Investments: Castle Rock Wealth Management, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
400.310.626 $+8.289.105 $394.074.687 $+394.074.687 $
BANK OF AMERICA CORP /DE/BAC193.489.180 $-4.574.550 $198.063.730 $+198.063.730 $
NVIDIA CORPNVDA19.550.951 $-1.210.489 $20.761.440 $+20.761.440 $
COCA COLA COKO18.662.093 $+2.639.192 $16.022.901 $+16.022.901 $
MORGAN STANLEYMS17.595.434 $+119.462 $17.475.972 $+17.475.972 $
MICROSOFT CORPMSFT12.296.300 $-3.431.965 $15.728.265 $+15.728.265 $
CHEVRON CORPCVX15.005.052 $+1.780.825 $13.224.227 $+13.224.227 $
APPFOLIO INCAPPF14.238.889 $+91.590 $14.147.299 $+14.147.299 $
ALPHA PRO TECH LTDAPT14.090.961 $+3.319.071 $10.771.890 $+10.771.890 $
AMAZON COM INCAMZN8.599.902 $+519.931 $8.079.971 $+8.079.971 $
PALATIN TECHNOLOGIES INCPTNT4.867.761 $-886.501 $5.754.262 $+5.754.262 $
JPMORGAN CHASE & COJPM5.589.328 $+109.490 $5.479.838 $+5.479.838 $
Palo Alto Networks IncPANW3.963.678 $-1.015.706 $4.979.384 $+4.979.384 $
Walmart Inc.WMT4.583.453 $+962.188 $3.621.265 $+3.621.265 $
GOLDMAN SACHS GROUP INCGS3.903.233 $+1.606.005 $2.297.228 $+2.297.228 $
BARCLAYS PLCBCS3.897.140 $+36.388 $3.860.752 $+3.860.752 $
Eaton Corp plcETN3.452.727 $-50.908 $3.503.635 $+3.503.635 $
SPS COMMERCE INCSPSC3.458.173 $+625.272 $2.832.901 $+2.832.901 $
ORACLE CORPORCL2.034.007 $-1.323.213 $3.357.220 $+3.357.220 $
NETFLIX INCNFLX2.228.623 $-976.840 $3.205.463 $+3.205.463 $
ELI LILLY & CoLLY3.185.283 $+456.363 $2.728.920 $+2.728.920 $
AMGEN INCAMGN3.064.717 $+432.201 $2.632.516 $+2.632.516 $
Vertiv Holdings CoVRT3.007.086 $+363.537 $2.643.549 $+2.643.549 $
AppLovin CorpAPP2.000.474 $-979.329 $2.979.803 $+2.979.803 $
abrdn Gold ETF TrustSGOL2.851.233 $+389.654 $2.461.579 $+2.461.579 $
EXXON MOBIL CORPXOM2.347.053 $+470.576 $1.876.477 $+1.876.477 $
BlackRock, Inc.BLK2.288.508 $+1.591.259 $697.249 $+697.249 $
Constellation Energy CorpCEG1.710.221 $-433.678 $2.143.899 $+2.143.899 $
BERKSHIRE HATHAWAY INCBRK-B1.746.804 $-77.145 $1.823.949 $+1.823.949 $
STARBUCKS CORPSBUX240.004 $-1.550.772 $1.790.776 $+1.790.776 $
HERSHEY COHSY1.790.519 $+114.556 $1.675.963 $+1.675.963 $
DOVER CorpDOV1.757.003 $+1.757.003 $
REALTY INCOME CORPO1.705.182 $+40.694 $1.664.488 $+1.664.488 $
REGIONS FINANCIAL CORPRF1.577.157 $+1.577.157 $
CIENA CORPCIEN1.525.603 $+1.525.603 $
ADVANCED MICRO DEVICES INCAMD1.378.998 $+843.381 $535.617 $+535.617 $
MCKESSON CORPMCK1.152.731 $+123.689 $1.029.042 $+1.029.042 $
JOHNSON & JOHNSONJNJ1.012.799 $+103.288 $909.511 $+909.511 $
COMMONWEALTH EQUITY SERVICES, LLC996.178 $+996.178 $
PACCAR INCPCAR968.972 $+224.729 $744.243 $+744.243 $
PEPSICO INCPEP930.596 $+28.047 $902.549 $+902.549 $
FLOWSERVE CORPFLS835.778 $+835.778 $
CONSOLIDATED EDISON INCED812.387 $+37.772 $774.615 $+774.615 $
COLGATE PALMOLIVE COCL771.398 $+113.458 $657.940 $+657.940 $
PROCTER & GAMBLE CoPG677.856 $-50.473 $728.329 $+728.329 $
MCDONALDS CORPMCD725.965 $+5.888 $720.077 $+720.077 $
LAM RESEARCH CORPLRCX670.312 $+240.739 $429.573 $+429.573 $
INTEL CORPINTC667.640 $+160.389 $507.251 $+507.251 $
CATERPILLAR INCCAT579.538 $+217.091 $362.447 $+362.447 $
AT&T INC.T450.328 $-63.314 $513.642 $+513.642 $
PFIZER INCPFE373.255 $-52.450 $425.705 $+425.705 $
GENERAL DYNAMICS CORPGD421.590 $+17.269 $404.321 $+404.321 $
NEXTERA ENERGY INCNEE398.818 $+48.936 $349.882 $+349.882 $
VERIZON COMMUNICATIONS INCVZ389.729 $-8.440 $398.169 $+398.169 $
XCEL ENERGY INCXEL375.626 $-19.080 $394.706 $+394.706 $
Mastercard IncMA386.524 $-2.387 $388.911 $+388.911 $
RIO TINTO PLCRIO383.556 $+117.273 $266.283 $+266.283 $
MICRON TECHNOLOGY INCMU380.304 $+380.304 $
WESTERN DIGITAL CORPWDC375.876 $+375.876 $
RTX CorpRTX371.596 $+74.518 $297.078 $+297.078 $
AbbVie Inc.ABBV354.557 $-16.702 $371.259 $+371.259 $
FREEPORT-MCMORAN INCFCX358.777 $+146.144 $212.633 $+212.633 $
ROPER TECHNOLOGIES INCROP207.132 $-119.035 $326.167 $+326.167 $
CUMMINS INCCMI321.938 $+93.208 $228.730 $+228.730 $
NNN REIT, INC.NNN300.593 $+646 $299.947 $+299.947 $
Walt Disney CoDIS273.096 $-25.942 $299.038 $+299.038 $
ARES CAPITAL CORPARCC296.163 $+296.163 $
TARGET CORPTGT287.317 $+30.272 $257.045 $+257.045 $
Sandisk CorpSNDK270.346 $+270.346 $
FIFTH THIRD BANCORPFITB237.110 $+237.110 $
CITIGROUP INCC235.973 $+235.973 $
LOCKHEED MARTIN CORPLMT215.767 $+215.767 $
EMERSON ELECTRIC COEMR212.941 $+212.941 $
400.310.626 $+8.289.105 $394.074.687 $+394.074.687 $
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