Investments: Whalen Wealth Management Inc.

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q4
Investment ($)QoQ Veränd. ($)
174.500.243 $+174.500.243 $
BANK OF AMERICA CORP /DE/BAC75.780.706 $+75.780.706 $
BlackRock, Inc.BLK20.027.185 $+20.027.185 $
NVIDIA CORPNVDA7.353.699 $+7.353.699 $
AMAZON COM INCAMZN5.488.912 $+5.488.912 $
MICROSOFT CORPMSFT5.376.981 $+5.376.981 $
ALPHA PRO TECH LTDAPT5.074.015 $+5.074.015 $
APPFOLIO INCAPPF4.442.260 $+4.442.260 $
MORGAN STANLEYMS2.545.726 $+2.545.726 $
MICRON TECHNOLOGY INCMU2.157.036 $+2.157.036 $
ELI LILLY & CoLLY1.965.485 $+1.965.485 $
Mastercard IncMA1.746.615 $+1.746.615 $
PALATIN TECHNOLOGIES INCPTNT1.567.618 $+1.567.618 $
LINDE PLCLIN1.481.705 $+1.481.705 $
CATERPILLAR INCCAT1.449.934 $+1.449.934 $
LAM RESEARCH CORPLRCX1.423.287 $+1.423.287 $
NETFLIX INCNFLX1.367.775 $+1.367.775 $
ADVANCED MICRO DEVICES INCAMD1.311.944 $+1.311.944 $
UNITEDHEALTH GROUP INCUNH1.246.165 $+1.246.165 $
GENERAL ELECTRIC COGE1.229.181 $+1.229.181 $
RTX CorpRTX1.152.302 $+1.152.302 $
JPMORGAN CHASE & COJPM1.146.818 $+1.146.818 $
ORACLE CORPORCL1.125.063 $+1.125.063 $
INTUITIVE SURGICAL INCISRG987.531 $+987.531 $
BERKSHIRE HATHAWAY INCBRK-B958.051 $+958.051 $
Palo Alto Networks IncPANW932.910 $+932.910 $
AMERICAN EXPRESS COAXP896.759 $+896.759 $
JOHNSON & JOHNSONJNJ894.013 $+894.013 $
Walmart Inc.WMT889.924 $+889.924 $
GOLDMAN SACHS GROUP INCGS836.453 $+836.453 $
CHEVRON CORPCVX801.810 $+801.810 $
AbbVie Inc.ABBV784.555 $+784.555 $
EXXON MOBIL CORPXOM766.737 $+766.737 $
NEUROCRINE BIOSCIENCES INCNBIX726.854 $+726.854 $
Walt Disney CoDIS702.200 $+702.200 $
MCDONALDS CORPMCD690.984 $+690.984 $
FREEPORT-MCMORAN INCFCX674.694 $+674.694 $
ANALOG DEVICES INCADI625.116 $+625.116 $
CITIGROUP INCC591.968 $+591.968 $
NASDAQ, INC.NDAQ585.791 $+585.791 $
RELX PLCRELX562.363 $+562.363 $
DECKERS OUTDOOR CORPDECK557.131 $+557.131 $
PROCTER & GAMBLE CoPG537.556 $+537.556 $
Constellation Energy CorpCEG520.407 $+520.407 $
PEPSICO INCPEP518.681 $+518.681 $
COCA COLA COKO516.595 $+516.595 $
HUBBELL INCHUBB510.727 $+510.727 $
UNITED THERAPEUTICS CorpUTHR495.032 $+495.032 $
Duke Energy CORPDUK487.242 $+487.242 $
Elanco Animal Health IncELAN486.127 $+486.127 $
GENERAL DYNAMICS CORPGD482.097 $+482.097 $
RALPH LAUREN CORPRL481.466 $+481.466 $
NUCOR CORPNUE461.601 $+461.601 $
TENET HEALTHCARE CORPTHC458.028 $+458.028 $
AppLovin CorpAPP455.498 $+455.498 $
Bunge Global SABG455.199 $+455.199 $
ATI INCATI450.548 $+450.548 $
REPLIGEN CORPRGEN450.123 $+450.123 $
INSULET CORPPODD440.249 $+440.249 $
TELEDYNE TECHNOLOGIES INCTDY438.717 $+438.717 $
EXACT SCIENCES CORPEXAS423.607 $+423.607 $
SYNOPSYS INCSNPS411.005 $+411.005 $
CARPENTER TECHNOLOGY CORPCRS410.551 $+410.551 $
Bank of New York Mellon CorpBK403.761 $+403.761 $
iShares Bitcoin Trust ETFIBIT396.112 $+396.112 $
SCHWAB CHARLES CORPSCHW386.452 $+386.452 $
LAS VEGAS SANDS CORPLVS379.146 $+379.146 $
MASTEC INCMTZ352.792 $+352.792 $
Eaton Corp plcETN342.398 $+342.398 $
TETRA TECH INCTTEK334.909 $+334.909 $
RBC Bearings INCRBC330.493 $+330.493 $
NOVANTA INCNOVT285.338 $+285.338 $
LATTICE SEMICONDUCTOR CORPLSCC251.129 $+251.129 $
SOUTHERN COSO220.401 $+220.401 $
174.500.243 $+174.500.243 $
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