Investments: MBM WEALTH CONSULTANTS, 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. ($)
254.186.766 $+14.046.491 $242.078.405 $+20.327.989 $222.169.076 $+17.859.560 $204.309.516 $+204.309.516 $
BANK OF AMERICA CORP /DE/BAC197.941.317 $+10.758.897 $187.182.420 $+15.820.942 $171.361.478 $+12.096.762 $159.264.716 $+159.264.716 $
BlackRock, Inc.BLK13.881.305 $+231.839 $13.649.466 $+966.539 $12.682.927 $+694.372 $11.988.555 $+11.988.555 $
APPFOLIO INCAPPF4.242.239 $+202.152 $4.040.087 $+817.174 $3.222.913 $-193.477 $3.416.390 $+3.416.390 $
ALPHA PRO TECH LTDAPT3.122.640 $+672.560 $2.450.080 $+454.187 $1.995.893 $+562.498 $1.433.395 $+1.433.395 $
NVIDIA CORPNVDA2.788.735 $+68.025 $2.720.710 $-25.788 $2.746.498 $+984.687 $1.761.811 $+1.761.811 $
AMAZON COM INCAMZN2.773.302 $+153.393 $2.619.909 $-80.343 $2.700.252 $+557.873 $2.142.379 $+2.142.379 $
MICROSOFT CORPMSFT2.506.361 $-212.618 $2.718.979 $+43.659 $2.675.320 $+766.799 $1.908.521 $+1.908.521 $
AbbVie Inc.ABBV2.609.136 $-94.103 $2.703.239 $+533.519 $2.169.720 $-258.835 $2.428.555 $+2.428.555 $
LAM RESEARCH CORPLRCX2.665.957 $+519.540 $2.146.417 $+211.590 $1.934.827 $+783.382 $1.151.445 $+1.151.445 $
Booking Holdings Inc.BKNG2.158.198 $-6.909 $2.165.107 $-167.957 $2.333.064 $+527.155 $1.805.909 $+1.805.909 $
FEDEX CORPFDX1.880.045 $+356.359 $1.523.686 $+126.070 $1.397.616 $+181.323 $1.216.293 $+1.216.293 $
ARES CAPITAL CORPARCC1.871.182 $+58.276 $1.812.906 $-47.466 $1.860.372 $+138.578 $1.721.794 $+1.721.794 $
SCHWAB CHARLES CORPSCHW1.763.511 $+91.449 $1.672.062 $+73.355 $1.598.707 $+197.627 $1.401.080 $+1.401.080 $
LOCKHEED MARTIN CORPLMT1.681.962 $-46.553 $1.728.515 $+294.865 $1.433.650 $+99.029 $1.334.621 $+1.334.621 $
BERKSHIRE HATHAWAY INCBRK-B1.689.407 $+66.562 $1.622.845 $+264.632 $1.358.213 $-333.226 $1.691.439 $+1.691.439 $
UNITEDHEALTH GROUP INCUNH1.578.256 $+101.753 $1.476.503 $+525.306 $951.197 $-580.930 $1.532.127 $+1.532.127 $
UNITED THERAPEUTICS CorpUTHR991.554 $+116.663 $874.891 $+204.791 $670.100 $+1.400 $668.700 $+668.700 $
AIR LEASE CORPAL823.631 $-97.294 $920.925 $+235.139 $685.786 $+685.786 $
Nu Holdings Ltd.NU841.760 $+46.426 $795.334 $+553 $794.781 $+298.902 $495.879 $+495.879 $
DEXCOM INCDXCM620.952 $-153.048 $774.000 $+342.111 $431.889 $+431.889 $
BOEING COBA725.832 $+288.560 $437.272 $+12.764 $424.508 $+77.268 $347.240 $+347.240 $
CONOCOPHILLIPSCOP211.237 $-334.884 $546.121 $+38.412 $507.709 $-37.194 $544.903 $+544.903 $
AT&T INC.T488.050 $-25.007 $513.057 $-7.943 $521.000 $+15.784 $505.216 $+505.216 $
Unum GroupUNM493.547 $+231 $493.316 $-611 $493.927 $+493.927 $
AMEREN CORPAEE465.947 $-21.090 $487.037 $+38.914 $448.123 $-20.344 $468.467 $+468.467 $
SPIRE INCSR486.326 $+37.428 $448.898 $+57.190 $391.708 $-10.786 $402.494 $+402.494 $
EXXON MOBIL CORPXOM455.329 $+63.783 $391.546 $+25.706 $365.840 $-4.115 $369.955 $+369.955 $
SOUTHERN COSO445.197 $+3.524 $441.673 $+21.508 $420.165 $+16.921 $403.244 $+403.244 $
VERIZON COMMUNICATIONS INCVZ437.727 $+10.795 $426.932 $+19.803 $407.129 $+15.761 $391.368 $+391.368 $
AVISTA CORPAVA434.423 $+434.423 $
3M COMMM418.660 $+33.886 $384.774 $+384.774 $
Mastercard IncMA406.467 $-2.507 $408.974 $+444 $408.530 $+10.046 $398.484 $+398.484 $
REALTY INCOME CORPO388.164 $+8.166 $379.998 $+33.589 $346.409 $+346.409 $
UNITED PARCEL SERVICE INCUPS387.833 $+89.965 $297.868 $+42.692 $255.176 $+42.345 $212.831 $+212.831 $
JOHNSON & JOHNSONJNJ373.959 $+29.819 $344.140 $+54.984 $289.156 $-29.257 $318.413 $+318.413 $
EMERSON ELECTRIC COEMR357.017 $+4.143 $352.874 $-5.784 $358.658 $+63.726 $294.932 $+294.932 $
PFIZER INCPFE356.210 $+26.177 $330.033 $+8.401 $321.632 $+29.648 $291.984 $+291.984 $
MICRON TECHNOLOGY INCMU285.410 $+285.410 $
Monster Beverage CorpMNST255.694 $+31.215 $224.479 $+15.575 $208.904 $+208.904 $
Parker-Hannifin CorpPH239.077 $+32.860 $206.217 $+206.217 $
254.186.766 $+14.046.491 $242.078.405 $+20.327.989 $222.169.076 $+17.859.560 $204.309.516 $+204.309.516 $
Erweiterte Einstellungen ×