Investments: Brown Miller 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. ($)
346.774.758 $+10.374.070 $338.742.986 $+32.437.543 $309.839.670 $+31.806.231 $278.257.868 $+278.257.868 $
BANK OF AMERICA CORP /DE/BAC132.099.025 $+6.112.397 $125.986.628 $+9.306.443 $116.680.185 $+9.821.796 $106.858.389 $+106.858.389 $
NVIDIA CORPNVDA50.198.833 $-1.541.161 $51.739.994 $+6.435.289 $45.304.705 $+14.267.396 $31.037.309 $+31.037.309 $
APPFOLIO INCAPPF29.911.494 $+1.339.710 $28.571.784 $+5.487.066 $23.084.718 $-2.228.739 $25.313.457 $+25.313.457 $
MICROSOFT CORPMSFT19.808.805 $-1.346.731 $21.155.536 $+1.008.304 $20.147.232 $+4.956.228 $15.191.004 $+15.191.004 $
JPMORGAN CHASE & COJPM14.580.903 $+264.080 $14.316.823 $+1.245.010 $13.071.813 $+2.015.008 $11.056.805 $+11.056.805 $
ALPHA PRO TECH LTDAPT13.319.786 $+4.130.746 $9.189.040 $+2.407.195 $6.781.845 $+838.978 $5.942.867 $+5.942.867 $
AMAZON COM INCAMZN5.541.527 $+267.895 $5.273.632 $+67.508 $5.206.124 $+717.701 $4.488.423 $+4.488.423 $
NEXTERA ENERGY INCNEE4.984.604 $+377.881 $4.606.723 $+498.511 $4.108.212 $+11.004 $4.097.208 $+4.097.208 $
STARBUCKS CORPSBUX4.046.379 $+9.274 $4.037.105 $-233.389 $4.270.494 $-203.881 $4.474.375 $+4.474.375 $
LINDE PLCLIN4.043.443 $-410.379 $4.453.822 $+124.964 $4.328.858 $+62.459 $4.266.399 $+4.266.399 $
Walt Disney CoDIS4.080.286 $+3.860 $4.076.426 $-339.513 $4.415.939 $+870.088 $3.545.851 $+3.545.851 $
ELI LILLY & CoLLY4.249.796 $+1.232.531 $3.017.265 $+2.756.782 $260.483 $-27.043 $287.526 $+287.526 $
RTX CorpRTX4.182.579 $+314.302 $3.868.277 $+502.853 $3.365.424 $+217.927 $3.147.497 $+3.147.497 $
PROCTER & GAMBLE CoPG3.449.826 $-181.921 $3.631.747 $-1.592 $3.633.339 $-184.385 $3.817.724 $+3.817.724 $
AbbVie Inc.ABBV3.667.646 $+10.918 $3.656.728 $+627.979 $3.028.749 $-399.490 $3.428.239 $+3.428.239 $
ANALOG DEVICES INCADI3.650.669 $+353.114 $3.297.555 $+145.577 $3.151.978 $+530.864 $2.621.114 $+2.621.114 $
UNITEDHEALTH GROUP INCUNH3.430.035 $-75.811 $3.505.846 $+1.250.893 $2.254.953 $-1.191.361 $3.446.314 $+3.446.314 $
Accenture plcACN3.100.919 $+507.196 $2.593.723 $-92.980 $2.686.703 $-48.932 $2.735.635 $+2.735.635 $
BERKSHIRE HATHAWAY INCBRK-B2.874.655 $+24.119 $2.850.536 $+102.535 $2.748.001 $-308.476 $3.056.477 $+3.056.477 $
GENERAL DYNAMICS CORPGD2.992.524 $-28.793 $3.021.317 $+453.996 $2.567.321 $+193.732 $2.373.589 $+2.373.589 $
STRYKER CORPSYK2.617.530 $-113.923 $2.731.453 $-202.759 $2.934.212 $+184.428 $2.749.784 $+2.749.784 $
CHEVRON CORPCVX2.468.305 $-77.021 $2.545.326 $+204.599 $2.340.727 $-294.731 $2.635.458 $+2.635.458 $
AMGEN INCAMGN2.190.192 $-154.904 $2.345.096 $+2.345.096 $
REALTY INCOME CORPO2.243.599 $-88.936 $2.332.535 $+207.061 $2.125.474 $+101.919 $2.023.555 $+2.023.555 $
Mastercard IncMA2.230.847 $-63.571 $2.294.418 $+64.893 $2.229.525 $+312.061 $1.917.464 $+1.917.464 $
COMCAST CORPCMCSA1.513.413 $-199.045 $1.712.458 $-66.824 $1.779.282 $+1.779.282 $
ARES CAPITAL CORPARCC1.581.951 $-120.847 $1.702.798 $-76.472 $1.779.270 $+20.496 $1.758.774 $+1.758.774 $
LOCKHEED MARTIN CORPLMT1.508.172 $-58.441 $1.566.613 $+117.826 $1.448.787 $+37.102 $1.411.685 $+1.411.685 $
Zoetis Inc.ZTS1.205.438 $-233.910 $1.439.348 $-10.831 $1.450.179 $-51.594 $1.501.773 $+1.501.773 $
FASTENAL COFAST1.001.966 $-361.542 $1.363.508 $+195.740 $1.167.768 $+89.668 $1.078.100 $+1.078.100 $
PEPSICO INCPEP757.369 $-43.953 $801.322 $-267.582 $1.068.904 $-192.915 $1.261.819 $+1.261.819 $
JOHNSON & JOHNSONJNJ928.652 $+33.819 $894.833 $-265.286 $1.160.119 $-84.153 $1.244.272 $+1.244.272 $
VERIZON COMMUNICATIONS INCVZ960.074 $-67.457 $1.027.531 $+24.165 $1.003.366 $-14.053 $1.017.419 $+1.017.419 $
MCDONALDS CORPMCD937.039 $-1.162 $938.201 $+38.404 $899.797 $-61.712 $961.509 $+961.509 $
RESMED INCRMD715.384 $-97.594 $812.978 $+46.718 $766.260 $+101.425 $664.835 $+664.835 $
Walmart Inc.WMT809.403 $+41.597 $767.806 $+86.901 $680.905 $+53.850 $627.055 $+627.055 $
NETFLIX INCNFLX326.285 $-413.448 $739.733 $-53.032 $792.765 $+468.244 $324.521 $+324.521 $
DEERE & CODE648.539 $+11.576 $636.963 $-95.771 $732.734 $+54.784 $677.950 $+677.950 $
SOUTHERN COSO556.423 $-74.650 $631.073 $+843 $630.230 $+17.935 $612.295 $+612.295 $
BROWN & BROWN, INC.BRO449.488 $-181.430 $630.918 $+630.918 $
Invesco DB Precious Metals FundDBP623.851 $+84.243 $539.608 $+83.658 $455.950 $+22.391 $433.559 $+433.559 $
PAYCHEX INCPAYX393.416 $-92.572 $485.988 $-71.694 $557.682 $-59.272 $616.954 $+616.954 $
AMERICAN EXPRESS COAXP606.718 $+59.983 $546.735 $+23.608 $523.127 $+81.885 $441.242 $+441.242 $
SPS COMMERCE INCSPSC595.654 $+61.383 $534.271 $+76.112 $458.159 $+25.085 $433.074 $+433.074 $
PALATIN TECHNOLOGIES INCPTNT465.705 $+3.270 $462.435 $-129.057 $591.492 $+263.176 $328.316 $+328.316 $
DIAGEO PLCDEO245.706 $-283.940 $529.646 $-24.077 $553.723 $+62.880 $490.843 $+490.843 $
COLGATE PALMOLIVE COCL444.803 $-24.045 $468.848 $-64.281 $533.129 $-16.422 $549.551 $+549.551 $
HERSHEY COHSY530.432 $-9.354 $539.786 $+62.384 $477.402 $+50.457 $426.945 $+426.945 $
ORACLE CORPORCL356.724 $-165.876 $522.600 $+79.164 $443.436 $+160.069 $283.367 $+283.367 $
UNITED PARCEL SERVICE INCUPS380.085 $-77.996 $458.081 $-57.423 $515.504 $+515.504 $
NORTHERN TRUST CORPNTRS488.036 $-14.560 $502.596 $+29.162 $473.434 $+122.832 $350.602 $+350.602 $
EXXON MOBIL CORPXOM482.624 $+16.346 $466.278 $+22.951 $443.327 $-45.773 $489.100 $+489.100 $
Trane Technologies plcTT450.472 $-27.332 $477.804 $+31.094 $446.710 $+139.714 $306.996 $+306.996 $
BlackRock, Inc.BLK477.289 $+16.084 $461.205 $+18.540 $442.665 $+442.665 $
CARPENTER TECHNOLOGY CORPCRS444.260 $+105.897 $338.363 $+338.363 $
STATE STREET CORPSTT409.607 $+36.111 $373.496 $+31.100 $342.396 $+54.515 $287.881 $+287.881 $
TransDigm Group INCTDG367.995 $+62.288 $305.707 $+305.707 $
TechnipFMC plcFTI358.441 $+358.441 $
TENET HEALTHCARE CORPTHC355.113 $+355.113 $
CVS HEALTH CorpCVS344.559 $+17.414 $327.145 $+28.016 $299.129 $+42.764 $256.365 $+256.365 $
SYSCO CORPSYY294.613 $-34.582 $329.195 $-6.939 $336.134 $+3.106 $333.028 $+333.028 $
PRICE T ROWE GROUP INCTROW228.000 $-94.392 $322.392 $+19.285 $303.107 $+14.543 $288.564 $+288.564 $
SEMPRASRE314.666 $-3.724 $318.390 $+48.346 $270.044 $+15.717 $254.327 $+254.327 $
COPART INCCPRT286.187 $-30.492 $316.679 $+67.845 $248.834 $-45.094 $293.928 $+293.928 $
EMERSON ELECTRIC COEMR256.398 $+3.100 $253.298 $-48.695 $301.993 $+31.835 $270.158 $+270.158 $
Unum GroupUNM274.472 $+274.472 $
GENERAL ELECTRIC COGE264.184 $-9.799 $273.983 $+48.821 $225.162 $+3.769 $221.393 $+221.393 $
ENBRIDGE INCENB258.699 $-14.225 $272.924 $+27.801 $245.123 $+5.463 $239.660 $+239.660 $
WEYERHAEUSER COWY222.639 $-8.083 $230.722 $-32.242 $262.964 $+262.964 $
COCA COLA COKO252.080 $-3.053 $255.133 $+255.133 $
CONOCOPHILLIPSCOP214.086 $-3.660 $217.746 $+12.511 $205.235 $-34.946 $240.181 $+240.181 $
UBS Group AGUBS239.715 $+27.486 $212.229 $+10.786 $201.443 $-17.837 $219.280 $+219.280 $
AFLAC INCAFL227.156 $-2.946 $230.102 $+12.854 $217.248 $-11.803 $229.051 $+229.051 $
INTEL CORPINTC226.161 $+226.161 $
Constellation Energy CorpCEG224.429 $+224.429 $
CSX CORPCSX206.443 $+206.443 $
NORDSON CORPNDSN200.491 $+200.491 $
346.774.758 $+10.374.070 $338.742.986 $+32.437.543 $309.839.670 $+31.806.231 $278.257.868 $+278.257.868 $
Erweiterte Einstellungen ×