Investments: LAKE STREET 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. ($)
664.774.455 $+25.417.146 $641.159.056 $+60.980.385 $577.214.808 $+79.736.709 $505.580.095 $+505.580.095 $
BANK OF AMERICA CORP /DE/BAC364.430.530 $+938.538 $363.491.992 $+32.075.530 $331.416.462 $+40.716.039 $290.700.423 $+290.700.423 $
NVIDIA CORPNVDA46.476.125 $+917.866 $45.558.259 $+6.824.038 $38.734.221 $+12.169.961 $26.564.260 $+26.564.260 $
APPFOLIO INCAPPF46.261.630 $+8.076.178 $38.185.452 $+7.518.138 $30.667.314 $-2.721.304 $33.388.618 $+33.388.618 $
ALPHA PRO TECH LTDAPT25.391.670 $+5.938.562 $19.453.108 $+5.304.648 $14.148.460 $+2.018.056 $12.130.404 $+12.130.404 $
MICROSOFT CORPMSFT21.023.320 $-1.274.826 $22.298.146 $+1.264.590 $21.033.556 $+5.359.776 $15.673.780 $+15.673.780 $
BlackRock, Inc.BLK18.527.108 $+2.105.201 $16.421.907 $+1.243.119 $15.178.788 $-268.931 $15.447.719 $+15.447.719 $
AMAZON COM INCAMZN16.493.474 $+1.821.148 $14.672.326 $+625.223 $14.047.103 $+1.972.442 $12.074.661 $+12.074.661 $
CITIGROUP INCC12.622.199 $+2.425.693 $10.196.506 $+1.384.597 $8.811.909 $+2.910.300 $5.901.609 $+5.901.609 $
PALATIN TECHNOLOGIES INCPTNT9.812.867 $-323.300 $10.136.167 $+2.666.104 $7.470.063 $+6.819.423 $650.640 $+650.640 $
JPMORGAN CHASE & COJPM10.091.995 $-78 $10.092.073 $+692.466 $9.399.607 $+1.379.865 $8.019.742 $+8.019.742 $
GOLDMAN SACHS GROUP INCGS9.418.010 $+1.035.575 $8.382.435 $+1.010.060 $7.372.375 $+1.673.340 $5.699.035 $+5.699.035 $
BERKSHIRE HATHAWAY INCBRK-B8.622.780 $+361.666 $8.261.114 $+327.859 $7.933.255 $-666.951 $8.600.206 $+8.600.206 $
AbbVie Inc.ABBV8.316.759 $+31.489 $8.285.270 $+1.826.664 $6.458.606 $-474.117 $6.932.723 $+6.932.723 $
ELI LILLY & CoLLY7.038.093 $+2.033.828 $5.004.265 $+85.626 $4.918.639 $+215.751 $4.702.888 $+4.702.888 $
EXXON MOBIL CORPXOM1.060.705 $+77.440 $983.265 $-4.863.937 $5.847.202 $-519.730 $6.366.932 $+6.366.932 $
UNITEDHEALTH GROUP INCUNH4.677.084 $-1.328.518 $6.005.602 $+634.850 $5.370.752 $+2.708.126 $2.662.626 $+2.662.626 $
VERIZON COMMUNICATIONS INCVZ5.281.458 $-374.046 $5.655.504 $+148.251 $5.507.253 $+130.206 $5.377.047 $+5.377.047 $
ALLSTATE CORPALL5.235.181 $-47.570 $5.282.751 $+379.041 $4.903.710 $-124.778 $5.028.488 $+5.028.488 $
FEDEX CORPFDX4.753.796 $+1.054.864 $3.698.932 $+172.435 $3.526.497 $-257.212 $3.783.709 $+3.783.709 $
Palo Alto Networks IncPANW2.424.440 $-368.208 $2.792.648 $+118.822 $2.673.826 $+402.949 $2.270.877 $+2.270.877 $
CATERPILLAR INCCAT204.235 $-64.631 $268.866 $-2.274.355 $2.543.221 $+2.543.221 $
MCDONALDS CORPMCD2.441.736 $-9.047 $2.450.783 $+122.410 $2.328.373 $-48.334 $2.376.707 $+2.376.707 $
JOHNSON & JOHNSONJNJ2.307.797 $+261.799 $2.045.998 $+501.211 $1.544.787 $+152.076 $1.392.711 $+1.392.711 $
FREEPORT-MCMORAN INCFCX2.269.896 $+2.269.896 $
ADVANCED MICRO DEVICES INCAMD2.250.179 $+313.391 $1.936.788 $+231.292 $1.705.496 $+487.205 $1.218.291 $+1.218.291 $
NETFLIX INCNFLX1.633.393 $-350.820 $1.984.213 $-153.038 $2.137.251 $+937.085 $1.200.166 $+1.200.166 $
LAM RESEARCH CORPLRCX2.031.738 $+260.530 $1.771.208 $+516.532 $1.254.676 $+296.853 $957.823 $+957.823 $
BARCLAYS PLCBCS1.531.193 $-220.460 $1.751.653 $-87.458 $1.839.111 $-123.363 $1.962.474 $+1.962.474 $
Walmart Inc.WMT1.911.800 $+300.556 $1.611.244 $+163.309 $1.447.935 $+188.395 $1.259.540 $+1.259.540 $
URANIUM ENERGY CORPUEC1.791.582 $+1.791.582 $
CHEVRON CORPCVX1.432.346 $+15.211 $1.417.135 $+61.154 $1.355.981 $-217.661 $1.573.642 $+1.573.642 $
BOEING COBA1.054.118 $+256.194 $797.924 $+147.962 $649.962 $+649.962 $
iShares Bitcoin Trust ETFIBIT1.033.812 $+498.342 $535.470 $+108.469 $427.001 $+189.768 $237.233 $+237.233 $
MORGAN STANLEYMS699.921 $-232.943 $932.864 $-85.863 $1.018.727 $+1.018.727 $
DEERE & CODE860.946 $+134.756 $726.190 $-60.588 $786.778 $+482.639 $304.139 $+304.139 $
3M COMMM832.386 $+668 $831.718 $+49.958 $781.760 $+96.512 $685.248 $+685.248 $
INTEL CORPINTC815.929 $+55.656 $760.273 $+242.141 $518.132 $-9.442 $527.574 $+527.574 $
PROCTER & GAMBLE CoPG722.229 $-69.077 $791.306 $-19.236 $810.542 $+255.654 $554.888 $+554.888 $
COCA COLA COKO678.019 $+55.839 $622.180 $+32.863 $589.317 $+309.631 $279.686 $+279.686 $
ORACLE CORPORCL550.473 $-113.470 $663.943 $+238.845 $425.098 $+209.231 $215.867 $+215.867 $
WELLTOWER INC.WELL638.989 $+26.186 $612.803 $+81.011 $531.792 $+20.377 $511.415 $+511.415 $
AMERICAN EXPRESS COAXP631.135 $+65.134 $566.001 $+20.864 $545.137 $+88.021 $457.116 $+457.116 $
Mastercard IncMA607.793 $+3.960 $603.833 $+69.716 $534.117 $+534.117 $
Walt Disney CoDIS293.008 $+14.264 $278.744 $-54.186 $332.930 $-265.782 $598.712 $+598.712 $
TARGET CORPTGT591.489 $+69.342 $522.147 $+79.994 $442.153 $-134.753 $576.906 $+576.906 $
LOCKHEED MARTIN CORPLMT567.483 $-22.697 $590.180 $+44.521 $545.659 $+300.415 $245.244 $+245.244 $
ASML HOLDING NVASML578.843 $+19.248 $559.595 $+120.406 $439.189 $+82.677 $356.512 $+356.512 $
ISHARES GOLD TRUSTIAU573.644 $+32.106 $541.538 $+65.854 $475.684 $+22.892 $452.792 $+452.792 $
Eaton Corp plcETN501.016 $-70.090 $571.106 $+22.412 $548.694 $+134.697 $413.997 $+413.997 $
Constellation Energy CorpCEG546.915 $+41.765 $505.150 $+25.513 $479.637 $+183.039 $296.598 $+296.598 $
PEPSICO INCPEP480.001 $-4.165 $484.166 $-32.211 $516.377 $+177.962 $338.415 $+338.415 $
NEXTERA ENERGY INCNEE515.675 $+30.896 $484.779 $+35.215 $449.564 $-47.942 $497.506 $+497.506 $
RTX CorpRTX497.588 $+43.655 $453.933 $+47.934 $405.999 $+37.703 $368.296 $+368.296 $
EMERSON ELECTRIC COEMR484.908 $+5.668 $479.240 $-11.148 $490.388 $+90.202 $400.186 $+400.186 $
CUMMINS INCCMI487.990 $+88.850 $399.140 $+55.265 $343.875 $+2.225 $341.650 $+341.650 $
Duke Energy CORPDUK438.014 $-9.590 $447.604 $+8.998 $438.606 $-14.756 $453.362 $+453.362 $
Parker-Hannifin CorpPH438.952 $+64.931 $374.021 $+29.495 $344.526 $+12.756 $331.770 $+331.770 $
Synchrony FinancialSYF434.420 $+64.463 $369.957 $+32.520 $337.437 $+55.426 $282.011 $+282.011 $
STARBUCKS CORPSBUX345.968 $-14.146 $360.114 $-41.226 $401.340 $-20.938 $422.278 $+422.278 $
GENERAL DYNAMICS CORPGD314.923 $-106.359 $421.282 $+14.290 $406.992 $+34.530 $372.462 $+372.462 $
FIRST INDUSTRIAL REALTY TRUST INCFR367.043 $+37.172 $329.871 $+21.406 $308.465 $-55.441 $363.906 $+363.906 $
AMGEN INCAMGN335.493 $+46.802 $288.691 $-5.876 $294.567 $-37.857 $332.424 $+332.424 $
CSX CORPCSX316.100 $+6.453 $309.647 $+26.484 $283.163 $+22.972 $260.191 $+260.191 $
Roblox CorpRBLX311.670 $+57.086 $254.584 $+254.584 $
SPS COMMERCE INCSPSC292.477 $-14.294 $306.771 $+145.701 $161.070 $+161.070 $
CONOCOPHILLIPSCOP304.364 $+12.575 $291.789 $+30.054 $261.735 $+261.735 $
INTUITIVE SURGICAL INCISRG292.242 $+61.471 $230.771 $+4.712 $226.059 $+20.027 $206.032 $+206.032 $
Zoetis Inc.ZTS216.846 $-50.333 $267.179 $-22.801 $289.980 $+289.980 $
CINTAS CORPCTAS264.746 $+1.950 $262.796 $-22.507 $285.303 $+22.198 $263.105 $+263.105 $
DOLLAR GENERAL CORPDG273.108 $+60.517 $212.591 $-45.565 $258.156 $+258.156 $
AeroVironment IncAVAV270.805 $+25.748 $245.057 $+245.057 $
BOSTON SCIENTIFIC CORPBSX237.135 $-7.623 $244.758 $-24.411 $269.169 $+5.570 $263.599 $+263.599 $
PFIZER INCPFE169.358 $-49.783 $219.141 $-40.431 $259.572 $+259.572 $
Nebius Group N.V.NBIS214.703 $-39.027 $253.730 $+253.730 $
Monster Beverage CorpMNST230.010 $+28.080 $201.930 $+201.930 $
COLGATE PALMOLIVE COCL228.722 $+228.722 $
CONSOLIDATED EDISON INCED225.493 $+225.493 $
QUEST DIAGNOSTICS INCDGX202.683 $-19.343 $222.026 $+222.026 $
Hewlett Packard Enterprise CoHPE221.801 $+11.567 $210.234 $+210.234 $
AFLAC INCAFL210.705 $+210.705 $
GENERAL ELECTRIC COGE210.601 $+770 $209.831 $+209.831 $
BERKLEY W R CORPWRB209.709 $+8.622 $201.087 $+201.087 $
CDW CorpCDW208.338 $+208.338 $
MCKESSON CORPMCK205.893 $+205.893 $
FIFTH THIRD BANCORPFITB205.449 $+205.449 $
EXELON CORPEXC203.397 $+203.397 $
Canopy Growth CorpCGC102.942 $-9.843 $112.785 $+17.259 $95.526 $+54.995 $40.531 $+40.531 $
LIGHTPATH TECHNOLOGIES INCLPTH108.000 $+108.000 $
Strategy IncMSTR92.796 $+92.796 $
664.774.455 $+25.417.146 $641.159.056 $+60.980.385 $577.214.808 $+79.736.709 $505.580.095 $+505.580.095 $
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