Investments: waypoint wealth counsel

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. ($)
228.399.332 $+22.130.776 $209.687.191 $+51.449.858 $161.160.976 $+37.384.040 $124.228.397 $+124.228.397 $
BANK OF AMERICA CORP /DE/BAC120.742.648 $+7.400.290 $113.342.358 $+23.616.842 $89.725.516 $+14.552.365 $75.173.151 $+75.173.151 $
SPS COMMERCE INCSPSC10.814.688 $+766.682 $10.048.006 $+1.252.725 $8.795.281 $+510.660 $8.284.621 $+8.284.621 $
APPFOLIO INCAPPF9.602.763 $+813.499 $8.789.264 $+2.035.524 $6.753.740 $-194.900 $6.948.640 $+6.948.640 $
MICROSOFT CORPMSFT8.782.087 $-731.762 $9.513.849 $+482.213 $9.031.636 $+2.739.066 $6.292.570 $+6.292.570 $
COCA COLA COKO8.802.952 $+397.869 $8.405.083 $-573.685 $8.978.768 $+8.522.846 $455.922 $+455.922 $
ISHARES GOLD TRUSTIAU6.519.656 $+633.727 $5.885.929 $+876.487 $5.009.442 $+375.362 $4.634.080 $+4.634.080 $
NVIDIA CORPNVDA5.691.476 $+260.275 $5.431.201 $+1.109.670 $4.321.531 $+1.517.558 $2.803.973 $+2.803.973 $
ALPHA PRO TECH LTDAPT5.304.642 $+1.504.583 $3.800.059 $+1.108.378 $2.691.681 $+540.740 $2.150.941 $+2.150.941 $
AMAZON COM INCAMZN3.751.288 $+409.432 $3.341.856 $+67.020 $3.274.836 $+726.493 $2.548.343 $+2.548.343 $
BERKSHIRE HATHAWAY INCBRK-B3.299.906 $+330.175 $2.969.731 $+204.082 $2.765.649 $-209.943 $2.975.592 $+2.975.592 $
JPMORGAN CHASE & COJPM1.629.496 $-75.295 $1.704.791 $-83.732 $1.788.523 $+408.026 $1.380.497 $+1.380.497 $
Walmart Inc.WMT1.689.891 $+309.998 $1.379.893 $+745.397 $634.496 $+146.439 $488.057 $+488.057 $
INTEL CORPINTC1.550.859 $+279.987 $1.270.872 $+640.006 $630.866 $+630.866 $
JOHNSON & JOHNSONJNJ1.522.542 $+181.969 $1.340.573 $+360.346 $980.227 $-15.789 $996.016 $+996.016 $
EXXON MOBIL CORPXOM1.188.546 $+133.077 $1.055.469 $+94.036 $961.433 $-87.582 $1.049.015 $+1.049.015 $
Roblox CorpRBLX682.193 $-495.228 $1.177.421 $+351.705 $825.716 $+590.399 $235.317 $+235.317 $
CENTENE CORPCNC1.082.781 $+610.805 $471.976 $+148.466 $323.510 $+93.843 $229.667 $+229.667 $
PEPSICO INCPEP1.071.952 $+78.479 $993.473 $+612.668 $380.805 $+380.805 $
PG&E CorpPCG1.018.389 $+309.809 $708.580 $+708.580 $
MICRON TECHNOLOGY INCMU1.002.647 $+451.494 $551.153 $+551.153 $
PALATIN TECHNOLOGIES INCPTNT983.136 $+53.158 $929.978 $+491.435 $438.543 $+438.543 $
NETFLIX INCNFLX580.470 $-166.458 $746.928 $-92.707 $839.635 $+323.012 $516.623 $+516.623 $
ELI LILLY & CoLLY836.102 $+287.505 $548.597 $+58.208 $490.389 $-163.785 $654.174 $+654.174 $
FEDEX CORPFDX818.175 $+217.485 $600.690 $+386.732 $213.958 $+213.958 $
GENERAL ELECTRIC COGE718.635 $+109.173 $609.462 $+158.514 $450.948 $+167.935 $283.013 $+283.013 $
AbbVie Inc.ABBV632.125 $-83.920 $716.045 $+171.475 $544.570 $-73.889 $618.459 $+618.459 $
TechnipFMC plcFTI666.172 $+18.679 $647.493 $+322.344 $325.149 $+325.149 $
DELTA AIR LINES, INC.DAL662.338 $+139.290 $523.048 $+95.741 $427.307 $+427.307 $
INCYTE CORPINCY651.093 $+96.859 $554.234 $+183.293 $370.941 $+370.941 $
UNITEDHEALTH GROUP INCUNH596.596 $-7.066 $603.662 $+266.905 $336.757 $-229.929 $566.686 $+566.686 $
BlackRock, Inc.BLK512.250 $-2.816 $515.066 $-58.418 $573.484 $+573.484 $
Phillips 66PSX561.067 $+44.327 $516.740 $+516.740 $
Medtronic plcMDT558.998 $+31.276 $527.722 $+527.722 $
ORACLE CORPORCL308.194 $-247.023 $555.217 $+306.819 $248.398 $+248.398 $
LOCKHEED MARTIN CORPLMT547.032 $+287.209 $259.823 $+259.823 $
CITIGROUP INCC543.016 $+108.819 $434.197 $+118.925 $315.272 $-160.292 $475.564 $+475.564 $
CATERPILLAR INCCAT533.956 $+119.702 $414.254 $+83.675 $330.579 $+53.131 $277.448 $+277.448 $
GENERAL DYNAMICS CORPGD522.547 $+37.609 $484.938 $+484.938 $
GARTNER INCIT518.437 $+283.694 $234.743 $+234.743 $
ADVANCED MICRO DEVICES INCAMD515.484 $+172.650 $342.834 $+55.202 $287.632 $+85.233 $202.399 $+202.399 $
NEWMARKET CORPNEU310.642 $-202.020 $512.662 $+241.154 $271.508 $+50.026 $221.482 $+221.482 $
WESTERN DIGITAL CORPWDC498.895 $+198.024 $300.871 $+300.871 $
CARMAX INCKMX296.447 $-186.727 $483.174 $+274.971 $208.203 $+208.203 $
Booking Holdings Inc.BKNG482.044 $+179.630 $302.414 $+1.327 $301.087 $+89.140 $211.947 $+211.947 $
BIOMARIN PHARMACEUTICAL INCBMRN454.402 $-20.690 $475.092 $+235.697 $239.395 $+239.395 $
NEUROCRINE BIOSCIENCES INCNBIX468.039 $+41.143 $426.896 $+426.896 $
Mastercard IncMA465.341 $+47.778 $417.563 $+38.214 $379.349 $+83.889 $295.460 $+295.460 $
LAS VEGAS SANDS CORPLVS465.199 $+240.948 $224.251 $+224.251 $
BORGWARNER INCBWA411.669 $-51.758 $463.427 $+463.427 $
UNITED PARCEL SERVICE INCUPS460.386 $+220.226 $240.160 $-43.131 $283.291 $-41.245 $324.536 $+324.536 $
FREEPORT-MCMORAN INCFCX459.803 $+459.803 $
Accenture plcACN453.160 $+453.160 $
DOLLAR GENERAL CORPDG435.100 $+435.100 $
DOVER CorpDOV309.869 $-108.888 $418.757 $+418.757 $
TENET HEALTHCARE CORPTHC417.909 $+18.529 $399.380 $+399.380 $
POOL CORPPOOL275.314 $-132.897 $408.211 $+408.211 $
CHEVRON CORPCVX348.095 $-57.823 $405.918 $+118.669 $287.249 $-101.683 $388.932 $+388.932 $
EXACT SCIENCES CORPEXAS404.819 $+404.819 $
TEXTRON INCTXT398.193 $+136.105 $262.088 $+262.088 $
MANHATTAN ASSOCIATES INCMANH206.239 $-188.963 $395.202 $+83.594 $311.608 $+311.608 $
PROSPERITY BANCSHARES INCPB391.370 $+93.060 $298.310 $+298.310 $
Sandisk CorpSNDK387.405 $+387.405 $
NEW YORK TIMES CONYT382.574 $+47.128 $335.446 $+335.446 $
Aon plcAON375.482 $+37.787 $337.695 $+1.259 $336.436 $-37.521 $373.957 $+373.957 $
PFIZER INCPFE351.121 $-24.157 $375.278 $+375.278 $
Walt Disney CoDIS375.264 $+115.986 $259.278 $-30.451 $289.729 $+26.348 $263.381 $+263.381 $
JANUS HENDERSON GROUP PLCJHG375.233 $+47.683 $327.550 $+327.550 $
MGM Resorts InternationalMGM371.106 $+371.106 $
CUMMINS INCCMI368.546 $+80.489 $288.057 $+288.057 $
MOSAIC COMOS362.060 $+362.060 $
TORO COTTC263.634 $-96.869 $360.503 $+360.503 $
GENUINE PARTS COGPC289.267 $-67.871 $357.138 $+46.356 $310.782 $+32.112 $278.670 $+278.670 $
GARMIN LTDGRMN356.528 $+356.528 $
AramarkARMK352.566 $+352.566 $
TARGET CORPTGT349.555 $+349.555 $
CHIPOTLE MEXICAN GRILL INCCMG349.391 $+127.823 $221.568 $+221.568 $
Veralto CorpVLTO342.753 $+342.753 $
UNITED THERAPEUTICS CorpUTHR341.563 $+341.563 $
CIENA CORPCIEN327.185 $+327.185 $
NNN REIT, INC.NNN287.952 $-28.088 $316.040 $+316.040 $
Monster Beverage CorpMNST210.613 $-103.026 $313.639 $+313.639 $
PROCTER & GAMBLE CoPG297.546 $+74.503 $223.043 $-56.204 $279.247 $+279.247 $
TELEFLEX INCTFX228.581 $-67.531 $296.112 $+296.112 $
RALPH LAUREN CORPRL295.265 $+295.265 $
DECKERS OUTDOOR CORPDECK289.240 $+289.240 $
CVS HEALTH CorpCVS287.974 $+21.882 $266.092 $+266.092 $
Palo Alto Networks IncPANW286.497 $+286.497 $
SCHWAB CHARLES CORPSCHW286.176 $+26.662 $259.514 $+259.514 $
HNI CORPHNI278.725 $-5.374 $284.099 $+30.089 $254.010 $+254.010 $
ROYAL GOLD INCRGLD282.766 $+282.766 $
METLIFE INCMET266.963 $+266.963 $
HALLIBURTON COHAL265.987 $+52.414 $213.573 $+213.573 $
Vertiv Holdings CoVRT264.888 $+58.359 $206.529 $+206.529 $
NEWS CORPNWSA261.988 $+28.775 $233.213 $+233.213 $
STIFEL FINANCIAL CORPSF260.333 $+40.655 $219.678 $+219.678 $
ALIGN TECHNOLOGY INCALGN258.586 $+258.586 $
ETSY INCETSY252.973 $+26.184 $226.789 $+226.789 $
ANTERO RESOURCES CorpAR251.283 $-1.324 $252.607 $+252.607 $
MGIC INVESTMENT CORPMTG230.342 $-20.733 $251.075 $+251.075 $
SOUTHERN COSO208.557 $-22.905 $231.462 $-18.410 $249.872 $+25.726 $224.146 $+224.146 $
LAM RESEARCH CORPLRCX249.410 $+249.410 $
GAP INCGAP249.063 $+249.063 $
Edwards Lifesciences CorpEW247.776 $+247.776 $
BROWN & BROWN, INC.BRO246.200 $+246.200 $
Public StoragePSA241.485 $+241.485 $
MASTEC INCMTZ240.846 $+6.755 $234.091 $+234.091 $
ALLSTATE CORPALL223.377 $-16.628 $240.005 $+240.005 $
Owens CorningOC239.634 $+239.634 $
HP INCHPQ231.817 $+231.817 $
LINDE PLCLIN230.375 $+230.375 $
3M COMMM228.397 $+228.397 $
CONOCOPHILLIPSCOP223.064 $+223.064 $
Alcoa CorpAA219.734 $+219.734 $
PENTAIR plcPNR219.084 $+219.084 $
NORTHERN TRUST CORPNTRS218.682 $+218.682 $
AIR LEASE CORPAL216.474 $+216.474 $
CURTISS WRIGHT CORPCW211.688 $+211.688 $
REINSURANCE GROUP OF AMERICA INCRGA209.564 $+209.564 $
MCKESSON CORPMCK208.116 $+208.116 $
Liberty Media CorpFWONA208.001 $+208.001 $
CSX CORPCSX207.073 $+207.073 $
Synchrony FinancialSYF204.571 $+204.571 $
NVR INCNVR204.199 $+204.199 $
Trane Technologies plcTT203.397 $+203.397 $
STARBUCKS CORPSBUX203.173 $+203.173 $
PEGASYSTEMS INCPEGA202.153 $+1.018 $201.135 $+201.135 $
AMGEN INCAMGN201.696 $+201.696 $
CONSOLIDATED EDISON INCED200.940 $+200.940 $
FORD MOTOR COF158.820 $+31.406 $127.414 $+10.492 $116.922 $+16.461 $100.461 $+100.461 $
Viatris IncVTRS132.320 $+28.535 $103.785 $+103.785 $
VALLEY NATIONAL BANCORPVLY118.869 $+118.869 $
Amcor plcAMCR115.455 $+115.455 $
Ready Capital CorpRC26.304 $-22.033 $48.337 $-4.195 $52.532 $-59.204 $111.736 $+111.736 $
MORGAN STANLEYMS104.550 $+104.550 $
IRONWOOD PHARMACEUTICALS INCIRWD42.136 $+25.554 $16.582 $+16.582 $
228.399.332 $+22.130.776 $209.687.191 $+51.449.858 $161.160.976 $+37.384.040 $124.228.397 $+124.228.397 $
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