Investments: KINTRA WEALTH, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
562.326.135 $+441.385.247 $121.505.601 $+6.936.608 $114.277.311 $+13.181.828 $101.387.165 $+101.387.165 $
BANK OF AMERICA CORP /DE/BAC347.316.386 $+278.194.240 $69.122.146 $+1.878.653 $67.243.493 $+6.830.367 $60.413.126 $+60.413.126 $
COMMONWEALTH EQUITY SERVICES, LLC109.267.608 $+109.267.608 $
VICTORY CAPITAL MANAGEMENT INC11.009.004 $+8.721.566 $2.287.438 $+257.357 $2.030.081 $+1.032.431 $997.650 $+997.650 $
NVIDIA CORPNVDA10.775.092 $+1.477.997 $9.297.095 $+1.523.722 $7.773.373 $+2.537.368 $5.236.005 $+5.236.005 $
APPFOLIO INCAPPF8.419.155 $+3.625.035 $4.794.120 $-92.916 $4.887.036 $-41.247 $4.928.283 $+4.928.283 $
MORGAN STANLEYMS8.384.590 $+8.384.590 $
BlackRock, Inc.BLK7.656.621 $+7.450.643 $205.978 $+205.978 $
MICROSOFT CORPMSFT6.515.508 $+2.935.553 $3.579.955 $+185.130 $3.394.825 $+558.297 $2.836.528 $+2.836.528 $
ALPHA PRO TECH LTDAPT6.302.303 $+3.186.343 $3.115.960 $+608.619 $2.507.341 $+486.308 $2.021.033 $+2.021.033 $
CIENA CORPCIEN5.408.412 $+1.884.800 $3.523.612 $+1.556.321 $1.967.291 $+505.550 $1.461.741 $+1.461.741 $
LPL Financial LLC4.815.766 $+4.815.766 $
AMAZON COM INCAMZN4.534.459 $+2.708.076 $1.826.383 $+21.461 $1.804.922 $+193.800 $1.611.122 $+1.611.122 $
JPMORGAN CHASE & COJPM2.993.120 $+1.374.869 $1.618.251 $+122.122 $1.496.129 $+151.883 $1.344.246 $+1.344.246 $
BERKSHIRE HATHAWAY INCBRK-B2.588.648 $+1.062.832 $1.525.816 $+18.957 $1.506.859 $-218.168 $1.725.027 $+1.725.027 $
AbbVie Inc.ABBV2.299.438 $+1.460.058 $839.380 $+88.233 $751.147 $-9.667 $760.814 $+760.814 $
Strategy IncMSTR781.479 $-972.310 $1.753.789 $-446.435 $2.200.224 $+631.170 $1.569.054 $+1.569.054 $
ELI LILLY & CoLLY1.613.198 $+1.187.444 $425.754 $-16.289 $442.043 $-28.762 $470.805 $+470.805 $
VERIZON COMMUNICATIONS INCVZ1.250.032 $-83.719 $1.333.751 $-17.376 $1.351.127 $-168.419 $1.519.546 $+1.519.546 $
Mastercard IncMA1.223.464 $+6.779 $1.216.685 $-220.840 $1.437.525 $+222.333 $1.215.192 $+1.215.192 $
ROPER TECHNOLOGIES INCROP758.972 $-120.805 $879.777 $-133.738 $1.013.515 $-65.961 $1.079.476 $+1.079.476 $
CATERPILLAR INCCAT1.041.000 $+1.041.000 $
CHEVRON CORPCVX765.544 $+62.148 $703.396 $-47.310 $750.706 $-210.758 $961.464 $+961.464 $
MCKESSON CORPMCK893.296 $+32.621 $860.675 $+35.599 $825.076 $-10.064 $835.140 $+835.140 $
JOHNSON & JOHNSONJNJ891.587 $+197.452 $694.135 $+93.774 $600.361 $-56.276 $656.637 $+656.637 $
INTEL CORPINTC846.581 $-21.865 $868.446 $+237.889 $630.557 $-44.233 $674.790 $+674.790 $
PALATIN TECHNOLOGIES INCPTNT861.199 $+134.255 $726.944 $+192.297 $534.647 $+244.142 $290.505 $+290.505 $
DTE ENERGY CODTE526.284 $-195.999 $722.283 $+30.647 $691.636 $-100.052 $791.688 $+791.688 $
KLA CORPKLAC667.228 $-114.757 $781.985 $+118.282 $663.703 $+107.077 $556.626 $+556.626 $
Walmart Inc.WMT743.439 $+344.288 $399.151 $+154.580 $244.571 $-9.988 $254.559 $+254.559 $
Walt Disney CoDIS593.290 $-9.374 $602.664 $-119.985 $722.649 $+101.126 $621.523 $+621.523 $
STRYKER CORPSYK561.314 $+16.420 $544.894 $-55.222 $600.116 $+6.820 $593.296 $+593.296 $
FISERV INCFISV319.746 $-240.414 $560.160 $-27.910 $588.070 $+588.070 $
EXELON CORPEXC513.956 $-1.933 $515.889 $+2.849 $513.040 $-54.532 $567.572 $+567.572 $
EXXON MOBIL CORPXOM558.913 $+246.125 $312.788 $-97.418 $410.206 $-41.177 $451.383 $+451.383 $
NUCOR CORPNUE557.150 $+33.713 $523.437 $+50.256 $473.181 $+49.618 $423.563 $+423.563 $
MICROCHIP TECHNOLOGY INCMCHP522.886 $+522.886 $
NETFLIX INCNFLX353.944 $-102.845 $456.789 $-61.454 $518.243 $+93.942 $424.301 $+424.301 $
AMERICAN EXPRESS COAXP491.318 $+15.333 $475.985 $+556 $475.429 $+36.501 $438.928 $+438.928 $
FORD MOTOR COF489.822 $+48.725 $441.097 $+27.428 $413.669 $+9.110 $404.559 $+404.559 $
TARGET CORPTGT242.526 $-47.004 $289.530 $+9.629 $279.901 $-167.686 $447.587 $+447.587 $
METLIFE INCMET266.186 $-85.863 $352.049 $+327 $351.722 $-90.511 $442.233 $+442.233 $
PFIZER INCPFE411.547 $+124.005 $287.542 $-5.956 $293.498 $-44.690 $338.188 $+338.188 $
ORACLE CORPORCL303.491 $-95.026 $398.517 $+95.277 $303.240 $+303.240 $
UNITEDHEALTH GROUP INCUNH243.967 $-14.039 $258.006 $-12.751 $270.757 $-110.196 $380.953 $+380.953 $
NOVARTIS AGNVS379.280 $+55.089 $324.191 $+324.191 $
RTX CorpRTX368.349 $+368.349 $
PROCTER & GAMBLE CoPG358.529 $+358.529 $
DEERE & CODE355.257 $+99.649 $255.608 $-30.163 $285.771 $+21.996 $263.775 $+263.775 $
TotalEnergies SETTE344.763 $+49.118 $295.645 $+44.130 $251.515 $+251.515 $
AMGEN INCAMGN325.420 $+95.991 $229.429 $-26.048 $255.477 $+47.985 $207.492 $+207.492 $
PEPSICO INCPEP313.735 $+313.735 $
VALVOLINE INCVVV299.027 $+299.027 $
Phillips 66PSX245.913 $+20.392 $225.521 $-66.161 $291.682 $+291.682 $
ASML HOLDING NVASML284.601 $+81.302 $203.299 $+203.299 $
SCHWAB CHARLES CORPSCHW270.556 $+270.556 $
BOEING COBA244.967 $+8.617 $236.350 $+236.350 $
Accenture plcACN221.124 $+18.172 $202.952 $-10.407 $213.359 $-25.869 $239.228 $+239.228 $
NEXTERA ENERGY INCNEE223.583 $+223.583 $
NatWest Group plcNWG218.978 $+38.070 $180.908 $+180.908 $
PENTAIR plcPNR202.662 $-5.235 $207.897 $+207.897 $
SPS COMMERCE INCSPSC204.496 $+204.496 $
ISHARES GOLD TRUSTIAU202.844 $+202.844 $
QuantumScape CorpQS169.221 $-15.308 $184.529 $+83.689 $100.840 $+49.065 $51.775 $+51.775 $
Lloyds Banking Group plcLYG78.074 $+9.257 $68.817 $+68.817 $
562.326.135 $+441.385.247 $121.505.601 $+6.936.608 $114.277.311 $+13.181.828 $101.387.165 $+101.387.165 $
Erweiterte Einstellungen ×