Investments: CONSULTIVA WEALTH MANAGEMENT, CORP.

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. ($)
28.632.856 $+76.599 $28.713.512 $+2.811.271 $25.902.241 $+2.821.842 $23.080.399 $+23.080.399 $
BANK OF AMERICA CORP /DE/BAC13.952.425 $-157.941 $14.110.366 $+1.010.228 $13.100.138 $+905.780 $12.194.358 $+12.194.358 $
NVIDIA CORPNVDA3.702.025 $-1.588 $3.703.613 $+567.511 $3.136.102 $+984.759 $2.151.343 $+2.151.343 $
ALPHA PRO TECH LTDAPT2.426.430 $+408.304 $2.018.126 $+554.396 $1.463.730 $+178.822 $1.284.908 $+1.284.908 $
APPFOLIO INCAPPF1.243.488 $-12.347 $1.255.835 $+239.833 $1.016.002 $-83.978 $1.099.980 $+1.099.980 $
AMERICAN EXPRESS COAXP836.827 $+45.622 $791.205 $+31.395 $759.810 $+118.933 $640.877 $+640.877 $
JPMORGAN CHASE & COJPM603.840 $-18.819 $622.659 $+50.377 $572.282 $+88.062 $484.220 $+484.220 $
GENERAL ELECTRIC COGE585.565 $-4.945 $590.510 $+85.253 $505.257 $+112.371 $392.886 $+392.886 $
PALATIN TECHNOLOGIES INCPTNT408.825 $+80.469 $328.356 $+55.716 $272.640 $+103.840 $168.800 $+168.800 $
AMAZON COM INCAMZN370.004 $-25.881 $395.885 $+325 $395.560 $+52.522 $343.038 $+343.038 $
BOEING COBA354.991 $-19.474 $374.465 $+10.930 $363.535 $+67.633 $295.902 $+295.902 $
SPS COMMERCE INCSPSC336.863 $+34.713 $302.150 $+43.044 $259.106 $+14.187 $244.919 $+244.919 $
MICROSOFT CORPMSFT182.324 $-103.584 $285.908 $+11.338 $274.570 $+67.360 $207.210 $+207.210 $
BlackRock, Inc.BLK268.194 $+6.224 $261.970 $+19.001 $242.969 $+18.260 $224.709 $+224.709 $
Walmart Inc.WMT195.413 $-56.466 $251.879 $+12.905 $238.974 $+24.419 $214.555 $+214.555 $
Mastercard IncMA228.352 $+828 $227.524 $+2.748 $224.776 $+5.528 $219.248 $+219.248 $
VersaBankVBNK194.740 $+36.010 $158.730 $+10.530 $148.200 $+13.520 $134.680 $+134.680 $
RTX CorpRTX189.268 $+16.583 $172.685 $+21.992 $150.693 $+753 $149.940 $+149.940 $
MORGAN STANLEYMS177.150 $-4.050 $181.200 $-4.220 $185.420 $+31.070 $154.350 $+154.350 $
Walt Disney CoDIS157.798 $-12.464 $170.262 $-14.141 $184.403 $+37.639 $146.764 $+146.764 $
Accenture plcACN112.149 $-16.823 $128.972 $-27.347 $156.319 $-6.876 $163.195 $+163.195 $
ADVANCED MICRO DEVICES INCAMD139.204 $+34.040 $105.164 $+12.929 $92.235 $+25.454 $66.781 $+66.781 $
3M COMMM128.080 $+3.936 $124.144 $+2.352 $121.792 $+4.304 $117.488 $+117.488 $
ORACLE CORPORCL24.948 $-91.204 $116.152 $+25.858 $90.294 $+32.554 $57.740 $+57.740 $
NETFLIX INCNFLX79.696 $-22.212 $101.908 $-11.918 $113.826 $+34.565 $79.261 $+79.261 $
UNITEDHEALTH GROUP INCUNH79.556 $-3.661 $83.217 $+8.032 $75.185 $-24.850 $100.035 $+100.035 $
PROCTER & GAMBLE CoPG78.247 $-5.646 $83.893 $-3.096 $86.989 $-6.059 $93.048 $+93.048 $
BERKSHIRE HATHAWAY INCBRK-B59.815 $-27.662 $87.477 $+2.953 $84.524 $-8.142 $92.666 $+92.666 $
Roblox CorpRBLX40.515 $-49.523 $90.038 $+21.658 $68.380 $+30.492 $37.888 $+37.888 $
MCDONALDS CORPMCD83.131 $-4.085 $87.216 $+3.363 $83.853 $-5.793 $89.646 $+89.646 $
NOKIA CORPNOK84.685 $+21.727 $62.958 $-4.843 $67.801 $-1.178 $68.979 $+68.979 $
CHIPOTLE MEXICAN GRILL INCCMG55.500 $-3.285 $58.785 $-25.440 $84.225 $+8.910 $75.315 $+75.315 $
WESTERN DIGITAL CORPWDC75.798 $+22.972 $52.826 $+24.670 $28.156 $+10.367 $17.789 $+17.789 $
HERSHEY COHSY71.700 $-1.998 $73.698 $+8.314 $65.384 $-2.001 $67.385 $+67.385 $
NUCOR CORPNUE56.925 $-3.883 $60.808 $+2.645 $58.163 $-10.911 $69.074 $+69.074 $
Bank of New York Mellon CorpBK63.733 $+3.914 $59.819 $+9.800 $50.019 $+3.975 $46.044 $+46.044 $
AbbVie Inc.ABBV62.149 $-830 $62.979 $+12.490 $50.489 $-6.499 $56.988 $+56.988 $
LINDE PLCLIN51.166 $-5.834 $57.000 $+698 $56.302 $+426 $55.876 $+55.876 $
Alcoa CorpAA53.140 $+20.250 $32.890 $+3.380 $29.510 $-990 $30.500 $+30.500 $
DEERE & CODE46.557 $+831 $45.726 $-5.123 $50.849 $+3.914 $46.935 $+46.935 $
CITIGROUP INCC44.225 $+5.756 $38.469 $+6.209 $32.260 $+5.359 $26.901 $+26.901 $
STARBUCKS CORPSBUX33.178 $-4.384 $37.562 $-3.122 $40.684 $-2.865 $43.549 $+43.549 $
CARDINAL HEALTH INCCAH41.716 $+9.853 $31.863 $-2.241 $34.104 $+6.139 $27.965 $+27.965 $
CHEVRON CORPCVX37.492 $-709 $38.201 $+2.976 $35.225 $-5.927 $41.152 $+41.152 $
COCA COLA COKO32.438 $-1.650 $34.088 $-2.278 $36.366 $-444 $36.810 $+36.810 $
Kraft Heinz CoKHC29.100 $-2.148 $31.248 $+264 $30.984 $-5.532 $36.516 $+36.516 $
Sandisk CorpSNDK34.657 $+18.276 $16.381 $+9.760 $6.621 $-329 $6.950 $+6.950 $
PAYCHEX INCPAYX24.567 $-3.193 $27.760 $-4.096 $31.856 $-1.927 $33.783 $+33.783 $
Solventum CorpSOLV33.677 $+2.652 $31.025 $-1.207 $32.232 $-85 $32.317 $+32.317 $
Zoetis Inc.ZTS25.164 $-4.100 $29.264 $-1.926 $31.190 $-1.740 $32.930 $+32.930 $
Hewlett Packard Enterprise CoHPE31.730 $-714 $32.444 $+5.430 $27.014 $+6.633 $20.381 $+20.381 $
FRANKLIN RESOURCES INCBEN31.456 $+1.406 $30.050 $-543 $30.593 $+21.676 $8.917 $+8.917 $
BECTON DICKINSON & COBDX2.522 $-22.372 $24.894 $+1.985 $22.909 $-7.555 $30.464 $+30.464 $
COLGATE PALMOLIVE COCL23.785 $-277 $24.062 $-3.299 $27.361 $-842 $28.203 $+28.203 $
HP INCHPQ27.230 $+2.770 $24.460 $-3.230 $27.690 $+27.690 $
TORONTO DOMINION BANKTD25.593 $+2.104 $23.489 $-4.104 $27.593 $+27.593 $
ROYAL BANK OF CANADARY23.587 $+2.543 $21.044 $-4.892 $25.936 $+25.936 $
COMCAST CORPCMCSA6.217 $-15.400 $21.617 $-2.938 $24.555 $-832 $25.387 $+25.387 $
Otis Worldwide CorpOTIS21.400 $-1.000 $22.400 $-1.860 $24.260 $-1.023 $25.283 $+25.283 $
GENERAL DYNAMICS CORPGD24.576 $-317 $24.893 $+3.602 $21.291 $+1.393 $19.898 $+19.898 $
Vertiv Holdings CoVRT24.301 $+1.672 $22.629 $+3.367 $19.262 $+8.432 $10.830 $+10.830 $
EXXON MOBIL CORPXOM24.068 $+1.518 $22.550 $+990 $21.560 $-2.225 $23.785 $+23.785 $
UNITED PARCEL SERVICE INCUPS21.325 $+3.366 $17.959 $-3.743 $21.702 $-1.943 $23.645 $+23.645 $
NOVARTIS AGNVS23.083 $+1.301 $21.782 $+1.716 $20.066 $+20.066 $
CATERPILLAR INCCAT21.196 $+3.541 $17.655 $+3.291 $14.364 $+2.162 $12.202 $+12.202 $
NICOLET BANKSHARES INCNIC17.902 $-1.692 $19.594 $-368 $19.962 $+2.125 $17.837 $+17.837 $
HALLIBURTON COHAL19.640 $+2.543 $17.097 $+2.933 $14.164 $-3.466 $17.630 $+17.630 $
INTEL CORPINTC18.450 $+1.675 $16.775 $+5.575 $11.200 $-155 $11.355 $+11.355 $
PEPSICO INCPEP16.853 $+1.008 $15.845 $-2.147 $17.992 $+17.992 $
CVS HEALTH CorpCVS17.617 $+880 $16.737 $+1.423 $15.314 $+274 $15.040 $+15.040 $
BANK OF NOVA SCOTIABNS17.456 $+2.533 $14.923 $+2.117 $12.806 $+12.806 $
ALLSTATE CORPALL16.444 $-513 $16.957 $+1.054 $15.903 $-455 $16.358 $+16.358 $
Eaton Corp plcETN13.377 $-2.342 $15.719 $+725 $14.994 $+3.578 $11.416 $+11.416 $
SCHWAB CHARLES CORPSCHW12.089 $+537 $11.552 $+512 $11.040 $+1.569 $9.471 $+9.471 $
FEDEX CORPFDX11.843 $+2.175 $9.668 $+348 $9.320 $-674 $9.994 $+9.994 $
FISERV INCFISV3.425 $-3.150 $6.575 $-2.218 $8.793 $-2.469 $11.262 $+11.262 $
Saba Capital Income & Opportunities FundBRW9.463 $-1.027 $10.490 $-391 $10.881 $+405 $10.476 $+10.476 $
NABORS INDUSTRIES LTDNBR10.860 $+2.686 $8.174 $+2.570 $5.604 $-2.738 $8.342 $+8.342 $
ASTRAZENECA PLCAZN10.664 $+1.764 $8.900 $+794 $8.106 $-419 $8.525 $+8.525 $
Medtronic plcMDT10.182 $+87 $10.095 $+855 $9.240 $-285 $9.525 $+9.525 $
ROGERS COMMUNICATIONS INCRCI8.780 $+1.232 $7.548 $-2.251 $9.799 $+9.799 $
DIAGEO PLCDEO8.589 $-487 $9.076 $-355 $9.431 $+9.431 $
BCE INCBCE6.084 $+336 $5.748 $-2.840 $8.588 $+8.588 $
Fox CorpFOXA6.137 $+840 $5.297 $+590 $4.707 $-47 $4.754 $+4.754 $
PFIZER INCPFE5.004 $-117 $5.121 $+249 $4.872 $-221 $5.093 $+5.093 $
LOCKHEED MARTIN CORPLMT4.836 $-156 $4.992 $+361 $4.631 $+164 $4.467 $+4.467 $
BP PLCBP4.272 $+33 $4.239 $+558 $3.681 $-475 $4.156 $+4.156 $
Duke Energy CORPDUK3.985 $-223 $4.208 $+196 $4.012 $-134 $4.146 $+4.146 $
Chemours CoCC2.570 $-883 $3.453 $+957 $2.496 $-453 $2.949 $+2.949 $
Veralto CorpVLTO1.796 $-123 $1.919 $+102 $1.817 $+63 $1.754 $+1.754 $
DELTA AIR LINES, INC.DAL1.388 $+253 $1.135 $+151 $984 $+112 $872 $+872 $
FMC CORPFMC429 $-614 $1.043 $-251 $1.294 $-13 $1.307 $+1.307 $
Organon & Co.OGN179 $-88 $267 $+25 $242 $-130 $372 $+372 $
Viatris IncVTRS298 $+60 $238 $+24 $214 $+5 $209 $+209 $
28.632.856 $+76.599 $28.713.512 $+2.811.271 $25.902.241 $+2.821.842 $23.080.399 $+23.080.399 $
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