Investments: Waterfront Wealth Inc.

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
409.070.914 $+23.966.361 $387.210.722 $+387.210.722 $
BANK OF AMERICA CORP /DE/BAC251.594.615 $+9.628.390 $241.966.225 $+241.966.225 $
BERKSHIRE HATHAWAY INCBRK-B16.190.513 $-412.332 $16.602.845 $+16.602.845 $
APPFOLIO INCAPPF12.665.827 $-373.525 $13.039.352 $+13.039.352 $
ALPHA PRO TECH LTDAPT11.630.593 $+2.787.098 $8.843.495 $+8.843.495 $
MICROSOFT CORPMSFT7.115.328 $-782.143 $7.897.471 $+7.897.471 $
AMAZON COM INCAMZN4.797.090 $+582.651 $4.214.439 $+4.214.439 $
UNITED PARCEL SERVICE INCUPS4.449.816 $+814.757 $3.635.059 $+3.635.059 $
MORGAN STANLEYMS4.290.865 $+484.087 $3.806.778 $+3.806.778 $
NOKIA CORPNOK2.173.641 $-1.690.483 $3.864.124 $+3.864.124 $
Hewlett Packard Enterprise CoHPE3.414.937 $-262.486 $3.677.423 $+3.677.423 $
Viatris IncVTRS3.477.428 $+881.817 $2.595.611 $+2.595.611 $
DXC Technology CoDXC3.285.110 $+1.398.933 $1.886.177 $+1.886.177 $
ADVANCED MICRO DEVICES INCAMD3.236.499 $+312.499 $2.924.000 $+2.924.000 $
JPMORGAN CHASE & COJPM2.978.053 $+68.885 $2.909.168 $+2.909.168 $
RTX CorpRTX2.633.808 $+247.532 $2.386.276 $+2.386.276 $
Dole plcDOLE2.625.550 $+437.895 $2.187.655 $+2.187.655 $
SHERWIN WILLIAMS COSHW2.512.744 $+101.672 $2.411.072 $+2.411.072 $
SanofiSNY2.350.224 $-112.583 $2.462.807 $+2.462.807 $
Unum GroupUNM2.458.092 $+25.356 $2.432.736 $+2.432.736 $
NVIDIA CORPNVDA2.385.155 $+269.251 $2.115.904 $+2.115.904 $
Jazz Pharmaceuticals plcJAZZ2.306.111 $+426.232 $1.879.879 $+1.879.879 $
AbbVie Inc.ABBV2.214.007 $-78.991 $2.292.998 $+2.292.998 $
IPG PHOTONICS CORPIPGP2.287.944 $+48.972 $2.238.972 $+2.238.972 $
MICRON TECHNOLOGY INCMU2.233.989 $+1.107.926 $1.126.063 $+1.126.063 $
Bunge Global SABG2.107.034 $+337.389 $1.769.645 $+1.769.645 $
CITIGROUP INCC1.444.574 $-662.449 $2.107.023 $+2.107.023 $
TEREX CORPTEX2.106.169 $+2.106.169 $
LEAR CORPLEA2.065.358 $+379.908 $1.685.450 $+1.685.450 $
CHEVRON CORPCVX1.924.354 $+1.025.294 $899.060 $+899.060 $
Walmart Inc.WMT1.855.909 $+342.061 $1.513.848 $+1.513.848 $
MICROCHIP TECHNOLOGY INCMCHP1.813.006 $+265.602 $1.547.404 $+1.547.404 $
NASDAQ, INC.NDAQ1.774.796 $+198.814 $1.575.982 $+1.575.982 $
NETFLIX INCNFLX1.341.452 $-428.347 $1.769.799 $+1.769.799 $
TELEFLEX INCTFX1.756.335 $+1.756.335 $
MCDONALDS CORPMCD1.714.090 $+9.565 $1.704.525 $+1.704.525 $
EMERSON ELECTRIC COEMR1.685.880 $+202.661 $1.483.219 $+1.483.219 $
EMBRAER S.A.EMBJ1.657.631 $+339.854 $1.317.777 $+1.317.777 $
PROCTER & GAMBLE CoPG1.583.384 $-10.986 $1.594.370 $+1.594.370 $
3M COMMM1.444.617 $-41.729 $1.486.346 $+1.486.346 $
LAS VEGAS SANDS CORPLVS1.464.098 $+247.389 $1.216.709 $+1.216.709 $
GARMIN LTDGRMN1.191.184 $-241.285 $1.432.469 $+1.432.469 $
Mastercard IncMA1.294.675 $-118.910 $1.413.585 $+1.413.585 $
OSHKOSH CORPOSK1.362.503 $+1.362.503 $
Zoetis Inc.ZTS1.336.729 $+1.336.729 $
Edwards Lifesciences CorpEW1.298.136 $+115.110 $1.183.026 $+1.183.026 $
Aon plcAON1.271.526 $-4.504 $1.276.030 $+1.276.030 $
EXXON MOBIL CORPXOM1.244.116 $+185.239 $1.058.877 $+1.058.877 $
FRESH DEL MONTE PRODUCE INCFDP1.192.038 $+104.792 $1.087.246 $+1.087.246 $
NICOLET BANKSHARES INCNIC1.136.319 $-47.886 $1.184.205 $+1.184.205 $
KROGER COKR1.033.071 $-61.244 $1.094.315 $+1.094.315 $
FIRST MERCHANTS CORPFRME1.065.861 $+43.794 $1.022.067 $+1.022.067 $
HERSHEY COHSY1.052.770 $+32.139 $1.020.631 $+1.020.631 $
BlackRock, Inc.BLK991.881 $+1.373 $990.508 $+990.508 $
FIRST TRUST ADVISORS LP935.894 $+130.872 $805.022 $+805.022 $
ORACLE CORPORCL510.094 $-344.282 $854.376 $+854.376 $
GOLDMAN SACHS GROUP INCGS795.401 $+163.916 $631.485 $+631.485 $
AMEREN CORPAEE751.297 $-16.104 $767.401 $+767.401 $
GENERAL ELECTRIC COGE687.364 $-3.984 $691.348 $+691.348 $
JOHNSON & JOHNSONJNJ645.984 $+82.368 $563.616 $+563.616 $
CUMMINS INCCMI575.474 $+162.122 $413.352 $+413.352 $
FORD MOTOR COF514.350 $+39.104 $475.246 $+475.246 $
STARBUCKS CORPSBUX508.542 $+77.059 $431.483 $+431.483 $
PEPSICO INCPEP469.216 $-25.438 $494.654 $+494.654 $
AT&T INC.T411.326 $-76.775 $488.101 $+488.101 $
QCR HOLDINGS INCQCRH486.638 $+86.759 $399.879 $+399.879 $
PFIZER INCPFE463.705 $+7.963 $455.742 $+455.742 $
LAM RESEARCH CORPLRCX417.366 $+417.366 $
Vertiv Holdings CoVRT415.355 $+40.195 $375.160 $+375.160 $
Walt Disney CoDIS390.046 $-9.783 $399.829 $+399.829 $
AFLAC INCAFL366.747 $+1.606 $365.141 $+365.141 $
VERIZON COMMUNICATIONS INCVZ338.823 $-2.736 $341.559 $+341.559 $
BOEING COBA314.677 $+24.318 $290.359 $+290.359 $
DEERE & CODE312.664 $+31.215 $281.449 $+281.449 $
ELI LILLY & CoLLY289.805 $+74.628 $215.177 $+215.177 $
FASTENAL COFAST269.861 $+5.213 $264.648 $+264.648 $
FREEPORT-MCMORAN INCFCX259.646 $+259.646 $
CONOCOPHILLIPSCOP241.640 $+241.640 $
COCA COLA COKO217.766 $-9.690 $227.456 $+227.456 $
GENERAL DYNAMICS CORPGD225.622 $+12.234 $213.388 $+213.388 $
COLGATE PALMOLIVE COCL216.946 $+16.452 $200.494 $+200.494 $
IDACORP INCIDA211.863 $-2.456 $214.319 $+214.319 $
INTUITIVE SURGICAL INCISRG210.393 $-1.071 $211.464 $+211.464 $
ENBRIDGE INCENB205.143 $+3.383 $201.760 $+201.760 $
409.070.914 $+23.966.361 $387.210.722 $+387.210.722 $
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