Investments: Wayfinding Financial, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
186.186 $-24.521 $211.395 $+7.567 $203.271 $+7.348 $206.346 $+206.346 $
BANK OF AMERICA CORP /DE/BAC83.648 $-23.121 $106.769 $+3.996 $102.773 $-8.307 $111.080 $+111.080 $
MICROSOFT CORPMSFT23.188 $-1.885 $25.073 $-885 $25.958 $+7.361 $18.597 $+18.597 $
NVIDIA CORPNVDA13.611 $+43 $13.568 $+430 $13.138 $+5.024 $8.114 $+8.114 $
MORGAN STANLEYMS11.319 $+368 $10.951 $+484 $10.467 $+3.932 $6.535 $+6.535 $
APPFOLIO INCAPPF9.988 $+721 $9.267 $+1.877 $7.390 $-984 $8.374 $+8.374 $
US BANCORP \DE\USB5.619 $+52 $5.567 $+408 $5.159 $+864 $4.295 $+4.295 $
BlackRock, Inc.BLK3.850 $-230 $4.080 $+18 $4.062 $-612 $4.674 $+4.674 $
AMAZON COM INCAMZN2.189 $+59 $2.130 $+72 $2.058 $+452 $1.606 $+1.606 $
STARBUCKS CORPSBUX1.743 $-196 $1.939 $-115 $2.054 $-96 $2.150 $+2.150 $
ALPHA PRO TECH LTDAPT2.132 $+439 $1.693 $+344 $1.349 $+275 $1.074 $+1.074 $
FISERV INCFISV559 $-546 $1.105 $-62 $1.167 $-784 $1.951 $+1.951 $
GOLDMAN SACHS GROUP INCGS652 $-888 $1.540 $+5 $1.535 $-360 $1.895 $+1.895 $
PACCAR INCPCAR1.521 $+156 $1.365 $+27 $1.338 $-20 $1.358 $+1.358 $
BOEING COBA1.390 $-15 $1.405 $-45 $1.450 $+360 $1.090 $+1.090 $
JPMORGAN CHASE & COJPM1.363 $-54 $1.417 $+94 $1.323 $+141 $1.182 $+1.182 $
PROCTER & GAMBLE CoPG1.015 $-91 $1.106 $+12 $1.094 $-318 $1.412 $+1.412 $
BERKSHIRE HATHAWAY INCBRK-B1.241 $+15 $1.226 $+86 $1.140 $-210 $1.350 $+1.350 $
AbbVie Inc.ABBV1.328 $-16 $1.344 $+172 $1.172 $-145 $1.317 $+1.317 $
JOHNSON & JOHNSONJNJ1.284 $+96 $1.188 $+82 $1.106 $-99 $1.205 $+1.205 $
CATERPILLAR INCCAT1.257 $+165 $1.092 $+98 $994 $+235 $759 $+759 $
3M COMMM878 $+16 $862 $+40 $822 $-143 $965 $+965 $
Walmart Inc.WMT964 $+57 $907 $+29 $878 $+38 $840 $+840 $
ELI LILLY & CoLLY954 $+191 $763 $-14 $777 $-87 $864 $+864 $
EMERSON ELECTRIC COEMR828 $-18 $846 $-74 $920 $+201 $719 $+719 $
NETFLIX INCNFLX691 $-212 $903 $+35 $868 $+145 $723 $+723 $
MCDONALDS CORPMCD684 $-89 $773 $-8 $781 $-66 $847 $+847 $
ADVANCED MICRO DEVICES INCAMD759 $+193 $566 $-50 $616 $+255 $361 $+361 $
HARBOUR INVESTMENTS, INC.740 $+12 $728 $+53 $675 $+237 $438 $+438 $
NEXTERA ENERGY INCNEE697 $+38 $659 $+43 $616 $-9 $625 $+625 $
EXXON MOBIL CORPXOM681 $+44 $637 $+30 $607 $-69 $676 $+676 $
CHEVRON CORPCVX566 $-47 $613 $+18 $595 $-57 $652 $+652 $
COCA COLA COKO548 $+8 $540 $-18 $558 $-61 $619 $+619 $
CINTAS CORPCTAS402 $-46 $448 $-44 $492 $+1 $491 $+491 $
LOCKHEED MARTIN CORPLMT418 $-36 $454 $+58 $396 $-34 $430 $+430 $
CITIGROUP INCC451 $+40 $411 $+42 $369 $+107 $262 $+262 $
VERIZON COMMUNICATIONS INCVZ320 $-77 $397 $+6 $391 $-43 $434 $+434 $
CARDINAL HEALTH INCCAH410 $+99 $311 $-5 $316 $+40 $276 $+276 $
ORACLE CORPORCL407 $+7 $400 $+179 $221 $+221 $
UNITEDHEALTH GROUP INCUNH405 $+405 $
GENERAL ELECTRIC COGE387 $+10 $377 $+31 $346 $+84 $262 $+262 $
LAM RESEARCH CORPLRCX366 $+90 $276 $+165 $111 $+111 $
SOUTHERN COSO304 $-27 $331 $-2 $333 $-29 $362 $+362 $
PEPSICO INCPEP294 $+6 $288 $-4 $292 $-65 $357 $+357 $
SCHWAB CHARLES CORPSCHW323 $-4 $327 $-6 $333 $+70 $263 $+263 $
Mastercard IncMA314 $+8 $306 $-5 $311 $+16 $295 $+295 $
AMGEN INCAMGN310 $+62 $248 $-15 $263 $+44 $219 $+219 $
RTX CorpRTX308 $+24 $284 $+16 $268 $-9 $277 $+277 $
CONOCOPHILLIPSCOP203 $-30 $233 $+4 $229 $-77 $306 $+306 $
METLIFE INCMET247 $-39 $286 $+29 $257 $-45 $302 $+302 $
MCKESSON CORPMCK290 $+11 $279 $+21 $258 $-40 $298 $+298 $
NUCOR CORPNUE289 $+48 $241 $-1 $242 $+22 $220 $+220 $
DEERE & CODE234 $-1 $235 $-39 $274 $+29 $245 $+245 $
Medtronic plcMDT206 $-4 $210 $-63 $273 $+273 $
Parker-Hannifin CorpPH254 $+11 $243 $+12 $231 $+20 $211 $+211 $
CELESTICA INCCLS231 $-22 $253 $+43 $210 $+126 $84 $+84 $
NOVARTIS AGNVS251 $+18 $233 $+21 $212 $+2 $210 $+210 $
AT&T INC.T242 $+4 $238 $-6 $244 $+244 $
PAYCHEX INCPAYX214 $-27 $241 $+241 $
Palo Alto Networks IncPANW226 $-15 $241 $+241 $
AFLAC INCAFL231 $-3 $234 $+27 $207 $-33 $240 $+240 $
PPL CorpPPL225 $-14 $239 $+8 $231 $-1 $232 $+232 $
TE Connectivity plcTEL230 $+9 $221 $+15 $206 $+30 $176 $+176 $
AMERICAN EXPRESS COAXP228 $+27 $201 $+12 $189 $+189 $
MANULIFE FINANCIAL CORPMFC219 $+32 $187 $+187 $
FORD MOTOR COF148 $+25 $123 $+12 $111 $-108 $219 $+219 $
Bank of New York Mellon CorpBK206 $-3 $209 $+51 $158 $+158 $
FAIR ISAAC CORPFICO208 $+208 $
RELX PLCRELX201 $+2 $199 $+199 $
HERSHEY COHSY186 $+186 $
COMCAST CORPCMCSA185 $+185 $
GENERAL DYNAMICS CORPGD167 $+167 $
STRYKER CORPSYK166 $+166 $
SYNOPSYS INCSNPS164 $+164 $
PFIZER INCPFE161 $+161 $
NICOLET BANKSHARES INCNIC151 $+151 $
THOMPSON DAVIS & CO., INC.142 $+142 $
BOSTON SCIENTIFIC CORPBSX140 $+140 $
SMITH A O CORPAOS137 $+137 $
Accenture plcACN136 $+136 $
CUMMINS INCCMI127 $+127 $
SPS COMMERCE INCSPSC118 $+118 $
FEDEX CORPFDX116 $+116 $
INTUITIVE SURGICAL INCISRG114 $+114 $
FASTENAL COFAST111 $+111 $
Walt Disney CoDIS109 $+109 $
Booking Holdings Inc.BKNG105 $+105 $
ENBRIDGE INCENB105 $+105 $
SAP SESAP105 $+105 $
EQUITY RESIDENTIALEQR102 $+102 $
UBS Group AGUBS100 $+100 $
KROGER COKR99 $+99 $
HUBBELL INCHUBB96 $+96 $
FIFTH THIRD BANCORPFITB95 $+95 $
TARGET CORPTGT95 $+95 $
Sony Group CorpSONY91 $+91 $
Eaton Corp plcETN89 $+89 $
RAYMOND JAMES FINANCIAL INCRJF89 $+89 $
Zoetis Inc.ZTS88 $+88 $
BROWN & BROWN, INC.BRO88 $+88 $
BP PLCBP87 $+87 $
ASTRAZENECA PLCAZN86 $+86 $
BECTON DICKINSON & COBDX82 $+82 $
SHERWIN WILLIAMS COSHW80 $+80 $
KLA CORPKLAC79 $+79 $
BERKLEY W R CORPWRB79 $+79 $
AppLovin CorpAPP77 $+77 $
ALCON INCALC76 $+76 $
TransDigm Group INCTDG75 $+75 $
CSX CORPCSX74 $+74 $
RESMED INCRMD71 $+71 $
Synchrony FinancialSYF71 $+71 $
COLGATE PALMOLIVE COCL69 $+69 $
EQUINIX INCEQIX69 $+69 $
HP INCHPQ67 $+67 $
DOMINOS PIZZA INCDPZ65 $+65 $
COPART INCCPRT65 $+65 $
Fox CorpFOXA64 $+64 $
SanofiSNY63 $+63 $
PALATIN TECHNOLOGIES INCPTNT63 $+63 $
MICRON TECHNOLOGY INCMU61 $+61 $
Owens CorningOC60 $+60 $
LINDE PLCLIN60 $+60 $
NATIONAL FUEL GAS CONFG59 $+59 $
Shell plcSHEL58 $+58 $
HALLIBURTON COHAL57 $+57 $
NASDAQ, INC.NDAQ56 $+56 $
GARTNER INCIT55 $+55 $
CVS HEALTH CorpCVS54 $+54 $
TWILIO INCTWLO54 $+54 $
ALLSTATE CORPALL54 $+54 $
EQUINOR ASAEQNR54 $+54 $
JABIL INCJBL52 $+52 $
REALTY INCOME CORPO52 $+52 $
UNITED PARCEL SERVICE INCUPS51 $+51 $
ANALOG DEVICES INCADI51 $+51 $
SBA COMMUNICATIONS CORPSBAC51 $+51 $
Unum GroupUNM49 $+49 $
STATE STREET CORPSTT49 $+49 $
COMMERCIAL METALS CoCMC47 $+47 $
TYLER TECHNOLOGIES INCTYL47 $+47 $
BARCLAYS PLCBCS46 $+46 $
STERIS plcSTE46 $+46 $
HEICO CORPHEI45 $+45 $
ROYAL BANK OF CANADARY45 $+45 $
Vertiv Holdings CoVRT45 $+45 $
PRICE T ROWE GROUP INCTROW43 $+43 $
GRAPHIC PACKAGING HOLDING COGPK42 $+42 $
SUNCOR ENERGY INCSU42 $+42 $
Public StoragePSA41 $+41 $
Hewlett Packard Enterprise CoHPE41 $+41 $
NatWest Group plcNWG39 $+39 $
WINTRUST FINANCIAL CORPWTFC36 $+36 $
INTEL CORPINTC36 $+36 $
STEEL DYNAMICS INCSTLD36 $+36 $
Vipshop Holdings LtdVIPS35 $+35 $
NORTHERN TRUST CORPNTRS35 $+35 $
WILLIAMS SONOMA INCWSM35 $+35 $
ASML HOLDING NVASML35 $+35 $
GARMIN LTDGRMN34 $+34 $
ORIX CORPIX34 $+34 $
Kraft Heinz CoKHC33 $+33 $
YUM BRANDS INCYUM32 $+32 $
Infosys LtdINFY32 $+32 $
Otis Worldwide CorpOTIS31 $+31 $
ROPER TECHNOLOGIES INCROP31 $+31 $
Allegion plcALLE30 $+30 $
RIO TINTO PLCRIO30 $+30 $
MCCORMICK & CO INCMKC30 $+30 $
FabrinetFN30 $+30 $
Monster Beverage CorpMNST29 $+29 $
CEMEX SAB DE CVCX29 $+29 $
TENET HEALTHCARE CORPTHC28 $+28 $
Duke Energy CORPDUK27 $+27 $
IMPERIAL OIL LTDIMO26 $+26 $
WILLIS TOWERS WATSON PLCWTW25 $+25 $
Fresenius Medical Care AGFMS25 $+25 $
LOEWS CORPL25 $+25 $
Lloyds Banking Group plcLYG23 $+23 $
EMBRAER S.A.EMBJ22 $+22 $
DOLLAR GENERAL CORPDG22 $+22 $
ROYAL GOLD INCRGLD22 $+22 $
BALCHEM CORPBCPC22 $+22 $
DTE ENERGY CODTE21 $+21 $
BHP Group LtdBHP21 $+21 $
CGI INCGIB21 $+21 $
CARMAX INCKMX21 $+21 $
abrdn Gold ETF TrustSGOL20 $+20 $
REGIONS FINANCIAL CORPRF20 $+20 $
UNILEVER PLCUL20 $+20 $
Aon plcAON20 $+20 $
FREEPORT-MCMORAN INCFCX19 $+19 $
KORN FERRYKFY19 $+19 $
Fortive CorpFTV19 $+19 $
MERCADOLIBRE INCMELI19 $+19 $
AUTOZONE INCAZO19 $+19 $
DARDEN RESTAURANTS INCDRI18 $+18 $
EXELON CORPEXC18 $+18 $
PG&E CorpPCG18 $+18 $
Liberty Media CorpFWONA18 $+18 $
PATRICK INDUSTRIES INCPATK18 $+18 $
WAFD INCWAFD17 $+17 $
FirstService CorpFSV17 $+17 $
BRADY CORPBRC17 $+17 $
TAKEDA PHARMACEUTICAL CO LTDTAK17 $+17 $
INSMED IncINSM17 $+17 $
KT CORPKT16 $+16 $
XCEL ENERGY INCXEL16 $+16 $
POOL CORPPOOL16 $+16 $
CREDICORP LTDBAP16 $+16 $
MGIC INVESTMENT CORPMTG16 $+16 $
HARMONY GOLD MINING CO LTDHMY15 $+15 $
Ingredion IncINGR15 $+15 $
AngloGold Ashanti PLCAU15 $+15 $
RADIAN GROUP INCRDN14 $+14 $
WELLTOWER INC.WELL14 $+14 $
TORONTO DOMINION BANKTD14 $+14 $
AVISTA CORPAVA14 $+14 $
MICROCHIP TECHNOLOGY INCMCHP14 $+14 $
STIFEL FINANCIAL CORPSF14 $+14 $
NVR INCNVR14 $+14 $
RALPH LAUREN CORPRL13 $+13 $
WEYERHAEUSER COWY13 $+13 $
CAE INCCAE13 $+13 $
NATIONAL GRID PLCNGG13 $+13 $
HUMANA INCHUM13 $+13 $
CAMDEN PROPERTY TRUSTCPT13 $+13 $
MANHATTAN ASSOCIATES INCMANH13 $+13 $
TETRA TECH INCTTEK12 $+12 $
IDT CORPIDT12 $+12 $
MIDDLEBY CorpMIDD11 $+11 $
Constellation Energy CorpCEG11 $+11 $
GRACO INCGGG11 $+11 $
DIAGEO PLCDEO11 $+11 $
SEMPRASRE10 $+10 $
STANTEC INCSTN10 $+10 $
Jazz Pharmaceuticals plcJAZZ10 $+10 $
DELTA AIR LINES, INC.DAL10 $+10 $
Solventum CorpSOLV10 $+10 $
BANK OF NOVA SCOTIABNS10 $+10 $
CHIPOTLE MEXICAN GRILL INCCMG10 $+10 $
186.186 $-24.521 $211.395 $+7.567 $203.271 $+7.348 $206.346 $+206.346 $
Erweiterte Einstellungen ×