Investments: Atlantic Private Wealth, 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. ($)
75.254.797 $+2.203.246 $73.072.975 $+73.072.975 $
BANK OF AMERICA CORP /DE/BAC58.170.476 $-4.527.326 $62.697.802 $+62.697.802 $
MORGAN STANLEYMS7.014.613 $+3.423.447 $3.591.166 $+3.591.166 $
BARCLAYS PLCBCS1.380.968 $-31.747 $1.412.715 $+1.412.715 $
UNITEDHEALTH GROUP INCUNH1.033.669 $+999.139 $34.530 $+34.530 $
APPFOLIO INCAPPF929.260 $+409.913 $519.347 $+519.347 $
RAYMOND JAMES FINANCIAL INCRJF560.478 $-83.588 $644.066 $+644.066 $
ALPHA PRO TECH LTDAPT593.853 $+68.108 $525.745 $+525.745 $
NVIDIA CORPNVDA536.791 $+305.740 $231.051 $+231.051 $
BlackRock, Inc.BLK412.752 $-104.016 $516.768 $+516.768 $
HARBOUR INVESTMENTS, INC.509.451 $+509.451 $
Edwards Lifesciences CorpEW504.254 $+44.633 $459.621 $+459.621 $
MICROSOFT CORPMSFT486.609 $+230.210 $256.399 $+256.399 $
JPMORGAN CHASE & COJPM372.976 $+296.793 $76.183 $+76.183 $
CITIGROUP INCC291.512 $-1.031 $292.543 $+292.543 $
ELI LILLY & CoLLY289.095 $+289.095 $
INTEL CORPINTC175.451 $+17.028 $158.423 $+158.423 $
WESTERN DIGITAL CORPWDC173.131 $+173.131 $
BERKSHIRE HATHAWAY INCBRK-B59.313 $-105.058 $164.371 $+164.371 $
DOVER CorpDOV79.864 $-63.276 $143.140 $+143.140 $
AMAZON COM INCAMZN129.772 $+16.645 $113.127 $+113.127 $
CATERPILLAR INCCAT125.538 $+22.688 $102.850 $+102.850 $
GENERAL DYNAMICS CORPGD114.520 $+199 $114.321 $+114.321 $
AMERICAN EXPRESS COAXP112.095 $+112.095 $
Sandisk CorpSNDK78.810 $+78.810 $
Walmart Inc.WMT77.541 $+3.738 $73.803 $+73.803 $
GOLDMAN SACHS GROUP INCGS43.950 $-21.712 $65.662 $+65.662 $
DOMINOS PIZZA INCDPZ52.103 $-1.861 $53.964 $+53.964 $
MPLX LPMPLX53.370 $+3.420 $49.950 $+49.950 $
DEERE & CODE46.557 $-6.439 $52.996 $+52.996 $
CUMMINS INCCMI51.045 $+8.808 $42.237 $+42.237 $
LOCKHEED MARTIN CORPLMT48.367 $-1.554 $49.921 $+49.921 $
ADVANCED MICRO DEVICES INCAMD46.044 $+46.044 $
PEPSICO INCPEP45.209 $+3.077 $42.132 $+42.132 $
TIMKEN COTKR42.253 $+4.495 $37.758 $+37.758 $
Palo Alto Networks IncPANW36.840 $-3.884 $40.724 $+40.724 $
RTX CorpRTX37.601 $+4.135 $33.466 $+33.466 $
Rocket Lab CorpRKLB34.880 $+22.423 $12.457 $+12.457 $
ASML HOLDING NVASML34.059 $+3.288 $30.771 $+30.771 $
CHEVRON CORPCVX31.869 $+811 $31.058 $+31.058 $
Walt Disney CoDIS28.443 $-182 $28.625 $+28.625 $
MCCORMICK & CO INCMKC27.244 $+480 $26.764 $+26.764 $
ANALOG DEVICES INCADI27.120 $+2.550 $24.570 $+24.570 $
PFIZER INCPFE25.962 $+431 $25.531 $+25.531 $
STARBUCKS CORPSBUX25.263 $+8.343 $16.920 $+16.920 $
SYSCO CORPSYY22.844 $-1.858 $24.702 $+24.702 $
3M COMMM24.015 $+738 $23.277 $+23.277 $
PROCTER & GAMBLE CoPG21.470 $-1.920 $23.390 $+23.390 $
BOEING COBA21.712 $+129 $21.583 $+21.583 $
CSX CORPCSX18.853 $+1.098 $17.755 $+17.755 $
PALATIN TECHNOLOGIES INCPTNT15.287 $-2.742 $18.029 $+18.029 $
VERIZON COMMUNICATIONS INCVZ16.292 $-1.288 $17.580 $+17.580 $
NEXTERA ENERGY INCNEE17.269 $+2.171 $15.098 $+15.098 $
CVS HEALTH CorpCVS16.666 $+1.588 $15.078 $+15.078 $
PRICE T ROWE GROUP INCTROW15.357 $-39 $15.396 $+15.396 $
NETFLIX INCNFLX13.820 $-1.454 $15.274 $+15.274 $
MICROCHIP TECHNOLOGY INCMCHP12.744 $-100 $12.844 $+12.844 $
Hewlett Packard Enterprise CoHPE12.010 $+12.010 $
Medtronic plcMDT9.606 $+82 $9.524 $+9.524 $
Bank of New York Mellon CorpBK7.627 $+7.627 $
AbbVie Inc.ABBV2.742 $-3.741 $6.483 $+6.483 $
AppLovin CorpAPP6.395 $+295 $6.100 $+6.100 $
WELLTOWER INC.WELL5.403 $+949 $4.454 $+4.454 $
MICRON TECHNOLOGY INCMU4.281 $+4.281 $
TAKEDA PHARMACEUTICAL CO LTDTAK4.026 $+4.026 $
AT&T INC.T3.908 $+3.908 $
Snap IncSNAP3.890 $+174 $3.716 $+3.716 $
EXXON MOBIL CORPXOM3.166 $+3.044 $122 $+122 $
JOHNSON & JOHNSONJNJ2.916 $+2.916 $
GENERAL ELECTRIC COGE1.257 $-1.474 $2.731 $+2.731 $
ENERPAC TOOL GROUP CORPEPAC2.218 $-160 $2.378 $+2.378 $
JABIL INCJBL2.211 $+2.211 $
NatWest Group plcNWG1.828 $+1.828 $
Unum GroupUNM1.824 $+1.824 $
Synchrony FinancialSYF1.669 $+1.669 $
ORACLE CORPORCL1.559 $+1.559 $
Eaton Corp plcETN1.274 $+1.274 $
KLA CORPKLAC1.218 $+1.218 $
INTUITIVE SURGICAL INCISRG1.133 $+1.133 $
TEREX CORPTEX1.071 $+1.071 $
SCHWAB CHARLES CORPSCHW1.002 $+1.002 $
AMGEN INCAMGN989 $+989 $
CRISPR Therapeutics AGCRSP787 $-185 $972 $+972 $
NASDAQ, INC.NDAQ971 $+971 $
CARTERS INCCRI940 $+122 $818 $+818 $
Parker-Hannifin CorpPH881 $+881 $
LAM RESEARCH CORPLRCX856 $+856 $
MCKESSON CORPMCK820 $+820 $
Vertiv Holdings CoVRT810 $+810 $
TORONTO DOMINION BANKTD754 $+114 $640 $+640 $
Constellation Energy CorpCEG707 $+707 $
EMERSON ELECTRIC COEMR666 $+666 $
DOLLAR GENERAL CORPDG664 $+664 $
ALLIANT ENERGY CORPLNT650 $+650 $
ALLSTATE CORPALL624 $+624 $
PRICESMART INCPSMT613 $+613 $
Duke Energy CORPDUK591 $+591 $
AFLAC INCAFL554 $+554 $
CURTISS WRIGHT CORPCW551 $+551 $
LOEWS CORPL527 $+527 $
HEICO CORPHEI505 $+505 $
Veralto CorpVLTO499 $+499 $
INCYTE CORPINCY494 $+494 $
Liberty Media CorpFWONA493 $+493 $
SEMPRASRE441 $+441 $
TEXTRON INCTXT436 $+436 $
HALLIBURTON COHAL424 $+424 $
Liberty Live Holdings, Inc.LLYVA416 $+416 $
CENTENE CORPCNC412 $+412 $
KOHLS CorpKSS408 $+408 $
Solventum CorpSOLV396 $+396 $
Monster Beverage CorpMNST383 $+383 $
SEMTECH CORPSMTC368 $+368 $
QuantumScape CorpQS365 $+365 $
WILLIAMS SONOMA INCWSM357 $+357 $
RALPH LAUREN CORPRL354 $+354 $
BERKLEY W R CORPWRB351 $+351 $
DELTA AIR LINES, INC.DAL347 $+347 $
STEEL DYNAMICS INCSTLD339 $+339 $
Elanco Animal Health IncELAN339 $+339 $
ATMOS ENERGY CORPATO337 $+337 $
CARNIVAL CORPCCL305 $+305 $
REGIONS FINANCIAL CORPRF271 $+271 $
EQT CorpEQT268 $+268 $
Alcoa CorpAA266 $+266 $
Phillips 66PSX260 $+260 $
Nu Holdings Ltd.NU251 $+251 $
BORGWARNER INCBWA226 $+226 $
TechnipFMC plcFTI223 $+223 $
APPIAN CORPAPPN177 $+177 $
Oatly Group ABOTLY21 $-109 $130 $+130 $
75.254.797 $+2.203.246 $73.072.975 $+73.072.975 $
Erweiterte Einstellungen ×