Investments: Altus Wealth Group 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. ($)
216.810.911 $+892.659 $216.934.094 $+15.736.155 $202.096.132 $+12.230.624 $190.978.546 $+190.978.546 $
BANK OF AMERICA CORP /DE/BAC164.852.999 $-2.466.418 $167.319.417 $+11.982.540 $155.336.877 $+8.299.114 $147.037.763 $+147.037.763 $
APPFOLIO INCAPPF8.512.109 $+448.229 $8.063.880 $+1.773.346 $6.290.534 $-487.806 $6.778.340 $+6.778.340 $
MICROSOFT CORPMSFT7.022.516 $-426.234 $7.448.750 $+186.537 $7.262.213 $+1.525.222 $5.736.991 $+5.736.991 $
ALPHA PRO TECH LTDAPT5.222.815 $+1.156.810 $4.066.005 $+1.125.330 $2.940.675 $+262.912 $2.677.763 $+2.677.763 $
NVIDIA CORPNVDA4.531.798 $+107.040 $4.424.758 $+672.498 $3.752.260 $+1.465.888 $2.286.372 $+2.286.372 $
AMAZON COM INCAMZN2.784.843 $+157.029 $2.627.814 $+98.467 $2.529.347 $+339.835 $2.189.512 $+2.189.512 $
BERKSHIRE HATHAWAY INCBRK-B1.901.022 $-4.363 $1.905.385 $-178.568 $2.083.953 $-196.555 $2.280.508 $+2.280.508 $
JPMORGAN CHASE & COJPM2.125.032 $-94.154 $2.219.186 $+158.357 $2.060.829 $+397.143 $1.663.686 $+1.663.686 $
CHEVRON CORPCVX1.591.627 $-98.249 $1.689.876 $+147.854 $1.542.022 $-261.709 $1.803.731 $+1.803.731 $
NETFLIX INCNFLX1.143.778 $-261.356 $1.405.134 $-200.483 $1.605.617 $+468.863 $1.136.754 $+1.136.754 $
EXXON MOBIL CORPXOM1.163.447 $+73.493 $1.089.954 $+32.220 $1.057.734 $-151.890 $1.209.624 $+1.209.624 $
PEPSICO INCPEP896.669 $-81.593 $978.262 $+43.622 $934.640 $-114.746 $1.049.386 $+1.049.386 $
ATMOS ENERGY CORPATO890.283 $-45.427 $935.710 $+75.253 $860.457 $-16.217 $876.674 $+876.674 $
COMCAST CORPCMCSA586.264 $-263.358 $849.622 $-50.573 $900.195 $+900.195 $
LOCKHEED MARTIN CORPLMT877.377 $-11.716 $889.093 $+48.963 $840.130 $+40.788 $799.342 $+799.342 $
AbbVie Inc.ABBV859.706 $+2.880 $856.826 $+145.242 $711.584 $+15.233 $696.351 $+696.351 $
PROCTER & GAMBLE CoPG819.308 $+439.278 $380.030 $-37.481 $417.511 $-56.091 $473.602 $+473.602 $
Walmart Inc.WMT811.509 $+88.544 $722.965 $+38.666 $684.299 $+70.516 $613.783 $+613.783 $
MORGAN STANLEYMS777.786 $+14.725 $763.061 $+46.493 $716.568 $+66.092 $650.476 $+650.476 $
UNITED PARCEL SERVICE INCUPS767.235 $+548.599 $218.636 $-11.353 $229.989 $+229.989 $
INTEL CORPINTC232.487 $+21.107 $211.380 $-508.741 $720.121 $-41.253 $761.374 $+761.374 $
NOVARTIS AGNVS758.009 $+113.731 $644.278 $+36.597 $607.681 $+112.821 $494.860 $+494.860 $
UNITEDHEALTH GROUP INCUNH682.998 $+235.192 $447.806 $+447.806 $
Strategy IncMSTR523.269 $-133.605 $656.874 $+188.435 $468.439 $+468.439 $
BlackRock, Inc.BLK630.623 $+14.098 $616.525 $+47.922 $568.603 $+67.306 $501.297 $+501.297 $
Walt Disney CoDIS540.889 $+4.887 $536.002 $-82.698 $618.700 $+120.352 $498.348 $+498.348 $
LINCOLN NATIONAL CORPLNC236.898 $+27.914 $208.984 $-405.863 $614.847 $+614.847 $
PRICE T ROWE GROUP INCTROW566.162 $-34.852 $601.014 $+48.798 $552.216 $+552.216 $
KROGER COKR485.282 $-81.097 $566.379 $-33.092 $599.471 $+72.707 $526.764 $+526.764 $
AMGEN INCAMGN545.484 $+73.767 $471.717 $+3.602 $468.115 $-57.024 $525.139 $+525.139 $
Mastercard IncMA486.431 $-12.456 $498.887 $+1.530 $497.357 $+11.135 $486.222 $+486.222 $
SOUTHERN COSO462.649 $+462.649 $
STRYKER CORPSYK344.270 $-20.783 $365.053 $-25.709 $390.762 $+24.566 $366.196 $+366.196 $
JOHNSON & JOHNSONJNJ367.282 $+37.774 $329.508 $+60.246 $269.262 $-22.579 $291.841 $+291.841 $
ADVANCED MICRO DEVICES INCAMD333.019 $+85.480 $247.539 $+23.763 $223.776 $+223.776 $
CATERPILLAR INCCAT322.458 $+53.989 $268.469 $+50.165 $218.304 $+2.288 $216.016 $+216.016 $
MCDONALDS CORPMCD311.762 $+1.134 $310.628 $+11.649 $298.979 $-19.277 $318.256 $+318.256 $
ELI LILLY & CoLLY308.443 $+92.514 $215.929 $-13.253 $229.182 $-61.538 $290.720 $+290.720 $
Parker-Hannifin CorpPH304.120 $+41.800 $262.320 $+20.649 $241.671 $+32.571 $209.100 $+209.100 $
MICRON TECHNOLOGY INCMU296.239 $+296.239 $
Owens CorningOC282.573 $+282.573 $
Palo Alto Networks IncPANW235.592 $-23.209 $258.801 $-18.077 $276.878 $+46.002 $230.876 $+230.876 $
BOEING COBA260.544 $-9.244 $269.788 $-6.163 $275.951 $+51.507 $224.444 $+224.444 $
AT&T INC.T210.295 $-31.468 $241.763 $-21.967 $263.730 $+2.621 $261.109 $+261.109 $
CITIGROUP INCC235.003 $-28.128 $263.131 $+2.740 $260.391 $-1.096 $261.487 $+261.487 $
VERIZON COMMUNICATIONS INCVZ228.055 $-10.541 $238.596 $+238.596 $
Eaton Corp plcETN214.357 $-21.795 $236.152 $+10.891 $225.261 $+225.261 $
RTX CorpRTX234.752 $+20.570 $214.182 $+214.182 $
COCA COLA COKO210.401 $-19.908 $230.309 $-2.043 $232.352 $+232.352 $
DEERE & CODE221.193 $+17.026 $204.167 $+204.167 $
GOLDMAN SACHS GROUP INCGS215.355 $+215.355 $
GENERAL ELECTRIC COGE210.384 $+3.420 $206.964 $+206.964 $
PFIZER INCPFE202.583 $+202.583 $
216.810.911 $+892.659 $216.934.094 $+15.736.155 $202.096.132 $+12.230.624 $190.978.546 $+190.978.546 $
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