Investments: Adams 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. ($)
384.938.738 $+802.343 $385.451.185 $-49.632.709 $437.218.147 $+25.156.556 $412.271.553 $+412.271.553 $
BANK OF AMERICA CORP /DE/BAC297.352.670 $-11.987.444 $309.340.114 $-53.293.906 $362.634.020 $+15.611.249 $347.022.771 $+347.022.771 $
BlackRock, Inc.BLK39.777.158 $+10.523.512 $29.253.646 $+9.470.299 $19.783.347 $+2.566.664 $17.216.683 $+17.216.683 $
NVIDIA CORPNVDA7.133.247 $+351.503 $6.781.744 $-1.727.799 $8.509.543 $+2.325.230 $6.184.313 $+6.184.313 $
MICROSOFT CORPMSFT6.726.117 $+237.208 $6.488.909 $-1.480.826 $7.969.735 $+649.401 $7.320.334 $+7.320.334 $
ALPHA PRO TECH LTDAPT4.274.143 $+139.995 $4.134.148 $+461.431 $3.672.717 $+324.971 $3.347.746 $+3.347.746 $
ADVANCED MICRO DEVICES INCAMD3.261.341 $+521.954 $2.739.387 $-1.192.029 $3.931.416 $+875.069 $3.056.347 $+3.056.347 $
AMAZON COM INCAMZN3.271.887 $+272.779 $2.999.108 $-748.611 $3.747.719 $+305.087 $3.442.632 $+3.442.632 $
MGIC INVESTMENT CORPMTG2.807.950 $+154.026 $2.653.924 $-351.096 $3.005.020 $-89.205 $3.094.225 $+3.094.225 $
CONOCOPHILLIPSCOP2.792.323 $+260.024 $2.532.299 $-231.433 $2.763.732 $-284.482 $3.048.214 $+3.048.214 $
APPFOLIO INCAPPF2.589.619 $-27.868 $2.617.487 $+368.912 $2.248.575 $-704.548 $2.953.123 $+2.953.123 $
SM Energy CoSM2.534.403 $+160.067 $2.374.336 $-480.015 $2.854.351 $-45.362 $2.899.713 $+2.899.713 $
SYSCO CORPSYY2.476.496 $+38.471 $2.438.025 $-252.848 $2.690.873 $-116.070 $2.806.943 $+2.806.943 $
TTM TECHNOLOGIES INCTTMI1.637.535 $+814.756 $822.779 $+822.779 $
PALATIN TECHNOLOGIES INCPTNT658.386 $-108.508 $766.894 $-381.875 $1.148.769 $+503.953 $644.816 $+644.816 $
AbbVie Inc.ABBV632.917 $-45.958 $678.875 $+61.503 $617.372 $-417.447 $1.034.819 $+1.034.819 $
EMERSON ELECTRIC COEMR582.641 $-8.850 $591.491 $-97.292 $688.783 $-178.579 $867.362 $+867.362 $
COCA COLA COKO431.624 $+4.192 $427.432 $-78.148 $505.580 $-324.066 $829.646 $+829.646 $
AT&T INC.T397.520 $-25.984 $423.504 $-66.935 $490.439 $-315.593 $806.032 $+806.032 $
ENBRIDGE INCENB403.685 $-35.519 $439.204 $-13.316 $452.520 $-312.714 $765.234 $+765.234 $
VERIZON COMMUNICATIONS INCVZ339.037 $-11.860 $350.897 $-37.841 $388.738 $-330.445 $719.183 $+719.183 $
PFIZER INCPFE230.810 $-8.944 $239.754 $-32.400 $272.154 $-371.545 $643.699 $+643.699 $
NETFLIX INCNFLX204.916 $-236.961 $441.877 $-105.437 $547.314 $+166.819 $380.495 $+380.495 $
CATERPILLAR INCCAT496.105 $+78.122 $417.983 $+77.911 $340.072 $+51.167 $288.905 $+288.905 $
JPMORGAN CHASE & COJPM286.655 $+5.057 $281.598 $-204.217 $485.815 $+27.412 $458.403 $+458.403 $
RESOURCES MANAGEMENT CORP /CT/ /ADV450.332 $-30.588 $480.920 $+480.920 $
CULLEN/FROST BANKERS, INC.CFR367.917 $-42.219 $410.136 $+410.136 $
Duke Energy CORPDUK348.934 $-5.574 $354.508 $-37.572 $392.080 $+392.080 $
UNITED PARCEL SERVICE INCUPS365.990 $+42.881 $323.109 $-66.255 $389.364 $+389.364 $
FASTENAL COFAST345.835 $-43.388 $389.223 $+12.117 $377.106 $+377.106 $
QuantumScape CorpQS329.112 $-53.598 $382.710 $+169.257 $213.453 $+83.689 $129.764 $+129.764 $
ALLSTATE CORPALL345.529 $-8.643 $354.172 $-21.875 $376.047 $+376.047 $
Walmart Inc.WMT350.164 $+13.787 $336.377 $-28.589 $364.966 $+364.966 $
ELI LILLY & CoLLY354.031 $+98.099 $255.932 $-5.545 $261.477 $-15.557 $277.034 $+277.034 $
RAMBUS INCRMBS281.177 $-31.518 $312.695 $+312.695 $
ARGAN INCAGX304.474 $+47.112 $257.362 $+43.370 $213.992 $+213.992 $
Bloom Energy CorpBE304.115 $+8.120 $295.995 $+295.995 $
EXXON MOBIL CORPXOM266.215 $+4.644 $261.571 $-27.755 $289.326 $+289.326 $
MORGAN STANLEYMS282.183 $+62.214 $219.969 $+63.211 $156.758 $+156.758 $
CHEVRON CORPCVX247.819 $+4.790 $243.029 $-30.750 $273.779 $+273.779 $
GULFPORT ENERGY CORPGPOR265.910 $+35.386 $230.524 $-30.975 $261.499 $+24.514 $236.985 $+236.985 $
HP INCHPQ230.509 $-31.580 $262.089 $+1.566 $260.523 $+260.523 $
ALBEMARLE CORPALB261.361 $+261.361 $
MCDONALDS CORPMCD245.421 $+1.148 $244.273 $+8.836 $235.437 $-16.278 $251.715 $+251.715 $
GARTNER INCIT231.101 $-7.772 $238.873 $+238.873 $
AMERICAN EAGLE OUTFITTERS INCAEO236.659 $+236.659 $
URANIUM ENERGY CORPUEC193.833 $-26.357 $220.190 $+109.031 $111.159 $+32.414 $78.745 $+78.745 $
MANHATTAN ASSOCIATES INCMANH214.358 $+10.301 $204.057 $+204.057 $
PROCTER & GAMBLE CoPG209.962 $+209.962 $
1834 INVESTMENT ADVISORS CO208.117 $+208.117 $
ENERGY FUELS INCUUUU57.500 $+20.200 $37.300 $+37.300 $
384.938.738 $+802.343 $385.451.185 $-49.632.709 $437.218.147 $+25.156.556 $412.271.553 $+412.271.553 $
Erweiterte Einstellungen ×