Investments: Olde Wealth Management, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
307.930 $+926 $306.911 $+46.050 $266.363 $+266.363 $
BANK OF AMERICA CORP /DE/BAC221.845 $+3.486 $218.359 $+29.596 $188.763 $+188.763 $
NVIDIA CORPNVDA26.127 $-1.759 $27.886 $+11.240 $16.646 $+16.646 $
APPFOLIO INCAPPF18.700 $+97 $18.603 $+2.327 $16.276 $+16.276 $
MICROSOFT CORPMSFT15.135 $-736 $15.871 $+3.323 $12.548 $+12.548 $
BlackRock, Inc.BLK8.980 $+194 $8.786 $+706 $8.080 $+8.080 $
MORGAN STANLEYMS834 $-1 $835 $-3.100 $3.935 $+3.935 $
SPS COMMERCE INCSPSC2.736 $+128 $2.608 $+659 $1.949 $+1.949 $
NETFLIX INCNFLX1.793 $-349 $2.142 $+318 $1.824 $+1.824 $
BERKSHIRE HATHAWAY INCBRK-B1.905 $+21 $1.884 $-135 $2.019 $+2.019 $
ALPHA PRO TECH LTDAPT1.418 $+104 $1.314 $+528 $786 $+786 $
FAIR ISAAC CORPFICO1.267 $-50 $1.317 $-66 $1.383 $+1.383 $
UNITEDHEALTH GROUP INCUNH644 $-8 $652 $-601 $1.253 $+1.253 $
AMAZON COM INCAMZN920 $-75 $995 $+184 $811 $+811 $
CURTISS WRIGHT CORPCW725 $-49 $774 $+357 $417 $+417 $
EXXON MOBIL CORPXOM457 $-228 $685 $-4 $689 $+689 $
PROCTER & GAMBLE CoPG460 $-7 $467 $-74 $541 $+541 $
CSX CORPCSX445 $+14 $431 $+70 $361 $+361 $
GENERAL ELECTRIC COGE428 $-5 $433 $+165 $268 $+268 $
KEMPER CorpKMPR406 $+406 $
TELEDYNE TECHNOLOGIES INCTDY347 $-7 $354 $+16 $338 $+338 $
AMGEN INCAMGN354 $+4 $350 $+66 $284 $+284 $
VERIZON COMMUNICATIONS INCVZ336 $+8 $328 $+8 $320 $+320 $
AMERICAN EXPRESS COAXP322 $+2 $320 $+132 $188 $+188 $
JOHNSON & JOHNSONJNJ297 $+27 $270 $+28 $242 $+242 $
JPMORGAN CHASE & COJPM282 $+5 $277 $+104 $173 $+173 $
AT&T INC.T247 $+0 $247 $+17 $230 $+230 $
AbbVie Inc.ABBV240 $+240 $
ORACLE CORPORCL230 $+135 $95 $+95 $
DEERE & CODE214 $-4 $218 $+3 $215 $+215 $
Mastercard IncMA217 $+217 $
BOEING COBA215 $+46 $169 $+169 $
ELI LILLY & CoLLY212 $+58 $154 $+154 $
EMERSON ELECTRIC COEMR207 $+5 $202 $+31 $171 $+171 $
CHIPOTLE MEXICAN GRILL INCCMG200 $+200 $
COLGATE PALMOLIVE COCL192 $+192 $
BECTON DICKINSON & COBDX183 $+183 $
TETRA TECH INCTTEK176 $+176 $
TARGET CORPTGT157 $+157 $
Accenture plcACN156 $+156 $
STRYKER CORPSYK139 $+139 $
COMCAST CORPCMCSA135 $+135 $
COCA COLA COKO134 $+134 $
MICRON TECHNOLOGY INCMU124 $+124 $
ATMOS ENERGY CORPATO123 $+123 $
MCKESSON CORPMCK122 $+122 $
CHEVRON CORPCVX119 $+119 $
WEYERHAEUSER COWY115 $+115 $
GOLDMAN SACHS GROUP INCGS110 $+110 $
PACCAR INCPCAR110 $+110 $
Walt Disney CoDIS109 $+109 $
Walmart Inc.WMT103 $+103 $
MCDONALDS CORPMCD100 $+100 $
WILLIAMS SONOMA INCWSM98 $+98 $
NICOLET BANKSHARES INCNIC86 $+86 $
SAP SESAP80 $+80 $
Lloyds Banking Group plcLYG78 $+5 $73 $+17 $56 $+56 $
AECOMACM77 $+77 $
ETSY INCETSY70 $+70 $
STARBUCKS CORPSBUX70 $+70 $
3M COMMM63 $+63 $
RTX CorpRTX60 $+60 $
PAYCHEX INCPAYX59 $+59 $
CINTAS CORPCTAS55 $+55 $
NORTHRIM BANCORP INCNRIM55 $+55 $
Snap IncSNAP52 $+52 $
CONOCOPHILLIPSCOP48 $+48 $
DECKERS OUTDOOR CORPDECK47 $+47 $
ANALOG DEVICES INCADI45 $+45 $
GARMIN LTDGRMN43 $+43 $
GARTNER INCIT42 $+42 $
ASML HOLDING NVASML42 $+42 $
BADGER METER INCBMI41 $+41 $
NASDAQ, INC.NDAQ40 $+40 $
Trane Technologies plcTT37 $+37 $
ATI INCATI36 $+36 $
GSK plcGSK36 $+36 $
NVR INCNVR36 $+36 $
KLA CORPKLAC36 $+36 $
Parker-Hannifin CorpPH35 $+35 $
ROPER TECHNOLOGIES INCROP31 $+31 $
INTEL CORPINTC31 $+31 $
CUMMINS INCCMI30 $+30 $
FORD MOTOR COF28 $+28 $
Phillips 66PSX28 $+28 $
GENUINE PARTS COGPC27 $+27 $
DTE ENERGY CODTE27 $+27 $
HOLOGIC INCHOLX24 $+24 $
ARES CAPITAL CORPARCC22 $+22 $
AVISTA CORPAVA14 $+14 $
BRUNSWICK CORPBC13 $+13 $
ZEBRA TECHNOLOGIES CORPZBRA13 $+13 $
Haleon plcHLN11 $+11 $
Otis Worldwide CorpOTIS11 $+11 $
DEXCOM INCDXCM10 $+10 $
307.930 $+926 $306.911 $+46.050 $266.363 $+266.363 $
Erweiterte Einstellungen ×