Investments: ACIMA PRIVATE WEALTH, 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. ($)
235.481.311 $+244.844 $235.407.682 $+18.591.598 $216.976.293 $+11.978.915 $205.495.019 $+205.495.019 $
BANK OF AMERICA CORP /DE/BAC171.700.286 $-1.885.477 $173.585.763 $+13.590.565 $159.995.198 $+9.061.506 $150.933.692 $+150.933.692 $
BlackRock, Inc.BLK27.060.144 $+2.076.287 $24.983.857 $+1.989.867 $22.993.990 $+1.855.890 $21.138.100 $+21.138.100 $
APPFOLIO INCAPPF8.636.177 $+477.832 $8.158.345 $+1.595.162 $6.563.183 $-542.534 $7.105.717 $+7.105.717 $
MICROSOFT CORPMSFT2.755.183 $-195.578 $2.950.761 $+162.778 $2.787.983 $+721.461 $2.066.522 $+2.066.522 $
MERCADOLIBRE INCMELI1.488.538 $-240.798 $1.729.336 $-204.750 $1.934.086 $+209.517 $1.724.569 $+1.724.569 $
Booking Holdings Inc.BKNG1.735.127 $-14.236 $1.749.363 $-126.351 $1.875.714 $+383.075 $1.492.639 $+1.492.639 $
ALPHA PRO TECH LTDAPT1.602.667 $+358.404 $1.244.263 $+339.867 $904.396 $+109.153 $795.243 $+795.243 $
AbbVie Inc.ABBV1.564.700 $-20.886 $1.585.586 $+321.328 $1.264.258 $-162.783 $1.427.041 $+1.427.041 $
JOHNSON & JOHNSONJNJ1.448.650 $+132.168 $1.316.482 $+232.568 $1.083.914 $-164.198 $1.248.112 $+1.248.112 $
SHERWIN WILLIAMS COSHW1.331.763 $-91.366 $1.423.129 $+11.919 $1.411.210 $-23.961 $1.435.171 $+1.435.171 $
LOCKHEED MARTIN CORPLMT1.079.068 $-34.670 $1.113.738 $+80.473 $1.033.265 $+36.655 $996.610 $+996.610 $
AMAZON COM INCAMZN1.041.691 $+50.772 $990.919 $+46.884 $944.035 $+125.346 $818.689 $+818.689 $
PROCTER & GAMBLE CoPG846.532 $-61.079 $907.611 $-33.492 $941.103 $-65.568 $1.006.671 $+1.006.671 $
MCDONALDS CORPMCD947.759 $+5.396 $942.363 $+28.163 $914.200 $-63.206 $977.406 $+977.406 $
EXXON MOBIL CORPXOM917.833 $-17.090 $934.923 $+41.045 $893.878 $+288.286 $605.592 $+605.592 $
Accenture plcACN751.240 $+60.760 $690.480 $-146.412 $836.892 $-36.820 $873.712 $+873.712 $
RTX CorpRTX860.880 $+75.433 $785.447 $+100.029 $685.418 $+63.651 $621.767 $+621.767 $
CATERPILLAR INCCAT802.018 $+134.008 $668.010 $+96.177 $571.833 $+86.038 $485.795 $+485.795 $
PEPSICO INCPEP747.165 $+16.034 $731.131 $+43.731 $687.400 $-93.188 $780.588 $+780.588 $
ORACLE CORPORCL467.784 $-207.192 $674.976 $+150.264 $524.712 $+189.168 $335.544 $+335.544 $
COCA COLA COKO633.804 $+28.170 $605.634 $-40.455 $646.089 $+428.006 $218.083 $+218.083 $
AMGEN INCAMGN619.271 $+85.349 $533.922 $+5.657 $528.265 $-61.188 $589.453 $+589.453 $
CONOCOPHILLIPSCOP510.175 $-5.341 $515.516 $+26.433 $489.083 $-62.272 $551.355 $+551.355 $
Edwards Lifesciences CorpEW503.316 $+44.162 $459.154 $-2.598 $461.752 $+33.830 $427.922 $+427.922 $
Integer Holdings CorpITGR472.040 $+472.040 $
DARDEN RESTAURANTS INCDRI368.040 $-12.680 $380.720 $-55.220 $435.940 $+20.420 $415.520 $+415.520 $
Walmart Inc.WMT434.499 $+32.565 $401.934 $+20.592 $381.342 $+38.961 $342.381 $+342.381 $
Mastercard IncMA419.026 $+1.519 $417.507 $+5.043 $412.464 $-17.262 $429.726 $+429.726 $
INTEL CORPINTC232.359 $-187.754 $420.113 $+122.820 $297.293 $-4.114 $301.407 $+301.407 $
AMERICAN EXPRESS COAXP406.945 $+41.569 $365.376 $+46.396 $318.980 $+49.930 $269.050 $+269.050 $
AFLAC INCAFL236.860 $-169.505 $406.365 $+22.702 $383.663 $-20.846 $404.509 $+404.509 $
CHEVRON CORPCVX333.473 $-58.013 $391.486 $+44.823 $346.663 $-58.346 $405.009 $+405.009 $
PFIZER INCPFE348.824 $-21.706 $370.530 $+18.032 $352.498 $-15.996 $368.494 $+368.494 $
BERKSHIRE HATHAWAY INCBRK-B341.299 $-61 $341.360 $+11.522 $329.838 $-31.784 $361.622 $+361.622 $
BECTON DICKINSON & COBDX271.698 $+9.660 $262.038 $+20.888 $241.150 $-79.534 $320.684 $+320.684 $
SYSCO CORPSYY257.915 $-30.275 $288.190 $+23.100 $265.090 $+2.450 $262.640 $+262.640 $
UNITEDHEALTH GROUP INCUNH66.022 $-55.524 $121.546 $-46.294 $167.840 $-113.938 $281.778 $+281.778 $
HEICO CORPHEI250.915 $-1.650 $252.565 $-4.633 $257.198 $+47.494 $209.704 $+209.704 $
DOVER CorpDOV244.050 $+35.512 $208.538 $-20.500 $229.038 $+9.438 $219.600 $+219.600 $
COLGATE PALMOLIVE COCL158.040 $-1.840 $159.880 $-21.920 $181.800 $-51.138 $232.938 $+232.938 $
ELI LILLY & CoLLY80.601 $+23.376 $57.225 $-1.240 $58.465 $-158.749 $217.214 $+217.214 $
HUBSPOT INCHUBS171.215 $-32.512 $203.727 $-5.365 $209.092 $+209.092 $
3M COMMM156.098 $-41.757 $197.855 $+3.749 $194.106 $+6.859 $187.247 $+187.247 $
JPMORGAN CHASE & COJPM95.377 $-84.103 $179.480 $+14.521 $164.959 $+25.383 $139.576 $+139.576 $
SOUTHERN COSO130.800 $-11.355 $142.155 $+4.410 $137.745 $-180 $137.925 $+137.925 $
NEXTERA ENERGY INCNEE127.806 $+7.626 $120.180 $+9.663 $110.517 $-2.340 $112.857 $+112.857 $
Medtronic plcMDT98.066 $-3.027 $101.093 $+101.093 $
NVIDIA CORPNVDA76.465 $-33 $76.498 $+11.722 $64.776 $+20.340 $44.436 $+44.436 $
Phillips 66PSX64.520 $-3.490 $68.010 $+8.360 $59.650 $-2.090 $61.740 $+61.740 $
Otis Worldwide CorpOTIS56.778 $-2.652 $59.430 $-4.933 $64.363 $-2.717 $67.080 $+67.080 $
CSX CORPCSX65.250 $+1.332 $63.918 $+5.184 $58.734 $+5.760 $52.974 $+52.974 $
VERIZON COMMUNICATIONS INCVZ42.359 $-3.349 $45.708 $+707 $45.001 $-2.173 $47.174 $+47.174 $
Duke Energy CORPDUK12.893 $-720 $13.613 $+633 $12.980 $-31.905 $44.885 $+44.885 $
BP PLCBP36.744 $+285 $36.459 $+4.793 $31.666 $+31.666 $
STARBUCKS CORPSBUX25.601 $+25.601 $
Solventum CorpSOLV23.772 $+1.872 $21.900 $-852 $22.752 $-60 $22.812 $+22.812 $
SPS COMMERCE INCSPSC19.816 $+2.042 $17.774 $+17.774 $
SCHWAB CHARLES CORPSCHW16.885 $+751 $16.134 $+16.134 $
SYNOPSYS INCSNPS14.868 $+2.431 $12.437 $+12.437 $
NICOLET BANKSHARES INCNIC14.208 $+1.512 $12.696 $+12.696 $
COMCAST CORPCMCSA12.848 $-436 $13.284 $+13.284 $
ANALOG DEVICES INCADI11.933 $-352 $12.285 $+12.285 $
CENTENE CORPCNC10.856 $-1.286 $12.142 $+12.142 $
TARGET CORPTGT10.948 $+902 $10.046 $+10.046 $
CITIGROUP INCC9.363 $+1.554 $7.809 $+7.809 $
Viking Holdings LtdVIK7.141 $+925 $6.216 $+887 $5.329 $+1.354 $3.975 $+3.975 $
METLIFE INCMET5.289 $-230 $5.519 $+5.519 $
MORGAN STANLEYMS4.616 $+483 $4.133 $+471 $3.662 $+629 $3.033 $+3.033 $
NASDAQ, INC.NDAQ4.468 $+399 $4.069 $+4.069 $
GOLDMAN SACHS GROUP INCGS4.395 $+413 $3.982 $+3.982 $
AT&T INC.T2.881 $-395 $3.276 $-81 $3.357 $+77 $3.280 $+3.280 $
PRICE T ROWE GROUP INCTROW1.740 $-5 $1.745 $+104 $1.641 $+79 $1.562 $+1.562 $
235.481.311 $+244.844 $235.407.682 $+18.591.598 $216.976.293 $+11.978.915 $205.495.019 $+205.495.019 $
Erweiterte Einstellungen ×