Investments: BCGM 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. ($)
331.016.049 $+6.184.838 $325.840.561 $+325.840.561 $
BANK OF AMERICA CORP /DE/BAC224.338.464 $+1.372.121 $222.966.343 $+222.966.343 $
BlackRock, Inc.BLK25.532.604 $+3.440.914 $22.091.690 $+22.091.690 $
MORGAN STANLEYMS14.425.178 $+27.694 $14.397.484 $+14.397.484 $
Sibanye Stillwater LtdSBSW7.001.852 $-927.541 $7.929.393 $+7.929.393 $
ISHARES GOLD TRUSTIAU5.709.335 $+495.292 $5.214.043 $+5.214.043 $
EXXON MOBIL CORPXOM5.510.779 $+607.618 $4.903.161 $+4.903.161 $
ELI LILLY & CoLLY5.297.766 $+1.538.567 $3.759.199 $+3.759.199 $
APPFOLIO INCAPPF5.256.193 $+320.942 $4.935.251 $+4.935.251 $
JPMORGAN CHASE & COJPM3.735.830 $-1.239.568 $4.975.398 $+4.975.398 $
NVIDIA CORPNVDA3.406.096 $-167.477 $3.573.573 $+3.573.573 $
BERKSHIRE HATHAWAY INCBRK-B3.459.740 $+111.994 $3.347.746 $+3.347.746 $
Walt Disney CoDIS2.827.768 $+44.207 $2.783.561 $+2.783.561 $
VERIZON COMMUNICATIONS INCVZ2.311.257 $-114.706 $2.425.963 $+2.425.963 $
UNITEDHEALTH GROUP INCUNH2.245.332 $-3.955 $2.249.287 $+2.249.287 $
CVS HEALTH CorpCVS2.244.236 $+131.811 $2.112.425 $+2.112.425 $
KROGER COKR1.888.734 $-114.552 $2.003.286 $+2.003.286 $
GENTEX CORPGNTX1.566.821 $-291.608 $1.858.429 $+1.858.429 $
DIAGEO PLCDEO1.224.081 $-511.435 $1.735.516 $+1.735.516 $
AMAZON COM INCAMZN1.514.872 $+74.054 $1.440.818 $+1.440.818 $
ALPHA PRO TECH LTDAPT1.332.983 $+297.937 $1.035.046 $+1.035.046 $
PFIZER INCPFE1.225.528 $+1.225.528 $
BARCLAYS PLCBCS1.180.271 $+26.709 $1.153.562 $+1.153.562 $
FIRST MERCHANTS CORPFRME850.296 $-4.751 $855.047 $+855.047 $
UNILEVER PLCUL807.390 $+807.390 $
MICROSOFT CORPMSFT680.058 $-76.331 $756.389 $+756.389 $
PALATIN TECHNOLOGIES INCPTNT646.655 $-16.989 $663.644 $+663.644 $
Duke Energy CORPDUK627.411 $-33.583 $660.994 $+660.994 $
MCDONALDS CORPMCD338.937 $-242.719 $581.656 $+581.656 $
AIR LEASE CORPAL507.160 $-71.291 $578.451 $+578.451 $
Merchants BancorpMBIN527.157 $+34.978 $492.179 $+492.179 $
PROCTER & GAMBLE CoPG392.573 $-29.380 $421.953 $+421.953 $
CHEVRON CORPCVX393.530 $-8.358 $401.888 $+401.888 $
AT&T INC.T262.588 $-45.260 $307.848 $+307.848 $
COCA COLA COKO293.975 $-5.649 $299.624 $+299.624 $
NICOLET BANKSHARES INCNIC297.908 $+76.446 $221.462 $+221.462 $
NEXTERA ENERGY INCNEE276.238 $+12.803 $263.435 $+263.435 $
JOHNSON & JOHNSONJNJ266.249 $+20.154 $246.095 $+246.095 $
PEPSICO INCPEP265.535 $+21.006 $244.529 $+244.529 $
HERSHEY COHSY246.293 $-5.019 $251.312 $+251.312 $
MCKESSON CORPMCK246.087 $+14.325 $231.762 $+231.762 $
AppLovin CorpAPP227.077 $-15.071 $242.148 $+242.148 $
Walmart Inc.WMT226.608 $+10.182 $216.426 $+216.426 $
AMGEN INCAMGN204.403 $+204.403 $
SEMPRASRE201.960 $+201.960 $
ARES CAPITAL CORPARCC3.591 $+396 $3.195 $+3.195 $
331.016.049 $+6.184.838 $325.840.561 $+325.840.561 $
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