Investments: Wealth Dimensions Group, Ltd.

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. ($)
347.781.035 $+6.814.818 $341.583.576 $+43.679.454 $298.108.869 $+298.108.869 $
BANK OF AMERICA CORP /DE/BAC227.067.264 $+3.354.460 $223.712.804 $+30.067.929 $193.644.875 $+193.644.875 $
PROCTER & GAMBLE CoPG29.442.647 $+2.171.077 $27.271.570 $-1.039.036 $28.310.606 $+28.310.606 $
APPFOLIO INCAPPF17.004.349 $+726.090 $16.278.259 $+1.675.759 $14.602.500 $+14.602.500 $
MICROSOFT CORPMSFT8.198.155 $-668.623 $8.866.778 $+2.063.995 $6.802.783 $+6.802.783 $
NVIDIA CORPNVDA8.397.637 $+360.990 $8.036.647 $+2.674.478 $5.362.169 $+5.362.169 $
ALPHA PRO TECH LTDAPT4.875.714 $+755.824 $4.119.890 $+1.171.214 $2.948.676 $+2.948.676 $
BlackRock, Inc.BLK4.231.978 $+69.126 $4.162.852 $+320.536 $3.842.316 $+3.842.316 $
ELI LILLY & CoLLY3.981.376 $+1.058.547 $2.922.829 $-124.624 $3.047.453 $+3.047.453 $
AMAZON COM INCAMZN2.963.129 $-123.674 $3.086.803 $+391.123 $2.695.680 $+2.695.680 $
FIFTH THIRD BANCORPFITB1.951.779 $+126.576 $1.825.203 $-892.409 $2.717.612 $+2.717.612 $
JOHNSON & JOHNSONJNJ2.655.706 $+207.838 $2.447.868 $+188.752 $2.259.116 $+2.259.116 $
CINTAS CORPCTAS2.428.926 $-216.261 $2.645.187 $+2.244.198 $400.989 $+400.989 $
GENERAL ELECTRIC COGE2.640.291 $+56.849 $2.583.442 $+658.258 $1.925.184 $+1.925.184 $
JPMORGAN CHASE & COJPM2.411.406 $+11.734 $2.399.672 $+772.935 $1.626.737 $+1.626.737 $
EXXON MOBIL CORPXOM2.074.403 $+129.983 $1.944.420 $-137.634 $2.082.054 $+2.082.054 $
Duke Energy CORPDUK1.610.039 $-132.062 $1.742.101 $-21.207 $1.763.308 $+1.763.308 $
ORACLE CORPORCL1.329.298 $-5.420 $1.334.718 $+669.547 $665.171 $+665.171 $
AbbVie Inc.ABBV1.194.206 $-114.809 $1.309.015 $+113.827 $1.195.188 $+1.195.188 $
MCDONALDS CORPMCD1.214.989 $-13.871 $1.228.860 $-67.350 $1.296.210 $+1.296.210 $
CHEVRON CORPCVX1.082.821 $-95.030 $1.177.851 $-17.141 $1.194.992 $+1.194.992 $
AMGEN INCAMGN1.061.564 $+43.316 $1.018.248 $-113.035 $1.131.283 $+1.131.283 $
Walmart Inc.WMT1.032.562 $+83.366 $949.196 $+183.374 $765.822 $+765.822 $
Mastercard IncMA846.828 $-108.749 $955.577 $-8.650 $964.227 $+964.227 $
BERKSHIRE HATHAWAY INCBRK-B802.229 $-51.424 $853.653 $-105.524 $959.177 $+959.177 $
NETFLIX INCNFLX643.435 $-169.741 $813.176 $+185.344 $627.832 $+627.832 $
PFIZER INCPFE773.515 $+16.450 $757.065 $+2.361 $754.704 $+754.704 $
ENBRIDGE INCENB659.357 $-104.221 $763.578 $+78.819 $684.759 $+684.759 $
SOUTHERN COSO693.127 $-58.892 $752.019 $+45.453 $706.566 $+706.566 $
MICRON TECHNOLOGY INCMU714.871 $+97.212 $617.659 $+617.659 $
BOEING COBA223.981 $-489.682 $713.663 $+63.595 $650.068 $+650.068 $
LOCKHEED MARTIN CORPLMT465.774 $-241.668 $707.442 $+53.968 $653.474 $+653.474 $
ROPER TECHNOLOGIES INCROP591.446 $-107.796 $699.242 $+699.242 $
VERIZON COMMUNICATIONS INCVZ606.678 $-41.257 $647.935 $-3.890 $651.825 $+651.825 $
Walt Disney CoDIS498.680 $-150.797 $649.477 $+68.830 $580.647 $+580.647 $
AT&T INC.T554.228 $-87.721 $641.949 $+59.847 $582.102 $+582.102 $
CATERPILLAR INCCAT619.223 $+108.386 $510.837 $+183.036 $327.801 $+327.801 $
PEPSICO INCPEP578.911 $+12.564 $566.347 $+48.137 $518.210 $+518.210 $
INTEL CORPINTC575.338 $+1.547 $573.791 $+189.711 $384.080 $+384.080 $
KROGER COKR561.847 $-295 $562.142 $+534 $561.608 $+561.608 $
Constellation Energy CorpCEG548.946 $+35.976 $512.970 $+202.717 $310.253 $+310.253 $
DELTA AIR LINES, INC.DAL541.409 $+64.615 $476.794 $+93.024 $383.770 $+383.770 $
DEERE & CODE483.592 $-19.891 $503.483 $-10.091 $513.574 $+513.574 $
COCA COLA COKO399.332 $-22.830 $422.162 $-63.746 $485.908 $+485.908 $
GRIFFON CORPGFF451.475 $-15.325 $466.800 $+28.505 $438.295 $+438.295 $
Eaton Corp plcETN201.617 $-257.214 $458.831 $+125.567 $333.264 $+333.264 $
SPS COMMERCE INCSPSC449.190 $+215.646 $233.544 $+233.544 $
3M COMMM424.925 $+9.884 $415.041 $+21.264 $393.777 $+393.777 $
ASTRAZENECA PLCAZN421.074 $+60.922 $360.152 $+2.772 $357.380 $+357.380 $
RTX CorpRTX374.315 $-39.945 $414.260 $+87.736 $326.524 $+326.524 $
NEXTERA ENERGY INCNEE412.968 $+31.066 $381.902 $+24.280 $357.622 $+357.622 $
EMERSON ELECTRIC COEMR410.901 $+7.785 $403.116 $+74.963 $328.153 $+328.153 $
CONOCOPHILLIPSCOP320.833 $-41.351 $362.184 $-36.733 $398.917 $+398.917 $
MORGAN STANLEYMS387.871 $+37.502 $350.369 $+93.397 $256.972 $+256.972 $
UNITEDHEALTH GROUP INCUNH204.691 $-39.519 $244.210 $-142.625 $386.835 $+386.835 $
ISHARES GOLD TRUSTIAU336.864 $+51.969 $284.895 $+54.067 $230.828 $+230.828 $
Accenture plcACN280.700 $+18.139 $262.561 $-62.255 $324.816 $+324.816 $
STARBUCKS CORPSBUX227.663 $-35.183 $262.846 $-48.180 $311.026 $+311.026 $
NOVARTIS AGNVS303.560 $+16.330 $287.230 $+37.686 $249.544 $+249.544 $
PALATIN TECHNOLOGIES INCPTNT294.231 $+294.231 $
CUMMINS INCCMI227.410 $-66.002 $293.412 $+76.369 $217.043 $+217.043 $
BP PLCBP268.468 $-2.582 $271.050 $+8.967 $262.083 $+262.083 $
Palo Alto Networks IncPANW234.621 $-26.773 $261.394 $+261.394 $
GENERAL DYNAMICS CORPGD240.039 $-7.868 $247.907 $+247.907 $
MCKESSON CORPMCK237.884 $+13.847 $224.037 $+224.037 $
HUMANA INCHUM230.660 $-5.229 $235.889 $+235.889 $
AMERICAN EXPRESS COAXP224.930 $+20.183 $204.747 $+204.747 $
EXELON CORPEXC203.265 $-6.532 $209.797 $-4.806 $214.603 $+214.603 $
347.781.035 $+6.814.818 $341.583.576 $+43.679.454 $298.108.869 $+298.108.869 $
Erweiterte Einstellungen ×