Investments: BAKER TILLY 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. ($)
278.344.696 $+3.756.396 $275.245.343 $+51.296.366 $224.557.346 $+17.592.205 $208.160.413 $+208.160.413 $
BANK OF AMERICA CORP /DE/BAC146.325.604 $+2.589.437 $143.736.167 $+31.124.981 $112.611.186 $+5.296.972 $107.314.214 $+107.314.214 $
NVIDIA CORPNVDA12.546.258 $+335.349 $12.210.909 $+2.350.930 $9.859.979 $+3.060.244 $6.799.735 $+6.799.735 $
ALPHA PRO TECH LTDAPT11.009.231 $+2.523.857 $8.485.374 $+2.331.133 $6.154.241 $+753.123 $5.401.118 $+5.401.118 $
MICROSOFT CORPMSFT9.401.603 $-452.571 $9.854.174 $+690.032 $9.164.142 $+2.259.193 $6.904.949 $+6.904.949 $
APPFOLIO INCAPPF7.686.923 $+820.255 $6.866.668 $+1.878.921 $4.987.747 $-700.126 $5.687.873 $+5.687.873 $
BERKSHIRE HATHAWAY INCBRK-B6.747.605 $+194.357 $6.553.248 $+265.411 $6.287.837 $+472.030 $5.815.807 $+5.815.807 $
SPS COMMERCE INCSPSC4.975.672 $-1.631.093 $6.606.765 $+720.193 $5.886.572 $+217.706 $5.668.866 $+5.668.866 $
AMAZON COM INCAMZN6.456.734 $+578.400 $5.878.334 $+50.671 $5.827.663 $+621.573 $5.206.090 $+5.206.090 $
ORACLE CORPORCL3.176.823 $-1.714.874 $4.891.697 $+735.200 $4.156.497 $+1.409.202 $2.747.295 $+2.747.295 $
NETFLIX INCNFLX2.904.872 $-893.307 $3.798.179 $-499.089 $4.297.268 $+1.226.447 $3.070.821 $+3.070.821 $
PALATIN TECHNOLOGIES INCPTNT3.806.872 $-253.068 $4.059.940 $+1.049.449 $3.010.491 $+1.168.545 $1.841.946 $+1.841.946 $
MORGAN STANLEYMS1.946.333 $-1.787.230 $3.733.563 $+3.377.610 $355.953 $+62.178 $293.775 $+293.775 $
JPMORGAN CHASE & COJPM2.973.409 $-83.249 $3.056.658 $+242.206 $2.814.452 $+3.974 $2.810.478 $+2.810.478 $
BOEING COBA2.690.551 $+85.483 $2.605.068 $+96.784 $2.508.284 $+399.774 $2.108.510 $+2.108.510 $
EXXON MOBIL CORPXOM2.211.163 $+160.657 $2.050.506 $+278.647 $1.771.859 $+106.362 $1.665.497 $+1.665.497 $
JOHNSON & JOHNSONJNJ2.112.776 $+407.114 $1.705.662 $+510.925 $1.194.737 $-132.639 $1.327.376 $+1.327.376 $
Walt Disney CoDIS1.814.312 $-10.038 $1.824.350 $-128.272 $1.952.622 $+412.840 $1.539.782 $+1.539.782 $
BlackRock, Inc.BLK1.670.660 $-192.448 $1.863.108 $+1.643.340 $219.768 $+219.768 $
ELI LILLY & CoLLY1.598.817 $+461.519 $1.137.298 $-2.654 $1.139.952 $-55.277 $1.195.229 $+1.195.229 $
ENBRIDGE INCENB901.379 $-533.951 $1.435.330 $+153.504 $1.281.826 $-26.068 $1.307.894 $+1.307.894 $
PROCTER & GAMBLE CoPG1.326.765 $-43.735 $1.370.500 $+205.004 $1.165.496 $-267.269 $1.432.765 $+1.432.765 $
COCA COLA COKO1.263.558 $+124.950 $1.138.608 $-151.213 $1.289.821 $-92.642 $1.382.463 $+1.382.463 $
Monster Beverage CorpMNST1.378.067 $+176.516 $1.201.551 $+62.881 $1.138.670 $+24.683 $1.113.987 $+1.113.987 $
LINDE PLCLIN814.803 $-211.571 $1.026.374 $-8.014 $1.034.388 $-256.158 $1.290.546 $+1.290.546 $
VERIZON COMMUNICATIONS INCVZ888.240 $-381.695 $1.269.935 $+571.600 $698.335 $-75.461 $773.796 $+773.796 $
BECTON DICKINSON & COBDX1.108.484 $+7.561 $1.100.923 $-87.307 $1.188.230 $-71.439 $1.259.669 $+1.259.669 $
SEMPRASRE739.079 $-500.092 $1.239.171 $+66.512 $1.172.659 $+134.988 $1.037.671 $+1.037.671 $
RTX CorpRTX1.108.271 $-77.028 $1.185.299 $-36.468 $1.221.767 $-3.679 $1.225.446 $+1.225.446 $
STARBUCKS CORPSBUX1.043.570 $-19.037 $1.062.607 $-101.122 $1.163.729 $-37.795 $1.201.524 $+1.201.524 $
UNILEVER PLCUL1.117.948 $-66.971 $1.184.919 $+67.221 $1.117.698 $+70.273 $1.047.425 $+1.047.425 $
COMCAST CORPCMCSA927.816 $-83.753 $1.011.569 $-165.089 $1.176.658 $+34.082 $1.142.576 $+1.142.576 $
AMERICAN EXPRESS COAXP1.168.418 $+261.866 $906.552 $+645.945 $260.607 $+260.607 $
AbbVie Inc.ABBV1.148.976 $+31.063 $1.117.913 $+263.717 $854.196 $-145.320 $999.516 $+999.516 $
HEICO CORPHEI905.507 $-100.476 $1.005.983 $-75.882 $1.081.865 $+109.901 $971.964 $+971.964 $
CVS HEALTH CorpCVS1.050.450 $+47.941 $1.002.509 $+66.567 $935.942 $+48.601 $887.341 $+887.341 $
TransDigm Group INCTDG821.847 $-152.170 $974.017 $-53.936 $1.027.953 $+45.817 $982.136 $+982.136 $
METLIFE INCMET985.019 $-42.249 $1.027.268 $+18.017 $1.009.251 $+1.678 $1.007.573 $+1.007.573 $
FREEPORT-MCMORAN INCFCX1.022.232 $+269.295 $752.937 $-132.872 $885.809 $+84.318 $801.491 $+801.491 $
GENERAL ELECTRIC COGE920.798 $+40.806 $879.992 $+145.119 $734.873 $+170.763 $564.110 $+564.110 $
Mastercard IncMA917.417 $+7.309 $910.108 $+50.327 $859.781 $+22.110 $837.671 $+837.671 $
CHEVRON CORPCVX769.473 $-30.767 $800.240 $+120.121 $680.119 $-209.402 $889.521 $+889.521 $
INTUITIVE SURGICAL INCISRG875.593 $+287.933 $587.660 $-128.011 $715.671 $+52.009 $663.662 $+663.662 $
Walmart Inc.WMT823.543 $+290.826 $532.717 $+76.964 $455.753 $+48.320 $407.433 $+407.433 $
ASTRAZENECA PLCAZN819.339 $+75.259 $744.080 $+84.822 $659.258 $-33.564 $692.822 $+692.822 $
Accenture plcACN796.314 $+59.966 $736.348 $+76.698 $659.650 $+119.197 $540.453 $+540.453 $
BROWN & BROWN, INC.BRO249.780 $-62.541 $312.321 $-42.218 $354.539 $-440.705 $795.244 $+795.244 $
Haleon plcHLN767.534 $+115.305 $652.229 $-31.592 $683.821 $-11.737 $695.558 $+695.558 $
VICOR CORPVICR711.194 $+388.561 $322.633 $+28.337 $294.296 $-9.213 $303.509 $+303.509 $
TE Connectivity plcTEL671.386 $-26.500 $697.886 $+147.853 $550.033 $+201.255 $348.778 $+348.778 $
Public StoragePSA690.752 $+46.904 $643.848 $+70.350 $573.498 $+123.630 $449.868 $+449.868 $
UNITEDHEALTH GROUP INCUNH347.643 $-15.640 $363.283 $-27.010 $390.293 $-278.031 $668.324 $+668.324 $
CATERPILLAR INCCAT616.436 $+63.419 $553.017 $+16.123 $536.894 $+126.293 $410.601 $+410.601 $
NOVARTIS AGNVS562.647 $+34.426 $528.221 $+24.093 $504.128 $+22.646 $481.482 $+481.482 $
EXACT SCIENCES CORPEXAS556.955 $+256.925 $300.030 $+8.610 $291.420 $+54.018 $237.402 $+237.402 $
FACTSET RESEARCH SYSTEMS INCFDS340.231 $+9.522 $330.709 $-194.071 $524.780 $-26.793 $551.573 $+551.573 $
YUM BRANDS INCYUM500.739 $+1.006 $499.733 $+1.785 $497.948 $-44.175 $542.123 $+542.123 $
ROPER TECHNOLOGIES INCROP381.558 $-52.379 $433.937 $-61.553 $495.490 $-39.318 $534.808 $+534.808 $
DIAGEO PLCDEO242.058 $-40.786 $282.844 $-219.833 $502.677 $-26.866 $529.543 $+529.543 $
DEERE & CODE496.440 $+11.178 $485.262 $-42.133 $527.395 $+211.926 $315.469 $+315.469 $
CITIGROUP INCC502.522 $+55.105 $447.417 $+44.920 $402.497 $+44.918 $357.579 $+357.579 $
EQT CorpEQT227.509 $-102.236 $329.745 $-89.905 $419.650 $-75.175 $494.825 $+494.825 $
FAIR ISAAC CORPFICO420.964 $+30.370 $390.594 $-81.020 $471.614 $-15.244 $486.858 $+486.858 $
AMGEN INCAMGN481.800 $+73.457 $408.343 $+154.541 $253.802 $-14.754 $268.556 $+268.556 $
PEPSICO INCPEP472.819 $+56.285 $416.534 $+123.754 $292.780 $-38.335 $331.115 $+331.115 $
DTE ENERGY CODTE383.108 $-40.650 $423.758 $+16.685 $407.073 $-40.524 $447.597 $+447.597 $
MCDONALDS CORPMCD444.210 $+42.721 $401.489 $+21.668 $379.821 $-35.319 $415.140 $+415.140 $
GARTNER INCIT388.455 $-49.754 $438.209 $+438.209 $
SAP SESAP325.742 $-48.619 $374.361 $-44.385 $418.746 $+66.821 $351.925 $+351.925 $
Trane Technologies plcTT278.667 $-139.917 $418.584 $+857 $417.727 $+94.958 $322.769 $+322.769 $
COPART INCCPRT256.433 $-46.170 $302.603 $-48.836 $351.439 $-56.631 $408.070 $+408.070 $
INTEL CORPINTC392.300 $+109.574 $282.726 $-6.462 $289.188 $+34.745 $254.443 $+254.443 $
NEXTERA ENERGY INCNEE377.876 $+377.876 $
DOMINOS PIZZA INCDPZ310.286 $-10.194 $320.480 $-12.643 $333.123 $-36.380 $369.503 $+369.503 $
NICOLET BANKSHARES INCNIC337.219 $-27.498 $364.717 $-3.613 $368.330 $+7.945 $360.385 $+360.385 $
ASML HOLDING NVASML362.683 $+126.469 $236.214 $+236.214 $
AES CORPAES357.252 $+15.645 $341.607 $+78.113 $263.494 $-43.677 $307.171 $+307.171 $
Zoetis Inc.ZTS262.498 $-18.380 $280.878 $-75.270 $356.148 $+356.148 $
TENET HEALTHCARE CORPTHC292.317 $-52.445 $344.762 $+16.170 $328.592 $+328.592 $
DOVER CorpDOV334.446 $+61.012 $273.434 $+273.434 $
TechnipFMC plcFTI327.605 $+36.227 $291.378 $-13.519 $304.897 $+12.145 $292.752 $+292.752 $
Sony Group CorpSONY298.368 $-25.404 $323.772 $+37.728 $286.044 $+12.949 $273.095 $+273.095 $
Medtronic plcMDT309.409 $+12.355 $297.054 $+57.075 $239.979 $-6.237 $246.216 $+246.216 $
PG&E CorpPCG259.016 $-47.561 $306.577 $+306.577 $
CARMAX INCKMX304.823 $+304.823 $
FASTENAL COFAST232.522 $-66.062 $298.584 $+50.318 $248.266 $+26.512 $221.754 $+221.754 $
CDW CorpCDW260.006 $-34.662 $294.668 $+294.668 $
BARRICK MINING CORPB289.608 $+68.542 $221.066 $+221.066 $
PFIZER INCPFE283.301 $+30.310 $252.991 $+252.991 $
LAM RESEARCH CORPLRCX276.285 $+72.355 $203.930 $+203.930 $
CUMMINS INCCMI275.133 $+52.544 $222.589 $+222.589 $
TYLER TECHNOLOGIES INCTYL213.972 $-54.585 $268.557 $+9.257 $259.300 $+259.300 $
Sea LtdSE268.452 $+49.014 $219.438 $+219.438 $
Liberty Media CorpFWONA251.201 $-14.206 $265.407 $-1.591 $266.998 $+10.740 $256.258 $+256.258 $
CSX CORPCSX259.695 $+39.782 $219.913 $+14.279 $205.634 $-30.601 $236.235 $+236.235 $
ADVANCED MICRO DEVICES INCAMD256.778 $+256.778 $
ENTEGRIS INCENTG233.710 $-22.682 $256.392 $+256.392 $
CENTENE CORPCNC233.485 $+18.406 $215.079 $-19.139 $234.218 $-16.757 $250.975 $+250.975 $
ANALOG DEVICES INCADI249.233 $+30.806 $218.427 $+218.427 $
BOSTON SCIENTIFIC CORPBSX227.791 $-20.677 $248.468 $+248.468 $
AFLAC INCAFL234.544 $+868 $233.676 $+17.378 $216.298 $-16.867 $233.165 $+233.165 $
Hyatt Hotels CorpH232.335 $+27.932 $204.403 $+204.403 $
SYNOPSYS INCSNPS211.374 $-15.092 $226.466 $+226.466 $
NatWest Group plcNWG225.085 $+43.724 $181.361 $+524 $180.837 $+180.837 $
STATE STREET CORPSTT221.897 $+221.897 $
Brookfield Renewable CorpBEPC221.720 $+221.720 $
AGNICO EAGLE MINES LTDAEM220.898 $+220.898 $
RELX PLCRELX219.914 $+219.914 $
AT&T INC.T218.698 $+18.108 $200.590 $+200.590 $
GOLDMAN SACHS GROUP INCGS217.992 $+217.992 $
Parker-Hannifin CorpPH217.982 $+217.982 $
WATSCO INCWSO215.011 $+215.011 $
Aon plcAON214.311 $+214.311 $
MCKESSON CORPMCK214.096 $+214.096 $
CONOCOPHILLIPSCOP210.997 $+210.997 $
Lloyds Banking Group plcLYG154.550 $+154.550 $
278.344.696 $+3.756.396 $275.245.343 $+51.296.366 $224.557.346 $+17.592.205 $208.160.413 $+208.160.413 $
Erweiterte Einstellungen ×