Investments: Falcon Wealth Planning

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. ($)
628.817.878 $+43.882.247 $584.963.082 $+68.263.261 $516.910.567 $+49.905.360 $467.671.700 $+467.671.700 $
BANK OF AMERICA CORP /DE/BAC472.936.331 $+25.923.935 $447.012.396 $+43.804.763 $403.207.633 $+45.680.259 $357.527.374 $+357.527.374 $
APPFOLIO INCAPPF75.075.165 $+5.324.723 $69.750.442 $+14.310.528 $55.439.914 $-5.153.831 $60.593.745 $+60.593.745 $
BlackRock, Inc.BLK10.839.158 $+83.906 $10.755.252 $+448.116 $10.307.136 $+480.675 $9.826.461 $+9.826.461 $
NVIDIA CORPNVDA10.688.265 $+923.813 $9.764.452 $+2.596.589 $7.167.863 $+2.727.549 $4.440.314 $+4.440.314 $
MICROSOFT CORPMSFT7.358.397 $+545.076 $6.813.321 $+739.972 $6.073.349 $+1.769.595 $4.303.754 $+4.303.754 $
ALPHA PRO TECH LTDAPT6.650.543 $+1.386.487 $5.264.056 $+1.600.315 $3.663.741 $+249.690 $3.414.051 $+3.414.051 $
AMAZON COM INCAMZN5.519.908 $+2.010.374 $3.509.534 $-545.345 $4.054.879 $+693.189 $3.361.690 $+3.361.690 $
JPMORGAN CHASE & COJPM3.817.340 $-500.001 $4.317.341 $+444.723 $3.872.618 $+614.298 $3.258.320 $+3.258.320 $
MORGAN STANLEYMS3.823.044 $+1.213.625 $2.609.419 $+2.080.001 $529.418 $+40.224 $489.194 $+489.194 $
Bank of New York Mellon CorpBK3.341.457 $-445.157 $3.786.614 $+621.878 $3.164.736 $+183.381 $2.981.355 $+2.981.355 $
INTUITIVE SURGICAL INCISRG3.301.879 $+739.698 $2.562.181 $-576.012 $3.138.193 $+300.296 $2.837.897 $+2.837.897 $
BERKSHIRE HATHAWAY INCBRK-B1.809.424 $+204.251 $1.605.173 $+71.185 $1.533.988 $+263.333 $1.270.655 $+1.270.655 $
Walmart Inc.WMT1.409.255 $+352.711 $1.056.544 $+82.660 $973.884 $+132.249 $841.635 $+841.635 $
ELI LILLY & CoLLY1.347.432 $+521.036 $826.396 $+59.270 $767.126 $-32.628 $799.754 $+799.754 $
MICRON TECHNOLOGY INCMU1.106.884 $+566.075 $540.809 $+540.809 $
NETFLIX INCNFLX630.423 $-292.855 $923.278 $-63.783 $987.061 $+382.696 $604.365 $+604.365 $
JOHNSON & JOHNSONJNJ886.780 $+202.298 $684.482 $+149.534 $534.948 $-19.806 $554.754 $+554.754 $
RAYMOND JAMES FINANCIAL INCRJF849.425 $+849.425 $
ORACLE CORPORCL654.595 $-145.056 $799.651 $+193.105 $606.546 $+235.727 $370.819 $+370.819 $
KB HOMEKBH697.284 $-89.497 $786.781 $+131.913 $654.868 $-65.123 $719.991 $+719.991 $
PEPSICO INCPEP776.317 $+128.593 $647.724 $+84.559 $563.165 $-82.343 $645.508 $+645.508 $
UNITEDHEALTH GROUP INCUNH506.731 $+46.097 $460.634 $+80.339 $380.295 $-367.625 $747.920 $+747.920 $
EXXON MOBIL CORPXOM718.400 $+161.710 $556.690 $+121.335 $435.355 $-110.325 $545.680 $+545.680 $
PALATIN TECHNOLOGIES INCPTNT689.718 $+252.275 $437.443 $+218.104 $219.339 $+219.339 $
AbbVie Inc.ABBV674.893 $+28.519 $646.374 $+154.633 $491.741 $-56.294 $548.035 $+548.035 $
LAM RESEARCH CORPLRCX661.440 $+138.159 $523.281 $+96.056 $427.225 $+20.468 $406.757 $+406.757 $
CINTAS CORPCTAS460.960 $-82.158 $543.118 $-92.507 $635.625 $+12.664 $622.961 $+622.961 $
MCDONALDS CORPMCD597.318 $+38.666 $558.652 $+41.426 $517.226 $-61.360 $578.586 $+578.586 $
GOLDMAN SACHS GROUP INCGS555.510 $+106.592 $448.918 $+54.900 $394.018 $+116.110 $277.908 $+277.908 $
PROCTER & GAMBLE CoPG488.105 $+55.269 $432.836 $+12.045 $420.791 $-112.002 $532.793 $+532.793 $
SPS COMMERCE INCSPSC504.106 $+159.361 $344.745 $+105.149 $239.596 $+239.596 $
INTEL CORPINTC496.720 $+142.569 $354.151 $+141.077 $213.074 $-969 $214.043 $+214.043 $
BOEING COBA493.890 $+13.078 $480.812 $+19.902 $460.910 $+80.459 $380.451 $+380.451 $
LOCKHEED MARTIN CORPLMT452.998 $+103.282 $349.716 $+14.637 $335.079 $+26.649 $308.430 $+308.430 $
FEDEX CORPFDX450.606 $+160.057 $290.549 $+29.476 $261.073 $-31.071 $292.144 $+292.144 $
Mastercard IncMA449.956 $+95.587 $354.369 $+17.767 $336.602 $+78.986 $257.616 $+257.616 $
NORTHERN TRUST CORPNTRS446.511 $+446.511 $
Walt Disney CoDIS441.882 $+46.576 $395.306 $-46.475 $441.781 $+65.787 $375.994 $+375.994 $
CHEVRON CORPCVX427.026 $+22.173 $404.853 $+106.194 $298.659 $-85.564 $384.223 $+384.223 $
ADVANCED MICRO DEVICES INCAMD417.993 $+123.409 $294.584 $+48.135 $246.449 $+246.449 $
ASML HOLDING NVASML386.048 $+30.759 $355.289 $+32.329 $322.960 $+40.680 $282.280 $+282.280 $
COCA COLA COKO385.005 $+105.139 $279.866 $-39.691 $319.557 $+26.455 $293.102 $+293.102 $
CITIGROUP INCC373.351 $+119.310 $254.041 $+23.931 $230.110 $+230.110 $
EQUINIX INCEQIX360.095 $-4.895 $364.990 $-3.313 $368.303 $-1.866 $370.169 $+370.169 $
WESTERN DIGITAL CORPWDC364.523 $+152.737 $211.786 $+211.786 $
RTX CorpRTX312.011 $+111.050 $200.961 $+200.961 $
CATERPILLAR INCCAT299.563 $+299.563 $
CURTISS WRIGHT CORPCW298.237 $+298.237 $
COMCAST CORPCMCSA218.630 $-7.955 $226.585 $-30.900 $257.485 $-32.345 $289.830 $+289.830 $
Parker-Hannifin CorpPH284.238 $+39.067 $245.171 $+21.395 $223.776 $+223.776 $
iShares Bitcoin Trust ETFIBIT271.685 $+60.939 $210.746 $+210.746 $
CONOCOPHILLIPSCOP267.787 $+47.805 $219.982 $+219.982 $
GENERAL ELECTRIC COGE259.569 $+259.569 $
Strategy IncMSTR235.536 $-21.554 $257.090 $+257.090 $
Accenture plcACN252.202 $+252.202 $
Trane Technologies plcTT219.470 $-23.157 $242.627 $-6.697 $249.324 $+249.324 $
AT&T INC.T223.909 $-6.801 $230.710 $+4.192 $226.518 $+16.462 $210.056 $+210.056 $
DEERE & CODE205.767 $-24.579 $230.346 $+11.160 $219.186 $+219.186 $
GENERAL DYNAMICS CORPGD227.141 $+227.141 $
Phillips 66PSX222.078 $+222.078 $
3M COMMM205.614 $+205.614 $
EMERSON ELECTRIC COEMR200.144 $+200.144 $
PG&E CorpPCG179.020 $+179.020 $
Senseonics Holdings, Inc.SENS16.876 $-1.572 $18.448 $-6.959 $25.407 $+25.407 $
628.817.878 $+43.882.247 $584.963.082 $+68.263.261 $516.910.567 $+49.905.360 $467.671.700 $+467.671.700 $
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