Investments: JEPPSON WEALTH MANAGEMENT, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
308.003.330 $+3.167.384 $305.440.317 $+22.964.959 $282.265.979 $+15.441.033 $267.034.325 $+267.034.325 $
BANK OF AMERICA CORP /DE/BAC125.528.285 $+742.743 $124.785.542 $+7.012.130 $117.773.412 $+4.621.664 $113.151.748 $+113.151.748 $
APPFOLIO INCAPPF26.259.279 $+1.481.400 $24.777.879 $+4.638.807 $20.139.072 $-1.809.254 $21.948.326 $+21.948.326 $
NVIDIA CORPNVDA15.212.700 $-296.082 $15.508.782 $+2.349.589 $13.159.193 $+3.795.677 $9.363.516 $+9.363.516 $
LOCKHEED MARTIN CORPLMT10.088.935 $-682.144 $10.771.079 $+678.925 $10.092.154 $+213.717 $9.878.437 $+9.878.437 $
ALPHA PRO TECH LTDAPT8.722.118 $+1.842.350 $6.879.768 $+1.856.367 $5.023.401 $+597.806 $4.425.595 $+4.425.595 $
ORACLE CORPORCL4.932.003 $-2.224.149 $7.156.152 $+1.383.445 $5.772.707 $+1.939.117 $3.833.590 $+3.833.590 $
MICROSOFT CORPMSFT6.560.226 $-493.728 $7.053.954 $+287.067 $6.766.887 $+1.455.319 $5.311.568 $+5.311.568 $
AMAZON COM INCAMZN6.655.233 $+301.097 $6.354.136 $-82.547 $6.436.683 $+834.097 $5.602.586 $+5.602.586 $
EXXON MOBIL CORPXOM6.424.832 $+61.335 $6.363.497 $+214.154 $6.149.343 $-456.981 $6.606.324 $+6.606.324 $
Walt Disney CoDIS5.442.425 $-60.798 $5.503.223 $-445.915 $5.949.138 $+1.172.053 $4.777.085 $+4.777.085 $
AT&T INC.T4.845.484 $-499.154 $5.344.638 $-264.504 $5.609.142 $+97.013 $5.512.129 $+5.512.129 $
ELI LILLY & CoLLY4.495.386 $+1.185.492 $3.309.894 $-228.393 $3.538.287 $-523.538 $4.061.825 $+4.061.825 $
JPMORGAN CHASE & COJPM4.052.286 $+76.291 $3.975.995 $+306.937 $3.669.058 $+389.231 $3.279.827 $+3.279.827 $
VERIZON COMMUNICATIONS INCVZ3.783.747 $-83.897 $3.867.644 $+95.852 $3.771.792 $-212.880 $3.984.672 $+3.984.672 $
RTX CorpRTX3.589.154 $+237.856 $3.351.298 $+407.777 $2.943.521 $+289.122 $2.654.399 $+2.654.399 $
Walmart Inc.WMT3.140.028 $+229.672 $2.910.356 $+118.988 $2.791.368 $+229.530 $2.561.838 $+2.561.838 $
SPS COMMERCE INCSPSC3.073.780 $+343.770 $2.730.010 $+450.186 $2.279.824 $+124.825 $2.154.999 $+2.154.999 $
JOHNSON & JOHNSONJNJ2.938.952 $+170.953 $2.767.999 $+490.761 $2.277.238 $-202.777 $2.480.015 $+2.480.015 $
FREEPORT-MCMORAN INCFCX2.681.864 $+571.318 $2.110.546 $-156.572 $2.267.118 $+380.176 $1.886.942 $+1.886.942 $
CARDINAL HEALTH INCCAH2.603.489 $+614.998 $1.988.491 $-157.460 $2.145.951 $+363.867 $1.782.084 $+1.782.084 $
CHEVRON CORPCVX2.415.949 $-50.289 $2.466.238 $+194.333 $2.271.905 $-235.642 $2.507.547 $+2.507.547 $
PROCTER & GAMBLE CoPG2.018.690 $-202.950 $2.221.640 $-108.418 $2.330.058 $-135.910 $2.465.968 $+2.465.968 $
Palo Alto Networks IncPANW2.138.562 $-229.742 $2.368.304 $-8.385 $2.376.689 $+370.133 $2.006.556 $+2.006.556 $
RIO TINTO PLCRIO2.349.441 $+386.436 $1.963.005 $+218.821 $1.744.184 $-85.492 $1.829.676 $+1.829.676 $
AbbVie Inc.ABBV2.307.292 $-30.799 $2.338.091 $+430.119 $1.907.972 $-175.665 $2.083.637 $+2.083.637 $
SEMPRASRE2.010.363 $-47.480 $2.057.843 $+309.829 $1.748.014 $+102.595 $1.645.419 $+1.645.419 $
Duke Energy CORPDUK1.830.586 $-106.968 $1.937.554 $+52.858 $1.884.696 $-87.071 $1.971.767 $+1.971.767 $
SCHWAB CHARLES CORPSCHW1.880.123 $+74.008 $1.806.115 $+55.848 $1.750.267 $+239.064 $1.511.203 $+1.511.203 $
CONOCOPHILLIPSCOP1.475.481 $-33.892 $1.509.373 $+31.061 $1.478.312 $-254.636 $1.732.948 $+1.732.948 $
WELLTOWER INC.WELL1.659.064 $+62.331 $1.596.733 $+157.319 $1.439.414 $-19.629 $1.459.043 $+1.459.043 $
SOUTHERN COSO1.512.222 $-131.753 $1.643.975 $+39.797 $1.604.178 $-5.223 $1.609.401 $+1.609.401 $
Kraft Heinz CoKHC846.058 $-88.127 $934.185 $-40.236 $974.421 $-518.206 $1.492.627 $+1.492.627 $
MERCADOLIBRE INCMELI1.065.544 $-173.034 $1.238.578 $-154.487 $1.393.065 $+351.300 $1.041.765 $+1.041.765 $
CITIGROUP INCC886.611 $-475.114 $1.361.725 $+415.081 $946.644 $+503.853 $442.791 $+442.791 $
NETFLIX INCNFLX945.195 $-251.327 $1.196.522 $-155.999 $1.352.521 $+390.150 $962.371 $+962.371 $
Phillips 66PSX1.264.463 $-71.117 $1.335.580 $+110.488 $1.225.092 $-46.011 $1.271.103 $+1.271.103 $
UNILEVER PLCUL1.131.551 $-40.324 $1.171.875 $-48.651 $1.220.526 $+21.632 $1.198.894 $+1.198.894 $
AMGEN INCAMGN1.207.797 $+167.592 $1.040.205 $+5.163 $1.035.042 $-116.142 $1.151.184 $+1.151.184 $
BOEING COBA1.178.003 $-1.635 $1.179.638 $+29.405 $1.150.233 $+232.744 $917.489 $+917.489 $
BHP Group LtdBHP989.215 $+76.818 $912.397 $+117.392 $795.005 $-329.017 $1.124.022 $+1.124.022 $
NNN REIT, INC.NNN993.774 $-70.561 $1.064.335 $-14.375 $1.078.710 $-13.233 $1.091.943 $+1.091.943 $
BERKSHIRE HATHAWAY INCBRK-B976.971 $+560 $976.411 $+25.614 $950.797 $-91.034 $1.041.831 $+1.041.831 $
PFIZER INCPFE1.018.186 $+18.071 $1.000.115 $+90.485 $909.630 $+70.496 $839.134 $+839.134 $
PEPSICO INCPEP1.013.538 $+28.773 $984.765 $+80.291 $904.474 $-110.620 $1.015.094 $+1.015.094 $
Bank of New York Mellon CorpBK980.849 $+59.170 $921.679 $+137.340 $784.339 $+62.343 $721.996 $+721.996 $
ALLSTATE CORPALL912.255 $-61.739 $973.994 $+52.497 $921.497 $-33.595 $955.092 $+955.092 $
MCDONALDS CORPMCD944.091 $-17.417 $961.508 $+58.995 $902.513 $-62.710 $965.223 $+965.223 $
CATERPILLAR INCCAT888.521 $+116.969 $771.552 $+143.816 $627.736 $+94.120 $533.616 $+533.616 $
NOVARTIS AGNVS832.459 $+58.146 $774.313 $+42.445 $731.868 $+54.293 $677.575 $+677.575 $
CONSOLIDATED EDISON INCED673.390 $-39.297 $712.687 $-8.830 $721.517 $-109.677 $831.194 $+831.194 $
REALTY INCOME CORPO741.567 $-55.093 $796.660 $+21.493 $775.167 $+103.423 $671.744 $+671.744 $
INTEL CORPINTC783.608 $+78.823 $704.785 $+230.308 $474.477 $+23.070 $451.407 $+451.407 $
EMERSON ELECTRIC COEMR693.329 $+8.569 $684.760 $-20.556 $705.316 $+131.570 $573.746 $+573.746 $
COMCAST CORPCMCSA295.791 $-209.568 $505.359 $-102.620 $607.979 $-69.800 $677.779 $+677.779 $
DARDEN RESTAURANTS INCDRI507.343 $-31.376 $538.719 $-126.090 $664.809 $+33.426 $631.383 $+631.383 $
NEXTERA ENERGY INCNEE649.164 $+38.865 $610.299 $+21.086 $589.213 $+52.728 $536.485 $+536.485 $
STARBUCKS CORPSBUX535.323 $-14.154 $549.477 $-32.832 $582.309 $-62.338 $644.647 $+644.647 $
COCA COLA COKO605.211 $+31.079 $574.132 $-50.732 $624.864 $-10.549 $635.413 $+635.413 $
DOVER CorpDOV605.841 $+88.827 $517.014 $-66.396 $583.410 $+24.569 $558.841 $+558.841 $
MICRON TECHNOLOGY INCMU596.221 $+225.440 $370.781 $+96.426 $274.355 $+71.380 $202.975 $+202.975 $
CHEESECAKE FACTORY INCCAKE460.257 $-37.824 $498.081 $-94.949 $593.030 $+132.821 $460.209 $+460.209 $
PAYCHEX INCPAYX405.979 $-78.117 $484.096 $-71.416 $555.512 $-35.998 $591.510 $+591.510 $
3M COMMM535.535 $+16.458 $519.077 $-2.345 $521.422 $-40.318 $561.740 $+561.740 $
BARRICK MINING CORPB532.312 $+130.126 $402.186 $+139.375 $262.811 $+262.811 $
TARGET CORPTGT531.076 $+60.869 $470.207 $+49.662 $420.545 $+87.950 $332.595 $+332.595 $
UNITEDHEALTH GROUP INCUNH387.879 $-26.481 $414.360 $+74.001 $340.359 $-190.200 $530.559 $+530.559 $
WILLIAMS SONOMA INCWSM479.157 $-45.235 $524.392 $+86.070 $438.322 $-26.966 $465.288 $+465.288 $
NATIONAL GRID PLCNGG514.068 $+27.470 $486.598 $-19.092 $505.690 $+59.476 $446.214 $+446.214 $
GENERAL ELECTRIC COGE453.420 $+10.613 $442.807 $+63.929 $378.878 $+84.257 $294.621 $+294.621 $
PALATIN TECHNOLOGIES INCPTNT449.885 $+6.969 $442.916 $+110.977 $331.939 $+331.939 $
NUCOR CORPNUE446.595 $+42.201 $404.394 $+15.256 $389.138 $+70.357 $318.781 $+318.781 $
UNITED PARCEL SERVICE INCUPS311.754 $+45.043 $266.711 $-23.290 $290.001 $-143.690 $433.691 $+433.691 $
CHIPOTLE MEXICAN GRILL INCCMG279.350 $-16.535 $295.885 $-128.048 $423.933 $+44.847 $379.086 $+379.086 $
GENERAL DYNAMICS CORPGD414.428 $-5.002 $419.430 $+46.105 $373.325 $+22.787 $350.538 $+350.538 $
Medtronic plcMDT398.841 $-6.119 $404.960 $+29.083 $375.877 $-14.744 $390.621 $+390.621 $
Archer-Daniels-Midland CoADM357.070 $-13.975 $371.045 $+27.394 $343.651 $+22.416 $321.235 $+321.235 $
AGNICO EAGLE MINES LTDAEM359.404 $-7.214 $366.618 $+107.945 $258.673 $+20.171 $238.502 $+238.502 $
DIAGEO PLCDEO313.074 $+3.117 $309.957 $+73.386 $236.571 $+236.571 $
COLGATE PALMOLIVE COCL241.090 $-25.270 $266.360 $-36.519 $302.879 $-9.329 $312.208 $+312.208 $
GENUINE PARTS COGPC268.176 $-34.388 $302.564 $+37.744 $264.820 $+16.413 $248.407 $+248.407 $
ISHARES GOLD TRUSTIAU273.543 $+28.308 $245.235 $+35.082 $210.153 $+210.153 $
Amcor plcAMCR226.256 $-1.590 $227.846 $-28.132 $255.978 $+255.978 $
LAS VEGAS SANDS CORPLVS250.336 $+35.391 $214.945 $+5.566 $209.379 $+209.379 $
DELTA AIR LINES, INC.DAL239.708 $+26.668 $213.040 $+213.040 $
BECTON DICKINSON & COBDX237.930 $+16.882 $221.048 $+4.702 $216.346 $+216.346 $
Paramount Skydance CorpPSKY164.740 $-63.908 $228.648 $+228.648 $
NICOLET BANKSHARES INCNIC220.182 $-4.139 $224.321 $+18.092 $206.229 $+206.229 $
TORONTO DOMINION BANKTD223.631 $+223.631 $
BlackRock, Inc.BLK214.736 $+214.736 $
FRANCO NEVADA CorpFNV201.734 $+201.734 $
XCEL ENERGY INCXEL201.625 $+201.625 $
FIRSTENERGY CORPFE201.012 $+201.012 $
Snap IncSNAP194.842 $+30.419 $164.423 $+52.930 $111.493 $-30.375 $141.868 $+141.868 $
AES CORPAES163.777 $+13.477 $150.300 $+150.300 $
JETBLUE AIRWAYS CORPJBLU64.451 $-5.241 $69.692 $+9.795 $59.897 $-7.342 $67.239 $+67.239 $
308.003.330 $+3.167.384 $305.440.317 $+22.964.959 $282.265.979 $+15.441.033 $267.034.325 $+267.034.325 $
Erweiterte Einstellungen ×