Investments: 1 NORTH WEALTH SERVICES 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. ($)
216.270.273 $+21.804.787 $194.471.516 $-7.825.877 $202.297.406 $+33.632.816 $168.678.976 $+168.678.976 $
BANK OF AMERICA CORP /DE/BAC142.079.187 $+15.926.314 $126.152.873 $-13.623.110 $139.775.983 $+24.220.685 $115.555.298 $+115.555.298 $
BlackRock, Inc.BLK36.788.088 $+7.780.985 $29.007.103 $+816.735 $28.190.368 $+5.731.393 $22.458.975 $+22.458.975 $
SPS COMMERCE INCSPSC11.524.298 $-3.838.404 $15.362.702 $+2.126.983 $13.235.719 $+2.560.420 $10.675.299 $+10.675.299 $
APPFOLIO INCAPPF8.734.933 $+459.120 $8.275.813 $+1.597.482 $6.678.331 $-571.097 $7.249.428 $+7.249.428 $
ELI LILLY & CoLLY4.246.061 $+1.232.974 $3.013.087 $-61.379 $3.074.466 $-125.109 $3.199.575 $+3.199.575 $
ORACLE CORPORCL2.291.362 $-1.053.425 $3.344.787 $+409.023 $2.935.764 $+1.087.895 $1.847.869 $+1.847.869 $
CATERPILLAR INCCAT2.505.241 $+357.045 $2.148.196 $+423.459 $1.724.737 $+256.206 $1.468.531 $+1.468.531 $
ALPHA PRO TECH LTDAPT1.812.997 $+434.721 $1.378.276 $+363.949 $1.014.327 $+130.052 $884.275 $+884.275 $
AMAZON COM INCAMZN1.120.862 $+160.024 $960.838 $-10.182 $971.020 $+121.319 $849.701 $+849.701 $
EQUINIX INCEQIX696.439 $+13.454 $682.985 $+21.154 $661.831 $+16.074 $645.757 $+645.757 $
EXXON MOBIL CORPXOM562.710 $+59.732 $502.978 $-43.245 $546.223 $-56.395 $602.618 $+602.618 $
NVIDIA CORPNVDA554.838 $+32.414 $522.424 $+69.151 $453.273 $+135.178 $318.095 $+318.095 $
MICROSOFT CORPMSFT286.900 $-22.939 $309.839 $-7.596 $317.435 $+70.373 $247.062 $+247.062 $
MCDONALDS CORPMCD287.292 $+1.635 $285.657 $+10.433 $275.224 $-19.029 $294.253 $+294.253 $
JPMORGAN CHASE & COJPM257.776 $+5.432 $252.344 $+20.416 $231.928 $+35.688 $196.240 $+196.240 $
PROCTER & GAMBLE CoPG203.644 $-14.693 $218.337 $-8.057 $226.394 $-15.773 $242.167 $+242.167 $
NETFLIX INCNFLX156.579 $-43.641 $200.220 $-23.415 $223.635 $+67.902 $155.733 $+155.733 $
EMERSON ELECTRIC COEMR191.250 $+2.220 $189.030 $-3.099 $192.129 $+4.535 $187.594 $+187.594 $
JOHNSON & JOHNSONJNJ187.497 $+12.275 $175.222 $+30.873 $144.349 $-18.174 $162.523 $+162.523 $
FIFTH THIRD BANCORPFITB165.988 $+8.014 $157.974 $+12.127 $145.847 $+6.844 $139.003 $+139.003 $
Walmart Inc.WMT121.883 $+4.085 $117.798 $+6.035 $111.763 $+11.419 $100.344 $+100.344 $
COCA COLA COKO111.157 $+5.708 $105.449 $-7.044 $112.493 $-1.383 $113.876 $+113.876 $
LINDE PLCLIN99.349 $-11.326 $110.675 $+1.356 $109.319 $+825 $108.494 $+108.494 $
LAM RESEARCH CORPLRCX85.590 $+18.640 $66.950 $+18.280 $48.670 $+12.320 $36.350 $+36.350 $
Rocket Lab CorpRKLB81.759 $+81.759 $
BERKSHIRE HATHAWAY INCBRK-B75.398 $+17.583 $57.815 $+1.951 $55.864 $-5.383 $61.247 $+61.247 $
CHEVRON CORPCVX66.146 $+33.846 $32.300 $-6.218 $38.518 $-6.483 $45.001 $+45.001 $
COMCAST CORPCMCSA41.756 $-2.138 $43.894 $-5.965 $49.859 $-14.901 $64.760 $+64.760 $
Phillips 66PSX61.165 $-3.308 $64.473 $+7.925 $56.548 $-1.982 $58.530 $+58.530 $
MCCORMICK & CO INCMKC51.083 $+900 $50.183 $-6.682 $56.865 $-4.868 $61.733 $+61.733 $
MPLX LPMPLX55.525 $+55.525 $
CURTISS WRIGHT CORPCW55.127 $+833 $54.294 $+5.439 $48.855 $+17.128 $31.727 $+31.727 $
ALLSTATE CORPALL30.806 $-22.427 $53.233 $+3.308 $49.925 $-1.428 $51.353 $+51.353 $
AMERICAN EXPRESS COAXP51.053 $+5.215 $45.838 $+1.819 $44.019 $+6.890 $37.129 $+37.129 $
Mastercard IncMA39.962 $+145 $39.817 $-5.138 $44.955 $+1.105 $43.850 $+43.850 $
AMGEN INCAMGN34.695 $-3.684 $38.379 $+406 $37.973 $-4.398 $42.371 $+42.371 $
SUNCOR ENERGY INCSU32.427 $+32.427 $
RTX CorpRTX30.628 $+25.608 $5.020 $+639 $4.381 $+407 $3.974 $+3.974 $
NEXTERA ENERGY INCNEE29.222 $+1.744 $27.478 $+2.209 $25.269 $-535 $25.804 $+25.804 $
VERIZON COMMUNICATIONS INCVZ25.711 $-2.033 $27.744 $+430 $27.314 $-1.319 $28.633 $+28.633 $
GENTEX CORPGNTX23.270 $-5.030 $28.300 $+6.310 $21.990 $-1.310 $23.300 $+23.300 $
GENERAL ELECTRIC COGE28.031 $+656 $27.375 $+3.953 $23.422 $+5.208 $18.214 $+18.214 $
BOEING COBA27.140 $+27.140 $
Duke Energy CORPDUK21.449 $-1.197 $22.646 $+1.052 $21.594 $-727 $22.321 $+22.321 $
STARBUCKS CORPSBUX10.105 $-47 $10.152 $-844 $10.996 $-11.369 $22.365 $+22.365 $
SYNAPTICS IncSYNA22.206 $+1.704 $20.502 $+1.056 $19.446 $+330 $19.116 $+19.116 $
FISERV INCFISV6.717 $-6.176 $12.893 $-4.348 $17.241 $-4.842 $22.083 $+22.083 $
AKAMAI TECHNOLOGIES INCAKAM21.464 $+2.827 $18.637 $-984 $19.621 $-182 $19.803 $+19.803 $
ASTRAZENECA PLCAZN19.765 $+3.270 $16.495 $+1.471 $15.024 $-779 $15.803 $+15.803 $
Walt Disney CoDIS18.772 $+14.192 $4.580 $-380 $4.960 $+1.012 $3.948 $+3.948 $
PALATIN TECHNOLOGIES INCPTNT17.775 $-467 $18.242 $+18.242 $
PEPSICO INCPEP16.218 $+348 $15.870 $+949 $14.921 $-2.022 $16.943 $+16.943 $
Eaton Corp plcETN13.696 $-2.397 $16.093 $+742 $15.351 $+3.662 $11.689 $+11.689 $
UNITEDHEALTH GROUP INCUNH15.845 $+8.939 $6.906 $+667 $6.239 $-4.236 $10.475 $+10.475 $
STRYKER CORPSYK7.029 $-7.758 $14.787 $-1.038 $15.825 $+935 $14.890 $+14.890 $
TORONTO DOMINION BANKTD14.386 $+14.386 $
HALLIBURTON COHAL14.130 $+1.830 $12.300 $+2.110 $10.190 $-2.495 $12.685 $+12.685 $
ADVANCED MICRO DEVICES INCAMD13.920 $+3.404 $10.516 $+1.292 $9.224 $+2.546 $6.678 $+6.678 $
CONSOLIDATED EDISON INCED9.932 $-120 $10.052 $+17 $10.035 $-1.024 $11.059 $+11.059 $
CONOCOPHILLIPSCOP9.361 $-98 $9.459 $+485 $8.974 $-1.528 $10.502 $+10.502 $
iShares Bitcoin Trust ETFIBIT7.944 $-2.456 $10.400 $+606 $9.794 $+2.304 $7.490 $+7.490 $
NASDAQ, INC.NDAQ9.907 $+885 $9.022 $-99 $9.121 $+1.383 $7.738 $+7.738 $
Zoetis Inc.ZTS7.046 $-1.148 $8.194 $-539 $8.733 $-487 $9.220 $+9.220 $
FORD MOTOR COF9.184 $+812 $8.372 $+776 $7.596 $+574 $7.022 $+7.022 $
MOLSON COORS BEVERAGE COTAP7.002 $+214 $6.788 $-426 $7.214 $-1.917 $9.131 $+9.131 $
CARNIVAL CORPCCL8.246 $+440 $7.806 $+214 $7.592 $+2.319 $5.273 $+5.273 $
SANFILIPPO JOHN B & SON INCJBSS8.119 $+727 $7.392 $+119 $7.273 $-876 $8.149 $+8.149 $
NICOLET BANKSHARES INCNIC6.009 $-542 $6.551 $-98 $6.649 $+733 $5.916 $+5.916 $
MORGAN STANLEYMS6.030 $+205 $5.825 $+149 $5.676 $+5.676 $
SCHWAB CHARLES CORPSCHW5.695 $+253 $5.442 $+241 $5.201 $+739 $4.462 $+4.462 $
Otis Worldwide CorpOTIS5.241 $+5.241 $
SanofiSNY3.877 $+101 $3.776 $-89 $3.865 $-572 $4.437 $+4.437 $
V F CORPVFC4.357 $+4.357 $
FEDEX CORPFDX4.333 $+796 $3.537 $+127 $3.410 $-247 $3.657 $+3.657 $
AFLAC INCAFL3.970 $-51 $4.021 $+224 $3.797 $-206 $4.003 $+4.003 $
GSK plcGSK3.923 $+470 $3.453 $+381 $3.072 $-27 $3.099 $+3.099 $
YUM BRANDS INCYUM3.479 $-17 $3.496 $+88 $3.408 $-211 $3.619 $+3.619 $
DTE ENERGY CODTE3.225 $-311 $3.536 $+224 $3.312 $-145 $3.457 $+3.457 $
Investar Holding CorpISTR3.340 $+439 $2.901 $+486 $2.415 $+214 $2.201 $+2.201 $
Elme CommunitiesELME3.028 $+94 $2.934 $+167 $2.767 $-261 $3.028 $+3.028 $
Medtronic plcMDT2.690 $+23 $2.667 $+226 $2.441 $-75 $2.516 $+2.516 $
ENBRIDGE INCENB2.344 $-129 $2.473 $+252 $2.221 $+50 $2.171 $+2.171 $
UNITED PARCEL SERVICE INCUPS1.885 $+298 $1.587 $-331 $1.918 $-172 $2.090 $+2.090 $
COPT DEFENSE PROPERTIESCDP1.946 $-88 $2.034 $+103 $1.931 $+22 $1.909 $+1.909 $
PFIZER INCPFE1.245 $-29 $1.274 $+62 $1.212 $-55 $1.267 $+1.267 $
Dynamix CorpETHM1.029 $+1.029 $
INTEL CORPINTC13 $+0 $13 $+13 $
216.270.273 $+21.804.787 $194.471.516 $-7.825.877 $202.297.406 $+33.632.816 $168.678.976 $+168.678.976 $
Erweiterte Einstellungen ×