Investments: SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
353.275.868 $+8.365.989 $344.909.879 $+344.909.879 $
BANK OF AMERICA CORP /DE/BAC152.027.577 $+609.552 $151.418.025 $+151.418.025 $
BERKSHIRE HATHAWAY INCBRK-B62.642.205 $-530.584 $63.172.789 $+63.172.789 $
APPFOLIO INCAPPF35.739.202 $+1.452.683 $34.286.519 $+34.286.519 $
ALPHA PRO TECH LTDAPT30.152.607 $+6.439.724 $23.712.883 $+23.712.883 $
MICROSOFT CORPMSFT7.078.507 $-409.775 $7.488.282 $+7.488.282 $
JPMORGAN CHASE & COJPM5.991.164 $+126.280 $5.864.884 $+5.864.884 $
UNITEDHEALTH GROUP INCUNH4.661.173 $-167.477 $4.828.650 $+4.828.650 $
TARGET CORPTGT4.305.610 $-253.283 $4.558.893 $+4.558.893 $
AMAZON COM INCAMZN4.467.521 $+585.963 $3.881.558 $+3.881.558 $
Palo Alto Networks IncPANW3.537.193 $-381.678 $3.918.871 $+3.918.871 $
NVIDIA CORPNVDA3.361.030 $+323.154 $3.037.876 $+3.037.876 $
MCDONALDS CORPMCD2.746.559 $+30.373 $2.716.186 $+2.716.186 $
JOHNSON & JOHNSONJNJ2.692.151 $+292.331 $2.399.820 $+2.399.820 $
WEYERHAEUSER COWY2.103.145 $-144.469 $2.247.614 $+2.247.614 $
STARBUCKS CORPSBUX2.029.941 $-9.186 $2.039.127 $+2.039.127 $
BlackRock, Inc.BLK1.824.842 $+55.620 $1.769.222 $+1.769.222 $
PROCTER & GAMBLE CoPG1.644.402 $-86.430 $1.730.832 $+1.730.832 $
ORACLE CORPORCL1.133.933 $-525.868 $1.659.801 $+1.659.801 $
Sleep Number CorpSNBR1.554.212 $+264.547 $1.289.665 $+1.289.665 $
Allison Transmission Holdings IncALSN1.479.954 $+209.131 $1.270.823 $+1.270.823 $
Walt Disney CoDIS1.302.479 $-7.899 $1.310.378 $+1.310.378 $
GLADSTONE LAND CorpLAND1.233.508 $-75.531 $1.309.039 $+1.309.039 $
PALATIN TECHNOLOGIES INCPTNT994.867 $-282.438 $1.277.305 $+1.277.305 $
VERIZON COMMUNICATIONS INCVZ1.173.575 $-70.228 $1.243.803 $+1.243.803 $
GOLDMAN SACHS GROUP INCGS1.134.789 $+106.701 $1.028.088 $+1.028.088 $
FEDEX CORPFDX1.130.037 $+213.331 $916.706 $+916.706 $
AUTOZONE INCAZO847.875 $-224.685 $1.072.560 $+1.072.560 $
WINMARK CORPWINA870.621 $-199.585 $1.070.206 $+1.070.206 $
CHEVRON CORPCVX1.035.855 $+16.507 $1.019.348 $+1.019.348 $
Booking Holdings Inc.BKNG1.033.579 $+655.630 $377.949 $+377.949 $
PACCAR INCPCAR993.365 $+101.504 $891.861 $+891.861 $
CVS HEALTH CorpCVS938.749 $+44.112 $894.637 $+894.637 $
Mastercard IncMA866.772 $+10.537 $856.235 $+856.235 $
BOEING COBA866.368 $+5.148 $861.220 $+861.220 $
Medtronic plcMDT858.789 $+23.663 $835.126 $+835.126 $
EXXON MOBIL CORPXOM610.003 $+58.092 $551.911 $+551.911 $
FASTENAL COFAST452.787 $-104.651 $557.438 $+557.438 $
LESAKA TECHNOLOGIES INCLSAK273.903 $-276.009 $549.912 $+549.912 $
AbbVie Inc.ABBV538.551 $+31.941 $506.610 $+506.610 $
Walmart Inc.WMT515.952 $+77.935 $438.017 $+438.017 $
MCKESSON CORPMCK483.971 $-10.455 $494.426 $+494.426 $
COCA COLA COKO401.719 $+57.702 $344.017 $+344.017 $
MICRON TECHNOLOGY INCMU345.346 $+142.889 $202.457 $+202.457 $
BP PLCBP332.297 $+2.584 $329.713 $+329.713 $
3M COMMM317.010 $+15.955 $301.055 $+301.055 $
CONOCOPHILLIPSCOP303.345 $-3.020 $306.365 $+306.365 $
MOLSON COORS BEVERAGE COTAP294.519 $+9.022 $285.497 $+285.497 $
EQUINOR ASAEQNR269.146 $-7.811 $276.957 $+276.957 $
NATIONAL FUEL GAS CONFG235.376 $-36.192 $271.568 $+271.568 $
DOMINOS PIZZA INCDPZ258.845 $-9.247 $268.092 $+268.092 $
FRANKLIN RESOURCES INCBEN267.353 $+8.505 $258.848 $+258.848 $
NETFLIX INCNFLX217.523 $-48.637 $266.160 $+266.160 $
LINDE PLCLIN238.352 $+27.927 $210.425 $+210.425 $
LOCKHEED MARTIN CORPLMT233.129 $-501 $233.630 $+233.630 $
CATERPILLAR INCCAT232.585 $+232.585 $
353.275.868 $+8.365.989 $344.909.879 $+344.909.879 $
Erweiterte Einstellungen ×