Investments: Inlight 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. ($)
229.417.056 $+47.009.004 $182.635.231 $+12.697.306 $169.947.623 $+27.249.301 $142.881.383 $+142.881.383 $
BANK OF AMERICA CORP /DE/BAC174.134.000 $+35.142.928 $138.991.072 $+6.607.300 $132.383.772 $+19.605.211 $112.778.561 $+112.778.561 $
BlackRock, Inc.BLK28.767.717 $+11.477.552 $17.290.165 $+4.940.235 $12.349.930 $+11.766.748 $583.182 $+583.182 $
BERKSHIRE HATHAWAY INCBRK-B3.718.102 $-46.415 $3.764.517 $+127.071 $3.637.446 $-3.250.944 $6.888.390 $+6.888.390 $
AT&T INC.T5.740.026 $+18.504 $5.721.522 $-164.758 $5.886.280 $+110.988 $5.775.292 $+5.775.292 $
VERIZON COMMUNICATIONS INCVZ4.650.837 $+520.460 $4.130.377 $+49.973 $4.080.404 $-178.174 $4.258.578 $+4.258.578 $
PFIZER INCPFE2.498.591 $-209.347 $2.707.938 $+109.168 $2.598.770 $-243.644 $2.842.414 $+2.842.414 $
BP PLCBP2.624.845 $-74.979 $2.699.824 $+331.804 $2.368.020 $-462.893 $2.830.913 $+2.830.913 $
CVS HEALTH CorpCVS2.727.206 $-60.113 $2.787.319 $+208.364 $2.578.955 $-107.739 $2.686.694 $+2.686.694 $
ALPHA PRO TECH LTDAPT640.072 $+143.349 $496.723 $+134.203 $362.520 $+13.331 $349.189 $+349.189 $
APPFOLIO INCAPPF611.656 $+39.137 $572.519 $+111.560 $460.959 $-39.018 $499.977 $+499.977 $
MICROSOFT CORPMSFT343.700 $-22.530 $366.230 $+14.787 $351.443 $+71.781 $279.662 $+279.662 $
WORKIVA INCWK311.104 $+613 $310.491 $+63.592 $246.899 $-26.908 $273.807 $+273.807 $
NVIDIA CORPNVDA296.563 $-13.182 $309.745 $+47.466 $262.279 $+87.021 $175.258 $+175.258 $
EXXON MOBIL CORPXOM183.639 $+11.582 $172.057 $+7.554 $164.503 $-16.984 $181.487 $+181.487 $
ATMOS ENERGY CORPATO167.630 $-3.120 $170.750 $+16.640 $154.110 $-470 $154.580 $+154.580 $
CHIPOTLE MEXICAN GRILL INCCMG99.900 $-10.694 $110.594 $-49.714 $160.308 $+16.958 $143.350 $+143.350 $
GOLDMAN SACHS GROUP INCGS152.946 $+14.381 $138.565 $+15.416 $123.149 $+28.095 $95.054 $+95.054 $
UNITED PARCEL SERVICE INCUPS80.046 $+12.637 $67.409 $-14.050 $81.459 $-70.767 $152.226 $+152.226 $
JOHNSON & JOHNSONJNJ151.487 $+15.760 $135.727 $+23.914 $111.813 $-9.582 $121.395 $+121.395 $
JPMORGAN CHASE & COJPM137.588 $+2.899 $134.689 $+10.897 $123.792 $+19.049 $104.743 $+104.743 $
MOSAIC COMOS48 $-21 $69 $-4 $73 $-134.221 $134.294 $+134.294 $
WELLTOWER INC.WELL133.639 $+5.378 $128.261 $+17.575 $110.686 $+375 $110.311 $+110.311 $
Walt Disney CoDIS121.806 $-1.354 $123.160 $-10.212 $133.372 $+26.234 $107.138 $+107.138 $
ISHARES GOLD TRUSTIAU130.359 $+13.490 $116.869 $+16.719 $100.150 $+5.460 $94.690 $+94.690 $
INTUITIVE SURGICAL INCISRG125.166 $+26.328 $98.838 $-21.256 $120.094 $+9.154 $110.940 $+110.940 $
CHEVRON CORPCVX107.144 $-2.025 $109.169 $+8.506 $100.663 $-17.109 $117.772 $+117.772 $
SANDRIDGE ENERGY INCSD114.337 $+114.337 $
ASTRAZENECA PLCAZN91.930 $+15.210 $76.720 $+6.840 $69.880 $-3.620 $73.500 $+73.500 $
AppLovin CorpAPP84.788 $+36.827 $47.961 $+16.695 $31.266 $+31.266 $
SPS COMMERCE INCSPSC67.769 $+6.984 $60.785 $+2.867 $57.918 $+3.171 $54.747 $+54.747 $
NETFLIX INCNFLX30.003 $-28.744 $58.747 $-6.870 $65.617 $+19.923 $45.694 $+45.694 $
FRANKLIN RESOURCES INCBEN61.196 $+61.196 $
NNN REIT, INC.NNN52.866 $-3.922 $56.788 $-814 $57.602 $+707 $56.895 $+56.895 $
PALATIN TECHNOLOGIES INCPTNT46.517 $+11.755 $34.762 $+13.240 $21.522 $+21.522 $
AbbVie Inc.ABBV45.698 $-610 $46.308 $+9.184 $37.124 $-4.780 $41.904 $+41.904 $
NATIONAL FUEL GAS CONFG40.030 $-6.155 $46.185 $+3.830 $42.355 $+2.760 $39.595 $+39.595 $
AMAZON COM INCAMZN45.933 $+2.239 $43.694 $+35 $43.659 $+4.085 $39.574 $+39.574 $
Sea LtdSE37.891 $+3.984 $33.907 $+6.243 $27.664 $+27.664 $
EMERSON ELECTRIC COEMR33.976 $+394 $33.582 $-550 $34.132 $+6.064 $28.068 $+28.068 $
CATERPILLAR INCCAT33.226 $+5.551 $27.675 $+5.159 $22.516 $+3.388 $19.128 $+19.128 $
GENERAL DYNAMICS CORPGD32.656 $-421 $33.077 $+4.786 $28.291 $+1.851 $26.440 $+26.440 $
TotalEnergies SETTE32.710 $+2.865 $29.845 $-850 $30.695 $-1.650 $32.345 $+32.345 $
MORGAN STANLEYMS31.956 $+1.753 $30.203 $+2.297 $27.906 $+2.999 $24.907 $+24.907 $
Accenture plcACN26.830 $+2.170 $24.660 $-5.229 $29.889 $-1.939 $31.828 $+31.828 $
ORACLE CORPORCL562 $-968 $1.530 $-26.152 $27.682 $+27.682 $
COMCAST CORPCMCSA2.810 $-143 $2.953 $-402 $3.355 $-22.254 $25.609 $+25.609 $
CIENA CORPCIEN25.492 $+11.259 $14.233 $+3.658 $10.575 $+10.575 $
Cadence BankCADE21.420 $+21.420 $
ADVANCED MICRO DEVICES INCAMD6.425 $-14.608 $21.033 $+2.586 $18.447 $+981 $17.466 $+17.466 $
COCA COLA COKO19.365 $+994 $18.371 $-1.227 $19.598 $-312 $19.910 $+19.910 $
GENERAL ELECTRIC COGE19.785 $+485 $19.300 $+2.809 $16.491 $+3.490 $13.001 $+13.001 $
3M COMMM17.611 $+541 $17.070 $+324 $16.746 $+591 $16.155 $+16.155 $
RTX CorpRTX14.855 $+1.301 $13.554 $+1.726 $11.828 $+1.099 $10.729 $+10.729 $
AMGEN INCAMGN13.747 $+1.895 $11.852 $+11.852 $
Palo Alto Networks IncPANW5.091 $-8.006 $13.097 $+2.176 $10.921 $+10.921 $
TWILIO INCTWLO9.509 $-2.305 $11.814 $+2.513 $9.301 $+9.301 $
GARMIN LTDGRMN8.723 $-1.864 $10.587 $+1.612 $8.975 $-362 $9.337 $+9.337 $
PROCTER & GAMBLE CoPG7.882 $-569 $8.451 $-312 $8.763 $-610 $9.373 $+9.373 $
ASML HOLDING NVASML7.489 $+712 $6.777 $-2.038 $8.815 $+1.526 $7.289 $+7.289 $
EQT CorpEQT7.290 $-112 $7.402 $-530 $7.932 $+666 $7.266 $+7.266 $
TYLER TECHNOLOGIES INCTYL5.901 $-900 $6.801 $-906 $7.707 $+149 $7.558 $+7.558 $
Medtronic plcMDT6.820 $+58 $6.762 $+573 $6.189 $-191 $6.380 $+6.380 $
RESMED INCRMD5.540 $-756 $6.296 $+362 $5.934 $+785 $5.149 $+5.149 $
HUBSPOT INCHUBS5.146 $-977 $6.123 $-161 $6.284 $+6.284 $
SYSCO CORPSYY5.011 $-588 $5.599 $+449 $5.150 $+5.150 $
MERCADOLIBRE INCMELI4.674 $-553 $5.227 $+1.325 $3.902 $+3.902 $
MAGNACHIP SEMICONDUCTOR CorpMX5.107 $+5.107 $
MASIMO CORPMASI3.902 $-525 $4.427 $-620 $5.047 $+49 $4.998 $+4.998 $
Otis Worldwide CorpOTIS3.494 $-163 $3.657 $-304 $3.961 $-167 $4.128 $+4.128 $
SAP SESAP3.953 $+463 $3.490 $+3.490 $
Vipshop Holdings LtdVIPS3.538 $-390 $3.928 $+918 $3.010 $-126 $3.136 $+3.136 $
Duke Energy CORPDUK3.516 $-197 $3.713 $+3.713 $
Klarna Group plcKLAR3.498 $+3.498 $
ELI LILLY & CoLLY3.118 $-186 $3.304 $+3.304 $
CARNIVAL CORPCCL3.054 $+163 $2.891 $+79 $2.812 $+2.812 $
Nu Holdings Ltd.NU2.850 $+408 $2.442 $+619 $1.823 $+1.823 $
Snap IncSNAP2.082 $-264 $2.346 $-6 $2.352 $+2.352 $
DELTA AIR LINES, INC.DAL2.328 $+317 $2.011 $+234 $1.777 $+1.777 $
Solventum CorpSOLV2.139 $+168 $1.971 $-77 $2.048 $-5 $2.053 $+2.053 $
CITIGROUP INCC2.110 $+610 $1.500 $+1.500 $
CMB.TECH NVCMBT1.834 $+50 $1.784 $+1.784 $
Walmart Inc.WMT966 $+966 $
FISERV INCFISV517 $-145 $662 $+662 $
LAM RESEARCH CORPLRCX436 $+436 $
AMERICAN EXPRESS COAXP269 $+269 $
VICOR CORPVICR249 $+22 $227 $-7 $234 $+234 $
BOSTON SCIENTIFIC CORPBSX202 $+202 $
ANALOG DEVICES INCADI202 $+202 $
STARBUCKS CORPSBUX196 $+196 $
AMERICAN REBEL HOLDINGS INCAREB150 $+150 $
VivoPower International PLCVVPR2 $-3 $5 $+1 $4 $+0 $4 $+4 $
CEMTREX INCCETX5 $+5 $
229.417.056 $+47.009.004 $182.635.231 $+12.697.306 $169.947.623 $+27.249.301 $142.881.383 $+142.881.383 $
Erweiterte Einstellungen ×