Investments: Wealth Management Partners, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
282.519.275 $+12.421.491 $270.529.545 $+270.529.545 $
BANK OF AMERICA CORP /DE/BAC139.192.554 $+2.940.748 $136.251.806 $+136.251.806 $
NVIDIA CORPNVDA31.479.027 $-1.105.645 $32.584.672 $+32.584.672 $
ISHARES GOLD TRUSTIAU16.211.191 $+1.390.634 $14.820.557 $+14.820.557 $
APPFOLIO INCAPPF13.763.468 $+553.745 $13.209.723 $+13.209.723 $
MICROSOFT CORPMSFT10.641.119 $-623.154 $11.264.273 $+11.264.273 $
ALPHA PRO TECH LTDAPT7.290.241 $+1.677.475 $5.612.766 $+5.612.766 $
AMAZON COM INCAMZN7.273.010 $+374.340 $6.898.670 $+6.898.670 $
BlackRock, Inc.BLK5.269.328 $-2.707 $5.272.035 $+5.272.035 $
PALATIN TECHNOLOGIES INCPTNT3.820.914 $-342.093 $4.163.007 $+4.163.007 $
JPMORGAN CHASE & COJPM3.841.383 $+38.096 $3.803.287 $+3.803.287 $
CITIGROUP INCC3.780.289 $+31.353 $3.748.936 $+3.748.936 $
EXXON MOBIL CORPXOM3.110.593 $+184.725 $2.925.868 $+2.925.868 $
MICRON TECHNOLOGY INCMU2.850.761 $+1.229.714 $1.621.047 $+1.621.047 $
Vertiv Holdings CoVRT2.749.983 $+195.457 $2.554.526 $+2.554.526 $
CHEVRON CORPCVX2.232.007 $-5.420 $2.237.427 $+2.237.427 $
ADVANCED MICRO DEVICES INCAMD2.237.115 $+452.410 $1.784.705 $+1.784.705 $
ASML HOLDING NVASML2.090.506 $+2.090.506 $
Palo Alto Networks IncPANW1.787.845 $-114.577 $1.902.422 $+1.902.422 $
Walmart Inc.WMT1.794.344 $+128.403 $1.665.941 $+1.665.941 $
CATERPILLAR INCCAT1.725.180 $+202.427 $1.522.753 $+1.522.753 $
RIO TINTO PLCRIO1.374.703 $+1.374.703 $
ELI LILLY & CoLLY1.329.379 $+399.282 $930.097 $+930.097 $
INTUITIVE SURGICAL INCISRG1.188.223 $+250.829 $937.394 $+937.394 $
GOLDMAN SACHS GROUP INCGS1.054.800 $+120.681 $934.119 $+934.119 $
ORACLE CORPORCL1.022.693 $+351.092 $671.601 $+671.601 $
AbbVie Inc.ABBV951.734 $-16.003 $967.737 $+967.737 $
FREEPORT-MCMORAN INCFCX919.941 $+189.286 $730.655 $+730.655 $
BERKSHIRE HATHAWAY INCBRK-B809.769 $-10.703 $820.472 $+820.472 $
CENTRUS ENERGY CORPLEU780.473 $+478.155 $302.318 $+302.318 $
RTX CorpRTX765.512 $+25.244 $740.268 $+740.268 $
MORGAN STANLEYMS718.249 $+16.381 $701.868 $+701.868 $
SPS COMMERCE INCSPSC694.335 $+53.778 $640.557 $+640.557 $
UNITED PARCEL SERVICE INCUPS659.035 $-18.346 $677.381 $+677.381 $
DELTA AIR LINES, INC.DAL626.751 $+33.657 $593.094 $+593.094 $
VERIZON COMMUNICATIONS INCVZ621.795 $+18.375 $603.420 $+603.420 $
UNITEDHEALTH GROUP INCUNH605.051 $+72.944 $532.107 $+532.107 $
JOHNSON & JOHNSONJNJ541.588 $+36.875 $504.713 $+504.713 $
iShares Bitcoin Trust ETFIBIT325.009 $-209.486 $534.495 $+534.495 $
CARNIVAL CORPCCL391.676 $-135.932 $527.608 $+527.608 $
NEXTERA ENERGY INCNEE510.581 $+30.465 $480.116 $+480.116 $
IREN LtdIREN478.130 $-10.364 $488.494 $+488.494 $
SYSCO CORPSYY471.752 $-7.798 $479.550 $+479.550 $
PROCTER & GAMBLE CoPG440.392 $+55.806 $384.586 $+384.586 $
Strategy IncMSTR431.761 $+431.761 $
SHERWIN WILLIAMS COSHW272.185 $-113.895 $386.080 $+386.080 $
AMERICAN EXPRESS COAXP375.431 $-4.633 $380.064 $+380.064 $
Constellation Energy CorpCEG329.248 $+13.999 $315.249 $+315.249 $
Nebius Group N.V.NBIS229.938 $-93.961 $323.899 $+323.899 $
NETFLIX INCNFLX260.559 $+260.559 $
FLUOR CORPFLR219.431 $-13.511 $232.942 $+232.942 $
Navitas Semiconductor CorpNVTS202.112 $-15.932 $218.044 $+218.044 $
ALLSTATE CORPALL207.942 $-6.493 $214.435 $+214.435 $
282.519.275 $+12.421.491 $270.529.545 $+270.529.545 $
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