Investments: Jupiter Wealth Management LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
210.929.714 $+14.433.770 $198.916.954 $+13.575.801 $186.222.068 $+32.127.717 $154.094.351 $+154.094.351 $
BANK OF AMERICA CORP /DE/BAC68.906.157 $+1.607.558 $67.298.599 $+4.061.116 $63.237.483 $+11.256.297 $51.981.186 $+51.981.186 $
ALPHA PRO TECH LTDAPT29.966.261 $+5.207.625 $24.758.636 $+4.079.438 $20.679.198 $+4.588.944 $16.090.254 $+16.090.254 $
MICROSOFT CORPMSFT14.964.923 $-1.727.052 $16.691.975 $-354.417 $17.046.392 $+2.324.925 $14.721.467 $+14.721.467 $
APPFOLIO INCAPPF13.015.833 $+911.232 $12.104.601 $+1.142.058 $10.962.543 $+880.557 $10.081.986 $+10.081.986 $
NVIDIA CORPNVDA12.711.172 $-94.000 $12.805.172 $+447.791 $12.357.381 $+4.559.259 $7.798.122 $+7.798.122 $
BERKSHIRE HATHAWAY INCBRK-B12.446.524 $+269.171 $12.177.353 $+717.587 $11.459.766 $-836.706 $12.296.472 $+12.296.472 $
MORGAN STANLEYMS9.358.925 $+922.123 $8.436.802 $+631.380 $7.805.422 $+1.391.907 $6.413.515 $+6.413.515 $
AMAZON COM INCAMZN6.402.769 $+522.026 $5.880.743 $+591.008 $5.289.735 $+436.110 $4.853.625 $+4.853.625 $
Mastercard IncMA5.797.313 $+29.011 $5.768.302 $-92.182 $5.860.484 $-186.576 $6.047.060 $+6.047.060 $
JOHNSON & JOHNSONJNJ5.061.207 $+1.405.652 $3.655.555 $+312.796 $3.342.759 $+392.687 $2.950.072 $+2.950.072 $
BlackRock, Inc.BLK3.691.260 $-212.591 $3.903.851 $+479.530 $3.424.321 $+1.422.879 $2.001.442 $+2.001.442 $
NICOLET BANKSHARES INCNIC1.994.671 $-502.012 $2.496.683 $-267.463 $2.764.146 $+737.482 $2.026.664 $+2.026.664 $
GOLDMAN SACHS GROUP INCGS2.713.650 $+324.600 $2.389.050 $+154.980 $2.234.070 $+397.170 $1.836.900 $+1.836.900 $
CITIGROUP INCC2.445.300 $+214.837 $2.230.463 $+337.463 $1.893.000 $-200.575 $2.093.575 $+2.093.575 $
SPS COMMERCE INCSPSC2.322.402 $+1.874.510 $447.892 $+246.905 $200.987 $+200.987 $
PEPSICO INCPEP2.090.000 $+334.500 $1.755.500 $-111.375 $1.866.875 $+219.500 $1.647.375 $+1.647.375 $
ELI LILLY & CoLLY1.904.187 $+664.312 $1.239.875 $+166.579 $1.073.296 $-59.369 $1.132.665 $+1.132.665 $
ASML HOLDING NVASML1.702.313 $+46.879 $1.655.434 $+710.971 $944.463 $+944.463 $
LOCKHEED MARTIN CORPLMT1.593.575 $+345.550 $1.248.025 $+141.600 $1.106.425 $-76.225 $1.182.650 $+1.182.650 $
Walmart Inc.WMT1.554.500 $+335.094 $1.219.406 $+24.492 $1.194.914 $+220.386 $974.528 $+974.528 $
Bunge Global SABG1.467.941 $+488.228 $979.713 $-23.995 $1.003.708 $+35.451 $968.257 $+968.257 $
NETFLIX INCNFLX697.912 $-680.846 $1.378.758 $-6.348 $1.385.106 $+14.720 $1.370.386 $+1.370.386 $
PFIZER INCPFE1.374.874 $+544.226 $830.648 $+10.432 $820.216 $+70.416 $749.800 $+749.800 $
KB HOMEKBH1.177.340 $-1.295 $1.178.635 $+1.178.635 $
CHIPOTLE MEXICAN GRILL INCCMG313.520 $-419.118 $732.638 $-396.394 $1.129.032 $+1.129.032 $
Walt Disney CoDIS657.075 $-419.569 $1.076.644 $-20.122 $1.096.766 $+125.299 $971.467 $+971.467 $
EXXON MOBIL CORPXOM749.650 $+185.900 $563.750 $+25.750 $538.000 $+5.650 $532.350 $+532.350 $
MCDONALDS CORPMCD664.160 $+56.380 $607.780 $-2.360 $610.140 $-32.320 $642.460 $+642.460 $
CATERPILLAR INCCAT612.698 $+227.161 $385.537 $+51.267 $334.270 $+49.393 $284.877 $+284.877 $
iShares Bitcoin Trust ETFIBIT114.400 $-497.398 $611.798 $+611.798 $
Medtronic plcMDT605.280 $+33.840 $571.440 $+13.980 $557.460 $+35.640 $521.820 $+521.820 $
JPMORGAN CHASE & COJPM545.963 $-23.073 $569.036 $+44.920 $524.116 $+145.602 $378.514 $+378.514 $
Parker-Hannifin CorpPH554.949 $+403.319 $151.630 $-780 $152.410 $+152.410 $
CRISPR Therapeutics AGCRSP415.905 $-134.980 $550.885 $+120.910 $429.975 $+139.875 $290.100 $+290.100 $
AMGEN INCAMGN549.300 $+549.300 $
CVS HEALTH CorpCVS527.730 $+198.230 $329.500 $+329.500 $
CAMECO CORPCCJ453.600 $+453.600 $
ORACLE CORPORCL427.315 $+427.315 $
Phillips 66PSX351.585 $+140.754 $210.831 $+210.831 $
LAM RESEARCH CORPLRCX346.935 $+146.085 $200.850 $+40.740 $160.110 $+34.380 $125.730 $+125.730 $
CHEVRON CORPCVX319.200 $+319.200 $
INSMED IncINSM288.020 $+288.020 $
Palo Alto Networks IncPANW244.215 $-10.310 $254.525 $+121.880 $132.645 $+132.645 $
PALATIN TECHNOLOGIES INCPTNT129.130 $+129.130 $
210.929.714 $+14.433.770 $198.916.954 $+13.575.801 $186.222.068 $+32.127.717 $154.094.351 $+154.094.351 $
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