Investments: Wealth Architects, 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. ($)
724.251.399 $+31.126.076 $693.899.743 $+51.533.136 $641.994.666 $+49.634.836 $594.140.737 $+594.140.737 $
BANK OF AMERICA CORP /DE/BAC507.253.676 $+16.214.773 $491.038.903 $+25.773.995 $465.264.908 $+42.253.707 $423.011.201 $+423.011.201 $
LAM RESEARCH CORPLRCX45.066.901 $+9.792.285 $35.274.616 $+9.641.684 $25.632.932 $+6.416.650 $19.216.282 $+19.216.282 $
APPFOLIO INCAPPF44.619.618 $-321.934 $44.941.552 $+6.433.519 $38.508.033 $-6.082.449 $44.590.482 $+44.590.482 $
BlackRock, Inc.BLK29.092.380 $+697.031 $28.395.349 $+307.366 $28.087.983 $+2.909.391 $25.178.592 $+25.178.592 $
BERKSHIRE HATHAWAY INCBRK-B13.824.525 $-407.722 $14.232.247 $+36.786 $14.195.461 $-2.909.086 $17.104.547 $+17.104.547 $
MICROSOFT CORPMSFT9.952.085 $-1.021.523 $10.973.608 $+325.296 $10.648.312 $+2.582.530 $8.065.782 $+8.065.782 $
ALPHA PRO TECH LTDAPT8.902.025 $+1.869.927 $7.032.098 $+1.924.788 $5.107.310 $+558.388 $4.548.922 $+4.548.922 $
NVIDIA CORPNVDA5.655.162 $-58.975 $5.714.137 $+742.894 $4.971.243 $+1.618.452 $3.352.791 $+3.352.791 $
PALATIN TECHNOLOGIES INCPTNT4.322.702 $-585.308 $4.908.010 $+1.024.798 $3.883.212 $+1.433.502 $2.449.710 $+2.449.710 $
JPMORGAN CHASE & COJPM4.223.550 $+17.714 $4.205.836 $+300.557 $3.905.279 $+550.885 $3.354.394 $+3.354.394 $
Rocket Lab CorpRKLB4.202.203 $+1.770.579 $2.431.624 $+1.020.247 $1.411.377 $+1.411.377 $
AMAZON COM INCAMZN4.027.551 $+173.122 $3.854.429 $+330 $3.854.099 $+55.676 $3.798.423 $+3.798.423 $
CATERPILLAR INCCAT3.368.885 $+512.540 $2.856.345 $+523.483 $2.332.862 $+390.963 $1.941.899 $+1.941.899 $
UNITEDHEALTH GROUP INCUNH1.732.270 $-265.975 $1.998.245 $+130.358 $1.867.887 $-1.160.431 $3.028.318 $+3.028.318 $
ELI LILLY & CoLLY3.010.191 $+888.144 $2.122.047 $-18.684 $2.140.731 $-227.690 $2.368.421 $+2.368.421 $
PROCTER & GAMBLE CoPG1.908.854 $-157.701 $2.066.555 $-87.093 $2.153.648 $-144.083 $2.297.731 $+2.297.731 $
Walmart Inc.WMT2.091.389 $+156.541 $1.934.848 $+100.789 $1.834.059 $+181.763 $1.652.296 $+1.652.296 $
EXXON MOBIL CORPXOM2.010.511 $+84.552 $1.925.959 $+79.811 $1.846.148 $-198.669 $2.044.817 $+2.044.817 $
ADVANCED MICRO DEVICES INCAMD1.873.258 $-65.795 $1.939.053 $+254.700 $1.684.353 $+128.972 $1.555.381 $+1.555.381 $
JOHNSON & JOHNSONJNJ1.623.353 $+219.535 $1.403.818 $+224.435 $1.179.383 $-423.418 $1.602.801 $+1.602.801 $
RTX CorpRTX1.551.792 $+131.956 $1.419.836 $+161.984 $1.257.852 $-316.600 $1.574.452 $+1.574.452 $
WELLTOWER INC.WELL1.287.948 $+57.713 $1.230.235 $+168.422 $1.061.813 $+4.358 $1.057.455 $+1.057.455 $
KLA CORPKLAC1.132.286 $+120.785 $1.011.501 $+177.844 $833.657 $+205.805 $627.852 $+627.852 $
AbbVie Inc.ABBV1.041.000 $-43.996 $1.084.996 $+213.696 $871.300 $-94.797 $966.097 $+966.097 $
INTEL CORPINTC1.065.335 $+99.938 $965.397 $+381.320 $584.077 $-39.741 $623.818 $+623.818 $
ORACLE CORPORCL652.466 $-395.448 $1.047.914 $+300.497 $747.417 $+232.628 $514.789 $+514.789 $
MANULIFE FINANCIAL CORPMFC1.019.105 $+144.101 $875.004 $-22.752 $897.756 $+22.752 $875.004 $+875.004 $
MCGRATH RENTCORPMGRC881.622 $-103.933 $985.555 $+11.375 $974.180 $+36.749 $937.431 $+937.431 $
MCDONALDS CORPMCD915.816 $+7.155 $908.661 $+32.818 $875.843 $-61.370 $937.213 $+937.213 $
CHEVRON CORPCVX864.017 $-3.418 $867.435 $+89.068 $778.367 $-141.514 $919.881 $+919.881 $
AT&T INC.T207.591 $-139.021 $346.612 $+476 $346.136 $-570.338 $916.474 $+916.474 $
Mastercard IncMA741.568 $-42.405 $783.973 $+8.345 $775.628 $-3.772 $779.400 $+779.400 $
AMERICAN EXPRESS COAXP776.545 $+74.341 $702.204 $+26.587 $675.617 $+111.674 $563.943 $+563.943 $
Accenture plcACN671.798 $+63.849 $607.949 $-166.572 $774.521 $+304.939 $469.582 $+469.582 $
NETFLIX INCNFLX531.805 $-148.368 $680.173 $-84.997 $765.170 $+213.488 $551.682 $+551.682 $
NEXTERA ENERGY INCNEE375.068 $+22.681 $352.387 $+31.736 $320.651 $-442.055 $762.706 $+762.706 $
MICRON TECHNOLOGY INCMU690.121 $+295.580 $394.541 $+109.340 $285.201 $+73.276 $211.925 $+211.925 $
CONSOLIDATED EDISON INCED565.700 $+302 $565.398 $-4.563 $569.961 $-60.815 $630.776 $+630.776 $
PFIZER INCPFE219.095 $-8.569 $227.664 $-345.882 $573.546 $+573.546 $
VERIZON COMMUNICATIONS INCVZ499.366 $-52.481 $551.847 $+20.395 $531.452 $-36.507 $567.959 $+567.959 $
GENERAL ELECTRIC COGE532.892 $+9.164 $523.728 $+61.713 $462.015 $+101.545 $360.470 $+360.470 $
BARCLAYS PLCBCS531.752 $+44.643 $487.109 $+36.134 $450.975 $+73.733 $377.242 $+377.242 $
Eaton Corp plcETN435.722 $-90.474 $526.196 $+33.193 $493.003 $+116.518 $376.485 $+376.485 $
Medtronic plcMDT517.504 $+517.504 $
AMGEN INCAMGN493.302 $+64.883 $428.419 $+1.747 $426.672 $-77.459 $504.131 $+504.131 $
PEPSICO INCPEP271.882 $-43.038 $314.920 $+11.178 $303.742 $-166.677 $470.419 $+470.419 $
Walt Disney CoDIS339.749 $-79.696 $419.445 $-36.175 $455.620 $+120.663 $334.957 $+334.957 $
IMPERIAL OIL LTDIMO363.020 $-71.171 $434.191 $+42.434 $391.757 $+30.229 $361.528 $+361.528 $
COCA COLA COKO424.645 $+20.684 $403.961 $-22.739 $426.700 $-6.106 $432.806 $+432.806 $
UNITED PARCEL SERVICE INCUPS416.695 $+416.695 $
LOEWS CORPL361.529 $+16.890 $344.639 $+34.187 $310.452 $-39.357 $349.809 $+349.809 $
ISHARES GOLD TRUSTIAU321.677 $+321.677 $
Roblox CorpRBLX313.471 $+313.471 $
Solventum CorpSOLV303.410 $+303.410 $
Palo Alto Networks IncPANW209.804 $-21.712 $231.516 $-67.668 $299.184 $+53.804 $245.380 $+245.380 $
SPS COMMERCE INCSPSC298.421 $+298.421 $
COMCAST CORPCMCSA214.879 $-18.760 $233.639 $-37.284 $270.923 $-20.919 $291.842 $+291.842 $
HARMONY GOLD MINING CO LTDHMY271.794 $-10.184 $281.978 $+56.293 $225.685 $-18.050 $243.735 $+243.735 $
FEDEX CORPFDX279.328 $+51.300 $228.028 $+12.083 $215.945 $+215.945 $
DEERE & CODE273.162 $+273.162 $
3M COMMM251.517 $-18.651 $270.168 $+3.900 $266.268 $+12.347 $253.921 $+253.921 $
MORGAN STANLEYMS267.715 $+267.715 $
NICOLET BANKSHARES INCNIC243.735 $-20.536 $264.271 $-3.253 $267.524 $+33.765 $233.759 $+233.759 $
GOLDMAN SACHS GROUP INCGS267.216 $+25.126 $242.090 $+31.180 $210.910 $+210.910 $
CITIGROUP INCC260.452 $+31.366 $229.086 $+229.086 $
Sony Group CorpSONY255.339 $+24.557 $230.782 $+292 $230.490 $+230.490 $
AFLAC INCAFL237.522 $-5.202 $242.724 $+13.665 $229.059 $-17.338 $246.397 $+246.397 $
TARGET CORPTGT204.203 $-34.513 $238.716 $-5.294 $244.010 $+244.010 $
CUMMINS INCCMI243.995 $+38.301 $205.694 $+205.694 $
Edwards Lifesciences CorpEW241.684 $+21.206 $220.478 $-778 $221.256 $+15.848 $205.408 $+205.408 $
CVS HEALTH CorpCVS231.198 $+14.055 $217.143 $+217.143 $
STRYKER CORPSYK203.853 $-9.077 $212.930 $-17.722 $230.652 $+12.513 $218.139 $+218.139 $
TECK RESOURCES LTDTECK223.646 $+15.739 $207.907 $+207.907 $
ANALOG DEVICES INCADI222.901 $+21.344 $201.557 $+201.557 $
SOUTHERN COSO204.746 $-17.774 $222.520 $+6.903 $215.617 $-3.132 $218.749 $+218.749 $
LOCKHEED MARTIN CORPLMT204.109 $-12.049 $216.158 $-1.518 $217.676 $+128 $217.548 $+217.548 $
INTUITIVE SURGICAL INCISRG216.647 $+15.042 $201.605 $+201.605 $
STEEL DYNAMICS INCSTLD204.018 $+204.018 $
TE Connectivity plcTEL203.621 $+203.621 $
KB HOMEKBH203.012 $+203.012 $
FinVolution GroupFINV100.134 $-40.972 $141.106 $-40.398 $181.504 $-2.872 $184.376 $+184.376 $
UNITED MICROELECTRONICS CORPUMC117.751 $+4.195 $113.556 $-1.049 $114.605 $+7.605 $107.000 $+107.000 $
724.251.399 $+31.126.076 $693.899.743 $+51.533.136 $641.994.666 $+49.634.836 $594.140.737 $+594.140.737 $
Erweiterte Einstellungen ×