Investments: Cornerstone Wealth Management, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
1.650.650.918 $+95.808.354 $1.556.771.402 $+1.556.771.402 $
BANK OF AMERICA CORP /DE/BAC1.138.276.359 $+59.137.345 $1.079.139.014 $+1.079.139.014 $
APPFOLIO INCAPPF92.974.838 $+7.955.417 $85.019.421 $+85.019.421 $
NVIDIA CORPNVDA47.381.557 $+547.180 $46.834.377 $+46.834.377 $
MICROSOFT CORPMSFT35.866.688 $-381.748 $36.248.436 $+36.248.436 $
ALPHA PRO TECH LTDAPT22.565.936 $+5.207.957 $17.357.979 $+17.357.979 $
AMAZON COM INCAMZN21.872.179 $+1.206.848 $20.665.331 $+20.665.331 $
Walmart Inc.WMT20.414.175 $+2.052.248 $18.361.927 $+18.361.927 $
PROCTER & GAMBLE CoPG15.444.411 $-714.736 $16.159.147 $+16.159.147 $
BlackRock, Inc.BLK14.437.335 $+488.457 $13.948.878 $+13.948.878 $
JOHNSON & JOHNSONJNJ12.200.431 $+1.797.644 $10.402.787 $+10.402.787 $
EXXON MOBIL CORPXOM11.140.551 $+1.659.232 $9.481.319 $+9.481.319 $
RTX CorpRTX9.445.156 $+248.738 $9.196.418 $+9.196.418 $
COCA COLA COKO9.400.743 $+669.661 $8.731.082 $+8.731.082 $
BERKSHIRE HATHAWAY INCBRK-B8.159.866 $+419.088 $7.740.778 $+7.740.778 $
JPMORGAN CHASE & COJPM7.558.056 $+270.350 $7.287.706 $+7.287.706 $
EMERSON ELECTRIC COEMR7.421.777 $+34.962 $7.386.815 $+7.386.815 $
Parker-Hannifin CorpPH6.957.666 $+628.246 $6.329.420 $+6.329.420 $
SPS COMMERCE INCSPSC6.737.686 $+899.429 $5.838.257 $+5.838.257 $
AFLAC INCAFL6.395.309 $-55.055 $6.450.364 $+6.450.364 $
DOVER CorpDOV5.904.337 $+918.217 $4.986.120 $+4.986.120 $
ELI LILLY & CoLLY5.737.074 $+1.656.896 $4.080.178 $+4.080.178 $
CONSOLIDATED EDISON INCED5.497.086 $+193.837 $5.303.249 $+5.303.249 $
NORDSON CORPNDSN5.123.264 $+511.230 $4.612.034 $+4.612.034 $
LINDE PLCLIN4.614.036 $-288.877 $4.902.913 $+4.902.913 $
AT&T INC.T4.244.361 $-422.633 $4.666.994 $+4.666.994 $
CHEVRON CORPCVX4.574.089 $+652.960 $3.921.129 $+3.921.129 $
GENERAL ELECTRIC COGE4.245.242 $+699.987 $3.545.255 $+3.545.255 $
LOCKHEED MARTIN CORPLMT4.115.804 $+2.134.094 $1.981.710 $+1.981.710 $
NETFLIX INCNFLX3.766.711 $-259.277 $4.025.988 $+4.025.988 $
MCDONALDS CORPMCD3.487.754 $+409.254 $3.078.500 $+3.078.500 $
ORACLE CORPORCL3.028.340 $-364.597 $3.392.937 $+3.392.937 $
BOEING COBA3.375.193 $+518.848 $2.856.345 $+2.856.345 $
AbbVie Inc.ABBV3.109.968 $-23.414 $3.133.382 $+3.133.382 $
ADVANCED MICRO DEVICES INCAMD2.987.747 $+779.787 $2.207.960 $+2.207.960 $
CATERPILLAR INCCAT2.940.706 $+824.886 $2.115.820 $+2.115.820 $
AMEREN CORPAEE2.883.066 $+353.346 $2.529.720 $+2.529.720 $
MORGAN STANLEYMS2.868.365 $+554.446 $2.313.919 $+2.313.919 $
Mastercard IncMA2.728.080 $-19.635 $2.747.715 $+2.747.715 $
PFIZER INCPFE2.648.691 $+116.525 $2.532.166 $+2.532.166 $
GENERAL DYNAMICS CORPGD2.510.260 $+129.240 $2.381.020 $+2.381.020 $
Walt Disney CoDIS2.428.287 $+95.714 $2.332.573 $+2.332.573 $
EQUIFAX INCEFX1.871.453 $-341.119 $2.212.572 $+2.212.572 $
NEXTERA ENERGY INCNEE2.206.613 $+496.685 $1.709.928 $+1.709.928 $
FS Credit Opportunities Corp.FSCO2.140.534 $+14.451 $2.126.083 $+2.126.083 $
PALATIN TECHNOLOGIES INCPTNT2.088.752 $-37.175 $2.125.927 $+2.125.927 $
PEPSICO INCPEP2.122.295 $+199.376 $1.922.919 $+1.922.919 $
CITIGROUP INCC2.113.607 $+58.342 $2.055.265 $+2.055.265 $
CUMMINS INCCMI2.105.742 $+394.456 $1.711.286 $+1.711.286 $
Duke Energy CORPDUK1.872.464 $+23.921 $1.848.543 $+1.848.543 $
VERIZON COMMUNICATIONS INCVZ1.709.510 $-86.903 $1.796.413 $+1.796.413 $
BANK OF NOVA SCOTIABNS1.693.423 $+293.727 $1.399.696 $+1.399.696 $
UNITED PARCEL SERVICE INCUPS1.691.823 $+336.552 $1.355.271 $+1.355.271 $
ENBRIDGE INCENB1.475.457 $-120.285 $1.595.742 $+1.595.742 $
DEERE & CODE1.558.144 $+22.352 $1.535.792 $+1.535.792 $
CONOCOPHILLIPSCOP1.528.120 $+121.866 $1.406.254 $+1.406.254 $
3M COMMM1.472.998 $+21.133 $1.451.865 $+1.451.865 $
MICRON TECHNOLOGY INCMU1.459.182 $+527.496 $931.686 $+931.686 $
AMERICAN EXPRESS COAXP1.409.961 $+98.242 $1.311.719 $+1.311.719 $
Medtronic plcMDT1.408.980 $+42.440 $1.366.540 $+1.366.540 $
INTEL CORPINTC1.313.293 $+66.633 $1.246.660 $+1.246.660 $
GOLDMAN SACHS GROUP INCGS1.254.453 $+112.736 $1.141.717 $+1.141.717 $
TARGET CORPTGT1.241.390 $+64.506 $1.176.884 $+1.176.884 $
LINCOLN NATIONAL CORPLNC1.003.070 $-72.557 $1.075.627 $+1.075.627 $
CVS HEALTH CorpCVS1.071.316 $+23.143 $1.048.173 $+1.048.173 $
CELESTICA INCCLS1.005.661 $+123.617 $882.044 $+882.044 $
Phillips 66PSX951.354 $-43.270 $994.624 $+994.624 $
PENTAIR plcPNR898.844 $-47.169 $946.013 $+946.013 $
CAPITAL SOUTHWEST CORPCSWC904.495 $-37.291 $941.786 $+941.786 $
FORD MOTOR COF883.993 $+20.246 $863.747 $+863.747 $
VICTORY CAPITAL MANAGEMENT INC879.110 $+94.258 $784.852 $+784.852 $
Vertiv Holdings CoVRT867.240 $+258.962 $608.278 $+608.278 $
BP PLCBP835.109 $+105.823 $729.286 $+729.286 $
Eaton Corp plcETN710.565 $-108.899 $819.464 $+819.464 $
Constellation Energy CorpCEG807.042 $+30.646 $776.396 $+776.396 $
Kraft Heinz CoKHC784.043 $+42.737 $741.306 $+741.306 $
FEDEX CORPFDX756.255 $+190.087 $566.168 $+566.168 $
ATMOS ENERGY CORPATO737.965 $-15.280 $753.245 $+753.245 $
ASML HOLDING NVASML749.087 $+113.886 $635.201 $+635.201 $
UNITEDHEALTH GROUP INCUNH655.969 $-53.748 $709.717 $+709.717 $
AMGEN INCAMGN691.149 $+96.097 $595.052 $+595.052 $
SYSCO CORPSYY619.469 $-64.404 $683.873 $+683.873 $
SPIRE INCSR658.610 $+9.478 $649.132 $+649.132 $
ARES CAPITAL CORPARCC635.886 $-16.405 $652.291 $+652.291 $
iShares Bitcoin Trust ETFIBIT645.805 $+42.995 $602.810 $+602.810 $
ANALOG DEVICES INCADI642.483 $+72.118 $570.365 $+570.365 $
SHERWIN WILLIAMS COSHW574.541 $-51.638 $626.179 $+626.179 $
SOUTHERN COSO592.742 $+104.231 $488.511 $+488.511 $
SCHWAB CHARLES CORPSCHW575.648 $+10.047 $565.601 $+565.601 $
FLUOR CORPFLR555.031 $+555.031 $
PAYCHEX INCPAYX490.809 $-30.712 $521.521 $+521.521 $
RIO TINTO PLCRIO519.733 $+82.750 $436.983 $+436.983 $
COLGATE PALMOLIVE COCL500.245 $-18.632 $518.877 $+518.877 $
Accenture plcACN510.329 $+8.080 $502.249 $+502.249 $
SMITH A O CORPAOS474.092 $-28.715 $502.807 $+502.807 $
GSK plcGSK490.828 $+47.718 $443.110 $+443.110 $
Palo Alto Networks IncPANW485.919 $+3.545 $482.374 $+482.374 $
SEMPRASRE479.786 $+29.880 $449.906 $+449.906 $
NOVARTIS AGNVS461.904 $+16.767 $445.137 $+445.137 $
INTUITIVE SURGICAL INCISRG459.317 $+96.614 $362.703 $+362.703 $
CSX CORPCSX458.216 $+32.007 $426.209 $+426.209 $
CARDINAL HEALTH INCCAH445.102 $+104.471 $340.631 $+340.631 $
NUCOR CORPNUE436.171 $+72.856 $363.315 $+363.315 $
FRANKLIN RESOURCES INCBEN436.142 $+6.968 $429.174 $+429.174 $
KLA CORPKLAC430.137 $+48.312 $381.825 $+381.825 $
FIFTH THIRD BANCORPFITB429.044 $+207.077 $221.967 $+221.967 $
FREEPORT-MCMORAN INCFCX427.726 $+62.391 $365.335 $+365.335 $
ST JOE CoJOE395.840 $+395.840 $
EQUINIX INCEQIX391.541 $-3.212 $394.753 $+394.753 $
STARBUCKS CORPSBUX369.849 $-23.828 $393.677 $+393.677 $
DOLLAR GENERAL CORPDG376.122 $+25.018 $351.104 $+351.104 $
INSMED IncINSM348.080 $+60.060 $288.020 $+288.020 $
BERKLEY W R CORPWRB315.961 $-29.289 $345.250 $+345.250 $
ISHARES GOLD TRUSTIAU328.941 $+27.563 $301.378 $+301.378 $
YUM BRANDS INCYUM326.330 $-1.064 $327.394 $+327.394 $
METLIFE INCMET313.301 $-13.185 $326.486 $+326.486 $
KROGER COKR313.857 $+15.614 $298.243 $+298.243 $
Bank OZKOZK294.668 $-17.580 $312.248 $+312.248 $
CENTRUS ENERGY CORPLEU242.760 $-67.310 $310.070 $+310.070 $
REALTY INCOME CORPO308.176 $+2.144 $306.032 $+306.032 $
ALLIANT ENERGY CORPLNT272.735 $-24.191 $296.926 $+296.926 $
ON SEMICONDUCTOR CORPON294.495 $+26.322 $268.173 $+268.173 $
FIRST TRUST ADVISORS LP216.679 $-60.673 $277.352 $+277.352 $
PRICE T ROWE GROUP INCTROW272.906 $-1.439 $274.345 $+274.345 $
CINTAS CORPCTAS246.938 $-22.569 $269.507 $+269.507 $
NICOLET BANKSHARES INCNIC252.948 $-12.087 $265.035 $+265.035 $
UNILEVER PLCUL263.947 $+33.635 $230.312 $+230.312 $
Performance Food Group CoPFGC242.870 $-20.143 $263.013 $+263.013 $
FIRSTENERGY CORPFE247.355 $-5.800 $253.155 $+253.155 $
MANULIFE FINANCIAL CORPMFC249.707 $+32.886 $216.821 $+216.821 $
REINSURANCE GROUP OF AMERICA INCRGA244.975 $+26.194 $218.781 $+218.781 $
LAM RESEARCH CORPLRCX239.311 $+239.311 $
Archer-Daniels-Midland CoADM238.506 $+24.785 $213.721 $+213.721 $
BOSTON SCIENTIFIC CORPBSX218.543 $-15.965 $234.508 $+234.508 $
XCEL ENERGY INCXEL233.011 $+233.011 $
RAYMOND JAMES FINANCIAL INCRJF230.632 $-1.346 $231.978 $+231.978 $
NORTHERN TRUST CORPNTRS227.013 $+3.308 $223.705 $+223.705 $
CARNIVAL CORPCCL225.639 $+2.964 $222.675 $+222.675 $
HALLIBURTON COHAL225.072 $+23.918 $201.154 $+201.154 $
Zoetis Inc.ZTS224.135 $+224.135 $
CRISPR Therapeutics AGCRSP220.097 $+220.097 $
TORO COTTC218.389 $+218.389 $
ALLSTATE CORPALL209.834 $-8.379 $218.213 $+218.213 $
ASTRAZENECA PLCAZN214.197 $+214.197 $
CENTERPOINT ENERGY INCCNP209.930 $-2.517 $212.447 $+212.447 $
COMCAST CORPCMCSA202.112 $+202.112 $
Haleon plcHLN123.063 $+11.219 $111.844 $+111.844 $
LEGGETT & PLATT INCLEG107.893 $+107.893 $
PLUG POWER INCPLUG20.301 $-4.234 $24.535 $+24.535 $
Sabre CorpSABR20.400 $+20.400 $
Senseonics Holdings, Inc.SENS5.341 $+5.341 $
1.650.650.918 $+95.808.354 $1.556.771.402 $+1.556.771.402 $
Erweiterte Einstellungen ×