Investments: Alpha Omega Wealth Management 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. ($)
537.400.003 $-179.737 $539.396.077 $+33.705.336 $509.385.728 $+16.384.953 $493.226.170 $+493.226.170 $
BANK OF AMERICA CORP /DE/BAC300.678.715 $+8.000.373 $292.678.342 $+11.957.450 $280.720.892 $+13.698.843 $267.022.049 $+267.022.049 $
MICROSOFT CORPMSFT25.209.207 $-2.248.278 $27.457.485 $+818.889 $26.638.596 $+6.222.128 $20.416.468 $+20.416.468 $
APPFOLIO INCAPPF18.767.537 $+306.204 $18.461.333 $+3.297.773 $15.163.560 $-1.483.746 $16.647.306 $+16.647.306 $
CHEVRON CORPCVX11.701.383 $-206.679 $11.908.062 $+960.158 $10.947.904 $-1.688.518 $12.636.422 $+12.636.422 $
CVS HEALTH CorpCVS11.818.673 $+517.525 $11.301.148 $+2.093.402 $9.207.746 $-881.546 $10.089.292 $+10.089.292 $
ALPHA PRO TECH LTDAPT11.442.120 $+2.447.484 $8.994.636 $+2.433.552 $6.561.084 $+828.946 $5.732.138 $+5.732.138 $
AbbVie Inc.ABBV11.167.043 $-229.826 $11.396.869 $+2.213.029 $9.183.840 $-1.228.199 $10.412.039 $+10.412.039 $
VERIZON COMMUNICATIONS INCVZ9.518.412 $-737.284 $10.255.696 $+297.909 $9.957.787 $-701.478 $10.659.265 $+10.659.265 $
JPMORGAN CHASE & COJPM10.177.838 $-205.285 $10.383.123 $+169.900 $10.213.223 $+1.139.630 $9.073.593 $+9.073.593 $
JOHNSON & JOHNSONJNJ10.262.908 $+944.758 $9.318.150 $+1.607.062 $7.711.088 $-765.103 $8.476.191 $+8.476.191 $
AT&T INC.T4.617.389 $-642.963 $5.260.352 $-2.674.381 $7.934.733 $-632.807 $8.567.540 $+8.567.540 $
Eaton Corp plcETN5.051.887 $-977.655 $6.029.542 $+243.805 $5.785.737 $+1.199.149 $4.586.588 $+4.586.588 $
GENTEX CORPGNTX4.011.692 $-1.989.181 $6.000.873 $+1.468.978 $4.531.895 $+139.297 $4.392.598 $+4.392.598 $
ENBRIDGE INCENB5.082.655 $-276.197 $5.358.852 $-20.360 $5.379.212 $-146.777 $5.525.989 $+5.525.989 $
Phillips 66PSX5.049.149 $-298.537 $5.347.686 $+689.263 $4.658.423 $+522.427 $4.135.996 $+4.135.996 $
REALTY INCOME CORPO4.955.019 $-342.916 $5.297.935 $+311.667 $4.986.268 $-42.556 $5.028.824 $+5.028.824 $
PFIZER INCPFE5.082.316 $-173.287 $5.255.603 $+656.388 $4.599.215 $+48.917 $4.550.298 $+4.550.298 $
BERKSHIRE HATHAWAY INCBRK-B4.762.106 $-39.564 $4.801.670 $+138.278 $4.663.392 $-484.526 $5.147.918 $+5.147.918 $
MOLSON COORS BEVERAGE COTAP2.954.240 $-983.222 $3.937.462 $-107.686 $4.045.148 $-946.293 $4.991.441 $+4.991.441 $
BlackRock, Inc.BLK4.624.964 $-123.576 $4.748.540 $+469.917 $4.278.623 $+612.067 $3.666.556 $+3.666.556 $
ROBERT HALF INC.RHI4.431.783 $-32.731 $4.464.514 $+947.304 $3.517.210 $+309.974 $3.207.236 $+3.207.236 $
Bank of New York Mellon CorpBK3.882.463 $-285.152 $4.167.615 $+94.772 $4.072.843 $+197.440 $3.875.403 $+3.875.403 $
Smurfit Westrock plcSW1.897.304 $-1.764.098 $3.661.402 $-85.657 $3.747.059 $-367.189 $4.114.248 $+4.114.248 $
MCDONALDS CORPMCD3.780.899 $-12.122 $3.793.021 $+159.216 $3.633.805 $-404.205 $4.038.010 $+4.038.010 $
CARMAX INCKMX1.706.806 $-1.084.557 $2.791.363 $-890.602 $3.681.965 $-344.785 $4.026.750 $+4.026.750 $
ALLIANT ENERGY CORPLNT2.876.683 $-773.997 $3.650.680 $+373.673 $3.277.007 $-355.205 $3.632.212 $+3.632.212 $
Mastercard IncMA3.422.996 $-42.763 $3.465.759 $+27.810 $3.437.949 $+76.329 $3.361.620 $+3.361.620 $
Paramount Skydance CorpPSKY2.222.711 $-1.122.790 $3.345.501 $+3.345.501 $
AMAZON COM INCAMZN3.182.085 $+112.277 $3.069.808 $-90.724 $3.160.532 $+419.646 $2.740.886 $+2.740.886 $
INTEL CORPINTC2.462.134 $-679.874 $3.142.008 $+1.062.291 $2.079.717 $-78.221 $2.157.938 $+2.157.938 $
EXXON MOBIL CORPXOM2.543.747 $+151.756 $2.391.991 $+55.318 $2.336.673 $-400.858 $2.737.531 $+2.737.531 $
PEPSICO INCPEP2.410.260 $+37.260 $2.373.000 $+82.516 $2.290.484 $-370.485 $2.660.969 $+2.660.969 $
RTX CorpRTX2.535.322 $+180.989 $2.354.333 $+244.928 $2.109.405 $+186.748 $1.922.657 $+1.922.657 $
PROCTER & GAMBLE CoPG1.996.589 $-146.359 $2.142.948 $-110.941 $2.253.889 $-189.408 $2.443.297 $+2.443.297 $
Accenture plcACN2.276.794 $+334.326 $1.942.468 $+205.319 $1.737.149 $-52.400 $1.789.549 $+1.789.549 $
Ralliant CorpRAL2.051.215 $+1.805.059 $246.156 $+32.735 $213.421 $+213.421 $
ALLSTATE CORPALL1.938.085 $-60.521 $1.998.606 $+80.524 $1.918.082 $-61.714 $1.979.796 $+1.979.796 $
ELI LILLY & CoLLY1.853.823 $+508.654 $1.345.169 $-47.072 $1.392.241 $-82.834 $1.475.075 $+1.475.075 $
ORACLE CORPORCL1.838.678 $+657.423 $1.181.255 $+1.181.255 $
WATSCO INCWSO1.146.641 $-229.192 $1.375.833 $-127.000 $1.502.833 $-229.962 $1.732.795 $+1.732.795 $
Duke Energy CORPDUK1.553.384 $-81.354 $1.634.738 $+46.340 $1.588.398 $-115.767 $1.704.165 $+1.704.165 $
EMERSON ELECTRIC COEMR1.447.564 $+243.059 $1.204.505 $+1.204.505 $
Fortive CorpFTV969.653 $+98.709 $870.944 $-135.947 $1.006.891 $-407.605 $1.414.496 $+1.414.496 $
Viatris IncVTRS1.327.680 $+53.075 $1.274.605 $+290.805 $983.800 $+338.772 $645.028 $+645.028 $
BORGWARNER INCBWA1.208.239 $-82.031 $1.290.270 $+234.880 $1.055.390 $+333.696 $721.694 $+721.694 $
FASTENAL COFAST973.032 $-216.041 $1.189.073 $+159.149 $1.029.924 $+51.243 $978.681 $+978.681 $
GENERAL DYNAMICS CORPGD1.044.319 $-47.563 $1.091.882 $+157.987 $933.895 $+61.094 $872.801 $+872.801 $
ADVANCED MICRO DEVICES INCAMD1.079.366 $+274.137 $805.229 $+98.993 $706.236 $+194.899 $511.337 $+511.337 $
Kraft Heinz CoKHC1.020.841 $+153.139 $867.702 $+422.456 $445.246 $+445.246 $
COCA COLA COKO896.176 $+46.020 $850.156 $-70.938 $921.094 $-60.601 $981.695 $+981.695 $
KLA CORPKLAC974.494 $+92.199 $882.295 $+93.148 $789.147 $+173.248 $615.899 $+615.899 $
COMCAST CORPCMCSA637.103 $-189.335 $826.438 $-40.122 $866.560 $+866.560 $
UNITED PARCEL SERVICE INCUPS574.013 $+68.489 $505.524 $-185.814 $691.338 $-82.992 $774.330 $+774.330 $
Walmart Inc.WMT759.482 $+59.498 $699.984 $+35.862 $664.122 $+104.724 $559.398 $+559.398 $
Constellation Energy CorpCEG660.968 $+12.371 $648.597 $+2.754 $645.843 $+261.939 $383.904 $+383.904 $
MERCADOLIBRE INCMELI501.551 $-80.347 $581.898 $-68.896 $650.794 $+159.175 $491.619 $+491.619 $
SPS COMMERCE INCSPSC641.230 $+51.861 $589.369 $+83.961 $505.408 $-1.142 $506.550 $+506.550 $
WEYERHAEUSER COWY333.152 $-135.701 $468.853 $+102.437 $366.416 $-269.633 $636.049 $+636.049 $
Walt Disney CoDIS573.742 $-12.613 $586.355 $-48.700 $635.055 $+128.724 $506.331 $+506.331 $
NEXTERA ENERGY INCNEE578.819 $+30.233 $548.586 $+44.111 $504.475 $-22.876 $527.351 $+527.351 $
AMGEN INCAMGN572.138 $+52.326 $519.812 $+4.949 $514.863 $-59.635 $574.498 $+574.498 $
Veralto CorpVLTO475.452 $-41.180 $516.632 $+16.425 $500.207 $+17.342 $482.865 $+482.865 $
NICOLET BANKSHARES INCNIC397.742 $-80.885 $478.627 $-14.320 $492.947 $+45.984 $446.963 $+446.963 $
CSX CORPCSX488.469 $-681 $489.150 $+98.406 $390.744 $+38.467 $352.277 $+352.277 $
WILLIAMS SONOMA INCWSM434.867 $-42.031 $476.898 $+76.641 $400.257 $+12.912 $387.345 $+387.345 $
SYSCO CORPSYY421.433 $-49.469 $470.902 $+24.490 $446.412 $+4.126 $442.286 $+442.286 $
PAYCHEX INCPAYX300.867 $-39.103 $339.970 $-50.154 $390.124 $-31.369 $421.493 $+421.493 $
Zoetis Inc.ZTS297.564 $-48.483 $346.047 $-22.775 $368.822 $-24.527 $393.349 $+393.349 $
Shell plcSHEL348.736 $+9.255 $339.481 $-15.808 $355.289 $-20.637 $375.926 $+375.926 $
ATMOS ENERGY CORPATO331.572 $-37.590 $369.162 $+35.976 $333.186 $-1.016 $334.202 $+334.202 $
EXELON CORPEXC355.041 $-11.565 $366.606 $+12.950 $353.656 $-9.178 $362.834 $+362.834 $
3M COMMM363.742 $+6.891 $356.851 $-166 $357.017 $+357.017 $
CATERPILLAR INCCAT325.390 $+39.100 $286.290 $+49.482 $236.808 $+32.002 $204.806 $+204.806 $
SOUTHERN COSO288.370 $-25.034 $313.404 $+9.722 $303.682 $-397 $304.079 $+304.079 $
CONOCOPHILLIPSCOP264.823 $-2.772 $267.595 $+13.721 $253.874 $-43.228 $297.102 $+297.102 $
Medtronic plcMDT293.559 $+2.506 $291.053 $+20.303 $270.750 $-8.355 $279.105 $+279.105 $
STRYKER CORPSYK258.330 $-13.377 $271.707 $-19.081 $290.788 $+17.184 $273.604 $+273.604 $
FEDEX CORPFDX257.663 $+44.962 $212.701 $+5.394 $207.307 $-15.020 $222.327 $+222.327 $
FREEPORT-MCMORAN INCFCX235.513 $+30.164 $205.349 $+205.349 $
ARES CAPITAL CORPARCC224.410 $+3.003 $221.407 $-11.571 $232.978 $+2.658 $230.320 $+230.320 $
BECTON DICKINSON & COBDX225.395 $+225.395 $
TE Connectivity plcTEL215.452 $+7.557 $207.895 $+207.895 $
GOLDMAN SACHS GROUP INCGS211.839 $+211.839 $
DEERE & CODE203.396 $+203.396 $
IAMGOLD CORPIAG197.880 $+42.720 $155.160 $+66.960 $88.200 $+13.200 $75.000 $+75.000 $
537.400.003 $-179.737 $539.396.077 $+33.705.336 $509.385.728 $+16.384.953 $493.226.170 $+493.226.170 $
Erweiterte Einstellungen ×