAC407.052 $+44.642 $362.410 $+362.410 $
Edwards Lifesciences CorpEW401.442 $+401.442 $
NBC SECURITIES, INC.209.959 $-175.184 $385.143 $+108.141 $277.002 $+277.002 $
PFIZER INCPFE366.852 $+157.941 $208.911 $+6.314 $202.597 $+202.597 $
NICOLET BANKSHARES INCNIC272.681 $-48.774 $321.455 $+22.380 $299.075 $-62.438 $361.513 $+361.513 $
AppLovin CorpAPP354.240 $+354.240 $
Walt Disney CoDIS343.939 $+16.332 $327.607 $+86.520 $241.087 $-108.836 $349.923 $+349.923 $
COMCAST CORPCMCSA225.640 $+2.935 $222.705 $-7.674 $230.379 $-109.853 $340.232 $+340.232 $
BOEING COBA306.851 $+306.851 $
Phillips 66PSX249.252 $-54.481 $303.733 $+92.916 $210.817 $+210.817 $
NOVARTIS AGNVS300.557 $+16.634 $283.923 $+283.923 $
DEERE & CODE246.752 $-2.912 $249.664 $+26.945 $222.719 $-69.336 $292.055 $+292.055 $
BERKLEY W R CORPWRB267.157 $-24.765 $291.922 $+14.573 $277.349 $+8.720 $268.629 $+268.629 $
INTUITIVE SURGICAL INCISRG287.711 $+287.711 $
ARGAN INCAGX286.698 $+286.698 $
EQUIFAX INCEFX275.565 $+275.565 $
STARBUCKS CORPSBUX200.504 $-22.925 $223.429 $+18.086 $205.343 $-65.424 $270.767 $+270.767 $
GENUINE PARTS COGPC254.650 $+22.079 $232.571 $+29.619 $202.952 $+202.952 $
Bank of New York Mellon CorpBK225.899 $-25.890 $251.789 $+251.789 $
GENERAL DYNAMICS CORPGD243.069 $+243.069 $
Booking Holdings Inc.BKNG235.635 $-7.332 $242.967 $+242.967 $
FISERV INCFISV239.821 $+239.821 $
GRAPHIC PACKAGING HOLDING COGPK150.600 $-45.100 $195.700 $-15.000 $210.700 $+210.700 $
CONSOLIDATED EDISON INCED210.271 $+210.271 $
TE Connectivity plcTEL205.442 $+205.442 $
MIRAE ASSET SECURITIES (USA) INC.203.157 $+203.157 $
FORD MOTOR COF152.602 $+32.584 $120.018 $+120.018 $
FIRST NATIONAL BANK OF OMAHA99.055 $+6.081 $92.974 $+2.081 $90.893 $+90.893 $
TASEKO MINES LTDTGB88.539 $+39.264 $49.275 $+14.235 $35.040 $+35.040 $
WIPRO LTDWIT84.129 $+19.055 $65.074 $+65.074 $
MIZUHO FINANCIAL GROUP INCMFG68.441 $+68.441 $
COMPUGEN LTDCGEN22.950 $+22.950 $
NOVONIX LtdNVX4.669 $+1.755 $2.914 $-363 $3.277 $+3.277 $
RiverFront Investment Group, LLC412 $+142 $270 $+270 $
Fisher Asset Management, LLC0 $+0 $0 $+0 $0 $+0 $0 $+0 $
1.715.132.815 $+580.178.590 $1.115.444.983 $+202.183.647 $918.188.829 $+33.970.194 $899.463.298 $+899.463.298 $
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