Investments: WT Wealth Management

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. ($)
297.964.252 $+2.905.938 $302.162.470 $+8.120.191 $298.447.219 $+36.387.629 $269.945.840 $+269.945.840 $
BANK OF AMERICA CORP /DE/BAC206.451.569 $-2.210.471 $208.662.040 $-806.450 $209.468.490 $+20.500.451 $188.968.039 $+188.968.039 $
abrdn Gold ETF TrustSGOL18.586.389 $+1.335.111 $17.251.278 $+5.543.351 $11.707.927 $-1.400.093 $13.108.020 $+13.108.020 $
NVIDIA CORPNVDA11.702.003 $-125.107 $11.827.110 $+1.135.933 $10.691.177 $+3.338.138 $7.353.039 $+7.353.039 $
ALPHA PRO TECH LTDAPT11.332.075 $+1.569.849 $9.762.226 $+2.264.568 $7.497.658 $+1.140.776 $6.356.882 $+6.356.882 $
APPFOLIO INCAPPF9.298.043 $-1.382.535 $10.680.578 $+1.537.614 $9.142.964 $+34.164 $9.108.800 $+9.108.800 $
MICROSOFT CORPMSFT9.081.053 $-808.916 $9.889.969 $+234.988 $9.654.981 $+1.739.866 $7.915.115 $+7.915.115 $
AMAZON COM INCAMZN8.984.209 $+471.347 $8.512.862 $-1.236.063 $9.748.925 $+1.138.607 $8.610.318 $+8.610.318 $
BERKSHIRE HATHAWAY INCBRK-B3.966.464 $+3.966.464 $
Walmart Inc.WMT3.283.307 $+523.646 $2.759.661 $-436.589 $3.196.250 $-487.952 $3.684.202 $+3.684.202 $
NETFLIX INCNFLX2.495.885 $-52.691 $2.548.576 $-1.005.696 $3.554.272 $+466.396 $3.087.876 $+3.087.876 $
BlackRock, Inc.BLK3.375.207 $+151.005 $3.224.202 $-323.007 $3.547.209 $+645.781 $2.901.428 $+2.901.428 $
Mastercard IncMA3.204.479 $+538.733 $2.665.746 $+99.031 $2.566.715 $-264.826 $2.831.541 $+2.831.541 $
UNITEDHEALTH GROUP INCUNH2.571.776 $+136.551 $2.435.225 $+2.435.225 $
VERIZON COMMUNICATIONS INCVZ2.511.891 $+611.638 $1.900.253 $-185.811 $2.086.064 $+2.086.064 $
MORGAN STANLEYMS2.032.802 $+74.265 $1.958.537 $-155.931 $2.114.468 $-154.488 $2.268.956 $+2.268.956 $
NICOLET BANKSHARES INCNIC1.933.843 $+1.933.843 $
EQUIFAX INCEFX1.767.594 $+130.610 $1.636.984 $+1.636.984 $
MCDONALDS CORPMCD1.680.186 $+1.680.186 $
CHIPOTLE MEXICAN GRILL INCCMG1.678.924 $+1.678.924 $
STARBUCKS CORPSBUX1.558.415 $+1.558.415 $
Walt Disney CoDIS1.455.871 $+1.455.871 $
SPS COMMERCE INCSPSC1.145.336 $+111.925 $1.033.411 $+192.560 $840.851 $+87.080 $753.771 $+753.771 $
ELI LILLY & CoLLY708.214 $+213.027 $495.187 $-139.350 $634.537 $-26.191 $660.728 $+660.728 $
MCKESSON CORPMCK683.302 $+39.004 $644.298 $+33.892 $610.406 $+61.919 $548.487 $+548.487 $
JPMORGAN CHASE & COJPM570.995 $+1.911 $569.084 $+15.693 $553.391 $+113.423 $439.968 $+439.968 $
GTS SECURITIES LLC547.090 $+547.090 $
MERCADOLIBRE INCMELI531.765 $+265.354 $266.411 $-31.543 $297.954 $+75.555 $222.399 $+222.399 $
PALATIN TECHNOLOGIES INCPTNT379.141 $-67.423 $446.564 $+61.051 $385.513 $+136.786 $248.727 $+248.727 $
MICRON TECHNOLOGY INCMU375.600 $+99.689 $275.911 $+15.977 $259.934 $+259.934 $
EXXON MOBIL CORPXOM374.739 $+36.489 $338.250 $+5.795 $332.455 $+10.274 $322.181 $+322.181 $
BARCLAYS PLCBCS346.509 $+11.793 $334.716 $+334.716 $
AMERICAN EXPRESS COAXP341.464 $+34.880 $306.584 $+12.165 $294.419 $+46.086 $248.333 $+248.333 $
ADVANCED MICRO DEVICES INCAMD318.884 $+62.285 $256.599 $+8.558 $248.041 $+248.041 $
ORACLE CORPORCL252.895 $-9.266 $262.161 $+262.161 $
JOHNSON & JOHNSONJNJ250.616 $+23.291 $227.325 $+227.325 $
Palo Alto Networks IncPANW222.527 $-18.166 $240.693 $+15.575 $225.118 $+225.118 $
INTUITIVE SURGICAL INCISRG240.355 $+240.355 $
CHEVRON CORPCVX237.901 $+237.901 $
Constellation Energy CorpCEG231.745 $+16.533 $215.212 $-18.789 $234.001 $+234.001 $
FAIR ISAAC CORPFICO232.151 $+232.151 $
FIRSTENERGY CORPFE212.251 $+212.251 $
Vertiv Holdings CoVRT204.133 $+204.133 $
297.964.252 $+2.905.938 $302.162.470 $+8.120.191 $298.447.219 $+36.387.629 $269.945.840 $+269.945.840 $
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