Investments: Western Wealth Management, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
1.914.640.676 $+216.384.098 $1.699.946.296 $+335.921.377 $1.365.853.872 $+1.365.853.872 $
BANK OF AMERICA CORP /DE/BAC1.356.746.082 $+162.095.299 $1.194.650.783 $+232.599.717 $962.051.066 $+962.051.066 $
APPFOLIO INCAPPF71.524.838 $+5.652.740 $65.872.098 $+8.605.839 $57.266.259 $+57.266.259 $
NVIDIA CORPNVDA56.107.441 $+2.426.940 $53.680.501 $+24.952.406 $28.728.095 $+28.728.095 $
BERKSHIRE HATHAWAY INCBRK-B46.221.323 $+35.273 $46.186.050 $-4.247.899 $50.433.949 $+50.433.949 $
MICROSOFT CORPMSFT43.577.706 $+851.465 $42.726.241 $+12.933.404 $29.792.837 $+29.792.837 $
ALPHA PRO TECH LTDAPT41.474.910 $+10.427.697 $31.047.213 $+12.062.274 $18.984.939 $+18.984.939 $
AMAZON COM INCAMZN34.882.386 $+2.505.299 $32.377.087 $+5.717.476 $26.659.611 $+26.659.611 $
BlackRock, Inc.BLK28.459.235 $+12.945.418 $15.513.817 $+3.409.515 $12.104.302 $+12.104.302 $
SPS COMMERCE INCSPSC18.237.742 $+9.387.835 $8.849.907 $+2.048.543 $6.801.364 $+6.801.364 $
JPMORGAN CHASE & COJPM16.975.677 $+1.813.778 $15.161.899 $+5.064.506 $10.097.393 $+10.097.393 $
PALATIN TECHNOLOGIES INCPTNT9.131.801 $-385.976 $9.517.777 $+6.403.419 $3.114.358 $+3.114.358 $
ELI LILLY & CoLLY9.187.708 $+2.732.057 $6.455.651 $-411.749 $6.867.400 $+6.867.400 $
Walmart Inc.WMT7.821.969 $+1.037.021 $6.784.948 $+1.273.994 $5.510.954 $+5.510.954 $
MORGAN STANLEYMS7.439.371 $+1.394.793 $6.044.578 $+3.259.614 $2.784.964 $+2.784.964 $
EXXON MOBIL CORPXOM7.048.721 $+755.993 $6.292.728 $-769.773 $7.062.501 $+7.062.501 $
Strategy IncMSTR2.192.656 $-4.803.124 $6.995.780 $+1.518.091 $5.477.689 $+5.477.689 $
NETFLIX INCNFLX5.043.343 $-1.606.697 $6.650.040 $+1.918.356 $4.731.684 $+4.731.684 $
Mastercard IncMA5.879.539 $+35.643 $5.843.896 $+165.808 $5.678.088 $+5.678.088 $
MCDONALDS CORPMCD5.720.225 $+44.058 $5.676.167 $+27.861 $5.648.306 $+5.648.306 $
PROCTER & GAMBLE CoPG5.613.758 $+614.896 $4.998.862 $-542.843 $5.541.705 $+5.541.705 $
AbbVie Inc.ABBV5.441.224 $+386.990 $5.054.234 $+551.277 $4.502.957 $+4.502.957 $
CINTAS CORPCTAS4.303.874 $-715.448 $5.019.322 $-163.395 $5.182.717 $+5.182.717 $
UNITEDHEALTH GROUP INCUNH2.818.037 $-131.409 $2.949.446 $-1.532.007 $4.481.453 $+4.481.453 $
GENERAL ELECTRIC COGE4.418.398 $+178.398 $4.240.000 $+1.566.586 $2.673.414 $+2.673.414 $
ORACLE CORPORCL1.853.036 $-2.029.008 $3.882.044 $+2.139.464 $1.742.580 $+1.742.580 $
ISHARES GOLD TRUSTIAU3.649.105 $+791.408 $2.857.697 $+989.962 $1.867.735 $+1.867.735 $
JOHNSON & JOHNSONJNJ3.642.384 $+791.984 $2.850.400 $+407.191 $2.443.209 $+2.443.209 $
COCA COLA COKO3.408.226 $+557.390 $2.850.836 $-171.538 $3.022.374 $+3.022.374 $
AMERICAN EXPRESS COAXP3.118.351 $+311.239 $2.807.112 $+636.311 $2.170.801 $+2.170.801 $
ADVANCED MICRO DEVICES INCAMD3.029.381 $+1.207.557 $1.821.824 $-336.540 $2.158.364 $+2.158.364 $
INTUITIVE SURGICAL INCISRG3.024.932 $+823.217 $2.201.715 $+65.118 $2.136.597 $+2.136.597 $
Parker-Hannifin CorpPH2.991.164 $+486.812 $2.504.352 $+617.373 $1.886.979 $+1.886.979 $
Palo Alto Networks IncPANW2.833.069 $-124.795 $2.957.864 $+742.274 $2.215.590 $+2.215.590 $
LINDE PLCLIN2.637.163 $-188.938 $2.826.101 $-44.016 $2.870.117 $+2.870.117 $
RTX CorpRTX2.863.740 $+498.117 $2.365.623 $+631.507 $1.734.116 $+1.734.116 $
AT&T INC.T2.492.796 $-350.427 $2.843.223 $+152.566 $2.690.657 $+2.690.657 $
CHEVRON CORPCVX2.573.738 $+31.360 $2.542.378 $-298.801 $2.841.179 $+2.841.179 $
CATERPILLAR INCCAT2.540.602 $+587.962 $1.952.640 $+468.404 $1.484.236 $+1.484.236 $
VERIZON COMMUNICATIONS INCVZ2.294.778 $-164.789 $2.459.567 $+376.577 $2.082.990 $+2.082.990 $
BOSTON SCIENTIFIC CORPBSX2.376.973 $-53.910 $2.430.883 $+387.859 $2.043.024 $+2.043.024 $
MCKESSON CORPMCK2.336.373 $+107.517 $2.228.856 $+377.502 $1.851.354 $+1.851.354 $
NEXTERA ENERGY INCNEE2.107.185 $+440.921 $1.666.264 $-581.376 $2.247.640 $+2.247.640 $
STRYKER CORPSYK2.241.822 $+51.472 $2.190.350 $+1.088.861 $1.101.489 $+1.101.489 $
CONOCOPHILLIPSCOP1.746.625 $+191.619 $1.555.006 $-672.952 $2.227.958 $+2.227.958 $
LOCKHEED MARTIN CORPLMT2.118.171 $-46.762 $2.164.933 $+219.648 $1.945.285 $+1.945.285 $
VICTORY CAPITAL MANAGEMENT INC2.107.725 $+841.187 $1.266.538 $+258.151 $1.008.387 $+1.008.387 $
DARDEN RESTAURANTS INCDRI399.256 $-1.403.323 $1.802.579 $-147.622 $1.950.201 $+1.950.201 $
3M COMMM1.818.133 $-115.442 $1.933.575 $+82.930 $1.850.645 $+1.850.645 $
PEPSICO INCPEP1.918.168 $+396.875 $1.521.293 $-129.674 $1.650.967 $+1.650.967 $
Eaton Corp plcETN1.822.413 $+53.954 $1.768.459 $+785.320 $983.139 $+983.139 $
BOEING COBA1.809.934 $+36.210 $1.773.724 $+468.973 $1.304.751 $+1.304.751 $
CONSOLIDATED EDISON INCED1.469.536 $-15.121 $1.484.657 $-295.995 $1.780.652 $+1.780.652 $
Walt Disney CoDIS1.710.268 $-4.242 $1.714.510 $+312.485 $1.402.025 $+1.402.025 $
PFIZER INCPFE1.548.419 $+208.202 $1.340.217 $+376.159 $964.058 $+964.058 $
XCEL ENERGY INCXEL1.439.364 $+323.970 $1.115.394 $+112.212 $1.003.182 $+1.003.182 $
EQUINIX INCEQIX1.087.353 $-335.578 $1.422.931 $+674.885 $748.046 $+748.046 $
AMGEN INCAMGN1.406.530 $+231.439 $1.175.091 $-14.117 $1.189.208 $+1.189.208 $
CSX CORPCSX1.369.490 $+64.229 $1.305.261 $+342.755 $962.506 $+962.506 $
SOUTHERN COSO1.352.735 $+52.044 $1.300.691 $+93.456 $1.207.235 $+1.207.235 $
ARES CAPITAL CORPARCC1.350.542 $+2.311 $1.348.231 $+102.572 $1.245.659 $+1.245.659 $
Bank of New York Mellon CorpBK1.259.499 $+154.881 $1.104.618 $+299.206 $805.412 $+805.412 $
CITIGROUP INCC1.255.329 $+120.631 $1.134.698 $+393.533 $741.165 $+741.165 $
FASTENAL COFAST1.052.306 $-176.855 $1.229.161 $+182.850 $1.046.311 $+1.046.311 $
AUTOZONE INCAZO942.838 $-241.268 $1.184.106 $+66.961 $1.117.145 $+1.117.145 $
STARBUCKS CORPSBUX905.917 $+32.964 $872.953 $-304.630 $1.177.583 $+1.177.583 $
Duke Energy CORPDUK1.157.701 $+62.890 $1.094.811 $+45.751 $1.049.060 $+1.049.060 $
GOLDMAN SACHS GROUP INCGS1.068.186 $+136.882 $931.304 $-11.228 $942.532 $+942.532 $
NICOLET BANKSHARES INCNIC1.060.612 $-2.833 $1.063.445 $+233.367 $830.078 $+830.078 $
Booking Holdings Inc.BKNG937.959 $-78.538 $1.016.497 $+255.438 $761.059 $+761.059 $
UNITED PARCEL SERVICE INCUPS1.012.583 $+148.246 $864.337 $-105.184 $969.521 $+969.521 $
Vertiv Holdings CoVRT231.915 $-773.917 $1.005.832 $+633.121 $372.711 $+372.711 $
GENERAL DYNAMICS CORPGD1.003.568 $+283.102 $720.466 $+253.927 $466.539 $+466.539 $
abrdn Gold ETF TrustSGOL1.003.035 $+508.393 $494.642 $+161.919 $332.723 $+332.723 $
EMERSON ELECTRIC COEMR993.374 $+318.515 $674.859 $+89.427 $585.432 $+585.432 $
MICRON TECHNOLOGY INCMU895.068 $+531.427 $363.641 $+155.222 $208.419 $+208.419 $
FIRST TRUST ADVISORS LP880.017 $+269.093 $610.924 $+610.924 $
Accenture plcACN808.777 $-29.593 $838.370 $+105.343 $733.027 $+733.027 $
Zoetis Inc.ZTS818.531 $+818.531 $
PARSONS CORPPSN581.662 $-219.511 $801.173 $+223.165 $578.008 $+578.008 $
REGIONS FINANCIAL CORPRF795.511 $+22.061 $773.450 $+242.273 $531.177 $+531.177 $
SCHWAB CHARLES CORPSCHW773.407 $+38.816 $734.591 $+120.986 $613.605 $+613.605 $
DECKERS OUTDOOR CORPDECK716.574 $+47.525 $669.049 $+669.049 $
BP PLCBP696.919 $+54.704 $642.215 $+30.632 $611.583 $+611.583 $
NASDAQ, INC.NDAQ660.416 $+365.588 $294.828 $+294.828 $
ASML HOLDING NVASML637.307 $+111.176 $526.131 $+194.916 $331.215 $+331.215 $
DEERE & CODE626.861 $+99.884 $526.977 $+5.756 $521.221 $+521.221 $
INTEL CORPINTC496.649 $-92.870 $589.519 $+107.897 $481.622 $+481.622 $
COMCAST CORPCMCSA411.859 $+1.889 $409.970 $-176.413 $586.383 $+586.383 $
CHIPOTLE MEXICAN GRILL INCCMG271.026 $-144.237 $415.263 $-169.689 $584.952 $+584.952 $
SAP SESAP517.239 $-53.610 $570.849 $+13.551 $557.298 $+557.298 $
Phillips 66PSX564.651 $+7.037 $557.614 $+31.691 $525.923 $+525.923 $
Medtronic plcMDT527.499 $+58.201 $469.298 $-36.409 $505.707 $+505.707 $
ON SEMICONDUCTOR CORPON279.838 $+32.409 $247.429 $-266.934 $514.363 $+514.363 $
KROGER COKR472.577 $-35.970 $508.547 $+16.464 $492.083 $+492.083 $
LAM RESEARCH CORPLRCX505.244 $+118.461 $386.783 $+173.117 $213.666 $+213.666 $
NUCOR CORPNUE503.983 $+153.919 $350.064 $+37.400 $312.664 $+312.664 $
FEDEX CORPFDX488.753 $+87.813 $400.940 $-32.250 $433.190 $+433.190 $
FISERV INCFISV256.594 $-32.500 $289.094 $-198.941 $488.035 $+488.035 $
Constellation Energy CorpCEG475.661 $+48.819 $426.842 $+165.873 $260.969 $+260.969 $
PRICE T ROWE GROUP INCTROW416.175 $-55.949 $472.124 $+472.124 $
ANALOG DEVICES INCADI462.614 $+45.645 $416.969 $+71.623 $345.346 $+345.346 $
Nu Holdings Ltd.NU437.170 $+2.281 $434.889 $+282.333 $152.556 $+152.556 $
WELLTOWER INC.WELL432.832 $+90.826 $342.006 $+83.213 $258.793 $+258.793 $
FORD MOTOR COF419.276 $+90.301 $328.975 $+70.860 $258.115 $+258.115 $
NOVARTIS AGNVS397.589 $+138.955 $258.634 $+42.959 $215.675 $+215.675 $
CARNIVAL CORPCCL236.075 $-154.642 $390.717 $+146.028 $244.689 $+244.689 $
METLIFE INCMET383.753 $-6.352 $390.105 $+25.323 $364.782 $+364.782 $
ENBRIDGE INCENB387.366 $+58.029 $329.337 $+43.753 $285.584 $+285.584 $
Hewlett Packard Enterprise CoHPE362.134 $-12.473 $374.607 $+106.798 $267.809 $+267.809 $
INNOVATIVE INDUSTRIAL PROPERTIES INCIIPR216.342 $-147.006 $363.348 $+363.348 $
BALL CorpBALL357.672 $+27.733 $329.939 $+25.710 $304.229 $+304.229 $
NeuroPace IncNPCE354.348 $+117.218 $237.130 $+237.130 $
MAGNA INTERNATIONAL INCMGA344.285 $+39.912 $304.373 $+304.373 $
CUMMINS INCCMI336.122 $+49.490 $286.632 $+55.078 $231.554 $+231.554 $
Archer-Daniels-Midland CoADM313.013 $-13.847 $326.860 $+51.761 $275.099 $+275.099 $
AppLovin CorpAPP309.689 $+309.689 $
MERCADOLIBRE INCMELI263.870 $-44.610 $308.480 $+64.617 $243.863 $+243.863 $
CENTENE CORPCNC205.669 $-102.314 $307.983 $+307.983 $
FIFTH THIRD BANCORPFITB306.556 $+8.970 $297.586 $+54.411 $243.175 $+243.175 $
ROYAL BANK OF CANADARY298.762 $+40.323 $258.439 $+258.439 $
TORONTO DOMINION BANKTD297.263 $+44.995 $252.268 $+252.268 $
CVS HEALTH CorpCVS296.788 $+65.236 $231.552 $+5.423 $226.129 $+226.129 $
COPART INCCPRT269.998 $-12.102 $282.100 $+282.100 $
REALTY INCOME CORPO255.732 $-25.256 $280.988 $+26.067 $254.921 $+254.921 $
KLA CORPKLAC276.778 $+31.135 $245.643 $+245.643 $
Rocket Lab CorpRKLB272.621 $+272.621 $
TARGET CORPTGT265.683 $+12.571 $253.112 $-8.896 $262.008 $+262.008 $
ASTRAZENECA PLCAZN265.396 $+49.318 $216.078 $+4.017 $212.061 $+212.061 $
Kraft Heinz CoKHC259.835 $+259.835 $
AFLAC INCAFL257.264 $+41.826 $215.438 $-24.293 $239.731 $+239.731 $
Shell plcSHEL254.993 $+254.993 $
CELESTICA INCCLS254.224 $+42.336 $211.888 $+211.888 $
STATE STREET CORPSTT250.455 $+19.199 $231.256 $+231.256 $
GENUINE PARTS COGPC212.088 $-36.374 $248.462 $+37.029 $211.433 $+211.433 $
HF Sinclair CorpDINO220.907 $-25.091 $245.998 $+245.998 $
DEXCOM INCDXCM235.216 $+235.216 $
SYNOPSYS INCSNPS224.395 $+5.762 $218.633 $+218.633 $
BROWN & BROWN, INC.BRO223.174 $+223.174 $
Public StoragePSA219.430 $+219.430 $
HP INCHPQ206.826 $-12.190 $219.016 $+219.016 $
Monster Beverage CorpMNST217.668 $+217.668 $
UNILEVER PLCUL211.763 $-1.582 $213.345 $+213.345 $
MANULIFE FINANCIAL CORPMFC213.160 $+213.160 $
TE Connectivity plcTEL210.448 $+210.448 $
IREN LtdIREN208.454 $+208.454 $
Synchrony FinancialSYF207.177 $+207.177 $
AMBARELLA INCAMBA206.300 $+206.300 $
Roblox CorpRBLX204.871 $+204.871 $
FREEPORT-MCMORAN INCFCX204.370 $+204.370 $
BERKLEY W R CORPWRB203.323 $+203.323 $
FS Credit Opportunities Corp.FSCO133.459 $-21.035 $154.494 $-21.117 $175.611 $+175.611 $
PIMCO INCOME STRATEGY FUNDPFL154.653 $-13.512 $168.165 $-6.602 $174.767 $+174.767 $
ENERGY FUELS INCUUUU155.957 $+155.957 $
Bitfarms LtdBITF62.477 $-12.495 $74.972 $+56.401 $18.571 $+18.571 $
1.914.640.676 $+216.384.098 $1.699.946.296 $+335.921.377 $1.365.853.872 $+1.365.853.872 $
Erweiterte Einstellungen ×