Investments: Marietta 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. ($)
755.808.699 $+26.531.073 $729.103.299 $+34.769.844 $698.629.212 $+78.772.205 $619.857.007 $+619.857.007 $
BANK OF AMERICA CORP /DE/BAC362.453.932 $+10.016.904 $352.437.028 $+12.511.838 $339.925.190 $+29.994.219 $309.930.971 $+309.930.971 $
ALPHA PRO TECH LTDAPT50.962.000 $+28.370.000 $22.592.000 $-7.624.000 $30.216.000 $+16.172.425 $14.043.575 $+14.043.575 $
BlackRock, Inc.BLK17.814.181 $-18.299.052 $36.113.233 $+6.692.024 $29.421.209 $+3.395.772 $26.025.437 $+26.025.437 $
NVIDIA CORPNVDA35.289.140 $+88.990 $35.200.150 $+5.421.760 $29.778.390 $+9.405.587 $20.372.803 $+20.372.803 $
APPFOLIO INCAPPF33.408.556 $+1.988.591 $31.419.965 $+6.539.760 $24.880.205 $-1.620.100 $26.500.305 $+26.500.305 $
MICROSOFT CORPMSFT23.977.134 $-1.209.737 $25.186.871 $+1.366.291 $23.820.580 $+5.988.842 $17.831.738 $+17.831.738 $
AMAZON COM INCAMZN17.303.202 $+1.232.424 $16.070.778 $+234.111 $15.836.667 $+2.324.402 $13.512.265 $+13.512.265 $
Walmart Inc.WMT16.639.105 $+1.250.578 $15.388.527 $+937.504 $14.451.023 $+1.222.897 $13.228.126 $+13.228.126 $
JPMORGAN CHASE & COJPM15.833.569 $+223.254 $15.610.315 $+1.290.211 $14.320.104 $+2.176.282 $12.143.822 $+12.143.822 $
GOLDMAN SACHS GROUP INCGS15.164.771 $+1.051.618 $14.113.153 $+1.510.037 $12.603.116 $+2.929.795 $9.673.321 $+9.673.321 $
ELI LILLY & CoLLY15.130.420 $+4.517.090 $10.613.330 $+87.336 $10.525.994 $-399.143 $10.925.137 $+10.925.137 $
NETFLIX INCNFLX10.818.029 $-2.783.718 $13.601.747 $-1.515.692 $15.117.439 $+4.224.556 $10.892.883 $+10.892.883 $
BERKSHIRE HATHAWAY INCBRK-B13.565.300 $-283.033 $13.848.333 $+845.633 $13.002.700 $-1.281.512 $14.284.212 $+14.284.212 $
ASML HOLDING NVASML13.018.056 $+1.127.975 $11.890.081 $+3.188.588 $8.701.493 $+1.760.444 $6.941.049 $+6.941.049 $
RTX CorpRTX12.488.806 $+851.674 $11.637.132 $+1.583.801 $10.053.331 $+1.033.202 $9.020.129 $+9.020.129 $
Palo Alto Networks IncPANW11.331.431 $-1.051.108 $12.382.539 $+2.677.692 $9.704.847 $+1.743.638 $7.961.209 $+7.961.209 $
LINDE PLCLIN10.625.212 $-727.288 $11.352.500 $+374.157 $10.978.343 $+343.591 $10.634.752 $+10.634.752 $
UNITEDHEALTH GROUP INCUNH7.539.276 $-42.365 $7.581.641 $+1.070.303 $6.511.338 $-3.381.608 $9.892.946 $+9.892.946 $
PEPSICO INCPEP8.959.752 $+248.737 $8.711.015 $+850.977 $7.860.038 $-727.754 $8.587.792 $+8.587.792 $
NEXTERA ENERGY INCNEE8.386.439 $+642.467 $7.743.972 $+820.785 $6.923.187 $+119.803 $6.803.384 $+6.803.384 $
CHEVRON CORPCVX7.333.512 $+92.805 $7.240.707 $+774.390 $6.466.317 $-708.082 $7.174.399 $+7.174.399 $
Accenture plcACN501.989 $+40.600 $461.389 $-6.756.207 $7.217.596 $+53.782 $7.163.814 $+7.163.814 $
JOHNSON & JOHNSONJNJ7.191.222 $+751.668 $6.439.554 $+1.282.178 $5.157.376 $-211.612 $5.368.988 $+5.368.988 $
ORACLE CORPORCL5.172.132 $-1.805.995 $6.978.127 $+6.402.256 $575.871 $+207.611 $368.260 $+368.260 $
DEERE & CODE6.538.476 $+167.005 $6.371.471 $-558.243 $6.929.714 $+491.629 $6.438.085 $+6.438.085 $
SOUTHERN COSO6.235.583 $-295.598 $6.531.181 $+509.842 $6.021.339 $+126.289 $5.895.050 $+5.895.050 $
STARBUCKS CORPSBUX6.134.802 $+250.684 $5.884.118 $-230.739 $6.114.857 $-232.177 $6.347.034 $+6.347.034 $
Walt Disney CoDIS5.878.863 $+22.047 $5.856.816 $-386.838 $6.243.654 $+1.448.316 $4.795.338 $+4.795.338 $
LOCKHEED MARTIN CORPLMT498.664 $+19.422 $479.242 $-5.328.997 $5.808.239 $+277.076 $5.531.163 $+5.531.163 $
STRYKER CORPSYK4.834.821 $-173.098 $5.007.919 $-91.356 $5.099.275 $+519.111 $4.580.164 $+4.580.164 $
CHIPOTLE MEXICAN GRILL INCCMG3.910.735 $+562.381 $3.348.354 $+3.348.354 $
Trane Technologies plcTT1.419.802 $-119.508 $1.539.310 $-56.362 $1.595.672 $+343.003 $1.252.669 $+1.252.669 $
Constellation Energy CorpCEG766.949 $+52.538 $714.411 $+55.658 $658.753 $+244.403 $414.350 $+414.350 $
BECTON DICKINSON & COBDX396.873 $+9.431 $387.442 $+30.884 $356.558 $-117.596 $474.154 $+474.154 $
COCA COLA COKO414.147 $+29.125 $385.022 $-21.493 $406.515 $+406.515 $
EXXON MOBIL CORPXOM403.741 $+19.489 $384.252 $+64.086 $320.166 $-33.056 $353.222 $+353.222 $
GENERAL ELECTRIC COGE362.426 $+8.483 $353.943 $+51.100 $302.843 $+67.348 $235.495 $+235.495 $
Booking Holdings Inc.BKNG315.964 $-2.593 $318.557 $-23.008 $341.565 $+69.757 $271.808 $+271.808 $
PALATIN TECHNOLOGIES INCPTNT210.695 $-64.671 $275.366 $+275.366 $
NOVARTIS AGNVS241.686 $+16.881 $224.805 $+224.805 $
BOEING COBA240.786 $+240.786 $
EXELON CORPEXC217.950 $-7.100 $225.050 $+7.950 $217.100 $-15.189 $232.289 $+232.289 $
755.808.699 $+26.531.073 $729.103.299 $+34.769.844 $698.629.212 $+78.772.205 $619.857.007 $+619.857.007 $
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