Investments: Future Financial Wealth Managment 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. ($)
121.124.756 $-9.181.522 $134.649.084 $+10.432.566 $124.219.610 $+9.905.214 $114.314.396 $+114.314.396 $
BANK OF AMERICA CORP /DE/BAC86.299.880 $-13.049.394 $99.349.274 $+7.268.831 $92.080.443 $+9.467.577 $82.612.866 $+82.612.866 $
ALPHA PRO TECH LTDAPT4.474.103 $+1.102.977 $3.371.126 $+904.435 $2.466.691 $+314.962 $2.151.729 $+2.151.729 $
PROCTER & GAMBLE CoPG3.657.839 $-155.678 $3.813.517 $-140.055 $3.953.572 $-284.339 $4.237.911 $+4.237.911 $
MORGAN STANLEYMS4.121.806 $+269.421 $3.852.385 $+530.974 $3.321.411 $+565.708 $2.755.703 $+2.755.703 $
BlackRock, Inc.BLK2.407.310 $+1.742.329 $664.981 $+7.653 $657.328 $-1.338.326 $1.995.654 $+1.995.654 $
APPFOLIO INCAPPF2.207.250 $-141.983 $2.349.233 $+401.754 $1.947.479 $-205.850 $2.153.329 $+2.153.329 $
ELI LILLY & CoLLY1.815.174 $+519.600 $1.295.574 $-28.068 $1.323.642 $+20.356 $1.303.286 $+1.303.286 $
AMAZON COM INCAMZN1.628.319 $+179.596 $1.448.723 $-36.109 $1.484.832 $+207.997 $1.276.835 $+1.276.835 $
AbbVie Inc.ABBV1.272.679 $-94.549 $1.367.228 $+274.061 $1.093.167 $-139.395 $1.232.562 $+1.232.562 $
VERIZON COMMUNICATIONS INCVZ1.005.958 $-105.572 $1.111.530 $+115.536 $995.994 $-33.550 $1.029.544 $+1.029.544 $
MICROSOFT CORPMSFT862.937 $-87.720 $950.657 $-16.952 $967.609 $+219.396 $748.213 $+748.213 $
JPMORGAN CHASE & COJPM894.755 $-47.218 $941.973 $+76.253 $865.720 $+134.120 $731.600 $+731.600 $
NVIDIA CORPNVDA901.037 $+112.736 $788.301 $+129.167 $659.134 $+226.156 $432.978 $+432.978 $
Duke Energy CORPDUK754.630 $-11.657 $766.287 $+34.125 $732.162 $-21.467 $753.629 $+753.629 $
UNITED PARCEL SERVICE INCUPS543.354 $-89.386 $632.740 $-51.129 $683.869 $-61.313 $745.182 $+745.182 $
AT&T INC.T570.514 $-115.473 $685.987 $-18.952 $704.939 $+16.996 $687.943 $+687.943 $
UNITEDHEALTH GROUP INCUNH697.504 $+89.431 $608.073 $+144.486 $463.587 $+169.763 $293.824 $+293.824 $
RTX CorpRTX639.152 $+94.493 $544.659 $+69.364 $475.295 $+30.892 $444.403 $+444.403 $
JOHNSON & JOHNSONJNJ588.684 $+86.949 $501.735 $+88.551 $413.184 $-35.228 $448.412 $+448.412 $
EXXON MOBIL CORPXOM579.148 $+67.481 $511.667 $+22.596 $489.071 $-50.820 $539.891 $+539.891 $
FORD MOTOR COF570.047 $+67.753 $502.294 $+54.113 $448.181 $+98.697 $349.484 $+349.484 $
PFIZER INCPFE565.469 $+34.105 $531.364 $+1.712 $529.652 $-14.184 $543.836 $+543.836 $
BERKSHIRE HATHAWAY INCBRK-B339.852 $-134.260 $474.112 $-43.556 $517.668 $+517.668 $
ISHARES GOLD TRUSTIAU492.525 $+92.290 $400.235 $+57.255 $342.980 $+18.700 $324.280 $+324.280 $
Walmart Inc.WMT489.560 $+61.861 $427.699 $+2.356 $425.343 $+43.456 $381.887 $+381.887 $
ARES CAPITAL CORPARCC418.992 $+4.669 $414.323 $-31.465 $445.788 $-4.060 $449.848 $+449.848 $
GENERAL ELECTRIC COGE265.324 $-161.273 $426.597 $+61.693 $364.904 $+81.261 $283.643 $+283.643 $
FEDEX CORPFDX353.710 $+76.633 $277.077 $+9.988 $267.089 $-19.353 $286.442 $+286.442 $
STRYKER CORPSYK322.211 $-1.250 $323.461 $-22.715 $346.176 $+20.457 $325.719 $+325.719 $
NICOLET BANKSHARES INCNIC312.917 $+74.695 $238.222 $-47.055 $285.277 $+30.405 $254.872 $+254.872 $
INTEL CORPINTC208.808 $-89.787 $298.595 $+93.635 $204.960 $-2.837 $207.797 $+207.797 $
Walt Disney CoDIS260.724 $-33.927 $294.651 $+70.007 $224.644 $+224.644 $
3M COMMM249.792 $+1.504 $248.288 $-10.520 $258.808 $+9.146 $249.662 $+249.662 $
KROGER COKR221.525 $-14.828 $236.353 $-15.028 $251.381 $+14.262 $237.119 $+237.119 $
Kraft Heinz CoKHC233.661 $+224.172 $9.489 $-1.524 $11.013 $+11.013 $
CITIGROUP INCC232.201 $+28.568 $203.633 $+25.105 $178.528 $+178.528 $
Aptiv PLCAPTV231.510 $+231.510 $
CVS HEALTH CorpCVS66.907 $-145.859 $212.766 $+10.747 $202.019 $+202.019 $
CHEVRON CORPCVX211.253 $+18.383 $192.870 $+86.766 $106.104 $+66.289 $39.815 $+39.815 $
iShares Bitcoin Trust ETFIBIT203.040 $+4.790 $198.250 $+11.559 $186.691 $+43.920 $142.771 $+142.771 $
Medtronic plcMDT170.003 $+17.630 $152.373 $-3.085 $155.458 $+155.458 $
GOLDMAN SACHS GROUP INCGS159.270 $+17.720 $141.550 $+32.292 $109.258 $+109.258 $
HUMANA INCHUM156.102 $+9.414 $146.688 $-12.072 $158.760 $+158.760 $
FIFTH THIRD BANCORPFITB152.334 $+24.092 $128.242 $+6.086 $122.156 $+122.156 $
BOEING COBA151.081 $+4.410 $146.671 $+44.341 $102.330 $+102.330 $
PEOPLES BANCORP INCPEBO128.875 $-548 $129.423 $+5.389 $124.034 $+124.034 $
CATERPILLAR INCCAT127.876 $+19.954 $107.922 $+19.206 $88.716 $+88.716 $
MERCADOLIBRE INCMELI88.804 $-34.037 $122.841 $+31.150 $91.691 $+91.691 $
ORACLE CORPORCL119.527 $+26.609 $92.918 $+33.499 $59.419 $+59.419 $
PEPSICO INCPEP109.046 $+6.544 $102.502 $+1.125 $101.377 $+101.377 $
BP PLCBP104.311 $+14.665 $89.646 $-10.396 $100.042 $+100.042 $
AXCELIS TECHNOLOGIES INCACLS97.640 $+27.950 $69.690 $+20.020 $49.670 $+49.670 $
Archer-Daniels-Midland CoADM97.078 $+11.310 $85.768 $+7.752 $78.016 $+78.016 $
ADVANCED MICRO DEVICES INCAMD97.074 $+97.074 $
CARNIVAL CORPCCL86.730 $+2.370 $84.360 $+25.770 $58.590 $+58.590 $
COCA COLA COKO80.280 $-5.051 $85.331 $-734 $86.065 $+86.065 $
Immuneering CorpIMRX86.040 $+51.040 $35.000 $+35.000 $
CARDINAL HEALTH INCCAH78.480 $-5.520 $84.000 $+15.115 $68.885 $+68.885 $
ONE LIBERTY PROPERTIES INCOLP66.360 $-5.220 $71.580 $-7.230 $78.810 $+78.810 $
CVR ENERGY INCCVI72.960 $+19.260 $53.700 $+14.900 $38.800 $+38.800 $
REALTY INCOME CORPO72.948 $+15.338 $57.610 $-400 $58.010 $+58.010 $
Viatris IncVTRS64.603 $+6.332 $58.271 $+1.439 $56.832 $+56.832 $
CONSOLIDATED EDISON INCED53.477 $+91 $53.386 $-5.448 $58.834 $+58.834 $
Option Care Health, Inc.OPCH55.520 $+55.520 $
TARGET CORPTGT44.850 $-4.475 $49.325 $-2.855 $52.180 $+52.180 $
DEERE & CODE45.726 $-5.123 $50.849 $+3.914 $46.935 $+46.935 $
Zoetis Inc.ZTS43.896 $-2.889 $46.785 $-2.610 $49.395 $+49.395 $
SCHWAB CHARLES CORPSCHW47.735 $+2.115 $45.620 $+6.480 $39.140 $+39.140 $
JFrog LtdFROG47.330 $+3.450 $43.880 $+11.880 $32.000 $+32.000 $
IMPINJ INCPI45.188 $+17.420 $27.768 $+5.093 $22.675 $+22.675 $
Phillips 66PSX40.806 $+5.016 $35.790 $-1.254 $37.044 $+37.044 $
Palo Alto Networks IncPANW40.724 $+40.724 $
KOHLS CorpKSS38.425 $+34.185 $4.240 $+150 $4.090 $+4.090 $
COMCAST CORPCMCSA32.048 $-4.356 $36.404 $-1.234 $37.638 $+37.638 $
NETFLIX INCNFLX31.172 $-3.645 $34.817 $+11.504 $23.313 $+23.313 $
V F CORPVFC28.860 $+5.360 $23.500 $-7.540 $31.040 $+31.040 $
MFA FINANCIAL, INC.MFA27.570 $-810 $28.380 $-2.400 $30.780 $+30.780 $
DELTA AIR LINES, INC.DAL28.375 $+3.785 $24.590 $+2.790 $21.800 $+21.800 $
ALLSTATE CORPALL22.505 $+1.504 $21.001 $-497 $21.498 $+21.498 $
MCDONALDS CORPMCD21.505 $+864 $20.641 $-1.389 $22.030 $+22.030 $
Synchrony FinancialSYF21.315 $+1.293 $20.022 $+4.140 $15.882 $+15.882 $
NEXTERA ENERGY INCNEE13.211 $-7.615 $20.826 $-441 $21.267 $+21.267 $
MOLSON COORS BEVERAGE COTAP13.575 $-852 $14.427 $-3.834 $18.261 $+18.261 $
Snap IncSNAP15.420 $-1.960 $17.380 $+17.380 $
Roblox CorpRBLX10.389 $+2.499 $7.890 $-8.140 $16.030 $+16.030 $
Douglas Emmett IncDEI15.570 $+530 $15.040 $-960 $16.000 $+16.000 $
JETBLUE AIRWAYS CORPJBLU14.760 $+2.070 $12.690 $-1.770 $14.460 $+14.460 $
STARBUCKS CORPSBUX12.690 $-1.055 $13.745 $-969 $14.714 $+14.714 $
Shell plcSHEL14.306 $+224 $14.082 $-574 $14.656 $+14.656 $
PRICE T ROWE GROUP INCTROW14.202 $+953 $13.249 $+740 $12.509 $+12.509 $
CONOCOPHILLIPSCOP12.013 $+616 $11.397 $-1.941 $13.338 $+13.338 $
UNILEVER PLCUL11.856 $-378 $12.234 $+324 $11.910 $+11.910 $
XCEL ENERGY INCXEL10.404 $+1.619 $8.785 $-347 $9.132 $+9.132 $
NOKIA CORPNOK9.620 $+2.886 $6.734 $-117 $6.851 $+6.851 $
VAIL RESORTS INCMTN7.479 $-378 $7.857 $+7.857 $
MIDDLEBY CorpMIDD6.647 $-553 $7.200 $-399 $7.599 $+7.599 $
SEMTECH CORPSMTC7.145 $+2.631 $4.514 $+1.074 $3.440 $+3.440 $
SPS COMMERCE INCSPSC7.109 $+1.012 $6.097 $+334 $5.763 $+5.763 $
ETHAN ALLEN INTERIORS INCETD5.892 $+5.892 $
EXACT SCIENCES CORPEXAS5.471 $+157 $5.314 $+985 $4.329 $+4.329 $
QuantumScape CorpQS3.080 $+1.400 $1.680 $+640 $1.040 $+1.040 $
Amcor plcAMCR1.838 $-102 $1.940 $+1.940 $
ETSY INCETSY1.254 $+74 $1.180 $+1.180 $
Organon & Co.OGN107 $+10 $97 $-52 $149 $+149 $
AURORA CANNABIS INCACB83 $+24 $59 $-2 $61 $+61 $
STATE STREET CORPSTT4 $-3 $7 $-14 $21 $+21 $
Canopy Growth CorpCGC19 $+3 $16 $+4 $12 $+12 $
121.124.756 $-9.181.522 $134.649.084 $+10.432.566 $124.219.610 $+9.905.214 $114.314.396 $+114.314.396 $
Erweiterte Einstellungen ×