Investments: Tower View 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. ($)
180.214.040 $+11.740.786 $171.836.747 $+5.876.838 $172.648.232 $+20.917.687 $151.738.804 $+151.738.804 $
BANK OF AMERICA CORP /DE/BAC89.317.115 $-5.697.685 $95.014.800 $-698.215 $95.713.015 $+11.793.765 $83.919.250 $+83.919.250 $
ALPHA PRO TECH LTDAPT14.083.949 $+2.521.058 $11.562.891 $+3.165.023 $8.397.868 $+1.286.432 $7.111.436 $+7.111.436 $
ELI LILLY & CoLLY10.974.633 $+3.184.589 $7.790.044 $-82.007 $7.872.051 $-433.592 $8.305.643 $+8.305.643 $
NVIDIA CORPNVDA9.653.002 $-118.231 $9.771.233 $+1.469.010 $8.302.223 $+2.603.332 $5.698.891 $+5.698.891 $
MICROSOFT CORPMSFT8.893.252 $-604.482 $9.497.734 $+393.266 $9.104.468 $+2.416.665 $6.687.803 $+6.687.803 $
AMAZON COM INCAMZN7.011.620 $+422.324 $6.589.296 $-10.614 $6.599.910 $+1.166.655 $5.433.255 $+5.433.255 $
GARMIN LTDGRMN4.544.195 $-891.206 $5.435.401 $+884.776 $4.550.625 $+361.641 $4.188.984 $+4.188.984 $
Parker-Hannifin CorpPH5.025.932 $+738.260 $4.287.672 $+384.959 $3.902.713 $+574.238 $3.328.475 $+3.328.475 $
ASML HOLDING NVASML4.857.225 $+975.538 $3.881.687 $+3.881.687 $
GOLDMAN SACHS GROUP INCGS78.860 $+7.736 $71.124 $+8.227 $62.897 $-4.469.564 $4.532.461 $+4.532.461 $
MCDONALDS CORPMCD3.718.415 $+94.815 $3.623.600 $+178.493 $3.445.107 $-167.401 $3.612.508 $+3.612.508 $
BADGER METER INCBMI2.770.800 $+295 $2.770.505 $-841.411 $3.611.916 $+820.459 $2.791.457 $+2.791.457 $
INTUITIVE SURGICAL INCISRG3.326.233 $+725.143 $2.601.090 $-455.048 $3.056.138 $+268.758 $2.787.380 $+2.787.380 $
JPMORGAN CHASE & COJPM3.112.192 $+3.023.794 $88.398 $+7.532 $80.866 $+12.838 $68.028 $+68.028 $
HDFC BANK LTDHDB3.026.576 $+514.023 $2.512.553 $+2.512.553 $
Eaton Corp plcETN2.694.595 $+2.694.595 $
ANALOG DEVICES INCADI2.431.064 $+193.171 $2.237.893 $+53.464 $2.184.429 $+291.065 $1.893.364 $+1.893.364 $
PEPSICO INCPEP987.946 $-139.362 $1.127.308 $-98.545 $1.225.853 $-1.033.977 $2.259.830 $+2.259.830 $
NETFLIX INCNFLX1.516.568 $-140.340 $1.656.908 $+1.627.447 $29.461 $+8.945 $20.516 $+20.516 $
ORACLE CORPORCL1.584.229 $+1.332.237 $251.992 $+56.099 $195.893 $+195.893 $
TAT TECHNOLOGIES LTDTATT1.567.656 $+1.567.656 $
BlackRock, Inc.BLK1.501.071 $+1.466.914 $34.157 $+1.247 $32.910 $+2.744 $30.166 $+30.166 $
DECKERS OUTDOOR CORPDECK1.149.025 $-84.352 $1.233.377 $+1.233.377 $
AbbVie Inc.ABBV1.125.679 $+916.619 $209.060 $+20.087 $188.973 $-22.383 $211.356 $+211.356 $
PROCTER & GAMBLE CoPG586.102 $-348.634 $934.736 $-70.185 $1.004.921 $-111.847 $1.116.768 $+1.116.768 $
Walmart Inc.WMT1.018.424 $+890.395 $128.029 $-7.386 $135.415 $+14.468 $120.947 $+120.947 $
MCCORMICK & CO INCMKC398.960 $-178.497 $577.457 $-48.678 $626.135 $+626.135 $
MGE ENERGY INCMGEE394.028 $-45.011 $439.039 $-17.015 $456.054 $-14.842 $470.896 $+470.896 $
Mastercard IncMA413.164 $+12.869 $400.295 $+9.850 $390.445 $+12.811 $377.634 $+377.634 $
RLI CORPRLI298.269 $+298.269 $
NEXTERA ENERGY INCNEE201.298 $+5.024 $196.274 $-101.054 $297.328 $+275.867 $21.461 $+21.461 $
EXXON MOBIL CORPXOM237.076 $-39.557 $276.633 $-8.412 $285.045 $+160.698 $124.347 $+124.347 $
JOHNSON & JOHNSONJNJ172.539 $-62.987 $235.526 $-18.184 $253.710 $+215.726 $37.984 $+37.984 $
SCHWAB CHARLES CORPSCHW199.820 $+8.880 $190.940 $-21.011 $211.951 $+211.951 $
STRYKER CORPSYK188.434 $-9.302 $197.736 $-13.443 $211.179 $+12.929 $198.250 $+198.250 $
Walt Disney CoDIS184.159 $-1.182 $185.341 $+6.541 $178.800 $+36.492 $142.308 $+142.308 $
CHEVRON CORPCVX11.314 $-84 $11.398 $-159.657 $171.055 $+159.051 $12.004 $+12.004 $
CONOCOPHILLIPSCOP45.735 $-55 $45.790 $-124.294 $170.084 $+120.095 $49.989 $+49.989 $
CATERPILLAR INCCAT151.811 $+25.366 $126.445 $+23.569 $102.876 $+102.876 $
FREEPORT-MCMORAN INCFCX142.232 $+142.232 $
NICOLET BANKSHARES INCNIC9.587 $+6.749 $2.838 $-92.415 $95.253 $+85.864 $9.389 $+9.389 $
HUMANA INCHUM87.524 $+87.524 $
Phillips 66PSX72.874 $-3.289 $76.163 $+9.962 $66.201 $-1.602 $67.803 $+67.803 $
FASTENAL COFAST62.285 $-2.619 $64.904 $+5.272 $59.632 $+59.632 $
Accenture plcACN55.893 $+55.893 $
ON SEMICONDUCTOR CORPON54.150 $+4.840 $49.310 $+49.310 $
XCEL ENERGY INCXEL46.596 $+4.078 $42.518 $+6.900 $35.618 $-1.106 $36.724 $+36.724 $
UNITED THERAPEUTICS CorpUTHR36.544 $+5.103 $31.441 $+9.889 $21.552 $-1.569 $23.121 $+23.121 $
AT&T INC.T27.686 $-3.435 $31.121 $-457 $31.578 $+1.027 $30.551 $+30.551 $
PFIZER INCPFE30.393 $-197 $30.590 $+1.984 $28.606 $-787 $29.393 $+29.393 $
CHIPOTLE MEXICAN GRILL INCCMG18.500 $-1.095 $19.595 $-8.480 $28.075 $+2.970 $25.105 $+25.105 $
FORD MOTOR COF19.757 $+1.947 $17.810 $+1.858 $15.952 $+1.423 $14.529 $+14.529 $
SOUTHERN COSO16.927 $-1.312 $18.239 $+708 $17.531 $+123 $17.408 $+17.408 $
Simpson Manufacturing Co., Inc.SSD16.619 $-588 $17.207 $+1.277 $15.930 $-152 $16.082 $+16.082 $
HUBSPOT INCHUBS10.836 $-4.194 $15.030 $-395 $15.425 $+15.425 $
COMCAST CORPCMCSA11.207 $-444 $11.651 $-1.462 $13.113 $-318 $13.431 $+13.431 $
MERCADOLIBRE INCMELI11.685 $-1.384 $13.069 $+3.314 $9.755 $+9.755 $
Constellation Energy CorpCEG12.456 $+865 $11.591 $+237 $11.354 $+3.262 $8.092 $+8.092 $
Booking Holdings Inc.BKNG10.951 $-770 $11.721 $+2.409 $9.312 $+9.312 $
KLA CORPKLAC8.603 $+978 $7.625 $+1.307 $6.318 $+1.535 $4.783 $+4.783 $
UNITEDHEALTH GROUP INCUNH8.259 $+8.259 $
UNILEVER PLCUL6.737 $-354 $7.091 $+244 $6.847 $+6.847 $
EXELON CORPEXC6.121 $-143 $6.264 $+277 $5.987 $-309 $6.296 $+6.296 $
AMGEN INCAMGN6.129 $+884 $5.245 $+99 $5.146 $-549 $5.695 $+5.695 $
Otis Worldwide CorpOTIS5.126 $-657 $5.783 $-218 $6.001 $+6.001 $
VICTORY CAPITAL MANAGEMENT INC5.347 $+5.347 $
CARDINAL HEALTH INCCAH5.212 $+1.244 $3.968 $-266 $4.234 $+775 $3.459 $+3.459 $
PAYCHEX INCPAYX4.171 $-578 $4.749 $-254 $5.003 $+5.003 $
COPART INCCPRT3.958 $-361 $4.319 $-661 $4.980 $+4.980 $
ETSY INCETSY3.604 $-712 $4.316 $+1.055 $3.261 $+194 $3.067 $+3.067 $
TYLER TECHNOLOGIES INCTYL3.178 $-485 $3.663 $-487 $4.150 $+80 $4.070 $+4.070 $
Canopy Growth CorpCGC3 $+0 $3 $+0 $3 $+1 $2 $+2 $
180.214.040 $+11.740.786 $171.836.747 $+5.876.838 $172.648.232 $+20.917.687 $151.738.804 $+151.738.804 $
Erweiterte Einstellungen ×