Investments: Connecticut 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. ($)
2.003.900.718 $+36.325.793 $1.968.201.600 $+151.103.495 $1.819.337.704 $+156.004.931 $1.663.538.889 $+1.663.538.889 $
BANK OF AMERICA CORP /DE/BAC1.690.880.795 $+29.564.536 $1.661.316.259 $+114.506.326 $1.546.809.933 $+126.229.920 $1.420.580.013 $+1.420.580.013 $
BlackRock, Inc.BLK72.218.300 $+10.306.149 $61.912.151 $+5.073.276 $56.838.875 $+15.230.569 $41.608.306 $+41.608.306 $
RTX CorpRTX29.410.082 $-5.476.540 $34.886.622 $+3.715.402 $31.171.220 $+2.944.216 $28.227.004 $+28.227.004 $
APPFOLIO INCAPPF31.428.862 $+1.080.241 $30.348.621 $+5.636.672 $24.711.949 $-258.224 $24.970.173 $+24.970.173 $
MICROSOFT CORPMSFT24.618.451 $-1.685.486 $26.303.937 $+2.116.620 $24.187.317 $+5.731.416 $18.455.901 $+18.455.901 $
ALPHA PRO TECH LTDAPT23.572.315 $+5.283.001 $18.289.314 $+6.210.619 $12.078.695 $+1.673.768 $10.404.927 $+10.404.927 $
NVIDIA CORPNVDA16.799.076 $-1.559.419 $18.358.495 $+3.024.989 $15.333.506 $+4.828.592 $10.504.914 $+10.504.914 $
Otis Worldwide CorpOTIS9.042.796 $-490.864 $9.533.660 $-867.169 $10.400.829 $-428.672 $10.829.501 $+10.829.501 $
BERKSHIRE HATHAWAY INCBRK-B9.115.055 $-751.720 $9.866.775 $+1.963.783 $7.902.992 $-788.714 $8.691.706 $+8.691.706 $
JPMORGAN CHASE & COJPM9.327.747 $+523.561 $8.804.186 $+1.941.593 $6.862.593 $+1.044.415 $5.818.178 $+5.818.178 $
AMAZON COM INCAMZN8.723.306 $+711.047 $8.012.259 $+927.129 $7.085.130 $+673.975 $6.411.155 $+6.411.155 $
UNITEDHEALTH GROUP INCUNH2.164.736 $-184.024 $2.348.760 $-624.761 $2.973.521 $-2.375.763 $5.349.284 $+5.349.284 $
MCKESSON CORPMCK2.875.116 $-1.834.288 $4.709.404 $+182.241 $4.527.163 $+374.104 $4.153.059 $+4.153.059 $
ELI LILLY & CoLLY4.259.021 $+1.435.921 $2.823.100 $+919.294 $1.903.806 $-112.411 $2.016.217 $+2.016.217 $
CINTAS CORPCTAS3.131.177 $-300.975 $3.432.152 $-324.767 $3.756.919 $+280.524 $3.476.395 $+3.476.395 $
ORACLE CORPORCL2.441.417 $-1.096.982 $3.538.399 $+789.886 $2.748.513 $+990.948 $1.757.565 $+1.757.565 $
JOHNSON & JOHNSONJNJ3.349.617 $+436.404 $2.913.213 $+557.121 $2.356.092 $-299.338 $2.655.430 $+2.655.430 $
PROCTER & GAMBLE CoPG2.517.152 $-69.853 $2.587.005 $-144.739 $2.731.744 $-441.829 $3.173.573 $+3.173.573 $
CATERPILLAR INCCAT2.956.649 $+528.910 $2.427.739 $+388.472 $2.039.267 $+290.859 $1.748.408 $+1.748.408 $
GENERAL ELECTRIC COGE2.601.515 $-79.393 $2.680.908 $+264.273 $2.416.635 $+656.116 $1.760.519 $+1.760.519 $
Accenture plcACN1.693.632 $-889.503 $2.583.135 $+278.693 $2.304.442 $-197.183 $2.501.625 $+2.501.625 $
EXXON MOBIL CORPXOM2.525.655 $+684.021 $1.841.634 $+214.507 $1.627.127 $-202.559 $1.829.686 $+1.829.686 $
NEXTERA ENERGY INCNEE2.420.552 $+235.825 $2.184.727 $+538.816 $1.645.911 $-61.547 $1.707.458 $+1.707.458 $
AbbVie Inc.ABBV1.866.182 $+235.672 $1.630.510 $+886.334 $744.176 $-1.430.524 $2.174.700 $+2.174.700 $
PEPSICO INCPEP1.870.193 $-5.193 $1.875.386 $+126.474 $1.748.912 $-378.710 $2.127.622 $+2.127.622 $
GARTNER INCIT1.398.136 $-7.167 $1.405.303 $-432.281 $1.837.584 $-70.554 $1.908.138 $+1.908.138 $
AMGEN INCAMGN1.885.596 $+421.260 $1.464.336 $+861.801 $602.535 $-70.413 $672.948 $+672.948 $
CUMMINS INCCMI1.868.247 $+322.373 $1.545.874 $+318.731 $1.227.143 $+6.771 $1.220.372 $+1.220.372 $
MCDONALDS CORPMCD1.621.062 $-12.043 $1.633.105 $+13.899 $1.619.206 $-157.555 $1.776.761 $+1.776.761 $
Walmart Inc.WMT1.765.707 $+119.970 $1.645.737 $+104.620 $1.541.117 $+197.660 $1.343.457 $+1.343.457 $
CONOCOPHILLIPSCOP230.468 $-1.045.835 $1.276.303 $+28.603 $1.247.700 $-312.518 $1.560.218 $+1.560.218 $
MCCORMICK & CO INCMKC567.016 $-533.854 $1.100.870 $-147.430 $1.248.300 $-106.852 $1.355.152 $+1.355.152 $
FASTENAL COFAST1.052.128 $-236.447 $1.288.575 $+181.959 $1.106.616 $+84.972 $1.021.644 $+1.021.644 $
Mastercard IncMA1.230.246 $+14.699 $1.215.547 $+8.500 $1.207.047 $+35.715 $1.171.332 $+1.171.332 $
NETFLIX INCNFLX898.221 $-255.140 $1.153.361 $-61.230 $1.214.591 $+335.215 $879.376 $+879.376 $
Parker-Hannifin CorpPH1.199.780 $+164.905 $1.034.875 $+71.685 $963.190 $+124.965 $838.225 $+838.225 $
CHEVRON CORPCVX1.175.234 $+331.388 $843.846 $+54.153 $789.693 $-157.838 $947.531 $+947.531 $
Zoetis Inc.ZTS536.161 $-150.714 $686.875 $-287.397 $974.272 $-184.754 $1.159.026 $+1.159.026 $
HUBBELL INCHUBB1.056.982 $+32.844 $1.024.138 $+52.122 $972.016 $+155.330 $816.686 $+816.686 $
Aon plcAON827.151 $-8.673 $835.824 $-71.773 $907.597 $-122.853 $1.030.450 $+1.030.450 $
SCOTTS MIRACLE-GRO COSMG961.103 $+161.301 $799.802 $+799.802 $
GOLDMAN SACHS GROUP INCGS956.645 $+89.951 $866.694 $+83.215 $783.479 $+149.236 $634.243 $+634.243 $
Trane Technologies plcTT767.892 $-92.062 $859.954 $-80.478 $940.432 $+131.824 $808.608 $+808.608 $
SHERWIN WILLIAMS COSHW829.529 $-58.974 $888.503 $+12.935 $875.568 $-14.867 $890.435 $+890.435 $
FAIR ISAAC CORPFICO637.364 $+47.731 $589.633 $-130.583 $720.216 $-157.604 $877.820 $+877.820 $
Walt Disney CoDIS703.667 $-21.691 $725.358 $-128.823 $854.181 $+230.101 $624.080 $+624.080 $
MORGAN STANLEYMS836.546 $+117.763 $718.783 $+53.728 $665.055 $+110.875 $554.180 $+554.180 $
COCA COLA COKO656.525 $+30.796 $625.729 $-63.689 $689.418 $-144.158 $833.576 $+833.576 $
AMERICAN EXPRESS COAXP827.578 $+87.193 $740.385 $+352.824 $387.561 $+60.934 $326.627 $+326.627 $
BECTON DICKINSON & COBDX235.019 $-440.852 $675.871 $+54.910 $620.961 $-205.487 $826.448 $+826.448 $
SPS COMMERCE INCSPSC778.622 $+63.175 $715.447 $+715.447 $
ALCON INCALC727.337 $+85.582 $641.755 $-118.601 $760.356 $-11.615 $771.971 $+771.971 $
INTUITIVE SURGICAL INCISRG740.516 $+166.049 $574.467 $-123.543 $698.010 $+118.792 $579.218 $+579.218 $
DEERE & CODE660.644 $+11.792 $648.852 $-72.695 $721.547 $+47.091 $674.456 $+674.456 $
EMERSON ELECTRIC COEMR680.627 $-18.339 $698.966 $-18.789 $717.755 $+127.531 $590.224 $+590.224 $
CSX CORPCSX634.883 $-107 $634.990 $+51.500 $583.490 $+57.223 $526.267 $+526.267 $
Booking Holdings Inc.BKNG573.020 $-4.702 $577.722 $-53.305 $631.027 $+124.267 $506.760 $+506.760 $
Phillips 66PSX353.957 $-262.214 $616.171 $+75.742 $540.429 $-19.553 $559.982 $+559.982 $
ASML HOLDING NVASML615.204 $+58.529 $556.675 $+98.269 $458.406 $+65.024 $393.382 $+393.382 $
HEICO CORPHEI525.834 $-79.131 $604.965 $-9.707 $614.672 $+102.736 $511.936 $+511.936 $
STRYKER CORPSYK471.673 $-2.244 $473.917 $-131.001 $604.918 $+91.585 $513.333 $+513.333 $
FISERV INCFISV272.442 $-279.249 $551.691 $+108.942 $442.749 $-124.342 $567.091 $+567.091 $
EVERSOURCE ENERGYES526.251 $-29.779 $556.030 $+58.776 $497.254 $+116.209 $381.045 $+381.045 $
HALLIBURTON COHAL548.329 $+71.015 $477.314 $+477.314 $
Eaton Corp plcETN457.062 $-82.232 $539.294 $+22.729 $516.565 $+123.227 $393.338 $+393.338 $
PALATIN TECHNOLOGIES INCPTNT508.187 $-18.277 $526.464 $+140.678 $385.786 $+385.786 $
STARBUCKS CORPSBUX445.976 $+31.774 $414.202 $-45.872 $460.074 $-57.645 $517.719 $+517.719 $
ASTRAZENECA PLCAZN467.924 $+77.419 $390.505 $+29.924 $360.581 $-27.279 $387.860 $+387.860 $
TELEFLEX INCTFX367.584 $-964 $368.548 $+12.048 $356.500 $-105.956 $462.456 $+462.456 $
Edwards Lifesciences CorpEW384.137 $+31.139 $352.998 $-7.276 $360.274 $-81.782 $442.056 $+442.056 $
GARMIN LTDGRMN357.016 $-77.070 $434.086 $+66.113 $367.973 $-32.632 $400.605 $+400.605 $
EQUINIX INCEQIX382.314 $-8.523 $390.837 $-13.262 $404.099 $-19.960 $424.059 $+424.059 $
LOCKHEED MARTIN CORPLMT422.280 $+114.496 $307.784 $+43.331 $264.453 $+264.453 $
GENERAL DYNAMICS CORPGD418.204 $-3.880 $422.084 $+63.957 $358.127 $-2.315 $360.442 $+360.442 $
Avery Dennison CorpAVY285.552 $+30.945 $254.607 $-55.975 $310.582 $-93.054 $403.636 $+403.636 $
BOEING COBA327.133 $-431 $327.564 $-35.487 $363.051 $-19.781 $382.832 $+382.832 $
BOSTON SCIENTIFIC CORPBSX316.467 $-20.747 $337.214 $-33.780 $370.994 $+22.554 $348.440 $+348.440 $
WILLIS TOWERS WATSON PLCWTW351.273 $-18.013 $369.286 $+41.637 $327.649 $-33.620 $361.269 $+361.269 $
DOVER CorpDOV202.913 $-134.356 $337.269 $+337.269 $
CITIGROUP INCC335.984 $+71.796 $264.188 $-42.445 $306.633 $+306.633 $
TORONTO DOMINION BANKTD333.401 $+50.435 $282.966 $+28.882 $254.084 $+46.735 $207.349 $+207.349 $
Hamilton Lane INCHLNE300.183 $-1.073 $301.256 $-16.382 $317.638 $-14.639 $332.277 $+332.277 $
AT&T INC.T280.013 $-46.968 $326.981 $+3.316 $323.665 $+7.089 $316.576 $+316.576 $
Sony Group CorpSONY286.208 $-35.664 $321.872 $+30.857 $291.015 $+3.727 $287.288 $+287.288 $
NICOLET BANKSHARES INCNIC225.024 $-54.524 $279.548 $-10.721 $290.269 $+27.716 $262.553 $+262.553 $
NOVARTIS AGNVS281.255 $+19.645 $261.610 $+14.750 $246.860 $+18.103 $228.757 $+228.757 $
ANALOG DEVICES INCADI256.013 $+256.013 $
REPLIGEN CORPRGEN255.785 $+47.126 $208.659 $+208.659 $
CVS HEALTH CorpCVS248.000 $+12.406 $235.594 $-19.494 $255.088 $+4.548 $250.540 $+250.540 $
ALLSTATE CORPALL239.164 $-7.469 $246.633 $+15.328 $231.305 $-6.618 $237.923 $+237.923 $
INTEL CORPINTC241.806 $-22 $241.828 $+241.828 $
CHIPOTLE MEXICAN GRILL INCCMG241.445 $+25.542 $215.903 $+215.903 $
Constellation Energy CorpCEG239.164 $+16.384 $222.780 $+4.271 $218.509 $+218.509 $
3M COMMM236.788 $+7.277 $229.511 $+4.348 $225.163 $+7.957 $217.206 $+217.206 $
GLOBAL PARTNERS LPGLP207.600 $-20.457 $228.057 $-2.812 $230.869 $+230.869 $
PAYCHEX INCPAYX215.863 $-13.089 $228.952 $+228.952 $
TARGET CORPTGT206.080 $-11.928 $218.008 $+218.008 $
MICRON TECHNOLOGY INCMU216.912 $+216.912 $
RIGEL PHARMACEUTICALS INCRIGL215.770 $+8.525 $207.245 $+207.245 $
AppLovin CorpAPP210.532 $+210.532 $
VERIZON COMMUNICATIONS INCVZ208.543 $+2.427 $206.116 $+206.116 $
NASDAQ, INC.NDAQ205.041 $+205.041 $
LINCOLN NATIONAL CORPLNC202.211 $+202.211 $
CDW CorpCDW201.450 $+201.450 $
Vericel CorpVCEL201.091 $+201.091 $
QUICKLOGIC CorpQUIK193.522 $-1.610 $195.132 $-3.220 $198.352 $+33.810 $164.542 $+164.542 $
FORD MOTOR COF151.497 $+13.395 $138.102 $+12.817 $125.285 $+6.600 $118.685 $+118.685 $
2.003.900.718 $+36.325.793 $1.968.201.600 $+151.103.495 $1.819.337.704 $+156.004.931 $1.663.538.889 $+1.663.538.889 $
Erweiterte Einstellungen ×