Investments: Collaborative Wealth Managment Inc.

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
223.165.676 $+29.608.613 $193.557.063 $+11.056.724 $182.500.339 $+10.269.166 $172.231.173 $+172.231.173 $
BANK OF AMERICA CORP /DE/BAC177.117.785 $+12.044.553 $165.073.232 $+9.167.242 $155.905.990 $+8.863.965 $147.042.025 $+147.042.025 $
APPFOLIO INCAPPF7.672.720 $+1.708.553 $5.964.167 $+1.119.984 $4.844.183 $-419.021 $5.263.204 $+5.263.204 $
MORGAN STANLEYMS6.550.261 $-828.926 $7.379.187 $+316.552 $7.062.635 $+1.426.548 $5.636.087 $+5.636.087 $
BlackRock, Inc.BLK6.123.597 $+4.158.671 $1.964.926 $+623.864 $1.341.062 $-170.293 $1.511.355 $+1.511.355 $
MCDONALDS CORPMCD3.662.364 $+335.376 $3.326.988 $+122.467 $3.204.521 $-224.364 $3.428.885 $+3.428.885 $
CITIGROUP INCC1.935.978 $-243.415 $2.179.393 $-50.202 $2.229.595 $+135.740 $2.093.855 $+2.093.855 $
ALPHA PRO TECH LTDAPT2.098.483 $+1.573.773 $524.710 $+302.814 $221.896 $-13.323 $235.219 $+235.219 $
MICROSOFT CORPMSFT1.965.915 $+1.020.231 $945.684 $+21.619 $924.065 $+230.465 $693.600 $+693.600 $
NVIDIA CORPNVDA1.905.180 $+1.120.533 $784.647 $+103.330 $681.317 $+217.734 $463.583 $+463.583 $
AMAZON COM INCAMZN1.107.013 $+779.854 $327.159 $-1.037.447 $1.364.606 $+177.384 $1.187.222 $+1.187.222 $
BERKSHIRE HATHAWAY INCBRK-B851.489 $+379.919 $471.570 $+15.918 $455.652 $-43.908 $499.560 $+499.560 $
ELI LILLY & CoLLY835.026 $+448.948 $386.078 $-11.482 $397.560 $-17.047 $414.607 $+414.607 $
JPMORGAN CHASE & COJPM810.435 $+810.435 $
Walmart Inc.WMT796.405 $+342.280 $454.125 $+30.826 $423.299 $+41.371 $381.928 $+381.928 $
UNITED PARCEL SERVICE INCUPS713.176 $+267.126 $446.050 $+18.569 $427.481 $-46.136 $473.617 $+473.617 $
Shell plcSHEL668.962 $+17.753 $651.209 $+10.196 $641.013 $-25.542 $666.555 $+666.555 $
EXXON MOBIL CORPXOM639.946 $+266.000 $373.946 $+19.033 $354.913 $-34.572 $389.485 $+389.485 $
AFLAC INCAFL590.753 $-6.812 $597.565 $+34.216 $563.349 $-63.068 $626.417 $+626.417 $
SPS COMMERCE INCSPSC506.088 $+130.356 $375.732 $+78.218 $297.514 $+55.476 $242.038 $+242.038 $
Mastercard IncMA465.267 $+465.267 $
PFIZER INCPFE465.036 $+465.036 $
AT&T INC.T461.473 $+64.830 $396.643 $+144.509 $252.134 $+1.593 $250.541 $+250.541 $
CHEVRON CORPCVX457.879 $+236.231 $221.648 $+16.245 $205.403 $-32.735 $238.138 $+238.138 $
NEXTERA ENERGY INCNEE419.543 $+419.543 $
BOEING COBA372.795 $+372.795 $
PROCTER & GAMBLE CoPG359.548 $+99.785 $259.763 $-8.018 $267.781 $+7.506 $260.275 $+260.275 $
Walt Disney CoDIS256.339 $-45.116 $301.455 $+11.835 $289.620 $+56.643 $232.977 $+232.977 $
KLA CORPKLAC281.899 $+281.899 $
CINTAS CORPCTAS274.770 $+274.770 $
STRYKER CORPSYK267.988 $+267.988 $
iShares Bitcoin Trust ETFIBIT251.825 $+251.825 $
EQUINIX INCEQIX249.768 $+249.768 $
VERIZON COMMUNICATIONS INCVZ248.085 $+248.085 $
AbbVie Inc.ABBV247.683 $+247.683 $
ORACLE CORPORCL236.231 $+236.231 $
ADVANCED MICRO DEVICES INCAMD229.151 $+229.151 $
UNITEDHEALTH GROUP INCUNH219.853 $+219.853 $
INTUITIVE SURGICAL INCISRG219.748 $+219.748 $
Duke Energy CORPDUK217.073 $+217.073 $
CSX CORPCSX207.133 $+207.133 $
FORD MOTOR COF205.013 $+53.827 $151.186 $+6.436 $144.750 $+144.750 $
223.165.676 $+29.608.613 $193.557.063 $+11.056.724 $182.500.339 $+10.269.166 $172.231.173 $+172.231.173 $
Erweiterte Einstellungen ×