Investments: Wealth Quarterback 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. ($)
259.829.150 $+17.417.597 $242.880.444 $+46.022.575 $197.402.068 $+27.060.080 $170.724.296 $+170.724.296 $
BANK OF AMERICA CORP /DE/BAC168.390.647 $+12.737.472 $155.653.175 $+27.371.433 $128.281.742 $+14.852.787 $113.428.955 $+113.428.955 $
ISHARES GOLD TRUSTIAU16.335.189 $+1.730.845 $14.604.344 $+10.192.634 $4.411.710 $+1.568.315 $2.843.395 $+2.843.395 $
APPFOLIO INCAPPF10.560.479 $+870.548 $9.689.931 $+1.860.960 $7.828.971 $-536.177 $8.365.148 $+8.365.148 $
BlackRock, Inc.BLK6.591.247 $-1.902.436 $8.493.683 $+930.059 $7.563.624 $+3.516.757 $4.046.867 $+4.046.867 $
MICROSOFT CORPMSFT4.846.332 $-147.500 $4.993.832 $+260.209 $4.733.623 $+1.204.925 $3.528.698 $+3.528.698 $
NVIDIA CORPNVDA4.017.418 $+134.166 $3.883.252 $+639.243 $3.244.009 $+1.146.992 $2.097.017 $+2.097.017 $
BERKSHIRE HATHAWAY INCBRK-B3.546.519 $+46.509 $3.500.010 $-5.839 $3.505.849 $-252.244 $3.758.093 $+3.758.093 $
AMAZON COM INCAMZN3.436.143 $+256.494 $3.179.649 $-58.383 $3.238.032 $+559.694 $2.678.338 $+2.678.338 $
ALPHA PRO TECH LTDAPT3.300.977 $+778.893 $2.522.084 $+633.882 $1.888.202 $+635.756 $1.252.446 $+1.252.446 $
ADVANCED MICRO DEVICES INCAMD2.475.477 $+691.725 $1.783.752 $+39.502 $1.744.250 $+562.627 $1.181.623 $+1.181.623 $
EXXON MOBIL CORPXOM2.177.763 $+152.247 $2.025.516 $+110.973 $1.914.543 $-180.660 $2.095.203 $+2.095.203 $
Walmart Inc.WMT2.138.173 $+167.388 $1.970.785 $+23.054 $1.947.731 $+206.940 $1.740.791 $+1.740.791 $
SPS COMMERCE INCSPSC2.050.292 $+377.752 $1.672.540 $+261.726 $1.410.814 $+32.151 $1.378.663 $+1.378.663 $
ELI LILLY & CoLLY1.750.885 $+416.317 $1.334.568 $+224.360 $1.110.208 $+141.128 $969.080 $+969.080 $
LOCKHEED MARTIN CORPLMT1.637.313 $+68.111 $1.569.202 $+118.968 $1.450.234 $-184.257 $1.634.491 $+1.634.491 $
ASML HOLDING NVASML1.599.511 $+121.394 $1.478.117 $+263.852 $1.214.265 $+244.108 $970.157 $+970.157 $
JOHNSON & JOHNSONJNJ1.465.212 $+151.928 $1.313.284 $+208.777 $1.104.507 $-150.004 $1.254.511 $+1.254.511 $
CHEVRON CORPCVX1.237.368 $-98.457 $1.335.825 $+687 $1.335.138 $+26.783 $1.308.355 $+1.308.355 $
MCDONALDS CORPMCD1.166.203 $+42.150 $1.124.053 $+79.548 $1.044.505 $-121.149 $1.165.654 $+1.165.654 $
ENBRIDGE INCENB1.137.981 $+137.576 $1.000.405 $+260.155 $740.250 $+34.436 $705.814 $+705.814 $
COCA COLA COKO1.130.027 $+78.551 $1.051.476 $-55.785 $1.107.261 $+7.013 $1.100.248 $+1.100.248 $
VERIZON COMMUNICATIONS INCVZ1.080.622 $-24.701 $1.105.323 $+92.717 $1.012.606 $+152.189 $860.417 $+860.417 $
Parker-Hannifin CorpPH937.275 $-158.857 $1.096.132 $+76.739 $1.019.393 $+46.672 $972.721 $+972.721 $
INTEL CORPINTC1.032.376 $-13.167 $1.045.543 $+360.876 $684.667 $+2.417 $682.250 $+682.250 $
Palo Alto Networks IncPANW493.218 $-378.225 $871.443 $-145.157 $1.016.600 $+18.697 $997.903 $+997.903 $
CATERPILLAR INCCAT982.360 $+167.201 $815.159 $+153.132 $662.027 $+82.168 $579.859 $+579.859 $
Bank of New York Mellon CorpBK965.542 $+78.894 $886.648 $+98.911 $787.737 $+26.652 $761.085 $+761.085 $
VanEck Merk Gold ETFOUNZ861.706 $+282.174 $579.532 $+196.693 $382.839 $+1.176 $381.663 $+381.663 $
AT&T INC.T717.131 $-105.927 $823.058 $-17.766 $840.824 $+266.923 $573.901 $+573.901 $
BERKLEY W R CORPWRB421.066 $-28.606 $449.672 $-3.707 $453.379 $-262.411 $715.790 $+715.790 $
BOEING COBA705.470 $+178.367 $527.103 $+39.272 $487.831 $+487.831 $
AeroVironment IncAVAV496.358 $-169.634 $665.992 $-26.152 $692.144 $+378.436 $313.708 $+313.708 $
PROCTER & GAMBLE CoPG578.473 $-39.336 $617.809 $-34.608 $652.417 $-16.873 $669.290 $+669.290 $
AMGEN INCAMGN605.048 $-18.671 $623.719 $+16.223 $607.496 $-61.741 $669.237 $+669.237 $
RTX CorpRTX639.049 $+56.654 $582.395 $+74.938 $507.457 $+48.728 $458.729 $+458.729 $
MICRON TECHNOLOGY INCMU566.605 $+228.610 $337.995 $+90.327 $247.668 $+247.668 $
Trane Technologies plcTT294.257 $-234.632 $528.889 $-18.154 $547.043 $+126.588 $420.455 $+420.455 $
SCHWAB CHARLES CORPSCHW544.199 $+65.975 $478.224 $+478.224 $
REALTY INCOME CORPO528.025 $+51.960 $476.065 $+92.104 $383.961 $+108.015 $275.946 $+275.946 $
RIO TINTO PLCRIO522.766 $+99.370 $423.396 $+160.117 $263.279 $+263.279 $
BECTON DICKINSON & COBDX517.469 $+48.436 $469.033 $+469.033 $
DELTA AIR LINES, INC.DAL513.200 $+123.415 $389.785 $-64.518 $454.303 $+454.303 $
JPMORGAN CHASE & COJPM510.625 $+51.393 $459.232 $-7.368 $466.600 $+75.550 $391.050 $+391.050 $
NETFLIX INCNFLX333.786 $-93.030 $426.816 $-49.914 $476.730 $+144.749 $331.981 $+331.981 $
UNITEDHEALTH GROUP INCUNH468.891 $+37.200 $431.691 $+431.691 $
SOUTHERN COSO400.002 $-58 $400.060 $-44.080 $444.140 $-22.868 $467.008 $+467.008 $
AMERICAN EXPRESS COAXP450.480 $+46.066 $404.414 $+21.060 $383.354 $+383.354 $
CubeSmartCUBE435.112 $+62.341 $372.771 $+372.771 $
ORACLE CORPORCL299.348 $-132.065 $431.413 $+96.501 $334.912 $+120.954 $213.958 $+213.958 $
MCKESSON CORPMCK385.648 $+20.359 $365.289 $+18.998 $346.291 $+28.451 $317.840 $+317.840 $
STARBUCKS CORPSBUX382.308 $+382.308 $
CITIGROUP INCC331.679 $+44.824 $286.855 $+36.759 $250.096 $+41.801 $208.295 $+208.295 $
ARES CAPITAL CORPARCC319.854 $+60.294 $259.560 $-71.392 $330.952 $+93.711 $237.241 $+237.241 $
Duke Energy CORPDUK307.392 $-14.465 $321.857 $+16.628 $305.229 $+6.365 $298.864 $+298.864 $
AbbVie Inc.ABBV288.531 $-19.180 $307.711 $+62.317 $245.394 $-25.534 $270.928 $+270.928 $
Kraft Heinz CoKHC302.786 $+38.017 $264.769 $+264.769 $
MANULIFE FINANCIAL CORPMFC269.612 $+39.832 $229.780 $-3.971 $233.751 $+7.913 $225.838 $+225.838 $
GSK plcGSK218.008 $+218.008 $
Mastercard IncMA210.608 $+8.436 $202.172 $+202.172 $
TELOS CORPTLS137.700 $-46.980 $184.680 $+99.090 $85.590 $+21.330 $64.260 $+64.260 $
UNITED STATES ANTIMONY CORPUAMY178.807 $+178.807 $
259.829.150 $+17.417.597 $242.880.444 $+46.022.575 $197.402.068 $+27.060.080 $170.724.296 $+170.724.296 $
Erweiterte Einstellungen ×