Investments: Accel Wealth Management

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. ($)
309.822.729 $+15.348.261 $294.509.395 $+33.852.197 $261.262.922 $+18.742.512 $242.820.655 $+242.820.655 $
BANK OF AMERICA CORP /DE/BAC209.351.803 $+8.723.674 $200.628.129 $+24.947.778 $175.680.351 $+8.903.750 $166.776.601 $+166.776.601 $
BlackRock, Inc.BLK9.281.394 $+311.522 $8.969.872 $+1.878.928 $7.090.944 $+1.175.396 $5.915.548 $+5.915.548 $
MORGAN STANLEYMS8.068.012 $+462.580 $7.605.432 $+414.370 $7.191.062 $+643.992 $6.547.070 $+6.547.070 $
APPFOLIO INCAPPF7.872.393 $+465.095 $7.407.298 $+1.348.507 $6.058.791 $-587.102 $6.645.893 $+6.645.893 $
AMAZON COM INCAMZN7.274.985 $+424.401 $6.850.584 $-399.597 $7.250.181 $+1.109.349 $6.140.832 $+6.140.832 $
NVIDIA CORPNVDA6.043.330 $-296.313 $6.339.643 $+968.902 $5.370.741 $+1.705.137 $3.665.604 $+3.665.604 $
ALPHA PRO TECH LTDAPT6.140.604 $+1.404.124 $4.736.480 $+1.266.644 $3.469.836 $+116.531 $3.353.305 $+3.353.305 $
MICROSOFT CORPMSFT4.647.628 $-339.161 $4.986.789 $+145.507 $4.841.282 $+1.263.983 $3.577.299 $+3.577.299 $
SPS COMMERCE INCSPSC4.082.786 $+914.126 $3.168.660 $+428.696 $2.739.964 $+420.869 $2.319.095 $+2.319.095 $
DEERE & CODE3.323.836 $+122.512 $3.201.324 $-482.456 $3.683.780 $+282.547 $3.401.233 $+3.401.233 $
RTX CorpRTX2.804.764 $+244.361 $2.560.403 $+348.534 $2.211.869 $+201.951 $2.009.918 $+2.009.918 $
JPMORGAN CHASE & COJPM2.607.222 $+64.613 $2.542.609 $+164.253 $2.378.356 $+330.099 $2.048.257 $+2.048.257 $
PALATIN TECHNOLOGIES INCPTNT2.378.117 $-120.307 $2.498.424 $+713.859 $1.784.565 $+809.745 $974.820 $+974.820 $
BARCLAYS PLCBCS2.088.252 $+21.145 $2.067.107 $-88.465 $2.155.572 $-44.496 $2.200.068 $+2.200.068 $
PEPSICO INCPEP2.022.575 $+29.390 $1.993.185 $+111.931 $1.881.254 $-165.550 $2.046.804 $+2.046.804 $
VICTORY CAPITAL MANAGEMENT INC802.745 $-560.866 $1.363.611 $-577.985 $1.941.596 $-22.309 $1.963.905 $+1.963.905 $
INTEL CORPINTC1.763.795 $+127.529 $1.636.266 $+501.170 $1.135.096 $-14.785 $1.149.881 $+1.149.881 $
PROCTER & GAMBLE CoPG1.282.761 $-231.906 $1.514.667 $-78.630 $1.593.297 $-73.684 $1.666.981 $+1.666.981 $
MICRON TECHNOLOGY INCMU1.350.889 $+624.723 $726.166 $+194.736 $531.430 $+154.575 $376.855 $+376.855 $
iShares Bitcoin Trust ETFIBIT1.043.097 $-245.723 $1.288.820 $+276.468 $1.012.352 $+297.048 $715.304 $+715.304 $
ARES CAPITAL CORPARCC1.115.121 $-147.487 $1.262.608 $+133.634 $1.128.974 $+13.312 $1.115.662 $+1.115.662 $
JOHNSON & JOHNSONJNJ1.233.085 $+124.801 $1.108.284 $+142.464 $965.820 $-122.250 $1.088.070 $+1.088.070 $
ADVANCED MICRO DEVICES INCAMD1.135.995 $+279.573 $856.422 $+101.029 $755.393 $+249.972 $505.421 $+505.421 $
ELI LILLY & CoLLY1.114.871 $+392.801 $722.070 $-35.089 $757.159 $-57.411 $814.570 $+814.570 $
CHEVRON CORPCVX890.245 $-66.495 $956.740 $+30.937 $925.803 $-161.195 $1.086.998 $+1.086.998 $
AbbVie Inc.ABBV1.018.224 $-10.538 $1.028.762 $+132.281 $896.481 $-187.377 $1.083.858 $+1.083.858 $
Walmart Inc.WMT916.023 $+192.635 $723.388 $+45.314 $678.074 $+99.067 $579.007 $+579.007 $
Constellation Energy CorpCEG696.468 $+57.587 $638.881 $-268.602 $907.483 $+348.068 $559.415 $+559.415 $
CATERPILLAR INCCAT874.256 $+238.381 $635.875 $+119.302 $516.573 $+140.584 $375.989 $+375.989 $
BERKSHIRE HATHAWAY INCBRK-B803.737 $+34.545 $769.192 $-31.843 $801.035 $-61.745 $862.780 $+862.780 $
NEXTERA ENERGY INCNEE842.099 $+223.956 $618.143 $+28.410 $589.733 $-9.707 $599.440 $+599.440 $
EXXON MOBIL CORPXOM837.681 $+132.163 $705.518 $-11.219 $716.737 $-70.084 $786.821 $+786.821 $
LOCKHEED MARTIN CORPLMT777.811 $-840 $778.651 $+108.077 $670.574 $+168.855 $501.719 $+501.719 $
Rocket Lab CorpRKLB624.492 $+176.965 $447.527 $+447.527 $
Archer-Daniels-Midland CoADM563.806 $-36.097 $599.903 $+57.696 $542.207 $+17.964 $524.243 $+524.243 $
GOLDMAN SACHS GROUP INCGS587.423 $+26.498 $560.925 $+65.329 $495.596 $+114.006 $381.590 $+381.590 $
AMERICAN EXPRESS COAXP395.769 $+40.722 $355.047 $-221.122 $576.169 $+128.902 $447.267 $+447.267 $
CONOCOPHILLIPSCOP327.861 $-21.634 $349.495 $+4.026 $345.469 $-222.692 $568.161 $+568.161 $
ALLIANT ENERGY CORPLNT528.861 $+120.086 $408.775 $+44.566 $364.209 $-20.250 $384.459 $+384.459 $
GENERAL DYNAMICS CORPGD491.187 $-14.857 $506.044 $+46.971 $459.073 $+24.853 $434.220 $+434.220 $
CITIGROUP INCC485.472 $+107.594 $377.878 $+53.168 $324.710 $+41.338 $283.372 $+283.372 $
EMERSON ELECTRIC COEMR449.443 $-6.746 $456.189 $-27.762 $483.951 $+84.944 $399.007 $+399.007 $
BOEING COBA482.216 $+58.981 $423.235 $+12.564 $410.671 $+74.011 $336.660 $+336.660 $
Eaton Corp plcETN369.097 $-64.593 $433.690 $-44.970 $478.660 $+101.952 $376.708 $+376.708 $
BOSTON SCIENTIFIC CORPBSX382.163 $-19.487 $401.650 $-75.895 $477.545 $+29.436 $448.109 $+448.109 $
Walt Disney CoDIS418.504 $+107.769 $310.735 $-131.207 $441.942 $+86.448 $355.494 $+355.494 $
ENERGY FUELS INCUUUU429.250 $-1.195 $430.445 $+387.729 $42.716 $+42.716 $
Duke Energy CORPDUK407.123 $-22.968 $430.091 $+47.485 $382.606 $+41.399 $341.207 $+341.207 $
AT&T INC.T218.571 $-114.459 $333.030 $-75.842 $408.872 $+53.080 $355.792 $+355.792 $
MCDONALDS CORPMCD385.945 $+68.155 $317.790 $-2.637 $320.427 $-25.888 $346.315 $+346.315 $
Mastercard IncMA364.848 $-1.519 $366.367 $-4.563 $370.930 $+3.095 $367.835 $+367.835 $
PRICE T ROWE GROUP INCTROW289.758 $-50.229 $339.987 $-29.669 $369.656 $+409 $369.247 $+369.247 $
VERIZON COMMUNICATIONS INCVZ264.425 $-40.049 $304.474 $-39.754 $344.228 $-23.434 $367.662 $+367.662 $
ORACLE CORPORCL247.758 $-110.285 $358.043 $+72.943 $285.100 $+285.100 $
ATI INCATI349.788 $+102.026 $247.762 $-10.740 $258.502 $+258.502 $
BP PLCBP283.438 $-48.747 $332.185 $+29.337 $302.848 $-42.927 $345.775 $+345.775 $
FREEPORT-MCMORAN INCFCX317.683 $+117.254 $200.429 $+200.429 $
XCEL ENERGY INCXEL267.217 $-46.971 $314.188 $+71.060 $243.128 $+7.749 $235.379 $+235.379 $
NETFLIX INCNFLX253.433 $-27.114 $280.547 $-30.131 $310.678 $+84.073 $226.605 $+226.605 $
GENERAL ELECTRIC COGE298.159 $+7.077 $291.082 $+68.340 $222.742 $+222.742 $
COCA COLA COKO288.211 $+31.951 $256.260 $-21.440 $277.700 $+2.020 $275.680 $+275.680 $
CAPITAL SOUTHWEST CORPCSWC276.767 $+276.767 $
ROBERT HALF INC.RHI202.220 $-71.134 $273.354 $+273.354 $
EXELON CORPEXC245.791 $-12.196 $257.987 $+257.987 $
UNITEDHEALTH GROUP INCUNH257.529 $+257.529 $
UBS Group AGUBS250.820 $+250.820 $
ROYAL BANK OF CANADARY248.568 $+33.781 $214.787 $+8.124 $206.663 $+206.663 $
EchoStar CORPSATS246.097 $+246.097 $
SEMTECH CORPSMTC235.356 $+235.356 $
Medtronic plcMDT234.555 $+1.526 $233.029 $+9.024 $224.005 $+224.005 $
SOUTHERN COSO219.763 $-4.738 $224.501 $+8.931 $215.570 $+3.461 $212.109 $+212.109 $
PFIZER INCPFE223.841 $+13.448 $210.393 $+210.393 $
CUMMINS INCCMI210.191 $+210.191 $
NUCOR CORPNUE210.149 $+210.149 $
Peakstone Realty TrustPKST151.249 $-6.139 $157.388 $-1.079 $158.467 $+7.317 $151.150 $+151.150 $
FORD MOTOR COF151.584 $+151.584 $
LANTRONIX INCLTRX140.640 $+30.046 $110.594 $+110.594 $
309.822.729 $+15.348.261 $294.509.395 $+33.852.197 $261.262.922 $+18.742.512 $242.820.655 $+242.820.655 $
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