Investments: Wealthquest Corp

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. ($)
737.583.404 $+33.768.469 $679.496.796 $-82.519.554 $786.536.624 $-4.107.572 $791.535.005 $+791.535.005 $
BANK OF AMERICA CORP /DE/BAC516.233.325 $+15.909.223 $500.324.102 $-74.918.517 $575.242.619 $+37.575.890 $537.666.729 $+537.666.729 $
MORGAN STANLEYMS107.004.993 $+10.922.310 $96.082.683 $-11.707.339 $107.790.022 $-46.829.669 $154.619.691 $+154.619.691 $
PROCTER & GAMBLE CoPG26.773.687 $+139.509 $26.634.178 $-1.151.544 $27.785.722 $-2.149.951 $29.935.673 $+29.935.673 $
BlackRock, Inc.BLK19.131.577 $-4.411.523 $23.543.100 $+782.701 $22.760.399 $+2.792.732 $19.967.667 $+19.967.667 $
APPFOLIO INCAPPF15.573.785 $+3.035.304 $12.538.481 $+2.765.068 $9.773.413 $-763.829 $10.537.242 $+10.537.242 $
MICROSOFT CORPMSFT6.150.404 $-110.799 $6.261.203 $+551.716 $5.709.487 $+1.459.159 $4.250.328 $+4.250.328 $
ELI LILLY & CoLLY5.847.334 $+1.748.565 $4.098.769 $-230.651 $4.329.420 $+4.329.420 $
NVIDIA CORPNVDA4.409.047 $+550.386 $3.858.661 $+935.214 $2.923.447 $+985.287 $1.938.160 $+1.938.160 $
AMAZON COM INCAMZN3.876.391 $+446.049 $3.430.342 $+159.237 $3.271.105 $+541.825 $2.729.280 $+2.729.280 $
ALPHA PRO TECH LTDAPT3.406.607 $+1.862.366 $1.544.241 $+311.295 $1.232.946 $+1.232.946 $
CINTAS CORPCTAS2.695.983 $-327.292 $3.023.275 $-260.937 $3.284.212 $+279.774 $3.004.438 $+3.004.438 $
JPMORGAN CHASE & COJPM3.027.276 $+439.812 $2.587.464 $+430.527 $2.156.937 $+2.156.937 $
JOHNSON & JOHNSONJNJ1.878.437 $+515.790 $1.362.647 $-150.273 $1.512.920 $+1.512.920 $
EXXON MOBIL CORPXOM1.661.294 $+180.774 $1.480.520 $+124.612 $1.355.908 $-145.821 $1.501.729 $+1.501.729 $
GENERAL ELECTRIC COGE1.603.604 $+280.052 $1.323.552 $+732.272 $591.280 $+591.280 $
BERKSHIRE HATHAWAY INCBRK-B1.306.890 $+90.036 $1.216.854 $-108.205 $1.325.059 $+1.325.059 $
HERSHEY COHSY1.317.535 $+120.538 $1.196.997 $-36.471 $1.233.468 $+1.233.468 $
Walmart Inc.WMT1.151.534 $+72.084 $1.079.450 $+76.716 $1.002.734 $+151.786 $850.948 $+850.948 $
AMGEN INCAMGN1.104.344 $+175.412 $928.932 $-144.669 $1.073.601 $+1.073.601 $
MCDONALDS CORPMCD925.325 $+215.469 $709.856 $-75.629 $785.485 $+785.485 $
CHEVRON CORPCVX886.865 $+142.428 $744.437 $-155.072 $899.509 $+899.509 $
AbbVie Inc.ABBV777.804 $+209.601 $568.203 $-52.418 $620.621 $+620.621 $
LAM RESEARCH CORPLRCX656.646 $+309.726 $346.920 $+90.580 $256.340 $+256.340 $
CITIGROUP INCC655.121 $+655.121 $
AMERICAN EXPRESS COAXP653.332 $+73.426 $579.906 $+103.149 $476.757 $+476.757 $
NEXTERA ENERGY INCNEE614.222 $+103.291 $510.931 $-131.829 $642.760 $+642.760 $
KROGER COKR486.902 $-69.538 $556.440 $+68.269 $488.171 $+488.171 $
Duke Energy CORPDUK429.809 $+9.139 $420.670 $-126.609 $547.279 $+547.279 $
Walt Disney CoDIS485.389 $-33.469 $518.858 $+123.564 $395.294 $+395.294 $
COCA COLA COKO516.775 $+86.756 $430.019 $-2.924 $432.943 $+432.943 $
FIFTH THIRD BANCORPFITB515.799 $+22.720 $493.079 $+47.888 $445.191 $-199 $445.390 $+445.390 $
Parker-Hannifin CorpPH479.912 $+98.547 $381.365 $+53.734 $327.631 $+327.631 $
Mastercard IncMA467.551 $+62.392 $405.159 $+46.689 $358.470 $+358.470 $
PFIZER INCPFE458.659 $+21.888 $436.771 $+63.514 $373.257 $+5.014 $368.243 $+368.243 $
LINDE PLCLIN399.527 $-48.540 $448.067 $+12.228 $435.839 $+435.839 $
STRYKER CORPSYK403.136 $-41.156 $444.292 $+44.495 $399.797 $+399.797 $
ORACLE CORPORCL415.938 $-16.294 $432.232 $+172.465 $259.767 $+259.767 $
NETFLIX INCNFLX321.034 $-106.148 $427.182 $+172.601 $254.581 $+254.581 $
iShares Bitcoin Trust ETFIBIT426.196 $+156.627 $269.569 $+269.569 $
SHERWIN WILLIAMS COSHW322.410 $-20.950 $343.360 $-7.576 $350.936 $+350.936 $
NUCOR CORPNUE223.134 $-111.856 $334.990 $+334.990 $
SPS COMMERCE INCSPSC247.297 $+13.797 $233.500 $-83.166 $316.666 $+316.666 $
AT&T INC.T287.622 $-23.329 $310.951 $+12.117 $298.834 $+33.257 $265.577 $+265.577 $
DEERE & CODE260.719 $-32.680 $293.399 $+293.399 $
UNITED PARCEL SERVICE INCUPS248.769 $+248.769 $
UNITEDHEALTH GROUP INCUNH213.581 $-22.107 $235.688 $+235.688 $
YUM BRANDS INCYUM232.131 $+232.131 $
VERIZON COMMUNICATIONS INCVZ229.850 $+6.044 $223.806 $+223.806 $
COMCAST CORPCMCSA224.743 $+2.787 $221.956 $+962 $220.994 $+220.994 $
Accenture plcACN217.591 $+217.591 $
CATERPILLAR INCCAT211.389 $+211.389 $
AMEREN CORPAEE210.205 $+8.521 $201.684 $-9.156 $210.840 $+210.840 $
LOCKHEED MARTIN CORPLMT208.945 $+208.945 $
ENBRIDGE INCENB207.973 $+4.989 $202.984 $+202.984 $
737.583.404 $+33.768.469 $679.496.796 $-82.519.554 $786.536.624 $-4.107.572 $791.535.005 $+791.535.005 $
Erweiterte Einstellungen ×