Investments: Ullmann Wealth Partners Group, 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. ($)
748.154.434 $+27.784.599 $721.287.002 $+55.894.274 $665.392.728 $+77.438.976 $587.953.752 $+587.953.752 $
BANK OF AMERICA CORP /DE/BAC667.972.753 $+30.906.008 $637.066.745 $+49.167.952 $587.898.793 $+63.717.120 $524.181.673 $+524.181.673 $
BlackRock, Inc.BLK19.099.454 $-6.112.429 $25.211.883 $-713.843 $25.925.726 $+7.035.328 $18.890.398 $+18.890.398 $
MICROSOFT CORPMSFT7.179.241 $-18.515 $7.197.756 $+481.940 $6.715.816 $+1.871.590 $4.844.226 $+4.844.226 $
APPFOLIO INCAPPF7.192.017 $+393.255 $6.798.762 $+1.484.109 $5.314.653 $-387.996 $5.702.649 $+5.702.649 $
NVIDIA CORPNVDA5.806.538 $+463.623 $5.342.915 $+1.062.705 $4.280.210 $+1.761.456 $2.518.754 $+2.518.754 $
JPMORGAN CHASE & COJPM4.870.841 $-67.456 $4.938.297 $+443.620 $4.494.677 $+737.756 $3.756.921 $+3.756.921 $
ALPHA PRO TECH LTDAPT4.110.035 $+560.123 $3.549.912 $+1.100.340 $2.449.572 $+424.281 $2.025.291 $+2.025.291 $
AMAZON COM INCAMZN3.234.205 $+324.463 $2.909.742 $+82.463 $2.827.279 $+445.985 $2.381.294 $+2.381.294 $
PROCTER & GAMBLE CoPG2.665.695 $+23.918 $2.641.777 $-179.287 $2.821.064 $-288.451 $3.109.515 $+3.109.515 $
JOHNSON & JOHNSONJNJ2.358.055 $+43.074 $2.314.981 $-5.462 $2.320.443 $-219.221 $2.539.664 $+2.539.664 $
CINTAS CORPCTAS1.284.342 $-208.498 $1.492.840 $-346.551 $1.839.391 $+147.632 $1.691.759 $+1.691.759 $
BERKSHIRE HATHAWAY INCBRK-B1.412.433 $-76.546 $1.488.979 $-9.136 $1.498.115 $-101.223 $1.599.338 $+1.599.338 $
Walmart Inc.WMT1.547.549 $-28.755 $1.576.304 $+93.950 $1.482.354 $+142.249 $1.340.105 $+1.340.105 $
AbbVie Inc.ABBV1.453.954 $-85.159 $1.539.113 $+346.952 $1.192.161 $-140.877 $1.333.038 $+1.333.038 $
CATERPILLAR INCCAT1.523.389 $+264.190 $1.259.199 $+234.713 $1.024.486 $+153.484 $871.002 $+871.002 $
EXXON MOBIL CORPXOM1.128.561 $-8.240 $1.136.801 $+223.450 $913.351 $-124.728 $1.038.079 $+1.038.079 $
ADVANCED MICRO DEVICES INCAMD1.106.913 $+403.797 $703.116 $+108.738 $594.378 $+594.378 $
CSX CORPCSX1.064.411 $+15.071 $1.049.340 $+93.664 $955.676 $+94.088 $861.588 $+861.588 $
COCA COLA COKO1.008.678 $+37.836 $970.842 $-62.585 $1.033.427 $-14.069 $1.047.496 $+1.047.496 $
ROYAL GOLD INCRGLD949.459 $+363.364 $586.095 $+66.269 $519.826 $+42.704 $477.122 $+477.122 $
NUCOR CORPNUE853.343 $+83.822 $769.521 $+33.467 $736.054 $+53.960 $682.094 $+682.094 $
ORACLE CORPORCL746.338 $-49.290 $795.628 $+245.336 $550.292 $+222.298 $327.994 $+327.994 $
INTUITIVE SURGICAL INCISRG718.072 $+115.653 $602.419 $-143.140 $745.559 $+88.831 $656.728 $+656.728 $
MCDONALDS CORPMCD729.284 $-13.343 $742.627 $+253.612 $489.015 $-14.755 $503.770 $+503.770 $
CHEVRON CORPCVX632.896 $+37.859 $595.037 $+42.928 $552.109 $-131.340 $683.449 $+683.449 $
UNITEDHEALTH GROUP INCUNH407.190 $-315 $407.505 $+106.645 $300.860 $-340.823 $641.683 $+641.683 $
ELI LILLY & CoLLY569.488 $+82.694 $486.794 $+65.068 $421.726 $-68.865 $490.591 $+490.591 $
NEXTERA ENERGY INCNEE566.609 $+42.044 $524.565 $+15.938 $508.627 $+23.966 $484.661 $+484.661 $
NETFLIX INCNFLX480.548 $-31.988 $512.536 $-45.209 $557.745 $+194.526 $363.219 $+363.219 $
SANDSTORM GOLD LTDSAND500.800 $+124.800 $376.000 $+74.000 $302.000 $+302.000 $
Mastercard IncMA446.560 $-14.745 $461.305 $+43.222 $418.083 $+14.119 $403.964 $+403.964 $
GENERAL ELECTRIC COGE458.173 $+12.659 $445.514 $+229.306 $216.208 $+216.208 $
PALATIN TECHNOLOGIES INCPTNT446.046 $+42.898 $403.148 $+117.830 $285.318 $+285.318 $
GENUINE PARTS COGPC389.059 $-34.503 $423.562 $+52.839 $370.723 $+6.631 $364.092 $+364.092 $
FIFTH THIRD BANCORPFITB382.363 $-26.918 $409.281 $+31.420 $377.861 $+17.731 $360.130 $+360.130 $
Constellation Energy CorpCEG390.392 $+51.607 $338.785 $+13.597 $325.188 $+124.058 $201.130 $+201.130 $
BOEING COBA328.467 $-24.631 $353.098 $+11.564 $341.534 $+68.142 $273.392 $+273.392 $
MICRON TECHNOLOGY INCMU335.848 $+90.246 $245.602 $+245.602 $
KLA CORPKLAC334.821 $+36.049 $298.772 $+50.627 $248.145 $+248.145 $
AT&T INC.T275.722 $-37.807 $313.529 $+30.702 $282.827 $+12.673 $270.154 $+270.154 $
RTX CorpRTX297.738 $+18.632 $279.106 $+36.421 $242.685 $+242.685 $
COMCAST CORPCMCSA256.500 $-25.809 $282.309 $-8.993 $291.302 $+8.353 $282.949 $+282.949 $
Bloom Energy CorpBE264.320 $+40.379 $223.941 $+223.941 $
XCEL ENERGY INCXEL243.348 $+14.060 $229.288 $+10.483 $218.805 $-6.378 $225.183 $+225.183 $
FIRST MERCHANTS CORPFRME211.195 $-3.362 $214.557 $-11.988 $226.545 $+226.545 $
AppLovin CorpAPP202.034 $-24.306 $226.340 $+226.340 $
PFIZER INCPFE217.019 $-7.205 $224.224 $+224.224 $
Booking Holdings Inc.BKNG205.172 $-14.819 $219.991 $+219.991 $
Rocket Lab CorpRKLB213.616 $+213.616 $
MORGAN STANLEYMS117 $+117 $0 $-116 $116 $+4 $112 $+112 $
748.154.434 $+27.784.599 $721.287.002 $+55.894.274 $665.392.728 $+77.438.976 $587.953.752 $+587.953.752 $
Erweiterte Einstellungen ×