Investments: Dynasty 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. ($)
7.395.455.586 $+1.692.655.820 $5.702.410.319 $+1.217.524.166 $4.472.333.435 $-12.204.645 $4.507.382.012 $+4.507.382.012 $
BANK OF AMERICA CORP /DE/BAC5.673.556.625 $+1.285.392.146 $4.388.164.479 $+778.569.043 $3.609.595.436 $+23.394.507 $3.586.200.929 $+3.586.200.929 $
BlackRock, Inc.BLK1.241.314.431 $+261.540.464 $979.773.967 $+276.115.400 $703.658.567 $-10.406.757 $714.065.324 $+714.065.324 $
SPS COMMERCE INCSPSC108.320.079 $+108.320.079 $
ISHARES GOLD TRUSTIAU96.394.605 $+8.892.414 $87.502.191 $+16.921.338 $70.580.853 $-482.104 $71.062.957 $+71.062.957 $
NVIDIA CORPNVDA29.092.046 $+1.493.454 $27.598.592 $+27.352.304 $246.288 $+246.288 $
ALPHA PRO TECH LTDAPT26.946.115 $+6.917.243 $20.028.872 $+16.841.193 $3.187.679 $-8.081.370 $11.269.049 $+11.269.049 $
APPFOLIO INCAPPF23.693.016 $+3.178.409 $20.514.607 $+17.192.548 $3.322.059 $-6.232.426 $9.554.485 $+9.554.485 $
MICROSOFT CORPMSFT22.723.945 $+268.499 $22.455.446 $+22.015.598 $439.848 $-7.104.856 $7.544.704 $+7.544.704 $
AMAZON COM INCAMZN14.803.273 $+1.878.601 $12.924.672 $+5.034.648 $7.890.024 $-3.813.136 $11.703.160 $+11.703.160 $
MORGAN STANLEYMS10.546.170 $+490.286 $10.055.884 $+8.375.911 $1.679.973 $-77.802 $1.757.775 $+1.757.775 $
JPMORGAN CHASE & COJPM10.112.986 $+1.073.813 $9.039.173 $+3.791.806 $5.247.367 $+5.247.367 $
GOLDMAN SACHS GROUP INCGS7.080.718 $+548.421 $6.532.297 $+5.495.052 $1.037.245 $-17.481 $1.054.726 $+1.054.726 $
Mastercard IncMA5.666.150 $+340.336 $5.325.814 $-1.484.774 $6.810.588 $+1.232.609 $5.577.979 $+5.577.979 $
KINROSS GOLD CORPKGC6.642.626 $+1.021.174 $5.621.452 $+4.382.613 $1.238.839 $-32.811 $1.271.650 $+1.271.650 $
ORACLE CORPORCL4.543.557 $-1.780.987 $6.324.544 $+1.580.474 $4.744.070 $+26.276 $4.717.794 $+4.717.794 $
UNITEDHEALTH GROUP INCUNH437.155 $+159.009 $278.146 $-5.315.084 $5.593.230 $+5.593.230 $
AbbVie Inc.ABBV5.076.340 $+204.685 $4.871.655 $+1.835.850 $3.035.805 $+3.035.805 $
MICRON TECHNOLOGY INCMU4.880.684 $+2.239.649 $2.641.035 $+1.301.559 $1.339.476 $-23.926 $1.363.402 $+1.363.402 $
Zoetis Inc.ZTS326.017 $-416.380 $742.397 $-3.686.803 $4.429.200 $-45.398 $4.474.598 $+4.474.598 $
ASTRAZENECA PLCAZN4.372.547 $+1.106.337 $3.266.210 $+2.144.516 $1.121.694 $+1.121.694 $
Accenture plcACN864.094 $+105.542 $758.552 $-3.530.402 $4.288.954 $-63.293 $4.352.247 $+4.352.247 $
MCKESSON CORPMCK3.925.638 $+615.058 $3.310.580 $+1.229.825 $2.080.755 $-41.095 $2.121.850 $+2.121.850 $
AMERICAN EXPRESS COAXP3.924.296 $+650.286 $3.274.010 $+1.438.837 $1.835.173 $-32.555 $1.867.728 $+1.867.728 $
AUTOZONE INCAZO2.555.495 $-1.144.788 $3.700.283 $+1.696.667 $2.003.616 $-38.128 $2.041.744 $+2.041.744 $
ELI LILLY & CoLLY3.335.925 $+2.631.276 $704.649 $-2.514.701 $3.219.350 $+42.267 $3.177.083 $+3.177.083 $
NETFLIX INCNFLX2.424.164 $-785.525 $3.209.689 $+1.454.668 $1.755.021 $+1.755.021 $
ASML HOLDING NVASML2.988.818 $+389.089 $2.599.729 $+2.599.729 $
GENERAL DYNAMICS CORPGD2.881.990 $+229.784 $2.652.206 $+1.338.335 $1.313.871 $-24.260 $1.338.131 $+1.338.131 $
PALATIN TECHNOLOGIES INCPTNT2.783.387 $+134.101 $2.649.286 $+2.649.286 $
STRYKER CORPSYK1.831.495 $-27.650 $1.859.145 $-870.615 $2.729.760 $-51.486 $2.781.246 $+2.781.246 $
FIRSTENERGY CORPFE2.445.060 $+249.978 $2.195.082 $+951.226 $1.243.856 $-30.274 $1.274.130 $+1.274.130 $
Booking Holdings Inc.BKNG2.374.269 $+150.327 $2.223.942 $+1.500.726 $723.216 $-13.820 $737.036 $+737.036 $
ALLSTATE CORPALL2.049.648 $-315.188 $2.364.836 $+2.364.836 $
KLA CORPKLAC2.187.453 $+349.622 $1.837.831 $+419.039 $1.418.792 $-29.911 $1.448.703 $+1.448.703 $
PPL CorpPPL2.153.798 $-26.498 $2.180.296 $+333.843 $1.846.453 $-46.504 $1.892.957 $+1.892.957 $
Shell plcSHEL2.175.283 $+136.247 $2.039.036 $+2.039.036 $
ADVANCED MICRO DEVICES INCAMD2.164.730 $+643.095 $1.521.635 $+1.521.635 $
SYSCO CORPSYY1.080.758 $-1.075.489 $2.156.247 $+123.799 $2.032.448 $-41.422 $2.073.870 $+2.073.870 $
COCA COLA COKO2.138.024 $+1.091.234 $1.046.790 $-442.567 $1.489.357 $-39.815 $1.529.172 $+1.529.172 $
SCHWAB CHARLES CORPSCHW2.004.473 $+306.404 $1.698.069 $+886.459 $811.610 $-23.405 $835.015 $+835.015 $
CONOCOPHILLIPSCOP1.550.780 $-451.884 $2.002.664 $+365.257 $1.637.407 $-34.761 $1.672.168 $+1.672.168 $
CENTERPOINT ENERGY INCCNP1.967.033 $+65.609 $1.901.424 $+590.353 $1.311.071 $-26.919 $1.337.990 $+1.337.990 $
QUEST DIAGNOSTICS INCDGX1.762.913 $-94.890 $1.857.803 $+1.857.803 $
TotalEnergies SETTE1.744.425 $+266.441 $1.477.984 $+1.477.984 $
AppLovin CorpAPP1.667.031 $-22.870 $1.689.901 $+1.110.147 $579.754 $-13.514 $593.268 $+593.268 $
Aon plcAON1.353.567 $-71.756 $1.425.323 $-215.974 $1.641.297 $-45.895 $1.687.192 $+1.687.192 $
NOVARTIS AGNVS1.683.293 $+191.827 $1.491.466 $+1.491.466 $
Roblox CorpRBLX917.260 $-686.059 $1.603.319 $+1.603.319 $
PEPSICO INCPEP212.648 $-1.276.368 $1.489.016 $+1.489.016 $
FEDEX CORPFDX1.352.705 $+582.535 $770.170 $+770.170 $
Lloyds Banking Group plcLYG1.343.345 $+574.122 $769.223 $+769.223 $
Sony Group CorpSONY1.218.431 $-96.587 $1.315.018 $+1.315.018 $
PROCTER & GAMBLE CoPG326.841 $-985.033 $1.311.874 $+1.311.874 $
Walt Disney CoDIS986.756 $-281.525 $1.268.281 $+221.172 $1.047.109 $-4.258 $1.051.367 $+1.051.367 $
Medtronic plcMDT1.255.676 $+149.196 $1.106.480 $+793.140 $313.340 $+313.340 $
JOHNSON & JOHNSONJNJ944.660 $+271.474 $673.186 $-499.509 $1.172.695 $+1.172.695 $
EQUIFAX INCEFX761.557 $-193.038 $954.595 $-178.866 $1.133.461 $-21.433 $1.154.894 $+1.154.894 $
IONIS PHARMACEUTICALS INCIONS1.106.749 $+168.561 $938.188 $+938.188 $
Fortive CorpFTV201.397 $-90.292 $291.689 $-762.601 $1.054.290 $-18.588 $1.072.878 $+1.072.878 $
HERSHEY COHSY912.246 $-140.902 $1.053.148 $+1.053.148 $
Allegion plcALLE1.003.790 $-47.103 $1.050.893 $+536.358 $514.535 $-11.220 $525.755 $+525.755 $
EMERSON ELECTRIC COEMR798.240 $+100.183 $698.057 $-292.933 $990.990 $-21.051 $1.012.041 $+1.012.041 $
SAP SESAP673.974 $-290.162 $964.136 $+964.136 $
LAM RESEARCH CORPLRCX948.372 $+314.906 $633.466 $+633.466 $
MICROCHIP TECHNOLOGY INCMCHP406.622 $-522.807 $929.429 $+241.866 $687.563 $-19.848 $707.411 $+707.411 $
HUBBELL INCHUBB912.377 $+366.454 $545.923 $+545.923 $
BP PLCBP908.497 $+51.287 $857.210 $+857.210 $
GARTNER INCIT369.591 $-31.785 $401.376 $-470.004 $871.380 $-4.617 $875.997 $+875.997 $
BHP Group LtdBHP870.195 $+125.522 $744.673 $+744.673 $
NICOLET BANKSHARES INCNIC853.183 $+853.183 $
SHERWIN WILLIAMS COSHW708.484 $-28.046 $736.530 $-88.441 $824.971 $-18.856 $843.827 $+843.827 $
Haleon plcHLN839.996 $+839.996 $
TECK RESOURCES LTDTECK803.870 $-13.770 $817.640 $+817.640 $
COPART INCCPRT794.750 $-19.806 $814.556 $+814.556 $
Vertiv Holdings CoVRT813.987 $+98.356 $715.631 $+368.509 $347.122 $+32.634 $314.488 $+314.488 $
BARCLAYS PLCBCS808.198 $+808.198 $
Performance Food Group CoPFGC655.877 $-122.820 $778.697 $+11.661 $767.036 $-15.254 $782.290 $+782.290 $
ORIX CORPIX781.666 $+166.749 $614.917 $+614.917 $
Smurfit Westrock plcSW757.993 $-15.095 $773.088 $+773.088 $
MCDONALDS CORPMCD756.078 $+106.672 $649.406 $-101.382 $750.788 $-15.307 $766.095 $+766.095 $
NEXTERA ENERGY INCNEE753.636 $+57.556 $696.080 $-44.729 $740.809 $-22.968 $763.777 $+763.777 $
DEERE & CODE274.527 $-6.445 $280.972 $-438.803 $719.775 $+0 $719.775 $+719.775 $
TAKEDA PHARMACEUTICAL CO LTDTAK705.936 $+705.936 $
CUMMINS INCCMI705.079 $+417.320 $287.759 $+287.759 $
DELTA AIR LINES, INC.DAL704.419 $+704.419 $
TELEDYNE TECHNOLOGIES INCTDY274.060 $-40.378 $314.438 $-363.246 $677.684 $-15.429 $693.113 $+693.113 $
HOLOGIC INCHOLX682.435 $+0 $682.435 $+682.435 $
ArcelorMittalMT668.312 $+167.671 $500.641 $+500.641 $
GENERAL ELECTRIC COGE666.203 $+255.969 $410.234 $+410.234 $
ICON PLCICLR647.605 $-11.024 $658.629 $+658.629 $
GSK plcGSK638.645 $+119.098 $519.547 $+519.547 $
CLEAN HARBORS INCCLH235.183 $-383.711 $618.894 $-14.783 $633.677 $+633.677 $
Aptiv PLCAPTV617.471 $+44.252 $573.219 $+573.219 $
ARGENX SEARGX570.165 $+100.339 $469.826 $+69.725 $400.101 $-8.878 $408.979 $+408.979 $
UNILEVER PLCUL562.113 $+330.144 $231.969 $+231.969 $
Palo Alto Networks IncPANW551.495 $+4.774 $546.721 $+546.721 $
AMGEN INCAMGN550.465 $+105.818 $444.647 $+444.647 $
COLGATE PALMOLIVE COCL539.770 $+539.770 $
ROBERT HALF INC.RHI534.526 $+0 $534.526 $+534.526 $
Hewlett Packard Enterprise CoHPE523.191 $+0 $523.191 $+523.191 $
APi Group CorpAPG299.097 $+34.379 $264.718 $-238.783 $503.501 $-14.089 $517.590 $+517.590 $
Sea LtdSE374.928 $-122.223 $497.151 $+497.151 $
EQT CorpEQT357.841 $+6.540 $351.301 $-115.575 $466.876 $-15.601 $482.477 $+482.477 $
Nu Holdings Ltd.NU477.224 $+41.384 $435.840 $+435.840 $
WOODSIDE ENERGY GROUP LTDWDS454.708 $+30.522 $424.186 $+424.186 $
EQUINOR ASAEQNR339.277 $-114.669 $453.946 $+453.946 $
3M COMMM451.938 $+149.493 $302.445 $+302.445 $
CAE INCCAE249.475 $+13.718 $235.757 $-194.494 $430.251 $-12.418 $442.669 $+442.669 $
TENET HEALTHCARE CORPTHC402.607 $+402.607 $
NatWest Group plcNWG389.107 $+114.729 $274.378 $+274.378 $
RIO TINTO PLCRIO351.609 $+82.324 $269.285 $+269.285 $
ROPER TECHNOLOGIES INCROP337.833 $+337.833 $
CHEVRON CORPCVX337.581 $+49.046 $288.535 $+288.535 $
DTE ENERGY CODTE307.872 $-10.870 $318.742 $+318.742 $
PRUDENTIAL PLC315.221 $+315.221 $
NATIONAL GRID PLCNGG315.142 $+72.407 $242.735 $+242.735 $
INTUITIVE SURGICAL INCISRG305.268 $+305.268 $
Walmart Inc.WMT296.396 $+296.396 $
Monster Beverage CorpMNST269.495 $+269.495 $
NNN REIT, INC.NNN258.397 $-9.810 $268.207 $+268.207 $
STERIS plcSTE257.572 $-8.159 $265.731 $+265.731 $
FIFTH THIRD BANCORPFITB260.359 $-4.155 $264.514 $+264.514 $
SBA COMMUNICATIONS CORPSBAC250.624 $-8.360 $258.984 $+258.984 $
Constellation Energy CorpCEG256.737 $+28.606 $228.131 $+228.131 $
TopBuild CorpBLD254.903 $+254.903 $
RTX CorpRTX253.896 $+253.896 $
AngloGold Ashanti PLCAU248.506 $+26.966 $221.540 $+221.540 $
TELEFONICA S ATEFOF242.462 $+242.462 $
BERKSHIRE HATHAWAY INCBRK-B229.711 $+229.711 $
Nebius Group N.V.NBIS226.673 $+226.673 $
SMITH & NEPHEW PLCSNN208.010 $-12.549 $220.559 $+220.559 $
SYNOPSYS INCSNPS216.551 $+216.551 $
HEICO CORPHEI208.675 $+0 $208.675 $+208.675 $
TWILIO INCTWLO207.529 $+207.529 $
MIZUHO FINANCIAL GROUP INCMFG185.957 $+34.193 $151.764 $+151.764 $
7.395.455.586 $+1.692.655.820 $5.702.410.319 $+1.217.524.166 $4.472.333.435 $-12.204.645 $4.507.382.012 $+4.507.382.012 $
Erweiterte Einstellungen ×