Investments: Tradition 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. ($)
1.259.547.165 $+31.091.934 $1.229.302.679 $+89.037.658 $1.141.478.445 $+100.463.784 $1.041.471.281 $+1.041.471.281 $
BANK OF AMERICA CORP /DE/BAC911.760.509 $+19.358.224 $892.402.285 $+63.628.068 $828.774.217 $+67.319.549 $761.454.668 $+761.454.668 $
MORGAN STANLEYMS57.858.188 $+438.329 $57.419.859 $+4.195.135 $53.224.724 $+4.594.696 $48.630.028 $+48.630.028 $
BlackRock, Inc.BLK37.410.543 $+1.534.145 $35.876.398 $-2.304.611 $38.181.009 $+6.230.922 $31.950.087 $+31.950.087 $
APPFOLIO INCAPPF33.148.514 $+2.285.210 $30.863.304 $+5.829.286 $25.034.018 $-2.436.922 $27.470.940 $+27.470.940 $
NVIDIA CORPNVDA28.779.061 $-772.576 $29.551.637 $+4.793.050 $24.758.587 $+7.688.019 $17.070.568 $+17.070.568 $
MICROSOFT CORPMSFT19.928.671 $+888.783 $19.039.888 $+1.484.562 $17.555.326 $+4.260.884 $13.294.442 $+13.294.442 $
AMAZON COM INCAMZN14.038.660 $+767.012 $13.271.648 $-20.712 $13.292.360 $+1.827.942 $11.464.418 $+11.464.418 $
BERKSHIRE HATHAWAY INCBRK-B11.738.033 $-236.882 $11.974.915 $+87.492 $11.887.423 $-848.855 $12.736.278 $+12.736.278 $
ALPHA PRO TECH LTDAPT12.548.509 $+3.031.741 $9.516.768 $+2.863.056 $6.653.712 $+913.329 $5.740.383 $+5.740.383 $
BARCLAYS PLCBCS12.104.237 $+442.585 $11.661.652 $-39.884 $11.701.536 $+1.577.587 $10.123.949 $+10.123.949 $
PALATIN TECHNOLOGIES INCPTNT9.108.874 $-136.431 $9.245.305 $+2.258.711 $6.986.594 $+2.725.624 $4.260.970 $+4.260.970 $
UNITEDHEALTH GROUP INCUNH5.939.780 $-712.814 $6.652.594 $+1.192.379 $5.460.215 $-3.042.116 $8.502.331 $+8.502.331 $
BALL CorpBALL7.051.525 $+339.968 $6.711.557 $-754.751 $7.466.308 $+572.657 $6.893.651 $+6.893.651 $
3M COMMM6.456.961 $+226.757 $6.230.204 $-677.713 $6.907.917 $+234.227 $6.673.690 $+6.673.690 $
Bridgewater Bancshares IncBWB6.142.354 $-59.728 $6.202.082 $+541.845 $5.660.237 $+694.340 $4.965.897 $+4.965.897 $
GOLDMAN SACHS GROUP INCGS6.083.884 $+451.510 $5.632.374 $+209.666 $5.422.708 $+489.153 $4.933.555 $+4.933.555 $
JPMORGAN CHASE & COJPM5.423.146 $+209.226 $5.213.920 $+685.919 $4.528.001 $+1.216.680 $3.311.321 $+3.311.321 $
AbbVie Inc.ABBV5.295.021 $-64.070 $5.359.091 $+1.156.714 $4.202.377 $-621.955 $4.824.332 $+4.824.332 $
RAYMOND JAMES FINANCIAL INCRJF4.200.369 $+1.016.306 $3.184.063 $+396.517 $2.787.546 $+614.846 $2.172.700 $+2.172.700 $
LAM RESEARCH CORPLRCX2.892.998 $+578.947 $2.314.051 $+586.148 $1.727.903 $+426.903 $1.301.000 $+1.301.000 $
Walmart Inc.WMT2.758.782 $+230.779 $2.528.003 $+138.370 $2.389.633 $+274.995 $2.114.638 $+2.114.638 $
Accenture plcACN1.794.927 $-172.941 $1.967.868 $-420.263 $2.388.131 $-107.253 $2.495.384 $+2.495.384 $
XCEL ENERGY INCXEL2.279.128 $-202.784 $2.481.912 $+610.118 $1.871.794 $-62.261 $1.934.055 $+1.934.055 $
FAIR ISAAC CORPFICO1.617.923 $+187.240 $1.430.683 $-960.289 $2.390.972 $-39.631 $2.430.603 $+2.430.603 $
NETFLIX INCNFLX1.508.116 $-723.057 $2.231.173 $-117.642 $2.348.815 $+903.407 $1.445.408 $+1.445.408 $
MCDONALDS CORPMCD2.257.743 $-408 $2.258.151 $+69.644 $2.188.507 $+36.227 $2.152.280 $+2.152.280 $
ELI LILLY & CoLLY2.058.797 $+650.599 $1.408.198 $+324.912 $1.083.286 $-37.632 $1.120.918 $+1.120.918 $
Medtronic plcMDT1.619.283 $-24.178 $1.643.461 $+55.834 $1.587.627 $-82.062 $1.669.689 $+1.669.689 $
CHEVRON CORPCVX1.583.356 $-56.049 $1.639.405 $+140.222 $1.499.183 $-44.516 $1.543.699 $+1.543.699 $
TARGET CORPTGT1.424.189 $+223.779 $1.200.410 $-150.049 $1.350.459 $-264.042 $1.614.501 $+1.614.501 $
UNITED PARCEL SERVICE INCUPS1.364.722 $+189.774 $1.174.948 $-242.922 $1.417.870 $-159.275 $1.577.145 $+1.577.145 $
JOHNSON & JOHNSONJNJ1.528.622 $+82.176 $1.446.446 $+203.503 $1.242.943 $-36.807 $1.279.750 $+1.279.750 $
NATIONAL BANK OF CANADA /FI/1.527.794 $+46.852 $1.480.942 $+141.243 $1.339.699 $+264.751 $1.074.948 $+1.074.948 $
Palo Alto Networks IncPANW1.388.500 $-129.894 $1.518.394 $+101.467 $1.416.927 $+242.241 $1.174.686 $+1.174.686 $
ORACLE CORPORCL1.062.498 $-450.821 $1.513.319 $+366.732 $1.146.587 $+404.340 $742.247 $+742.247 $
CATERPILLAR INCCAT1.474.650 $+261.095 $1.213.555 $+155.983 $1.057.572 $+154.240 $903.332 $+903.332 $
EXXON MOBIL CORPXOM928.063 $+15.783 $912.280 $-225.875 $1.138.155 $-131.988 $1.270.143 $+1.270.143 $
Archer-Daniels-Midland CoADM1.216.546 $-47.015 $1.263.561 $+137.711 $1.125.850 $+1.125.850 $
Strategy IncMSTR479.706 $-546.855 $1.026.561 $-234.637 $1.261.198 $+817.262 $443.936 $+443.936 $
SPS COMMERCE INCSPSC1.257.095 $+344.959 $912.136 $+128.723 $783.413 $-148.720 $932.133 $+932.133 $
VERIZON COMMUNICATIONS INCVZ1.068.966 $-124.045 $1.193.011 $+5.115 $1.187.896 $-62.343 $1.250.239 $+1.250.239 $
ADVANCED MICRO DEVICES INCAMD1.229.278 $+402.855 $826.423 $+161.905 $664.518 $+161.195 $503.323 $+503.323 $
INTUITIVE SURGICAL INCISRG1.054.562 $+215.559 $839.003 $-338.566 $1.177.569 $+103.328 $1.074.241 $+1.074.241 $
AMERICAN EXPRESS COAXP1.106.414 $+125.937 $980.477 $-19.559 $1.000.036 $+167.552 $832.484 $+832.484 $
Eaton Corp plcETN782.898 $-243.296 $1.026.194 $+58.394 $967.800 $+211.569 $756.231 $+756.231 $
AMGEN INCAMGN897.173 $+122.096 $775.077 $-117.135 $892.212 $-103.855 $996.067 $+996.067 $
abrdn Gold ETF TrustSGOL913.907 $+37.277 $876.630 $+121.026 $755.604 $-2.063 $757.667 $+757.667 $
Nu Holdings Ltd.NU900.512 $+366.258 $534.254 $+128.073 $406.181 $+129.261 $276.920 $+276.920 $
ISHARES GOLD TRUSTIAU850.986 $-25.310 $876.296 $+193.329 $682.967 $+111.704 $571.263 $+571.263 $
DEERE & CODE779.761 $+12.049 $767.712 $-51.034 $818.746 $+2.466 $816.280 $+816.280 $
SOUTHERN COSO680.303 $-77.015 $757.318 $+59.544 $697.774 $+46.479 $651.295 $+651.295 $
Constellation Energy CorpCEG729.871 $+364.911 $364.960 $+86.095 $278.865 $+278.865 $
Mastercard IncMA726.103 $+10.825 $715.278 $+9.983 $705.295 $+34.004 $671.291 $+671.291 $
PROCTER & GAMBLE CoPG391.288 $-169.189 $560.477 $-101.789 $662.266 $-52.507 $714.773 $+714.773 $
AppLovin CorpAPP572.747 $-138.608 $711.355 $+124.271 $587.084 $-57.588 $644.672 $+644.672 $
RTX CorpRTX701.480 $+43.194 $658.286 $+86.733 $571.553 $+33.666 $537.887 $+537.887 $
BOSTON SCIENTIFIC CORPBSX681.304 $+140.697 $540.607 $-68.655 $609.262 $+34.216 $575.046 $+575.046 $
Solventum CorpSOLV362.681 $-68.603 $431.284 $-112.034 $543.318 $-128.115 $671.433 $+671.433 $
iShares Bitcoin Trust ETFIBIT563.428 $-95.087 $658.515 $+46.843 $611.672 $+56.271 $555.401 $+555.401 $
DELTA AIR LINES, INC.DAL599.482 $+105.387 $494.095 $+64.821 $429.274 $+47.290 $381.984 $+381.984 $
IREN LtdIREN522.623 $-65.269 $587.892 $+587.892 $
NEXTERA ENERGY INCNEE585.745 $+22.937 $562.808 $+68.564 $494.244 $+24.566 $469.678 $+469.678 $
Sunoco LPSUN522.158 $+26.962 $495.196 $-32.135 $527.331 $-40.723 $568.054 $+568.054 $
LOCKHEED MARTIN CORPLMT378.548 $-102.496 $481.044 $-39.955 $520.999 $-30.703 $551.702 $+551.702 $
CUMMINS INCCMI505.017 $+76.350 $428.667 $+117.452 $311.215 $-55.305 $366.520 $+366.520 $
FASTENAL COFAST411.078 $-88.659 $499.737 $+73.258 $426.479 $+33.629 $392.850 $+392.850 $
MICRON TECHNOLOGY INCMU496.334 $+224.967 $271.367 $+41.810 $229.557 $+229.557 $
AGNICO EAGLE MINES LTDAEM488.246 $+2.793 $485.453 $+142.935 $342.518 $+41.138 $301.380 $+301.380 $
TotalEnergies SETTE271.100 $+23.745 $247.355 $-70.215 $317.570 $-141.535 $459.105 $+459.105 $
BOEING COBA358.617 $-21.395 $380.012 $-75.662 $455.674 $+85.284 $370.390 $+370.390 $
AT&T INC.T363.678 $-79.763 $443.441 $+2.651 $440.790 $+25.417 $415.373 $+415.373 $
COCA COLA COKO387.181 $+32.028 $355.153 $-70.367 $425.520 $-584 $426.104 $+426.104 $
ARES CAPITAL CORPARCC380.556 $+1.607 $378.949 $-25.694 $404.643 $-7.176 $411.819 $+411.819 $
PAN AMERICAN SILVER CORPPAAS406.294 $+102.573 $303.721 $+303.721 $
WORKIVA INCWK399.510 $+5.350 $394.160 $+80.864 $313.296 $-28.830 $342.126 $+342.126 $
ASML HOLDING NVASML384.080 $+36.536 $347.544 $+59.845 $287.699 $+52.465 $235.234 $+235.234 $
FEDEX CORPFDX327.339 $+26.658 $300.681 $-20.047 $320.728 $-60.353 $381.081 $+381.081 $
GLOBAL PARTNERS LPGLP264.000 $-26.015 $290.015 $-83.645 $373.660 $+373.660 $
FREEPORT-MCMORAN INCFCX334.153 $+67.031 $267.122 $-103.359 $370.481 $+151.872 $218.609 $+218.609 $
EMERSON ELECTRIC COEMR335.102 $+5.977 $329.125 $-11.301 $340.426 $+58.951 $281.475 $+281.475 $
AFLAC INCAFL322.360 $-4.886 $327.246 $+20.297 $306.949 $-18.461 $325.410 $+325.410 $
CITIGROUP INCC326.345 $+326.345 $
LINDE PLCLIN294.100 $-31.938 $326.038 $+12.061 $313.977 $+11.325 $302.652 $+302.652 $
PEPSICO INCPEP313.311 $-6.618 $319.929 $+41.441 $278.488 $-3.535 $282.023 $+282.023 $
PFIZER INCPFE288.833 $-30.161 $318.994 $+21.726 $297.268 $+2.017 $295.251 $+295.251 $
Walt Disney CoDIS288.003 $-359 $288.362 $-25.750 $314.112 $+62.806 $251.306 $+251.306 $
MERCADOLIBRE INCMELI310.196 $+88.187 $222.009 $-26.286 $248.295 $+248.295 $
STRYKER CORPSYK260.069 $-26.180 $286.249 $-21.466 $307.715 $+34.041 $273.674 $+273.674 $
SCHWAB CHARLES CORPSCHW302.576 $+13.913 $288.663 $+13.225 $275.438 $+39.529 $235.909 $+235.909 $
Duke Energy CORPDUK288.987 $-12.661 $301.648 $+18.520 $283.128 $-814 $283.942 $+283.942 $
Booking Holdings Inc.BKNG273.974 $-2.150 $276.124 $-19.840 $295.964 $+60.523 $235.441 $+235.441 $
INTEL CORPINTC290.641 $+5.311 $285.330 $+17.434 $267.896 $-7.568 $275.464 $+275.464 $
SYSCO CORPSYY235.349 $-43.348 $278.697 $+19.298 $259.399 $+2.001 $257.398 $+257.398 $
HAWKINS INCHWKN215.363 $-61.504 $276.867 $+61.631 $215.236 $+215.236 $
BROWN & BROWN, INC.BRO208.650 $-36.646 $245.296 $-28.718 $274.014 $+274.014 $
TRUIST FINANCIAL CORPTFC263.500 $+45.157 $218.343 $+218.343 $
GENERAL DYNAMICS CORPGD258.175 $-4.762 $262.937 $+38.056 $224.881 $+4.449 $220.432 $+220.432 $
STARBUCKS CORPSBUX219.714 $-6.630 $226.344 $-36.564 $262.908 $+52.836 $210.072 $+210.072 $
Trane Technologies plcTT233.520 $-20.078 $253.598 $-8.848 $262.446 $+60.631 $201.815 $+201.815 $
KROGER COKR213.642 $-25.282 $238.924 $-20.412 $259.336 $+13.430 $245.906 $+245.906 $
HUBBELL INCHUBB255.836 $+8.382 $247.454 $+4.426 $243.028 $+243.028 $
PAYCHEX INCPAYX243.713 $-8.371 $252.084 $+252.084 $
Proto Labs IncPRLB249.970 $+249.970 $
GENERAL ELECTRIC COGE239.446 $+26.705 $212.741 $+212.741 $
UNILEVER PLCUL235.699 $+235.699 $
WATSCO INCWSO202.820 $-29.727 $232.547 $+232.547 $
FISERV INCFISV228.098 $+228.098 $
BP PLCBP227.468 $+1.898 $225.570 $+4.649 $220.921 $+220.921 $
Phillips 66PSX220.672 $+220.672 $
WELLTOWER INC.WELL212.338 $+12.287 $200.051 $+200.051 $
ATMOS ENERGY CORPATO210.938 $-1.369 $212.307 $+212.307 $
GARTNER INCIT201.302 $-7.309 $208.611 $+208.611 $
COMCAST CORPCMCSA204.447 $-3.747 $208.194 $+208.194 $
SILVERCORP METALS INCSVM188.034 $+77.775 $110.259 $+13.427 $96.832 $+35.121 $61.711 $+61.711 $
FORD MOTOR COF156.108 $+15.117 $140.991 $+13.253 $127.738 $-2.265 $130.003 $+130.003 $
IAMGOLD CORPIAG154.126 $+21.826 $132.300 $+32.300 $100.000 $+100.000 $
ENDEAVOUR SILVER CORPEXK138.641 $+23.009 $115.632 $+115.632 $
TASEKO MINES LTDTGB69.901 $-63.767 $133.668 $+8.140 $125.528 $+30.664 $94.864 $+94.864 $
FIRST MAJESTIC SILVER CORPAG103.995 $+103.995 $
B2GOLD CORPBTG64.939 $-31.086 $96.025 $+25.995 $70.030 $+28.993 $41.037 $+41.037 $
Clearstead Advisors, LLC54.723 $+54.723 $
VISTA GOLD CORPVGZ39.355 $-3.196 $42.551 $+23.055 $19.496 $+2.955 $16.541 $+16.541 $
1.259.547.165 $+31.091.934 $1.229.302.679 $+89.037.658 $1.141.478.445 $+100.463.784 $1.041.471.281 $+1.041.471.281 $
Erweiterte Einstellungen ×