Investments: Global Wealth Management Investment Advisory, Inc.

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. ($)
597.821.752 $+31.749.692 $571.006.454 $+64.411.431 $509.375.327 $+30.989.077 $478.386.250 $+478.386.250 $
BANK OF AMERICA CORP /DE/BAC314.451.352 $+8.462.171 $305.989.181 $+19.046.636 $286.942.545 $+10.064.740 $276.877.805 $+276.877.805 $
BlackRock, Inc.BLK24.285.340 $+1.303.971 $22.981.369 $+1.497.987 $21.483.382 $-360.900 $21.844.282 $+21.844.282 $
NVIDIA CORPNVDA21.305.644 $+355.814 $20.949.830 $+5.841.607 $15.108.223 $+4.690.888 $10.417.335 $+10.417.335 $
APPFOLIO INCAPPF19.935.274 $+1.205.228 $18.730.046 $+4.091.560 $14.638.486 $-839.554 $15.478.040 $+15.478.040 $
MICROSOFT CORPMSFT15.703.734 $+124.226 $15.579.508 $+1.527.561 $14.051.947 $+3.182.089 $10.869.858 $+10.869.858 $
JPMORGAN CHASE & COJPM13.027.943 $+616.120 $12.411.823 $+235.810 $12.176.013 $+1.455.378 $10.720.635 $+10.720.635 $
ALPHA PRO TECH LTDAPT12.169.805 $+2.850.984 $9.318.821 $+3.096.242 $6.222.579 $+529.037 $5.693.542 $+5.693.542 $
CHEVRON CORPCVX11.674.032 $+397.379 $11.276.653 $+1.555.964 $9.720.689 $-1.325.062 $11.045.751 $+11.045.751 $
AbbVie Inc.ABBV10.339.456 $-208.290 $10.547.746 $+2.711.638 $7.836.108 $+223.918 $7.612.190 $+7.612.190 $
AMAZON COM INCAMZN9.361.770 $+591.289 $8.770.481 $+938.094 $7.832.387 $+716.330 $7.116.057 $+7.116.057 $
MORGAN STANLEYMS8.036.863 $+1.631.850 $6.405.013 $+591.686 $5.813.327 $+927.695 $4.885.632 $+4.885.632 $
ORACLE CORPORCL5.042.387 $-2.189.731 $7.232.118 $+791.302 $6.440.816 $+2.496.682 $3.944.134 $+3.944.134 $
EXXON MOBIL CORPXOM7.017.895 $+709.381 $6.308.514 $+417.883 $5.890.631 $-805.761 $6.696.392 $+6.696.392 $
GOLDMAN SACHS GROUP INCGS6.815.039 $-151.812 $6.966.851 $+198.941 $6.767.910 $+6.767.910 $
JOHNSON & JOHNSONJNJ6.730.570 $+935.034 $5.795.536 $+469.658 $5.325.878 $-593.035 $5.918.913 $+5.918.913 $
VERIZON COMMUNICATIONS INCVZ6.429.171 $+463.523 $5.965.648 $+276.839 $5.688.809 $-405.109 $6.093.918 $+6.093.918 $
CATERPILLAR INCCAT6.335.744 $+646.117 $5.689.627 $+854.761 $4.834.866 $+530.228 $4.304.638 $+4.304.638 $
ELI LILLY & CoLLY6.036.310 $+1.426.658 $4.609.652 $-68.011 $4.677.663 $-441.839 $5.119.502 $+5.119.502 $
PROCTER & GAMBLE CoPG5.922.296 $+987.205 $4.935.091 $-129.122 $5.064.213 $-534.007 $5.598.220 $+5.598.220 $
Walmart Inc.WMT5.489.325 $+503.022 $4.986.303 $+346.378 $4.639.925 $+278.720 $4.361.205 $+4.361.205 $
AMERICAN EXPRESS COAXP5.382.649 $+648.553 $4.734.096 $+744.798 $3.989.298 $+591.086 $3.398.212 $+3.398.212 $
Duke Energy CORPDUK4.878.540 $+36.452 $4.842.088 $+292.216 $4.549.872 $-648.380 $5.198.252 $+5.198.252 $
RTX CorpRTX5.150.631 $+597.866 $4.552.765 $+1.153.149 $3.399.616 $+58.688 $3.340.928 $+3.340.928 $
COCA COLA COKO4.302.588 $+1.132.069 $3.170.519 $-1.389.087 $4.559.606 $-538.201 $5.097.807 $+5.097.807 $
CVS HEALTH CorpCVS5.087.024 $+492.974 $4.594.050 $+4.594.050 $
AMGEN INCAMGN5.074.672 $+1.390.348 $3.684.324 $+1.350.940 $2.333.384 $-298.612 $2.631.996 $+2.631.996 $
SOUTHERN COSO4.705.380 $-72.639 $4.778.019 $+156.623 $4.621.396 $-389.469 $5.010.865 $+5.010.865 $
NETFLIX INCNFLX3.944.502 $-822.548 $4.767.050 $+326.334 $4.440.716 $+1.301.708 $3.139.008 $+3.139.008 $
MCDONALDS CORPMCD4.758.551 $+499.472 $4.259.079 $+427.151 $3.831.928 $-352.167 $4.184.095 $+4.184.095 $
GENERAL DYNAMICS CORPGD4.431.831 $-12.679 $4.444.510 $-155.717 $4.600.227 $+96.554 $4.503.673 $+4.503.673 $
Eaton Corp plcETN4.480.780 $+4.480.780 $
Medtronic plcMDT4.458.210 $+280.778 $4.177.432 $+1.154.371 $3.023.061 $+1.078.401 $1.944.660 $+1.944.660 $
NEXTERA ENERGY INCNEE4.161.789 $+373.392 $3.788.397 $+776.524 $3.011.873 $-105.226 $3.117.099 $+3.117.099 $
PEPSICO INCPEP4.136.939 $+1.034.218 $3.102.721 $+3.102.721 $
DELTA AIR LINES, INC.DAL3.982.371 $+810.697 $3.171.674 $+766.145 $2.405.529 $+922.732 $1.482.797 $+1.482.797 $
Palo Alto Networks IncPANW3.576.552 $-265.692 $3.842.244 $+569.297 $3.272.947 $+509.828 $2.763.119 $+2.763.119 $
MCKESSON CORPMCK3.537.090 $+3.537.090 $
CHIPOTLE MEXICAN GRILL INCCMG2.500.303 $+194.107 $2.306.196 $+2.306.196 $
BERKSHIRE HATHAWAY INCBRK-B1.200.831 $-96.238 $1.297.069 $+95.906 $1.201.163 $+436.911 $764.252 $+764.252 $
ARES CAPITAL CORPARCC1.159.203 $+87.230 $1.071.973 $+9.389 $1.062.584 $+71.655 $990.929 $+990.929 $
EQUITY RESIDENTIALEQR1.154.343 $+168.595 $985.748 $+57.931 $927.817 $+39.206 $888.611 $+888.611 $
CITIGROUP INCC1.069.527 $+1.069.527 $
Public StoragePSA996.354 $-20.561 $1.016.915 $+73.476 $943.439 $+68.584 $874.855 $+874.855 $
REALTY INCOME CORPO886.995 $-99.566 $986.561 $+96.087 $890.474 $+109.920 $780.554 $+780.554 $
ENBRIDGE INCENB688.081 $-35.211 $723.292 $+73.676 $649.616 $+649.616 $
UNITED PARCEL SERVICE INCUPS522.402 $+522.402 $
Mastercard IncMA446.999 $-2.862 $449.861 $+75.047 $374.814 $+124.323 $250.491 $+250.491 $
BOEING COBA374.532 $+5.463 $369.069 $+16.640 $352.429 $+352.429 $
ADVANCED MICRO DEVICES INCAMD363.708 $+87.856 $275.852 $+18.162 $257.690 $+2.689 $255.001 $+255.001 $
PALATIN TECHNOLOGIES INCPTNT213.656 $-66.345 $280.001 $-33.629 $313.630 $+313.630 $
Aon plcAON267.130 $-2.801 $269.931 $-136 $270.067 $-32.044 $302.111 $+302.111 $
CUMMINS INCCMI299.124 $+51.615 $247.509 $+247.509 $
AT&T INC.T286.008 $+45.742 $240.266 $+28.331 $211.935 $+211.935 $
BERKLEY W R CORPWRB254.536 $-23.595 $278.131 $+20.986 $257.145 $+8.085 $249.060 $+249.060 $
BANK OF NOVA SCOTIABNS252.020 $+30.917 $221.103 $+221.103 $
SPS COMMERCE INCSPSC229.436 $+229.436 $
CINTAS CORPCTAS211.213 $+211.213 $
597.821.752 $+31.749.692 $571.006.454 $+64.411.431 $509.375.327 $+30.989.077 $478.386.250 $+478.386.250 $
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