Investments: Royal Capital Wealth Management, 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. ($)
144.546.558 $+5.645.869 $138.700.052 $+10.660.812 $128.491.993 $+5.916.436 $122.777.420 $+122.777.420 $
BANK OF AMERICA CORP /DE/BAC40.590.772 $+1.005.819 $39.584.953 $+1.664.146 $37.920.807 $+1.682.279 $36.238.528 $+36.238.528 $
ALPHA PRO TECH LTDAPT12.264.926 $+2.754.551 $9.510.375 $+2.570.853 $6.939.522 $+606.215 $6.333.307 $+6.333.307 $
BERKSHIRE HATHAWAY INCBRK-B11.671.495 $+116 $11.671.379 $+496.777 $11.174.602 $-1.075.051 $12.249.653 $+12.249.653 $
Mastercard IncMA11.540.568 $+55.955 $11.484.613 $+143.850 $11.340.763 $+279.170 $11.061.593 $+11.061.593 $
MICROSOFT CORPMSFT9.860.728 $-690.744 $10.551.472 $+411.241 $10.140.231 $+2.492.891 $7.647.340 $+7.647.340 $
NVIDIA CORPNVDA10.343.225 $-36.153 $10.379.378 $+1.520.937 $8.858.441 $+2.901.070 $5.957.371 $+5.957.371 $
JPMORGAN CHASE & COJPM7.266.553 $+171.809 $7.094.744 $+732.281 $6.362.463 $+981.133 $5.381.330 $+5.381.330 $
APPFOLIO INCAPPF5.478.714 $+328.548 $5.150.166 $+997.547 $4.152.619 $-1.165.358 $5.317.977 $+5.317.977 $
AMAZON COM INCAMZN5.139.438 $+250.492 $4.888.946 $-13.543 $4.902.489 $+650.939 $4.251.550 $+4.251.550 $
ELI LILLY & CoLLY4.158.010 $+1.198.333 $2.959.677 $+126.865 $2.832.812 $-168.545 $3.001.357 $+3.001.357 $
UNITEDHEALTH GROUP INCUNH2.066.839 $-105.672 $2.172.511 $+159.999 $2.012.512 $-1.355.044 $3.367.556 $+3.367.556 $
EXXON MOBIL CORPXOM3.113.883 $+175.820 $2.938.063 $+131.084 $2.806.979 $-287.553 $3.094.532 $+3.094.532 $
Walmart Inc.WMT2.507.841 $+178.684 $2.329.157 $+118.308 $2.210.849 $+229.739 $1.981.110 $+1.981.110 $
AbbVie Inc.ABBV2.203.002 $-28.222 $2.231.224 $+442.754 $1.788.470 $-227.561 $2.016.031 $+2.016.031 $
MCDONALDS CORPMCD1.930.235 $+10.701 $1.919.534 $+39.847 $1.879.687 $-138.687 $2.018.374 $+2.018.374 $
JOHNSON & JOHNSONJNJ1.722.026 $+168.562 $1.553.464 $+285.674 $1.267.790 $-108.027 $1.375.817 $+1.375.817 $
PROCTER & GAMBLE CoPG971.892 $-134.679 $1.106.571 $-39.587 $1.146.158 $-78.581 $1.224.739 $+1.224.739 $
COCA COLA COKO998.267 $+34.404 $963.863 $-104.964 $1.068.827 $-12.647 $1.081.474 $+1.081.474 $
AMGEN INCAMGN907.804 $+125.167 $782.637 $-33.529 $816.166 $-94.471 $910.637 $+910.637 $
NEXTERA ENERGY INCNEE906.682 $+54.098 $852.584 $+68.555 $784.029 $-16.603 $800.632 $+800.632 $
PEPSICO INCPEP811.231 $+17.409 $793.822 $+50.486 $743.336 $-94.004 $837.340 $+837.340 $
GENERAL ELECTRIC COGE733.691 $+17.759 $715.932 $+103.931 $612.001 $+136.160 $475.841 $+475.841 $
EMERSON ELECTRIC COEMR698.868 $+4.791 $694.077 $-27.286 $721.363 $+128.250 $593.113 $+593.113 $
CATERPILLAR INCCAT630.157 $+105.292 $524.865 $+97.834 $427.031 $+64.251 $362.780 $+362.780 $
CHIPOTLE MEXICAN GRILL INCCMG370.000 $-31.698 $401.698 $-173.840 $575.538 $+53.354 $522.184 $+522.184 $
NUCOR CORPNUE565.964 $+96.714 $469.250 $+21.069 $448.181 $+32.523 $415.658 $+415.658 $
Walt Disney CoDIS489.211 $-3.139 $492.350 $-45.877 $538.227 $+109.851 $428.376 $+428.376 $
PALATIN TECHNOLOGIES INCPTNT524.363 $-13.776 $538.139 $+135.995 $402.144 $+134.934 $267.210 $+267.210 $
ORACLE CORPORCL371.888 $-164.718 $536.606 $+119.460 $417.146 $+150.389 $266.757 $+266.757 $
MORGAN STANLEYMS404.958 $-2.570 $407.528 $-13.453 $420.981 $+38.441 $382.540 $+382.540 $
Accenture plcACN340.204 $+27.515 $312.689 $-66.304 $378.993 $-16.674 $395.667 $+395.667 $
CARDINAL HEALTH INCCAH392.872 $+92.863 $300.009 $-21.034 $321.043 $+38.190 $282.853 $+282.853 $
CHEVRON CORPCVX369.098 $-7.536 $376.634 $+40.609 $336.025 $-54.261 $390.286 $+390.286 $
3M COMMM325.147 $+10.020 $315.127 $+6.000 $309.127 $+8.312 $300.815 $+300.815 $
Duke Energy CORPDUK283.179 $-34.611 $317.790 $+14.766 $303.024 $-16.293 $319.317 $+319.317 $
UNITED PARCEL SERVICE INCUPS252.116 $-36.110 $288.226 $+288.226 $
SPS COMMERCE INCSPSC280.191 $+28.874 $251.317 $+251.317 $
CONOCOPHILLIPSCOP231.181 $-2.046 $233.227 $+12.258 $220.969 $-37.226 $258.195 $+258.195 $
AFLAC INCAFL229.574 $-5.122 $234.696 $-6.233 $240.929 $-12.900 $253.829 $+253.829 $
Medtronic plcMDT239.093 $+2.041 $237.052 $+20.086 $216.966 $-6.696 $223.662 $+223.662 $
LOCKHEED MARTIN CORPLMT208.462 $-6.698 $215.160 $+215.160 $
GENERAL DYNAMICS CORPGD204.205 $-2.568 $206.773 $+206.773 $
AT&T INC.T201.863 $+201.863 $
DOVER CorpDOV200.121 $-516 $200.637 $+200.637 $
144.546.558 $+5.645.869 $138.700.052 $+10.660.812 $128.491.993 $+5.916.436 $122.777.420 $+122.777.420 $
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