Investments: Cedar 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. ($)
239.340.490 $+5.513.783 $234.319.897 $+22.168.251 $212.236.366 $+6.689.404 $205.794.683 $+205.794.683 $
BANK OF AMERICA CORP /DE/BAC206.276.800 $+3.090.873 $203.185.927 $+16.658.987 $186.526.940 $+1.548.415 $184.978.525 $+184.978.525 $
ALPHA PRO TECH LTDAPT5.032.925 $+1.124.107 $3.908.818 $+1.035.562 $2.873.256 $+999.447 $1.873.809 $+1.873.809 $
BlackRock, Inc.BLK4.520.005 $+84.182 $4.435.823 $+290.813 $4.145.010 $+800.572 $3.344.438 $+3.344.438 $
AMAZON COM INCAMZN3.558.783 $+183.114 $3.375.669 $+13.078 $3.362.591 $+455.608 $2.906.983 $+2.906.983 $
APPFOLIO INCAPPF2.951.707 $+378.046 $2.573.661 $+981.456 $1.592.205 $+8.365 $1.583.840 $+1.583.840 $
NVIDIA CORPNVDA2.643.078 $-1.134 $2.644.212 $+357.781 $2.286.431 $+760.332 $1.526.099 $+1.526.099 $
MICROSOFT CORPMSFT2.195.835 $-3.595 $2.199.430 $+80.755 $2.118.675 $+505.469 $1.613.206 $+1.613.206 $
NOVAGOLD RESOURCES INCNG931.683 $-621.543 $1.553.226 $+475.760 $1.077.466 $+499.697 $577.769 $+577.769 $
ISHARES GOLD TRUSTIAU1.084.837 $+112.266 $972.571 $+139.130 $833.441 $+50.039 $783.402 $+783.402 $
SITIME CorpSITM970.919 $+254.705 $716.214 $+716.214 $
ASML HOLDING NVASML649.405 $-42.779 $692.184 $+119.190 $572.994 $+99.214 $473.780 $+473.780 $
BERKSHIRE HATHAWAY INCBRK-B609.212 $-109 $609.321 $+20.568 $588.753 $-41.289 $630.042 $+630.042 $
FORD MOTOR COF629.471 $+55.654 $573.817 $+53.256 $520.561 $+39.342 $481.219 $+481.219 $
PERRIGO Co plcPRGO366.787 $-73.291 $440.078 $-175.849 $615.927 $+615.927 $
BARRICK MINING CORPB576.602 $+142.727 $433.875 $+158.218 $275.657 $+275.657 $
Seadrill LtdSDRL532.148 $+67.518 $464.630 $+60.905 $403.725 $+136.650 $267.075 $+267.075 $
FREEPORT-MCMORAN INCFCX528.470 $+120.386 $408.084 $+408.084 $
RHRH433.901 $-89.236 $523.137 $+65.355 $457.782 $+171.333 $286.449 $+286.449 $
ELI LILLY & CoLLY509.398 $+308.729 $200.669 $-6.686 $207.355 $-6.556 $213.911 $+213.911 $
TWILIO INCTWLO463.702 $+130.703 $332.999 $-80.747 $413.746 $+87.999 $325.747 $+325.747 $
SPS COMMERCE INCSPSC275.435 $-14.273 $289.708 $+41.272 $248.436 $-165.621 $414.057 $+414.057 $
WOODSIDE ENERGY GROUP LTDWDS397.046 $+6.905 $390.141 $-9.851 $399.992 $+24.368 $375.624 $+375.624 $
AT&T INC.T290.827 $-45.088 $335.915 $-8.326 $344.241 $+7.850 $336.391 $+336.391 $
CHEVRON CORPCVX320.553 $-6.057 $326.610 $+44.064 $282.546 $-42.833 $325.379 $+325.379 $
Vertiv Holdings CoVRT58.972 $-216.498 $275.470 $+275.470 $
Valaris LtdVAL267.523 $+9.481 $258.042 $+35.238 $222.804 $+222.804 $
STARBUCKS CORPSBUX215.241 $-997 $216.238 $-17.968 $234.206 $-16.512 $250.718 $+250.718 $
MICRON TECHNOLOGY INCMU244.026 $+100.967 $143.059 $+37.680 $105.379 $+99.384 $5.995 $+5.995 $
ALBEMARLE CORPALB236.063 $+144.929 $91.134 $+20.693 $70.441 $-10.509 $80.950 $+80.950 $
JOHNSON & JOHNSONJNJ10.136 $+1.054 $9.082 $-1.886 $10.968 $-218.223 $229.191 $+229.191 $
Nebius Group N.V.NBIS227.671 $+227.671 $
Noble Corp plcNE226.908 $-322 $227.230 $+13.901 $213.329 $+213.329 $
JPMORGAN CHASE & COJPM223.024 $+206.891 $16.133 $+1.342 $14.791 $+8.904 $5.887 $+5.887 $
ADVANCED MICRO DEVICES INCAMD200.454 $+54.519 $145.935 $+52.849 $93.086 $+46.237 $46.849 $+46.849 $
CITIGROUP INCC176.235 $-4.192 $180.427 $+87.984 $92.443 $-3.167 $95.610 $+95.610 $
MPLX LPMPLX151.731 $+9.723 $142.008 $+23.535 $118.473 $+118.473 $
PFIZER INCPFE122.483 $-2.853 $125.336 $-10.408 $135.744 $-4.107 $139.851 $+139.851 $
NICOLET BANKSHARES INCNIC59.887 $-36.283 $96.170 $-15.163 $111.333 $+11.848 $99.485 $+99.485 $
Strategy IncMSTR111.162 $+111.162 $
ARES CAPITAL CORPARCC66.799 $-21.005 $87.804 $-6.668 $94.472 $-860 $95.332 $+95.332 $
Walmart Inc.WMT91.803 $+6.880 $84.923 $+4.351 $80.572 $+21.050 $59.522 $+59.522 $
AbbVie Inc.ABBV81.234 $-1.085 $82.319 $+16.369 $65.950 $-2.354 $68.304 $+68.304 $
LAM RESEARCH CORPLRCX80.455 $+17.522 $62.933 $+17.183 $45.750 $+11.581 $34.169 $+34.169 $
Eaton Corp plcETN59.561 $-10.424 $69.985 $+3.228 $66.757 $+15.925 $50.832 $+50.832 $
DOLLAR GENERAL CORPDG54.284 $+1.693 $52.591 $-5.612 $58.203 $+13.459 $44.744 $+44.744 $
MICROCHIP TECHNOLOGY INCMCHP29.821 $-3.445 $33.266 $-10.926 $44.192 $+13.791 $30.401 $+30.401 $
ASTRAZENECA PLCAZN37.316 $-1.933 $39.249 $+39.249 $
VERIZON COMMUNICATIONS INCVZ34.249 $-2.708 $36.957 $+12.523 $24.434 $+24.434 $
ROPER TECHNOLOGIES INCROP16.470 $-1.982 $18.452 $-10.464 $28.916 $-1.160 $30.076 $+30.076 $
KLA CORPKLAC26.732 $+3.003 $23.729 $+4.023 $19.706 $+4.750 $14.956 $+14.956 $
NOVARTIS AGNVS6.894 $+482 $6.412 $-19.847 $26.259 $+2.068 $24.191 $+24.191 $
MERCADOLIBRE INCMELI20.143 $-3.226 $23.369 $-2.767 $26.136 $+6.627 $19.509 $+19.509 $
WELLS FARGO & COMPANY/MNWFC26.064 $+26.064 $
PAYCHEX INCPAYX18.734 $-2.435 $21.169 $-3.123 $24.292 $-1.473 $25.765 $+25.765 $
INTEL CORPINTC9.328 $+847 $8.481 $-9.077 $17.558 $-7.806 $25.364 $+25.364 $
EXXON MOBIL CORPXOM25.151 $+1.586 $23.565 $+22.271 $1.294 $-133 $1.427 $+1.427 $
EMERSON ELECTRIC COEMR18.310 $+18.310 $
PEPSICO INCPEP15.644 $+336 $15.308 $+7.122 $8.186 $+4.587 $3.599 $+3.599 $
AIR LEASE CORPAL13.160 $+2.290 $10.870 $+10.870 $
NUCOR CORPNUE12.954 $+920 $12.034 $+12.034 $
Caesars Entertainment, Inc.CZR10.646 $+1.271 $9.375 $+9.375 $
TransDigm Group INCTDG10.644 $+961 $9.683 $+9.683 $
PROCTER & GAMBLE CoPG9.364 $-676 $10.040 $-304 $10.344 $+9.662 $682 $+682 $
Trane Technologies plcTT8.173 $-688 $8.861 $-325 $9.186 $+2.111 $7.075 $+7.075 $
RTX CorpRTX8.641 $+1.101 $7.540 $+7.540 $
NETFLIX INCNFLX5.626 $-1.568 $7.194 $-841 $8.035 $+8.035 $
CVS HEALTH CorpCVS7.983 $+399 $7.584 $+201 $7.383 $+3.657 $3.726 $+3.726 $
MCDONALDS CORPMCD6.600 $+254 $6.346 $+6.346 $
CONSOLIDATED EDISON INCED6.374 $-77 $6.451 $+11 $6.440 $+6.440 $
DEERE & CODE5.587 $+100 $5.487 $-615 $6.102 $+470 $5.632 $+5.632 $
UNITEDHEALTH GROUP INCUNH5.717 $-263 $5.980 $-47 $6.027 $+2.884 $3.143 $+3.143 $
COCA COLA COKO5.748 $+295 $5.453 $-323 $5.776 $+5.776 $
Synchrony FinancialSYF5.673 $+842 $4.831 $+293 $4.538 $+938 $3.600 $+3.600 $
Accenture plcACN1.610 $+130 $1.480 $-3.900 $5.380 $-237 $5.617 $+5.617 $
NEXTERA ENERGY INCNEE5.589 $+333 $5.256 $+423 $4.833 $+4.408 $425 $+425 $
CSX CORPCSX5.220 $+107 $5.113 $+414 $4.699 $+461 $4.238 $+4.238 $
BOSTON SCIENTIFIC CORPBSX4.577 $-109 $4.686 $-470 $5.156 $+314 $4.842 $+4.842 $
KROGER COKR4.117 $-325 $4.442 $-285 $4.727 $+4.727 $
3M COMMM4.249 $+131 $4.118 $+78 $4.040 $+4.040 $
Kraft Heinz CoKHC3.298 $-244 $3.542 $+30 $3.512 $+3.512 $
Constellation Energy CorpCEG3.179 $+217 $2.962 $+57 $2.905 $+1.090 $1.815 $+1.815 $
ALCON INCALC2.601 $+142 $2.459 $-454 $2.913 $-220 $3.133 $+3.133 $
UNITED PARCEL SERVICE INCUPS3.044 $+480 $2.564 $-534 $3.098 $+3.098 $
GLOBAL PAYMENTS INCGPN1.238 $-91 $1.329 $-1.072 $2.401 $-537 $2.938 $+2.938 $
StoneX Group Inc.SNEX1.740 $+1.740 $
MGM Resorts InternationalMGM1.204 $+60 $1.144 $+9 $1.135 $+157 $978 $+978 $
EXELON CORPEXC959 $-31 $990 $+35 $955 $-59 $1.014 $+1.014 $
Walt Disney CoDIS569 $-4 $573 $-47 $620 $+126 $494 $+494 $
AURORA CANNABIS INCACB0 $+0 $
239.340.490 $+5.513.783 $234.319.897 $+22.168.251 $212.236.366 $+6.689.404 $205.794.683 $+205.794.683 $
Erweiterte Einstellungen ×