Investments: Watts Gwilliam & Co., LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
546.106.583 $+9.249.740 $537.070.765 $+137.798.543 $401.357.572 $+401.357.572 $
BANK OF AMERICA CORP /DE/BAC211.347.396 $-2.553.874 $213.901.270 $+21.169.021 $192.732.249 $+192.732.249 $
NVIDIA CORPNVDA143.810.426 $+7.759.820 $136.050.606 $+88.586.840 $47.463.766 $+47.463.766 $
MICROSOFT CORPMSFT27.800.244 $+474.307 $27.325.937 $+9.279.568 $18.046.369 $+18.046.369 $
APPFOLIO INCAPPF24.186.069 $+1.147.831 $23.038.238 $+414.647 $22.623.591 $+22.623.591 $
INTEL CORPINTC16.815.082 $+1.610.521 $15.204.561 $+2.191.893 $13.012.668 $+13.012.668 $
ALPHA PRO TECH LTDAPT12.871.280 $-1.437.111 $14.308.391 $+3.677.575 $10.630.816 $+10.630.816 $
AMAZON COM INCAMZN9.564.256 $-294.935 $9.859.191 $+1.191.506 $8.667.685 $+8.667.685 $
PEPSICO INCPEP9.098.746 $-17.390 $9.116.136 $-620.049 $9.736.185 $+9.736.185 $
BALCHEM CORPBCPC6.322.196 $-268.797 $6.590.993 $-402.773 $6.993.766 $+6.993.766 $
NETFLIX INCNFLX5.572.165 $-41.178 $5.613.343 $+643.735 $4.969.608 $+4.969.608 $
AMGEN INCAMGN5.343.012 $+120.606 $5.222.406 $-304.525 $5.526.931 $+5.526.931 $
JPMORGAN CHASE & COJPM5.271.119 $+36.764 $5.234.355 $+1.082.558 $4.151.797 $+4.151.797 $
ANTERO RESOURCES CorpAR3.694.151 $+182.727 $3.511.424 $-940.049 $4.451.473 $+4.451.473 $
AbbVie Inc.ABBV3.903.075 $+166.978 $3.736.097 $+306.980 $3.429.117 $+3.429.117 $
Vertiv Holdings CoVRT3.504.247 $+221.027 $3.283.220 $+1.860.340 $1.422.880 $+1.422.880 $
Walmart Inc.WMT3.245.940 $+220.962 $3.024.978 $+834.577 $2.190.401 $+2.190.401 $
ELI LILLY & CoLLY826.329 $+76 $826.253 $-2.236.568 $3.062.821 $+3.062.821 $
DEXCOM INCDXCM2.472.638 $-296.818 $2.769.456 $-291.370 $3.060.826 $+3.060.826 $
MICROCHIP TECHNOLOGY INCMCHP657.133 $-20.874 $678.007 $-2.294.150 $2.972.157 $+2.972.157 $
GOLDMAN SACHS GROUP INCGS2.453.976 $-19.364 $2.473.340 $+842.488 $1.630.852 $+1.630.852 $
CHIPOTLE MEXICAN GRILL INCCMG2.421.903 $-26.372 $2.448.275 $+2.046.645 $401.630 $+401.630 $
AT&T INC.T2.141.777 $-85.132 $2.226.909 $+1.964.164 $262.745 $+262.745 $
CHEVRON CORPCVX2.130.453 $-48.703 $2.179.156 $+1.584.812 $594.344 $+594.344 $
YUM BRANDS INCYUM2.097.561 $+93.010 $2.004.551 $-173.608 $2.178.159 $+2.178.159 $
PFIZER INCPFE2.023.698 $+105.633 $1.918.065 $+1.191.333 $726.732 $+726.732 $
BERKSHIRE HATHAWAY INCBRK-B1.871.701 $+45.569 $1.826.132 $+37.728 $1.788.404 $+1.788.404 $
Paramount Skydance CorpPSKY1.829.826 $+1.829.826 $
EXXON MOBIL CORPXOM1.757.382 $-18.392 $1.775.774 $+11.086 $1.764.688 $+1.764.688 $
Walt Disney CoDIS1.641.386 $-5.161 $1.646.547 $+172.306 $1.474.241 $+1.474.241 $
KLA CORPKLAC1.615.743 $+47.801 $1.567.942 $+549.602 $1.018.340 $+1.018.340 $
BlackRock, Inc.BLK1.364.728 $-1.476 $1.366.204 $-229.368 $1.595.572 $+1.595.572 $
FREEPORT-MCMORAN INCFCX1.375.451 $-200.250 $1.575.701 $+1.575.701 $
EMERSON ELECTRIC COEMR1.336.621 $+1.336.621 $
MCDONALDS CORPMCD1.289.475 $+64.368 $1.225.107 $+273.792 $951.315 $+951.315 $
UNITED PARCEL SERVICE INCUPS945.646 $-25.713 $971.359 $-297.935 $1.269.294 $+1.269.294 $
ADVANCED MICRO DEVICES INCAMD1.086.725 $+94.847 $991.878 $-211.841 $1.203.719 $+1.203.719 $
AMERICAN EXPRESS COAXP1.135.096 $-32.498 $1.167.594 $+257.080 $910.514 $+910.514 $
PALATIN TECHNOLOGIES INCPTNT1.144.012 $+12.057 $1.131.955 $+541.635 $590.320 $+590.320 $
MICRON TECHNOLOGY INCMU1.096.455 $-31.737 $1.128.192 $+528.385 $599.807 $+599.807 $
JOHNSON & JOHNSONJNJ723.401 $+43.930 $679.471 $-434.994 $1.114.465 $+1.114.465 $
FEDEX CORPFDX936.879 $+48.088 $888.791 $-148.842 $1.037.633 $+1.037.633 $
SEMPRASRE965.665 $+80.490 $885.175 $+113.987 $771.188 $+771.188 $
LOCKHEED MARTIN CORPLMT890.903 $+47.695 $843.208 $+54.382 $788.826 $+788.826 $
COCA COLA COKO824.020 $-1.739 $825.759 $+55.240 $770.519 $+770.519 $
AppLovin CorpAPP431.124 $+120.364 $310.760 $-510.326 $821.086 $+821.086 $
PROCTER & GAMBLE CoPG648.855 $-15.498 $664.353 $-86.762 $751.115 $+751.115 $
FAIR ISAAC CORPFICO748.729 $+748.729 $
CITIGROUP INCC736.881 $-6.607 $743.488 $+245.641 $497.847 $+497.847 $
ARES CAPITAL CORPARCC703.754 $-33.901 $737.655 $+504.118 $233.537 $+233.537 $
VERIZON COMMUNICATIONS INCVZ705.224 $+4.492 $700.732 $+46.572 $654.160 $+654.160 $
CATERPILLAR INCCAT682.074 $+14.566 $667.508 $+211.395 $456.113 $+456.113 $
INTUITIVE SURGICAL INCISRG648.636 $+52.530 $596.106 $+596.106 $
iShares Bitcoin Trust ETFIBIT596.971 $-11.867 $608.838 $+196.434 $412.404 $+412.404 $
STARBUCKS CORPSBUX378.914 $-61.451 $440.365 $-161.692 $602.057 $+602.057 $
Mastercard IncMA488.234 $-58.751 $546.985 $+44.471 $502.514 $+502.514 $
UNITEDHEALTH GROUP INCUNH333.214 $+10.132 $323.082 $-181.749 $504.831 $+504.831 $
CAMDEN PROPERTY TRUSTCPT496.971 $-6.545 $503.516 $+31.168 $472.348 $+472.348 $
KINROSS GOLD CORPKGC501.423 $+52.261 $449.162 $+194.717 $254.445 $+254.445 $
MORGAN STANLEYMS491.186 $-866 $492.052 $+139.475 $352.577 $+352.577 $
Palo Alto Networks IncPANW428.213 $+31.868 $396.345 $+147.723 $248.622 $+248.622 $
Grayscale Bitcoin Mini Trust ETFBTC405.040 $-11.280 $416.320 $+124.400 $291.920 $+291.920 $
BOEING COBA414.609 $+326 $414.283 $+37.197 $377.086 $+377.086 $
CONOCOPHILLIPSCOP303.933 $+3.567 $300.366 $-108.582 $408.948 $+408.948 $
EQUINIX INCEQIX405.310 $-1.066 $406.376 $+103.061 $303.315 $+303.315 $
Eaton Corp plcETN386.100 $+3.075 $383.025 $+102.588 $280.437 $+280.437 $
ORACLE CORPORCL363.831 $-19.897 $383.728 $+383.728 $
SPS COMMERCE INCSPSC356.539 $+87.034 $269.505 $+269.505 $
LAM RESEARCH CORPLRCX327.787 $+18.556 $309.231 $+309.231 $
Aon plcAON271.714 $+2.911 $268.803 $-35.304 $304.107 $+304.107 $
NEXTERA ENERGY INCNEE302.020 $+18.803 $283.217 $+2.929 $280.288 $+280.288 $
RTX CorpRTX296.277 $+16.183 $280.094 $+60.855 $219.239 $+219.239 $
TARGET CORPTGT235.483 $+9.677 $225.806 $-63.597 $289.403 $+289.403 $
ASML HOLDING NVASML282.192 $+11.744 $270.448 $+270.448 $
3M COMMM269.028 $-381 $269.409 $+6.433 $262.976 $+262.976 $
ROPER TECHNOLOGIES INCROP211.943 $-4.386 $216.329 $-34.243 $250.572 $+250.572 $
Bunge Global SABG222.176 $+3.691 $218.485 $-12.887 $231.372 $+231.372 $
Edwards Lifesciences CorpEW222.733 $+9.222 $213.511 $+3.319 $210.192 $+210.192 $
Public StoragePSA213.922 $+213.922 $
DEERE & CODE202.864 $-8.367 $211.231 $+211.231 $
FORD MOTOR COF167.605 $+3.083 $164.522 $+3.431 $161.091 $+161.091 $
NORDIC AMERICAN TANKERS LtdNAT62.809 $-3.201 $66.010 $+16.803 $49.207 $+49.207 $
PDS Biotechnology CorpPDSB55.550 $-7.700 $63.250 $+63.250 $
546.106.583 $+9.249.740 $537.070.765 $+137.798.543 $401.357.572 $+401.357.572 $
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