Investments: Dynamic Wealth Strategies, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q2
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
130.160.227 $+11.895.014 $118.271.341 $+9.700.584 $108.570.828 $+108.570.828 $
BANK OF AMERICA CORP /DE/BAC102.990.083 $+9.004.433 $93.985.650 $+8.873.406 $85.112.244 $+85.112.244 $
BlackRock, Inc.BLK14.583.821 $+527.599 $14.056.222 $-711.884 $14.768.106 $+14.768.106 $
ALPHA PRO TECH LTDAPT1.405.683 $+482.875 $922.808 $+309.704 $613.104 $+613.104 $
MICROSOFT CORPMSFT1.097.817 $+217.302 $880.515 $+157.281 $723.234 $+723.234 $
APPFOLIO INCAPPF884.361 $+136.003 $748.358 $+171.010 $577.348 $+577.348 $
NVIDIA CORPNVDA861.257 $+250.954 $610.303 $+135.227 $475.076 $+475.076 $
AMAZON COM INCAMZN739.086 $+117.703 $621.383 $+77.954 $543.429 $+543.429 $
JPMORGAN CHASE & COJPM492.030 $+16.046 $475.984 $+77.358 $398.626 $+398.626 $
SPS COMMERCE INCSPSC482.706 $+30.193 $452.513 $+64.464 $388.049 $+388.049 $
LAM RESEARCH CORPLRCX418.364 $+95.263 $323.101 $+52.690 $270.411 $+270.411 $
Walmart Inc.WMT386.816 $+94.950 $291.866 $+17.495 $274.371 $+274.371 $
EXXON MOBIL CORPXOM373.896 $+106.791 $267.105 $+17.656 $249.449 $+249.449 $
LOCKHEED MARTIN CORPLMT362.753 $+48.750 $314.003 $+81.044 $232.959 $+232.959 $
CHEVRON CORPCVX337.893 $+82.286 $255.607 $+39.390 $216.217 $+216.217 $
ANALOG DEVICES INCADI333.576 $+31.365 $302.211 $+9.446 $292.765 $+292.765 $
BERKSHIRE HATHAWAY INCBRK-B279.473 $+73.350 $206.123 $+36.103 $170.020 $+170.020 $
KLA CORPKLAC235.726 $-11.273 $246.999 $+15.002 $231.997 $+231.997 $
BORGWARNER INCBWA236.610 $+42.966 $193.644 $+26.110 $167.534 $+167.534 $
ELI LILLY & CoLLY232.131 $+70.375 $161.756 $+58.858 $102.898 $+102.898 $
SCHWAB CHARLES CORPSCHW229.493 $+114.452 $115.041 $-3.936 $118.977 $+118.977 $
METLIFE INCMET211.954 $+42.354 $169.600 $+169.600 $
NEXTERA ENERGY INCNEE198.211 $+50.402 $147.809 $+38.195 $109.614 $+109.614 $
DOMINOS PIZZA INCDPZ193.404 $+32.808 $160.596 $+14.602 $145.994 $+145.994 $
AFLAC INCAFL98.030 $-1.271 $99.301 $-90.632 $189.933 $+189.933 $
PPL CorpPPL187.847 $+38.427 $149.420 $+20.943 $128.477 $+128.477 $
JOHNSON & JOHNSONJNJ184.806 $+30.351 $154.455 $+17.438 $137.017 $+137.017 $
Medtronic plcMDT78.577 $-101.236 $179.813 $+10.878 $168.935 $+168.935 $
BOSTON SCIENTIFIC CORPBSX169.246 $+169.246 $
ADVANCED MICRO DEVICES INCAMD122.071 $+16.099 $105.972 $-48.983 $154.955 $+154.955 $
GENTEX CORPGNTX135.734 $+135.734 $
Public StoragePSA125.598 $+25.367 $100.231 $+4.869 $95.362 $+95.362 $
RTX CorpRTX119.393 $+10.461 $108.932 $+13.873 $95.059 $+95.059 $
COCA COLA COKO114.582 $+71.209 $43.373 $-2.898 $46.271 $+46.271 $
MCKESSON CORPMCK53.319 $-1.531 $54.850 $-50.670 $105.520 $+105.520 $
UNITEDHEALTH GROUP INCUNH49.186 $-55.095 $104.281 $+25.353 $78.928 $+78.928 $
Constellation Energy CorpCEG100.682 $+2.948 $97.734 $+1.874 $95.860 $+95.860 $
PROCTER & GAMBLE CoPG83.836 $-6.049 $89.885 $-3.317 $93.202 $+93.202 $
EMERSON ELECTRIC COEMR70.474 $-11.907 $82.381 $-1.350 $83.731 $+83.731 $
MCDONALDS CORPMCD81.603 $+464 $81.139 $+3.130 $78.009 $+78.009 $
GENERAL ELECTRIC COGE64.070 $+1.499 $62.571 $+9.034 $53.537 $+53.537 $
PEPSICO INCPEP14.352 $-49.548 $63.900 $+34.191 $29.709 $+29.709 $
SYNOPSYS INCSNPS30.062 $-25.198 $55.260 $-7.287 $62.547 $+62.547 $
AbbVie Inc.ABBV45.698 $-610 $46.308 $+9.184 $37.124 $+37.124 $
Phillips 66PSX42.583 $-2.304 $44.887 $+5.518 $39.369 $+39.369 $
BOEING COBA40.384 $+240 $40.144 $+1.171 $38.973 $+38.973 $
KROGER COKR34.926 $-2.756 $37.682 $-2.415 $40.097 $+40.097 $
AT&T INC.T33.931 $-4.645 $38.576 $-956 $39.532 $+39.532 $
STARBUCKS CORPSBUX35.958 $-166 $36.124 $-3.002 $39.126 $+39.126 $
Mastercard IncMA37.678 $+137 $37.541 $+453 $37.088 $+37.088 $
ISHARES GOLD TRUSTIAU36.202 $+3.747 $32.455 $+4.642 $27.813 $+27.813 $
MORGAN STANLEYMS35.745 $+13.854 $21.891 $+6.396 $15.495 $+15.495 $
AMGEN INCAMGN32.731 $+4.511 $28.220 $+299 $27.921 $+27.921 $
COMCAST CORPCMCSA21.401 $-5.526 $26.927 $-3.659 $30.586 $+30.586 $
VERIZON COMMUNICATIONS INCVZ10.793 $-17.555 $28.348 $+439 $27.909 $+27.909 $
REALTY INCOME CORPO28.241 $+3.864 $24.377 $+1.506 $22.871 $+22.871 $
PFIZER INCPFE26.519 $-617 $27.136 $+1.320 $25.816 $+25.816 $
DOLLAR GENERAL CORPDG8.232 $-16.159 $24.391 $-2.603 $26.994 $+26.994 $
WEYERHAEUSER COWY23.193 $-1.076 $24.269 $-882 $25.151 $+25.151 $
RAYONIER INCRYN21.369 $-3.632 $25.001 $+9.719 $15.282 $+15.282 $
STERIS plcSTE24.084 $+577 $23.507 $+686 $22.821 $+22.821 $
EQUINIX INCEQIX22.985 $-512 $23.497 $+8.383 $15.114 $+15.114 $
EQUITY RESIDENTIALEQR20.362 $+3.985 $16.377 $-698 $17.075 $+17.075 $
Walt Disney CoDIS17.976 $+457 $17.519 $-1.455 $18.974 $+18.974 $
INTEL CORPINTC15.725 $+2.836 $12.889 $+2.427 $10.462 $+10.462 $
AMERICOLD REALTY TRUSTCOLD11.227 $+541 $10.686 $-3.832 $14.518 $+14.518 $
ASML HOLDING NVASML13.908 $+1.323 $12.585 $+2.167 $10.418 $+10.418 $
EXELON CORPEXC12.162 $-396 $12.558 $+444 $12.114 $+12.114 $
CARDINAL HEALTH INCCAH10.070 $+2.379 $7.691 $-541 $8.232 $+8.232 $
IDACORP INCIDA9.492 $-419 $9.911 $+1.252 $8.659 $+8.659 $
CARNIVAL CORPCCL9.162 $+489 $8.673 $+237 $8.436 $+8.436 $
INTUITIVE SURGICAL INCISRG8.495 $+1.787 $6.708 $-1.443 $8.151 $+8.151 $
CVS HEALTH CorpCVS8.492 $+425 $8.067 $+686 $7.381 $+7.381 $
EXACT SCIENCES CORPEXAS6.128 $+176 $5.952 $+5.952 $
CYTOKINETICS INCCYTK4.321 $+584 $3.737 $+1.490 $2.247 $+2.247 $
ACADIA PHARMACEUTICALS INCACAD3.499 $+703 $2.796 $-30 $2.826 $+2.826 $
NOVAVAX INCNVAX806 $-234 $1.040 $+284 $756 $+756 $
Sabre CorpSABR680 $+680 $
ORACLE CORPORCL585 $+585 $
NICOLET BANKSHARES INCNIC71 $+71 $
130.160.227 $+11.895.014 $118.271.341 $+9.700.584 $108.570.828 $+108.570.828 $
Erweiterte Einstellungen ×