Investments: Independent Solutions Wealth Management, 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. ($)
539.685.399 $-18.638.539 $559.159.225 $+559.159.225 $
BANK OF AMERICA CORP /DE/BAC326.368.592 $-20.476.398 $346.844.990 $+346.844.990 $
BlackRock, Inc.BLK22.543.741 $+1.939.894 $20.603.847 $+20.603.847 $
APPFOLIO INCAPPF22.232.404 $+1.133.223 $21.099.181 $+21.099.181 $
NVIDIA CORPNVDA18.968.708 $-402.180 $19.370.888 $+19.370.888 $
Sowell Financial Services LLC18.628.545 $+2.871.762 $15.756.783 $+15.756.783 $
PALATIN TECHNOLOGIES INCPTNT14.079.584 $-1.982.869 $16.062.453 $+16.062.453 $
ALPHA PRO TECH LTDAPT13.137.220 $+2.661.787 $10.475.433 $+10.475.433 $
MICROSOFT CORPMSFT11.019.692 $-906.959 $11.926.651 $+11.926.651 $
AppLovin CorpAPP7.301.514 $-1.632.094 $8.933.608 $+8.933.608 $
AMAZON COM INCAMZN7.379.867 $+95.327 $7.284.540 $+7.284.540 $
ISHARES GOLD TRUSTIAU7.011.708 $+1.044.277 $5.967.431 $+5.967.431 $
NETFLIX INCNFLX3.703.708 $-1.169.003 $4.872.711 $+4.872.711 $
EXXON MOBIL CORPXOM4.601.480 $+239.133 $4.362.347 $+4.362.347 $
Eaton Corp plcETN3.361.981 $-777.675 $4.139.656 $+4.139.656 $
CHEVRON CORPCVX3.664.917 $-397.848 $4.062.765 $+4.062.765 $
COCA COLA COKO3.671.254 $+105.559 $3.565.695 $+3.565.695 $
JPMORGAN CHASE & COJPM1.757.056 $-1.436.664 $3.193.720 $+3.193.720 $
MCDONALDS CORPMCD3.144.064 $+54.764 $3.089.300 $+3.089.300 $
AMGEN INCAMGN3.096.730 $+419.737 $2.676.993 $+2.676.993 $
AbbVie Inc.ABBV2.914.618 $-149.814 $3.064.432 $+3.064.432 $
JOHNSON & JOHNSONJNJ2.855.297 $+282.639 $2.572.658 $+2.572.658 $
GOLDMAN SACHS GROUP INCGS2.436.413 $-29.724 $2.466.137 $+2.466.137 $
Palo Alto Networks IncPANW2.041.489 $-358.784 $2.400.273 $+2.400.273 $
SEMPRASRE2.224.715 $-150.650 $2.375.365 $+2.375.365 $
RTX CorpRTX2.331.604 $+177.250 $2.154.354 $+2.154.354 $
MERCADOLIBRE INCMELI1.784.634 $-339.644 $2.124.278 $+2.124.278 $
Phillips 66PSX1.980.003 $-82.023 $2.062.026 $+2.062.026 $
Mastercard IncMA1.919.869 $-113.627 $2.033.496 $+2.033.496 $
Walmart Inc.WMT1.881.102 $+98.009 $1.783.093 $+1.783.093 $
ENBRIDGE INCENB1.787.646 $-51.167 $1.838.813 $+1.838.813 $
VERIZON COMMUNICATIONS INCVZ1.487.238 $-198.929 $1.686.167 $+1.686.167 $
PROCTER & GAMBLE CoPG1.488.611 $-170.444 $1.659.055 $+1.659.055 $
UNITEDHEALTH GROUP INCUNH1.487.541 $-127.793 $1.615.334 $+1.615.334 $
ROYAL BANK OF CANADARY1.606.186 $+212.833 $1.393.353 $+1.393.353 $
CUMMINS INCCMI1.503.275 $+250.948 $1.252.327 $+1.252.327 $
LAM RESEARCH CORPLRCX1.372.521 $+342.027 $1.030.494 $+1.030.494 $
NATIONAL FUEL GAS CONFG1.188.473 $-182.410 $1.370.883 $+1.370.883 $
NICOLET BANKSHARES INCNIC864.354 $-358.501 $1.222.855 $+1.222.855 $
ELI LILLY & CoLLY908.105 $+264.896 $643.209 $+643.209 $
ORACLE CORPORCL414.184 $-280.479 $694.663 $+694.663 $
MICRON TECHNOLOGY INCMU688.409 $+279.144 $409.265 $+409.265 $
TotalEnergies SETTE684.817 $+59.982 $624.835 $+624.835 $
PEPSICO INCPEP452.519 $-81.013 $533.532 $+533.532 $
COMMERCIAL METALS CoCMC515.689 $+92.390 $423.299 $+423.299 $
FORD MOTOR COF508.606 $+26.008 $482.598 $+482.598 $
AMERICAN EXPRESS COAXP397.696 $-34.444 $432.140 $+432.140 $
INTEL CORPINTC404.867 $+36.756 $368.111 $+368.111 $
BERKSHIRE HATHAWAY INCBRK-B386.538 $-1.577 $388.115 $+388.115 $
PFIZER INCPFE384.264 $+384.264 $
GARMIN LTDGRMN363.612 $-14.848 $378.460 $+378.460 $
SPS COMMERCE INCSPSC372.135 $+38.349 $333.786 $+333.786 $
AT&T INC.T323.119 $-44.227 $367.346 $+367.346 $
ADVANCED MICRO DEVICES INCAMD367.284 $+89.814 $277.470 $+277.470 $
CATERPILLAR INCCAT319.661 $+52.457 $267.204 $+267.204 $
Booking Holdings Inc.BKNG294.543 $-13.215 $307.758 $+307.758 $
ASML HOLDING NVASML296.351 $+28.190 $268.161 $+268.161 $
BECTON DICKINSON & COBDX247.064 $+247.064 $
PRICE T ROWE GROUP INCTROW221.346 $+13.808 $207.538 $+207.538 $
TC ENERGY CORPTRP220.040 $+2.400 $217.640 $+217.640 $
Walt Disney CoDIS205.205 $-12.767 $217.972 $+217.972 $
NUCOR CORPNUE212.859 $+212.859 $
INTUITIVE SURGICAL INCISRG210.120 $+210.120 $
BOEING COBA203.959 $+203.959 $
Enel Chile S.A.ENIC89.340 $+2.889 $86.451 $+86.451 $
539.685.399 $-18.638.539 $559.159.225 $+559.159.225 $
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