Investments: WealthPLAN Partners, 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. ($)
590.298.617 $+3.190.484 $588.180.505 $+588.180.505 $
BANK OF AMERICA CORP /DE/BAC289.172.142 $-1.124.463 $290.296.605 $+290.296.605 $
APPFOLIO INCAPPF52.659.632 $+2.406.302 $50.253.330 $+50.253.330 $
BERKSHIRE HATHAWAY INCBRK-B37.042.808 $-493.825 $37.536.633 $+37.536.633 $
MORGAN STANLEYMS20.306.321 $-3.313.163 $23.619.484 $+23.619.484 $
NVIDIA CORPNVDA17.933.517 $-2.588.527 $20.522.044 $+20.522.044 $
AMAZON COM INCAMZN14.564.295 $+1.243.203 $13.321.092 $+13.321.092 $
MICROSOFT CORPMSFT9.806.986 $-4.444.662 $14.251.648 $+14.251.648 $
ALPHA PRO TECH LTDAPT13.788.667 $+3.078.522 $10.710.145 $+10.710.145 $
JPMORGAN CHASE & COJPM8.364.429 $-224.841 $8.589.270 $+8.589.270 $
JANE STREET GROUP, LLC7.821.817 $+7.821.817 $
BlackRock, Inc.BLK7.630.422 $+450.948 $7.179.474 $+7.179.474 $
CITIGROUP INCC7.482.726 $+806.874 $6.675.852 $+6.675.852 $
Walmart Inc.WMT7.244.065 $+51.005 $7.193.060 $+7.193.060 $
JOHNSON & JOHNSONJNJ6.505.407 $+333.238 $6.172.169 $+6.172.169 $
AbbVie Inc.ABBV4.665.001 $-540.905 $5.205.906 $+5.205.906 $
CHEVRON CORPCVX4.028.365 $-231.371 $4.259.736 $+4.259.736 $
EMERSON ELECTRIC COEMR3.488.799 $-468.069 $3.956.868 $+3.956.868 $
PEPSICO INCPEP3.702.748 $-130.450 $3.833.198 $+3.833.198 $
REALTY INCOME CORPO3.070.540 $-633.513 $3.704.053 $+3.704.053 $
BROWN & BROWN, INC.BRO2.430.149 $-999.718 $3.429.867 $+3.429.867 $
GENUINE PARTS COGPC2.770.416 $-635.531 $3.405.947 $+3.405.947 $
GRACO INCGGG2.852.620 $-518.975 $3.371.595 $+3.371.595 $
GOLDMAN SACHS GROUP INCGS3.337.073 $+168.240 $3.168.833 $+3.168.833 $
NUCOR CORPNUE3.288.014 $+331.127 $2.956.887 $+2.956.887 $
VERIZON COMMUNICATIONS INCVZ2.833.081 $-415.912 $3.248.993 $+3.248.993 $
AMGEN INCAMGN3.074.702 $-109.227 $3.183.929 $+3.183.929 $
BARCLAYS PLCBCS2.959.827 $+46.553 $2.913.274 $+2.913.274 $
PALATIN TECHNOLOGIES INCPTNT2.813.783 $-112.051 $2.925.834 $+2.925.834 $
Mastercard IncMA2.845.693 $-31.637 $2.877.330 $+2.877.330 $
ALBEMARLE CORPALB2.844.292 $+975.089 $1.869.203 $+1.869.203 $
BUCKLE INCBKE2.490.732 $-244.162 $2.734.894 $+2.734.894 $
MCKESSON CORPMCK2.553.473 $+277.961 $2.275.512 $+2.275.512 $
LOCKHEED MARTIN CORPLMT2.296.910 $-224.378 $2.521.288 $+2.521.288 $
ELI LILLY & CoLLY2.395.859 $-63.568 $2.459.427 $+2.459.427 $
StoneX Group Inc.SNEX2.270.014 $-63.778 $2.333.792 $+2.333.792 $
NICOLET BANKSHARES INCNIC1.787.046 $-440.314 $2.227.360 $+2.227.360 $
DOVER CorpDOV2.147.142 $+80.727 $2.066.415 $+2.066.415 $
SPS COMMERCE INCSPSC1.593.166 $+651.170 $941.996 $+941.996 $
ADVANCED MICRO DEVICES INCAMD1.574.290 $+422.992 $1.151.298 $+1.151.298 $
INTEL CORPINTC1.526.848 $+150.929 $1.375.919 $+1.375.919 $
EXXON MOBIL CORPXOM1.428.626 $+105.681 $1.322.945 $+1.322.945 $
ORACLE CORPORCL1.192.459 $-125.432 $1.317.891 $+1.317.891 $
Veralto CorpVLTO1.014.614 $-112.934 $1.127.548 $+1.127.548 $
MICRON TECHNOLOGY INCMU973.028 $+478.573 $494.455 $+494.455 $
DEERE & CODE960.404 $+17.279 $943.125 $+943.125 $
CATERPILLAR INCCAT930.480 $+142.689 $787.791 $+787.791 $
SMITH A O CORPAOS720.760 $-166.048 $886.808 $+886.808 $
ROPER TECHNOLOGIES INCROP695.307 $-163.919 $859.226 $+859.226 $
BOEING COBA376.398 $-456.834 $833.232 $+833.232 $
SYNOPSYS INCSNPS601.711 $-219.290 $821.001 $+821.001 $
MCDONALDS CORPMCD726.700 $+90.446 $636.254 $+636.254 $
NEXTERA ENERGY INCNEE726.506 $+42.707 $683.799 $+683.799 $
GENERAL ELECTRIC COGE663.047 $+86.019 $577.028 $+577.028 $
NETFLIX INCNFLX528.994 $-86.052 $615.046 $+615.046 $
INNODATA INCINOD378.406 $-226.285 $604.691 $+604.691 $
COCA COLA COKO604.660 $+218.938 $385.722 $+385.722 $
Edwards Lifesciences CorpEW545.168 $+545.168 $
Public StoragePSA481.113 $-53.548 $534.661 $+534.661 $
STARBUCKS CORPSBUX527.204 $+527.204 $
SCHWAB CHARLES CORPSCHW523.341 $+108.533 $414.808 $+414.808 $
AT&T INC.T495.328 $+152.257 $343.071 $+343.071 $
Medtronic plcMDT481.339 $+481.339 $
PROCTER & GAMBLE CoPG417.462 $+99.714 $317.748 $+317.748 $
UNITEDHEALTH GROUP INCUNH389.001 $+389.001 $
RTX CorpRTX372.669 $+32.654 $340.015 $+340.015 $
Sunoco LPSUN360.219 $-1.161 $361.380 $+361.380 $
AMERICAN EXPRESS COAXP331.853 $+331.853 $
ISHARES GOLD TRUSTIAU308.121 $+55.609 $252.512 $+252.512 $
KLA CORPKLAC278.253 $+49.589 $228.664 $+228.664 $
Accenture plcACN259.178 $+259.178 $
FS Credit Opportunities Corp.FSCO227.002 $-21.979 $248.981 $+248.981 $
INTUITIVE SURGICAL INCISRG245.800 $+245.800 $
CONOCOPHILLIPSCOP234.025 $-2.450 $236.475 $+236.475 $
Walt Disney CoDIS203.319 $-9.777 $213.096 $+213.096 $
LAM RESEARCH CORPLRCX204.677 $+204.677 $
590.298.617 $+3.190.484 $588.180.505 $+588.180.505 $
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