Investments: PFG Private 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. ($)
226.871.859 $+121.549.843 $108.248.615 $-82.000.409 $192.161.702 $+12.030.428 $183.255.594 $+183.255.594 $
BANK OF AMERICA CORP /DE/BAC210.995.109 $+125.150.417 $85.844.692 $-96.804.171 $182.648.863 $+10.625.110 $172.023.753 $+172.023.753 $
APPFOLIO INCAPPF1.683.978 $-2.686.916 $4.370.894 $+3.062.923 $1.307.971 $-69.663 $1.377.634 $+1.377.634 $
BERKSHIRE HATHAWAY INCBRK-B3.832.488 $+2.264.520 $1.567.968 $+771.305 $796.663 $+456 $796.207 $+796.207 $
NVIDIA CORPNVDA1.070.754 $-2.440.587 $3.511.341 $+2.558.776 $952.565 $+370.997 $581.568 $+581.568 $
ALPHA PRO TECH LTDAPT709.258 $-1.951.533 $2.660.791 $+2.412.379 $248.412 $-45.455 $293.867 $+293.867 $
MICROSOFT CORPMSFT2.231.202 $+80.444 $2.150.758 $-97.652 $2.248.410 $+568.124 $1.680.286 $+1.680.286 $
MORGAN STANLEYMS2.133.193 $+1.824.342 $308.851 $+308.851 $
AMAZON COM INCAMZN496.032 $-1.185.435 $1.681.467 $+1.143.523 $537.944 $+76.183 $461.761 $+461.761 $
NETFLIX INCNFLX735.641 $+450.298 $285.343 $-780.604 $1.065.947 $+151.135 $914.812 $+914.812 $
ELI LILLY & CoLLY653.611 $+297.366 $356.245 $-2.200 $358.445 $+358.445 $
BlackRock, Inc.BLK608.078 $+594.649 $13.429 $+13.429 $
Walt Disney CoDIS557.162 $+557.162 $
Accenture plcACN401.645 $-45.793 $447.438 $-33.728 $481.166 $+481.166 $
PALATIN TECHNOLOGIES INCPTNT468.637 $+468.637 $
MERCADOLIBRE INCMELI425.323 $+425.323 $
JPMORGAN CHASE & COJPM422.690 $+392.027 $30.663 $+30.663 $
ORACLE CORPORCL357.270 $-59.439 $416.709 $+180.989 $235.720 $+235.720 $
AMERICAN EXPRESS COAXP412.864 $+129.929 $282.935 $+56.395 $226.540 $+226.540 $
BARRICK MINING CORPB408.760 $+408.760 $
Equitable Holdings, Inc.EQH404.340 $+404.340 $
Trane Technologies plcTT361.567 $+43.133 $318.434 $+82.253 $236.181 $+236.181 $
TransDigm Group INCTDG328.187 $+328.187 $
UNITEDHEALTH GROUP INCUNH326.247 $+312.106 $14.141 $+14.141 $
CHIPOTLE MEXICAN GRILL INCCMG322.638 $+49.445 $273.193 $+273.193 $
ASTRAZENECA PLCAZN297.026 $+297.026 $
CATERPILLAR INCCAT296.173 $+296.173 $
Phillips 66PSX284.533 $+77.704 $206.829 $+206.829 $
CINTAS CORPCTAS280.251 $+280.251 $
CSX CORPCSX275.777 $+275.467 $310 $+310 $
Mastercard IncMA259.750 $+82.159 $177.591 $+177.591 $
AMGEN INCAMGN257.311 $+78.170 $179.141 $+179.141 $
KROGER COKR256.230 $+45.702 $210.528 $+20.387 $190.141 $+190.141 $
ISHARES GOLD TRUSTIAU255.132 $+205.075 $50.057 $+50.057 $
Shell plcSHEL239.545 $+67.044 $172.501 $+172.501 $
SOUTHERN COSO233.609 $+56.881 $176.728 $+176.728 $
Walmart Inc.WMT227.110 $+202.002 $25.108 $+25.108 $
QUEST DIAGNOSTICS INCDGX211.533 $+73.127 $138.406 $+138.406 $
PROCTER & GAMBLE CoPG206.366 $+41.399 $164.967 $+164.967 $
Zoetis Inc.ZTS180.950 $+180.950 $
COCA COLA COKO145.933 $+145.933 $
Duke Energy CORPDUK59.277 $+59.277 $
PFIZER INCPFE52.607 $+52.607 $
PEPSICO INCPEP47.289 $+47.289 $
INTEL CORPINTC46.510 $+46.510 $
ADVANCED MICRO DEVICES INCAMD33.596 $+33.596 $
BOEING COBA17.055 $+17.055 $
LOCKHEED MARTIN CORPLMT16.975 $+16.975 $
AFLAC INCAFL15.233 $+15.233 $
CHEVRON CORPCVX14.387 $+14.387 $
MCDONALDS CORPMCD14.057 $+14.057 $
LINDE PLCLIN13.969 $+13.969 $
ANALOG DEVICES INCADI13.714 $+13.714 $
CENTRUS ENERGY CORPLEU13.437 $+13.437 $
Eaton Corp plcETN13.048 $+13.048 $
ENBRIDGE INCENB12.628 $+12.628 $
EXXON MOBIL CORPXOM12.012 $+12.012 $
PAYCHEX INCPAYX11.880 $+11.880 $
EMERSON ELECTRIC COEMR11.841 $+11.841 $
STARBUCKS CORPSBUX11.174 $+11.174 $
JOHNSON & JOHNSONJNJ10.448 $+10.448 $
NEXTERA ENERGY INCNEE10.137 $+10.137 $
GENERAL DYNAMICS CORPGD9.813 $+9.813 $
CYTOKINETICS INCCYTK9.646 $+9.646 $
NICOLET BANKSHARES INCNIC8.824 $+8.824 $
Strategy IncMSTR8.648 $+8.648 $
RTX CorpRTX8.477 $+8.477 $
FORD MOTOR COF8.164 $+8.164 $
GENERAL ELECTRIC COGE6.405 $+6.405 $
TARGET CORPTGT5.738 $+5.738 $
COLGATE PALMOLIVE COCL5.060 $+5.060 $
iShares Bitcoin Trust ETFIBIT5.009 $+5.009 $
ALLSTATE CORPALL4.348 $+4.348 $
VERIZON COMMUNICATIONS INCVZ4.218 $+4.218 $
HP INCHPQ4.015 $+4.015 $
CARNIVAL CORPCCL3.906 $+3.906 $
Roblox CorpRBLX3.497 $+3.497 $
Constellation Energy CorpCEG3.428 $+3.428 $
SUN LIFE FINANCIAL INCSLF3.264 $+3.264 $
CITIGROUP INCC3.124 $+3.124 $
SanofiSNY2.884 $+2.884 $
BCE INCBCE2.847 $+2.847 $
Hewlett Packard Enterprise CoHPE2.839 $+2.839 $
AT&T INC.T2.828 $+2.828 $
CVS HEALTH CorpCVS2.710 $+2.710 $
UNITED PARCEL SERVICE INCUPS2.640 $+2.640 $
COMCAST CORPCMCSA2.251 $+2.251 $
DOLLAR GENERAL CORPDG1.495 $+1.495 $
ASML HOLDING NVASML1.325 $+1.325 $
HALLIBURTON COHAL1.269 $+1.269 $
SCHWAB CHARLES CORPSCHW1.009 $+1.009 $
GAP INCGAP298 $+298 $
DXC Technology CoDXC256 $+256 $
Viatris IncVTRS44 $+44 $
226.871.859 $+121.549.843 $108.248.615 $-82.000.409 $192.161.702 $+12.030.428 $183.255.594 $+183.255.594 $
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