Investments: Northwest Quadrant 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. ($)
395.744.748 $+10.452.281 $385.506.778 $+27.587.711 $357.646.255 $+17.436.221 $340.482.846 $+340.482.846 $
BANK OF AMERICA CORP /DE/BAC333.905.771 $+9.055.373 $324.850.398 $+23.011.161 $301.839.237 $+17.734.411 $284.104.826 $+284.104.826 $
BlackRock, Inc.BLK27.998.509 $-442.743 $28.441.252 $+1.490.079 $26.951.173 $-1.445.139 $28.396.312 $+28.396.312 $
APPFOLIO INCAPPF4.744.830 $+299.430 $4.445.400 $+834.383 $3.611.017 $-303.164 $3.914.181 $+3.914.181 $
BERKSHIRE HATHAWAY INCBRK-B2.841.571 $-282.958 $3.124.529 $+81.666 $3.042.863 $-293.218 $3.336.081 $+3.336.081 $
ALPHA PRO TECH LTDAPT3.196.875 $+727.780 $2.469.095 $+675.143 $1.793.952 $+220.264 $1.573.688 $+1.573.688 $
ELI LILLY & CoLLY3.161.840 $+919.195 $2.242.645 $-45.727 $2.288.372 $-135.642 $2.424.014 $+2.424.014 $
CATERPILLAR INCCAT2.165.309 $+365.855 $1.799.454 $+301.086 $1.498.368 $+229.636 $1.268.732 $+1.268.732 $
AMAZON COM INCAMZN2.134.623 $+129.071 $2.005.552 $+21.389 $1.984.163 $+261.168 $1.722.995 $+1.722.995 $
MICROSOFT CORPMSFT1.311.732 $-90.516 $1.402.248 $+95.073 $1.307.175 $+322.327 $984.848 $+984.848 $
DEERE & CODE1.169.194 $+19.369 $1.149.825 $-128.243 $1.278.068 $+101.441 $1.176.627 $+1.176.627 $
CHEVRON CORPCVX1.069.835 $-16.310 $1.086.145 $+92.762 $993.383 $-157.320 $1.150.703 $+1.150.703 $
Mastercard IncMA1.022.558 $+4.900 $1.017.658 $+13.443 $1.004.215 $+23.461 $980.754 $+980.754 $
PROCTER & GAMBLE CoPG728.841 $-48.497 $777.338 $-45.328 $822.666 $-98.453 $921.119 $+921.119 $
JOHNSON & JOHNSONJNJ897.950 $+96.719 $801.231 $+118.673 $682.558 $-107.479 $790.037 $+790.037 $
CUMMINS INCCMI840.468 $+135.580 $704.888 $+160.700 $544.188 $+23.992 $520.196 $+520.196 $
LOCKHEED MARTIN CORPLMT599.669 $-17.371 $617.040 $+46.264 $570.776 $+21.963 $548.813 $+548.813 $
EXXON MOBIL CORPXOM509.293 $-32.051 $541.344 $+24.950 $516.394 $-79.556 $595.950 $+595.950 $
PACCAR INCPCAR563.445 $+58.746 $504.699 $+17.981 $486.718 $-10.514 $497.232 $+497.232 $
PEPSICO INCPEP492.167 $+10.562 $481.605 $+32.345 $449.260 $-64.158 $513.418 $+513.418 $
NVIDIA CORPNVDA438.959 $-74.218 $513.177 $+260.337 $252.840 $+252.840 $
ORACLE CORPORCL287.128 $-211.046 $498.174 $+111.348 $386.826 $+125.902 $260.924 $+260.924 $
AbbVie Inc.ABBV445.080 $-3.393 $448.473 $+106.085 $342.388 $-41.409 $383.797 $+383.797 $
STARBUCKS CORPSBUX202.379 $-159.387 $361.766 $-27.365 $389.131 $-42.472 $431.603 $+431.603 $
PAYCHEX INCPAYX287.317 $-70.615 $357.932 $-50.230 $408.162 $-22.352 $430.514 $+430.514 $
JPMORGAN CHASE & COJPM390.940 $+184 $390.756 $+728 $390.028 $+61.539 $328.489 $+328.489 $
AMERICAN EXPRESS COAXP387.316 $+40.324 $346.992 $+14.671 $332.321 $+52.810 $279.511 $+279.511 $
HUBBELL INCHUBB333.083 $-43.438 $376.521 $+19.162 $357.359 $+67.813 $289.546 $+289.546 $
GOLDMAN SACHS GROUP INCGS367.557 $+35.455 $332.102 $+37.823 $294.279 $+67.722 $226.557 $+226.557 $
Walmart Inc.WMT302.700 $+22.687 $280.013 $+14.886 $265.127 $+28.155 $236.972 $+236.972 $
AUTOZONE INCAZO237.405 $-62.912 $300.317 $+40.461 $259.856 $-7.039 $266.895 $+266.895 $
AMGEN INCAMGN291.563 $+41.614 $249.949 $+4.159 $245.790 $-26.770 $272.560 $+272.560 $
GENERAL ELECTRIC COGE289.825 $+1.394 $288.431 $+41.689 $246.742 $+246.742 $
MORGAN STANLEYMS277.910 $+29.566 $248.344 $+584 $247.760 $+42.963 $204.797 $+204.797 $
BECTON DICKINSON & COBDX214.197 $-14.895 $229.092 $+19.156 $209.936 $-67.965 $277.901 $+277.901 $
ASTRAZENECA PLCAZN250.615 $+41.465 $209.150 $-63.662 $272.812 $+272.812 $
RTX CorpRTX262.686 $+23.485 $239.201 $+30.914 $208.287 $+208.287 $
MCDONALDS CORPMCD250.116 $+2.876 $247.240 $+10.912 $236.328 $-14.869 $251.197 $+251.197 $
Phillips 66PSX221.419 $-25.382 $246.801 $+32.044 $214.757 $-9.203 $223.960 $+223.960 $
EMERSON ELECTRIC COEMR241.436 $+3.782 $237.654 $-3.010 $240.664 $+240.664 $
NICOLET BANKSHARES INCNIC204.478 $-18.624 $223.102 $-17.336 $240.438 $+26.307 $214.131 $+214.131 $
SYSCO CORPSYY214.311 $+1.621 $212.690 $+2.536 $210.154 $+210.154 $
BOEING COBA206.159 $+1.225 $204.934 $+204.934 $
395.744.748 $+10.452.281 $385.506.778 $+27.587.711 $357.646.255 $+17.436.221 $340.482.846 $+340.482.846 $
Erweiterte Einstellungen ×