Investments: Strategic Wealth Investment Group, 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. ($)
742.573.468 $-325.050.646 $1.070.828.901 $+1.070.828.901 $
BANK OF AMERICA CORP /DE/BAC366.511.039 $-177.499.016 $544.010.055 $+544.010.055 $
JPMORGAN CHASE & COJPM58.725.995 $-29.685.389 $88.411.384 $+88.411.384 $
MICROSOFT CORPMSFT28.151.269 $-16.098.382 $44.249.651 $+44.249.651 $
AMAZON COM INCAMZN32.806.908 $-11.267.817 $44.074.725 $+44.074.725 $
APPFOLIO INCAPPF27.532.660 $-10.175.527 $37.708.187 $+37.708.187 $
NVIDIA CORPNVDA22.143.971 $-10.400.177 $32.544.148 $+32.544.148 $
SPS COMMERCE INCSPSC19.739.012 $-10.757.826 $30.496.838 $+30.496.838 $
GOLDMAN SACHS GROUP INCGS15.293.000 $-4.490.191 $19.783.191 $+19.783.191 $
HUBBELL INCHUBB14.565.254 $-4.830.897 $19.396.151 $+19.396.151 $
ALPHA PRO TECH LTDAPT16.541.253 $-2.830.456 $19.371.709 $+19.371.709 $
FMR LLC12.924.871 $-3.522.007 $16.446.878 $+16.446.878 $
PROCTER & GAMBLE CoPG10.175.962 $-6.198.949 $16.374.911 $+16.374.911 $
JOHNSON & JOHNSONJNJ12.483.155 $-3.839.466 $16.322.621 $+16.322.621 $
AMERICAN EXPRESS COAXP12.001.103 $-3.654.728 $15.655.831 $+15.655.831 $
LINDE PLCLIN9.767.151 $-5.634.080 $15.401.231 $+15.401.231 $
ELI LILLY & CoLLY13.237.581 $-691.224 $13.928.805 $+13.928.805 $
BOEING COBA9.908.705 $-3.920.602 $13.829.307 $+13.829.307 $
AbbVie Inc.ABBV9.615.130 $-4.022.908 $13.638.038 $+13.638.038 $
PEPSICO INCPEP9.779.392 $-3.734.584 $13.513.976 $+13.513.976 $
BOSTON SCIENTIFIC CORPBSX9.695.283 $-3.283.649 $12.978.932 $+12.978.932 $
Duke Energy CORPDUK8.740.343 $-3.338.725 $12.079.068 $+12.079.068 $
BlackRock, Inc.BLK6.700.258 $-2.430.658 $9.130.916 $+9.130.916 $
NETFLIX INCNFLX5.327.631 $-3.350.152 $8.677.783 $+8.677.783 $
EXXON MOBIL CORPXOM3.994.415 $-274.326 $4.268.741 $+4.268.741 $
MIRAE ASSET SECURITIES (USA) INC.2.078.818 $+2.078.818 $
Accenture plcACN1.315.475 $+67.186 $1.248.289 $+1.248.289 $
Walmart Inc.WMT551.450 $-187.216 $738.666 $+738.666 $
COCA COLA COKO293.162 $-387.789 $680.951 $+680.951 $
PALATIN TECHNOLOGIES INCPTNT631.720 $+631.720 $
BERKSHIRE HATHAWAY INCBRK-B271.934 $-359.507 $631.441 $+631.441 $
MCDONALDS CORPMCD542.956 $-84.575 $627.531 $+627.531 $
HP INCHPQ593.505 $+593.505 $
BALL CorpBALL577.410 $+577.410 $
STERIS plcSTE407.153 $-155.278 $562.431 $+562.431 $
Walt Disney CoDIS334.640 $-225.883 $560.523 $+560.523 $
MCKESSON CORPMCK212.455 $-68.750 $281.205 $+281.205 $
CHEVRON CORPCVX268.650 $+268.650 $
LOCKHEED MARTIN CORPLMT239.919 $+239.919 $
RTX CorpRTX238.321 $+238.321 $
AT&T INC.T231.118 $+231.118 $
VERIZON COMMUNICATIONS INCVZ220.936 $+220.936 $
UNITED PARCEL SERVICE INCUPS204.084 $+204.084 $
ADVANCED MICRO DEVICES INCAMD203.208 $+203.208 $
742.573.468 $-325.050.646 $1.070.828.901 $+1.070.828.901 $
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