Investments: BCS 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. ($)
768.787.006 $+423.463.500 $346.169.532 $+345.797.375 $373.780 $+66.222 $307.558 $+307.558 $
BANK OF AMERICA CORP /DE/BAC568.065.532 $+305.122.304 $262.943.228 $+262.676.389 $266.839 $+35.783 $231.056 $+231.056 $
MORGAN STANLEYMS53.013.464 $+26.696.770 $26.316.694 $+26.290.064 $26.630 $+944 $25.686 $+25.686 $
PROCTER & GAMBLE CoPG27.596.302 $+26.010.044 $1.586.258 $+1.570.827 $15.431 $+13.626 $1.805 $+1.805 $
APPFOLIO INCAPPF10.218.974 $+5.577.827 $4.641.147 $+4.636.020 $5.127 $+1.287 $3.840 $+3.840 $
ROYAL GOLD INCRGLD9.177.674 $+4.803.465 $4.374.209 $+4.370.518 $3.691 $+306 $3.385 $+3.385 $
BlackRock, Inc.BLK8.437.122 $+4.351.967 $4.085.155 $+4.081.229 $3.926 $+535 $3.391 $+3.391 $
MICROSOFT CORPMSFT7.527.392 $+4.612.849 $2.914.543 $+2.910.131 $4.412 $+1.771 $2.641 $+2.641 $
NVIDIA CORPNVDA7.489.830 $+3.422.789 $4.067.041 $+4.062.481 $4.560 $+2.395 $2.165 $+2.165 $
ALPHA PRO TECH LTDAPT6.095.428 $+4.234.232 $1.861.196 $+1.859.361 $1.835 $+801 $1.034 $+1.034 $
BARCLAYS PLCBCS5.001.320 $+2.627.017 $2.374.303 $+2.371.932 $2.371 $-74 $2.445 $+2.445 $
AMAZON COM INCAMZN4.825.392 $+2.383.397 $2.441.995 $+2.438.763 $3.232 $+409 $2.823 $+2.823 $
ELI LILLY & CoLLY3.911.834 $+634.749 $3.277.085 $+3.273.116 $3.969 $-85 $4.054 $+4.054 $
BERKSHIRE HATHAWAY INCBRK-B3.213.446 $+1.676.569 $1.536.877 $+1.535.127 $1.750 $+380 $1.370 $+1.370 $
Parker-Hannifin CorpPH2.742.354 $+1.451.982 $1.290.372 $+1.288.798 $1.574 $+298 $1.276 $+1.276 $
SHERWIN WILLIAMS COSHW2.432.816 $+1.138.150 $1.294.666 $+1.293.373 $1.293 $-13 $1.306 $+1.306 $
CATERPILLAR INCCAT2.356.176 $+1.363.482 $992.694 $+991.749 $945 $+254 $691 $+691 $
EXXON MOBIL CORPXOM2.200.508 $+1.224.746 $975.762 $+973.096 $2.666 $+873 $1.793 $+1.793 $
COLGATE PALMOLIVE COCL2.025.814 $+1.004.151 $1.021.663 $+1.020.495 $1.168 $-30 $1.198 $+1.198 $
AT&T INC.T1.957.848 $+562.295 $1.395.553 $+1.393.879 $1.674 $+318 $1.356 $+1.356 $
JPMORGAN CHASE & COJPM1.932.384 $+1.246.151 $686.233 $+685.347 $886 $+329 $557 $+557 $
MCDONALDS CORPMCD1.770.012 $+1.231.619 $538.393 $+537.789 $604 $-6 $610 $+610 $
Duke Energy CORPDUK1.718.906 $+788.852 $930.054 $+929.099 $955 $+740 $215 $+215 $
Walmart Inc.WMT1.608.092 $+896.050 $712.042 $+711.154 $888 $+229 $659 $+659 $
CHEVRON CORPCVX1.504.316 $+681.112 $823.204 $+822.127 $1.077 $+232 $845 $+845 $
RTX CorpRTX1.492.877 $+811.676 $681.201 $+680.567 $634 $+44 $590 $+590 $
JOHNSON & JOHNSONJNJ1.466.624 $+786.612 $680.012 $+679.127 $885 $+253 $632 $+632 $
GENERAL ELECTRIC COGE1.444.338 $+743.164 $701.174 $+700.398 $776 $+336 $440 $+440 $
NEXTERA ENERGY INCNEE1.429.628 $+1.049.536 $380.092 $+379.711 $381 $+24 $357 $+357 $
COCA COLA COKO1.421.866 $+759.242 $662.624 $+661.846 $778 $+92 $686 $+686 $
NETFLIX INCNFLX1.372.120 $+484.536 $887.584 $+886.380 $1.204 $+514 $690 $+690 $
LOCKHEED MARTIN CORPLMT1.339.764 $+662.335 $677.429 $+676.780 $649 $+43 $606 $+606 $
AbbVie Inc.ABBV1.337.088 $+686.017 $651.071 $+649.889 $1.182 $-54 $1.236 $+1.236 $
PFIZER INCPFE1.328.160 $+648.621 $679.539 $+678.349 $1.190 $+55 $1.135 $+1.135 $
SOUTHERN COSO1.241.556 $+821.725 $419.831 $+419.411 $420 $+420 $
RAYMOND JAMES FINANCIAL INCRJF1.136.196 $+854.627 $281.569 $+281.295 $274 $-45 $319 $+319 $
REGIONS FINANCIAL CORPRF1.001.236 $+515.152 $486.084 $+485.651 $433 $+33 $400 $+400 $
UNITEDHEALTH GROUP INCUNH961.280 $+379.102 $582.178 $+581.594 $584 $-266 $850 $+850 $
Mastercard IncMA944.236 $+477.811 $466.425 $+465.883 $542 $+94 $448 $+448 $
LAM RESEARCH CORPLRCX770.652 $+476.072 $294.580 $+294.322 $258 $+258 $
Eaton Corp plcETN726.204 $+307.044 $419.160 $+418.711 $449 $+173 $276 $+276 $
DEERE & CODE644.672 $+335.405 $309.267 $+308.890 $377 $+60 $317 $+317 $
VERIZON COMMUNICATIONS INCVZ621.894 $+40.897 $580.997 $+580.087 $910 $+175 $735 $+735 $
BOSTON SCIENTIFIC CORPBSX619.586 $+308.928 $310.658 $+310.175 $483 $+147 $336 $+336 $
CVS HEALTH CorpCVS603.768 $+341.562 $262.206 $+261.949 $257 $-13 $270 $+270 $
UBS AGAMUB588.470 $+588.470 $
GOLDMAN SACHS GROUP INCGS572.346 $+572.346 $
FEDEX CORPFDX560.388 $+338.491 $221.897 $+221.667 $230 $-8 $238 $+238 $
AMGEN INCAMGN551.844 $+328.907 $222.937 $+222.674 $263 $+17 $246 $+246 $
INTEL CORPINTC533.082 $+323.560 $209.522 $+209.522 $
ALLSTATE CORPALL522.040 $+522.040 $
AES CORPAES496.566 $+268.714 $227.852 $+227.652 $200 $+200 $
SPS COMMERCE INCSPSC453.380 $+250.051 $203.329 $+203.057 $272 $+272 $
BALL CorpBALL429.798 $+227.059 $202.739 $+202.739 $
NOVARTIS AGNVS422.710 $+422.710 $
AMERICAN EXPRESS COAXP384.132 $+383.929 $203 $+203 $
ADVANCED MICRO DEVICES INCAMD380.348 $+380.136 $212 $+212 $
Walt Disney CoDIS347.895 $+347.642 $253 $+253 $
CSX CORPCSX347.856 $+347.856 $
Phillips 66PSX336.722 $+336.722 $
Strategy IncMSTR308.458 $-18.585 $327.043 $+326.610 $433 $+140 $293 $+293 $
ATMOS ENERGY CORPATO322.822 $+322.822 $
CUMMINS INCCMI320.564 $+320.564 $
ORACLE CORPORCL317.960 $+104.697 $213.263 $+212.931 $332 $+332 $
Constellation Energy CorpCEG307.346 $+307.346 $
HEICO CORPHEI302.880 $+302.880 $
MICRON TECHNOLOGY INCMU285.412 $+285.412 $
DELTA AIR LINES, INC.DAL264.694 $+264.694 $
PRINCIPAL SECURITIES, INC.258.432 $+258.174 $258 $+1 $257 $+257 $
Shell plcSHEL240.280 $+240.280 $
ENBRIDGE INCENB237.716 $+237.508 $208 $+208 $
UNILEVER PLCUL216.082 $+216.082 $
CONOCOPHILLIPSCOP211.652 $+211.652 $
DOLLAR GENERAL CORPDG210.960 $+210.960 $
FORD MOTOR COF174.392 $+174.392 $
MCKESSON CORPMCK320 $+320 $
PEPSICO INCPEP223 $+223 $
CARDINAL HEALTH INCCAH204 $+204 $
768.787.006 $+423.463.500 $346.169.532 $+345.797.375 $373.780 $+66.222 $307.558 $+307.558 $
Erweiterte Einstellungen ×