Investments: PBMares Wealth Management LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
144.735.356 $+13.034.017 $131.699.800 $+2.810.327 $129.706.827 $+129.706.827 $
BANK OF AMERICA CORP /DE/BAC70.934.921 $+5.171.412 $65.763.509 $+2.081.863 $63.681.646 $+63.681.646 $
EXXON MOBIL CORPXOM10.929.901 $+540.010 $10.389.891 $-1.188.189 $11.578.080 $+11.578.080 $
APPFOLIO INCAPPF8.720.757 $+1.711.084 $7.009.673 $-1.471.775 $8.481.448 $+8.481.448 $
MICROSOFT CORPMSFT6.501.901 $+195.534 $6.306.367 $+1.502.915 $4.803.452 $+4.803.452 $
STEEL DYNAMICS INCSTLD4.004.708 $+328.005 $3.676.703 $+84.155 $3.592.548 $+3.592.548 $
BlackRock, Inc.BLK3.391.785 $-3.620 $3.395.405 $+112.997 $3.282.408 $+3.282.408 $
ALPHA PRO TECH LTDAPT2.670.027 $+713.573 $1.956.454 $+260.244 $1.696.210 $+1.696.210 $
Walmart Inc.WMT2.535.720 $+129.952 $2.405.768 $+241.394 $2.164.374 $+2.164.374 $
AMAZON COM INCAMZN2.239.197 $+4.693 $2.234.504 $+176.374 $2.058.130 $+2.058.130 $
NVIDIA CORPNVDA2.082.697 $+306.853 $1.775.844 $+530.647 $1.245.197 $+1.245.197 $
ORACLE CORPORCL2.032.096 $+454.376 $1.577.720 $+57.966 $1.519.754 $+1.519.754 $
BERKSHIRE HATHAWAY INCBRK-B1.773.928 $+117.685 $1.656.243 $-352.926 $2.009.169 $+2.009.169 $
JPMORGAN CHASE & COJPM1.848.765 $+149.935 $1.698.830 $+349.650 $1.349.180 $+1.349.180 $
LOCKHEED MARTIN CORPLMT1.829.105 $+104.835 $1.724.270 $+61.169 $1.663.101 $+1.663.101 $
MORGAN STANLEYMS1.719.138 $+172.382 $1.546.756 $+71.342 $1.475.414 $+1.475.414 $
ISHARES GOLD TRUSTIAU1.647.040 $+208.114 $1.438.926 $+9.647 $1.429.279 $+1.429.279 $
JOHNSON & JOHNSONJNJ1.570.983 $+280.993 $1.289.990 $-92.183 $1.382.173 $+1.382.173 $
PEPSICO INCPEP1.057.189 $+70.021 $987.168 $-133.600 $1.120.768 $+1.120.768 $
CSX CORPCSX1.059.380 $+85.920 $973.460 $+95.441 $878.019 $+878.019 $
PROCTER & GAMBLE CoPG934.082 $-11.716 $945.798 $-99.279 $1.045.077 $+1.045.077 $
Bloom Energy CorpBE911.697 $+911.697 $
CHEVRON CORPCVX833.723 $+72.623 $761.100 $-115.522 $876.622 $+876.622 $
AT&T INC.T851.039 $+36.787 $814.252 $+66.541 $747.711 $+747.711 $
MCDONALDS CORPMCD773.442 $+41.629 $731.813 $-55.472 $787.285 $+787.285 $
RTX CorpRTX760.157 $+96.870 $663.287 $+77.553 $585.734 $+585.734 $
CATERPILLAR INCCAT707.297 $+131.842 $575.455 $+65.304 $510.151 $+510.151 $
SPS COMMERCE INCSPSC695.299 $+215.497 $479.802 $+70.643 $409.159 $+409.159 $
VERIZON COMMUNICATIONS INCVZ667.821 $+92.165 $575.656 $-2.496 $578.152 $+578.152 $
Duke Energy CORPDUK652.149 $+36.263 $615.886 $-20.657 $636.543 $+636.543 $
Enovix CorpENVX299.100 $-11.100 $310.200 $-258.650 $568.850 $+568.850 $
ELI LILLY & CoLLY524.534 $-11.127 $535.661 $+28.661 $507.000 $+507.000 $
AbbVie Inc.ABBV529.961 $+90.165 $439.796 $-59.296 $499.092 $+499.092 $
MCCORMICK & CO INCMKC428.224 $-57.024 $485.248 $-41.536 $526.784 $+526.784 $
COMCAST CORPCMCSA379.123 $-51.523 $430.646 $-20.778 $451.424 $+451.424 $
GENERAL ELECTRIC COGE431.086 $+72.062 $359.024 $+70.227 $288.797 $+288.797 $
UNITEDHEALTH GROUP INCUNH301.851 $+52.201 $249.650 $-169.951 $419.601 $+419.601 $
Walt Disney CoDIS375.005 $-31.119 $406.124 $+77.021 $329.103 $+329.103 $
BOEING COBA327.677 $-33.389 $361.066 $+79.100 $281.966 $+281.966 $
DEERE & CODE329.709 $+329.709 $
Palo Alto Networks IncPANW326.810 $-1.637 $328.447 $+54.570 $273.877 $+273.877 $
DTE ENERGY CODTE325.430 $+20.640 $304.790 $-13.369 $318.159 $+318.159 $
SOUTHERN COSO310.965 $+9.747 $301.218 $-291 $301.509 $+301.509 $
3M COMMM305.482 $+5.792 $299.690 $+25.281 $274.409 $+274.409 $
NEXTERA ENERGY INCNEE304.382 $+24.501 $279.881 $+25.858 $254.023 $+254.023 $
COCA COLA COKO299.001 $+15.449 $283.552 $-3.441 $286.993 $+286.993 $
EMERSON ELECTRIC COEMR291.220 $-4.773 $295.993 $+52.592 $243.401 $+243.401 $
PFIZER INCPFE294.213 $+25.729 $268.484 $-15.162 $283.646 $+283.646 $
STRYKER CORPSYK284.335 $+284.335 $
PALATIN TECHNOLOGIES INCPTNT277.194 $+277.194 $
ENBRIDGE INCENB261.660 $+26.790 $234.870 $+5.370 $229.500 $+229.500 $
STARBUCKS CORPSBUX201.771 $-53.915 $255.686 $+255.686 $
GOLDMAN SACHS GROUP INCGS238.642 $+26.551 $212.091 $+212.091 $
NETFLIX INCNFLX210.866 $-27.338 $238.204 $+238.204 $
Eaton Corp plcETN229.986 $+10.641 $219.345 $+219.345 $
YUM BRANDS INCYUM226.602 $+15.149 $211.453 $-13.100 $224.553 $+224.553 $
CONSOLIDATED EDISON INCED201.040 $+340 $200.700 $-20.480 $221.180 $+221.180 $
INTEL CORPINTC219.303 $+219.303 $
LINDE PLCLIN209.817 $+2.571 $207.246 $-10.650 $217.896 $+217.896 $
Mastercard IncMA201.918 $-1.392 $203.310 $+203.310 $
BLACKBERRY LtdBB68.320 $+4.200 $64.120 $+18.880 $45.240 $+45.240 $
144.735.356 $+13.034.017 $131.699.800 $+2.810.327 $129.706.827 $+129.706.827 $
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