Investments: Insight Wealth Strategies, 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. ($)
716.559.807 $+31.418.323 $697.625.746 $+43.805.079 $663.528.052 $+28.702.676 $651.130.112 $+651.130.112 $
BANK OF AMERICA CORP /DE/BAC484.847.745 $+20.189.940 $464.657.805 $+4.330.538 $460.327.267 $+11.458.504 $448.868.763 $+448.868.763 $
BlackRock, Inc.BLK37.690.235 $-15.984.118 $53.674.353 $+9.029.577 $44.644.776 $+8.754.060 $35.890.716 $+35.890.716 $
CHEVRON CORPCVX33.508.621 $-470.301 $33.978.922 $+2.311.418 $31.667.504 $-2.870.905 $34.538.409 $+34.538.409 $
MORGAN STANLEYMS30.705.919 $+16.858.957 $13.846.962 $+11.524.507 $2.322.455 $+255.560 $2.066.895 $+2.066.895 $
LAM RESEARCH CORPLRCX14.588.275 $+1.281.545 $13.306.730 $+2.894.556 $10.412.174 $+2.722.618 $7.689.556 $+7.689.556 $
APPFOLIO INCAPPF12.397.079 $+541.106 $11.855.973 $+3.969.999 $7.885.974 $-335.051 $8.221.025 $+8.221.025 $
ALPHA PRO TECH LTDAPT10.396.768 $+20.470 $10.376.298 $+2.842.360 $7.533.938 $+981.293 $6.552.645 $+6.552.645 $
AMERICAN EXPRESS COAXP8.257.757 $+616.608 $7.641.149 $+195.618 $7.445.531 $+1.224.371 $6.221.160 $+6.221.160 $
MICROSOFT CORPMSFT7.804.944 $-363.993 $8.168.937 $+435.725 $7.733.212 $+2.985.241 $4.747.971 $+4.747.971 $
KLA CORPKLAC6.762.348 $+639.133 $6.123.215 $+652.516 $5.470.699 $+1.513.825 $3.956.874 $+3.956.874 $
PALATIN TECHNOLOGIES INCPTNT4.813.828 $-1.682.880 $6.496.708 $+1.280.222 $5.216.486 $+1.651.092 $3.565.394 $+3.565.394 $
AMAZON COM INCAMZN6.453.139 $+126.570 $6.326.569 $+399.722 $5.926.847 $+788.685 $5.138.162 $+5.138.162 $
NVIDIA CORPNVDA5.508.730 $-560.314 $6.069.044 $+774.290 $5.294.754 $+1.639.337 $3.655.417 $+3.655.417 $
Constellation Energy CorpCEG5.554.821 $+546.376 $5.008.445 $+5.008.445 $
MCKESSON CORPMCK4.717.484 $-53.214 $4.770.698 $+505.166 $4.265.532 $-1.054.786 $5.320.318 $+5.320.318 $
ORACLE CORPORCL5.143.822 $+981.319 $4.162.503 $+1.531.608 $2.630.895 $+2.630.895 $
CENTENE CORPCNC5.002.153 $+5.002.153 $
Accenture plcACN4.876.258 $+1.294.201 $3.582.057 $-633.838 $4.215.895 $+810.013 $3.405.882 $+3.405.882 $
CDW CorpCDW4.170.731 $-575.085 $4.745.816 $+5.944 $4.739.872 $+1.442.277 $3.297.595 $+3.297.595 $
SYSCO CORPSYY4.738.006 $+180.096 $4.557.910 $+4.557.910 $
AMGEN INCAMGN4.623.671 $+4.623.671 $
REINSURANCE GROUP OF AMERICA INCRGA260.092 $-4.318.984 $4.579.076 $+107.707 $4.471.369 $+4.471.369 $
BROWN & BROWN, INC.BRO224.004 $-4.319.642 $4.543.646 $+4.543.646 $
SHERWIN WILLIAMS COSHW4.525.115 $+117.543 $4.407.572 $+4.407.572 $
CINTAS CORPCTAS3.650.159 $-396.848 $4.047.007 $-334.513 $4.381.520 $-33.096 $4.414.616 $+4.414.616 $
PACCAR INCPCAR4.381.735 $+46.215 $4.335.520 $+485.740 $3.849.780 $+3.849.780 $
Blue Bird CorpBLBD3.104.068 $-1.246.079 $4.350.147 $+849.772 $3.500.375 $+866.137 $2.634.238 $+2.634.238 $
HERSHEY COHSY4.320.029 $+4.320.029 $
ADVANCED MICRO DEVICES INCAMD3.988.944 $+482.308 $3.506.636 $+557.405 $2.949.231 $+722.136 $2.227.095 $+2.227.095 $
HUBBELL INCHUBB220.260 $-3.718.060 $3.938.320 $+3.938.320 $
JPMORGAN CHASE & COJPM3.496.629 $+155.995 $3.340.634 $+261.061 $3.079.573 $+125.728 $2.953.845 $+2.953.845 $
KROGER COKR3.408.314 $+3.408.314 $
CARDINAL HEALTH INCCAH3.352.196 $+794.374 $2.557.822 $-59.478 $2.617.300 $-72.957 $2.690.257 $+2.690.257 $
UNITEDHEALTH GROUP INCUNH3.318.482 $+3.318.482 $
SM Energy CoSM2.698.613 $-97.593 $2.796.206 $+337.077 $2.459.129 $+2.459.129 $
Walmart Inc.WMT2.133.942 $+185.047 $1.948.895 $+125.507 $1.823.388 $-68.408 $1.891.796 $+1.891.796 $
CATERPILLAR INCCAT2.124.185 $+2.124.185 $
EXXON MOBIL CORPXOM2.097.793 $+308.631 $1.789.162 $+67.428 $1.721.734 $-169.400 $1.891.134 $+1.891.134 $
LINDE PLCLIN1.918.369 $+1.918.369 $
NETFLIX INCNFLX529.556 $-264.129 $793.685 $-56.210 $849.895 $+241.885 $608.010 $+608.010 $
GOLDMAN SACHS GROUP INCGS658.618 $+206.008 $452.610 $+123.896 $328.714 $+108.989 $219.725 $+219.725 $
BERKSHIRE HATHAWAY INCBRK-B589.887 $+31.567 $558.320 $+5.279 $553.041 $-34.690 $587.731 $+587.731 $
GENERAL ELECTRIC COGE373.616 $+32.049 $341.567 $+65.275 $276.292 $+57.370 $218.922 $+218.922 $
SPS COMMERCE INCSPSC302.781 $-14.654 $317.435 $+37.872 $279.563 $+279.563 $
PEPSICO INCPEP305.841 $+21.029 $284.812 $+25.789 $259.023 $-26.313 $285.336 $+285.336 $
ELI LILLY & CoLLY260.073 $+260.073 $
COCA COLA COKO250.555 $+27.484 $223.071 $-1.726 $224.797 $+17.529 $207.268 $+207.268 $
716.559.807 $+31.418.323 $697.625.746 $+43.805.079 $663.528.052 $+28.702.676 $651.130.112 $+651.130.112 $
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