Investments: Morton Brown Family 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. ($)
253.881.070 $+15.412.882 $238.440.290 $+11.886.024 $226.677.008 $+19.133.007 $207.544.001 $+207.544.001 $
BANK OF AMERICA CORP /DE/BAC219.025.863 $+11.849.390 $207.176.473 $+14.323.164 $192.853.309 $+22.716.416 $170.136.893 $+170.136.893 $
BlackRock, Inc.BLK25.264.929 $+1.539.741 $23.725.188 $-2.223.996 $25.949.184 $-4.165.432 $30.114.616 $+30.114.616 $
APPFOLIO INCAPPF2.393.555 $+177.842 $2.215.713 $+348.070 $1.867.643 $-206.058 $2.073.701 $+2.073.701 $
MICROSOFT CORPMSFT2.143.828 $+999.740 $1.144.088 $-97.386 $1.241.474 $+304.547 $936.927 $+936.927 $
NVIDIA CORPNVDA700.041 $+9.226 $690.815 $+70.168 $620.647 $+201.183 $419.464 $+419.464 $
MCDONALDS CORPMCD527.879 $+235.600 $292.279 $+11.673 $280.606 $-18.964 $299.570 $+299.570 $
CrossAmerica Partners LPCAPL336.048 $+125.832 $210.216 $-210.192 $420.408 $-73.351 $493.759 $+493.759 $
BERKSHIRE HATHAWAY INCBRK-B354.871 $+1.445 $353.426 $-85.224 $438.650 $-42.270 $480.920 $+480.920 $
JOHNSON & JOHNSONJNJ139.898 $+17.706 $122.192 $-187.432 $309.624 $+297.684 $11.940 $+11.940 $
Walt Disney CoDIS181.691 $-86.697 $268.388 $-22.291 $290.679 $+59.326 $231.353 $+231.353 $
ALPHA PRO TECH LTDAPT287.429 $+126.504 $160.925 $+22.641 $138.284 $+16.879 $121.405 $+121.405 $
AMGEN INCAMGN219.625 $+30.551 $189.074 $+2.003 $187.071 $-21.668 $208.739 $+208.739 $
SPS COMMERCE INCSPSC195.381 $+20.134 $175.247 $+24.966 $150.281 $+8.228 $142.053 $+142.053 $
RTX CorpRTX195.078 $+9.593 $185.485 $+16.220 $169.265 $+22.536 $146.729 $+146.729 $
CATERPILLAR INCCAT166.132 $+27.758 $138.374 $+17.641 $120.733 $+18.165 $102.568 $+102.568 $
AMAZON COM INCAMZN164.805 $+36.576 $128.229 $-9.767 $137.996 $+18.322 $119.674 $+119.674 $
PAYCHEX INCPAYX110.497 $-14.362 $124.859 $-18.419 $143.278 $-8.688 $151.966 $+151.966 $
Walmart Inc.WMT147.645 $+15.979 $131.666 $-10.953 $142.619 $+14.571 $128.048 $+128.048 $
EXXON MOBIL CORPXOM138.337 $+9.057 $129.280 $-2.412 $131.692 $-13.229 $144.921 $+144.921 $
MORGAN STANLEYMS129.137 $+113.559 $15.578 $-3.516 $19.094 $-11.209 $30.303 $+30.303 $
NEXTERA ENERGY INCNEE83.090 $+6.392 $76.698 $+6.167 $70.531 $-1.493 $72.024 $+72.024 $
3M COMMM80.050 $+64.532 $15.518 $+294 $15.224 $+538 $14.686 $+14.686 $
ADVANCED MICRO DEVICES INCAMD74.956 $+18.329 $56.627 $-984 $57.611 $+15.899 $41.712 $+41.712 $
ELI LILLY & CoLLY73.078 $+25.009 $48.069 $-11.955 $60.024 $+5.514 $54.510 $+54.510 $
NICOLET BANKSHARES INCNIC2.344 $-69.833 $72.177 $+72.177 $
GENERAL ELECTRIC COGE52.673 $-1.475 $54.148 $+7.818 $46.330 $+7.901 $38.429 $+38.429 $
STARBUCKS CORPSBUX13.486 $+201 $13.285 $-36.359 $49.644 $-3.389 $53.033 $+53.033 $
Talen Energy CorpTLN44.981 $-6.065 $51.046 $+16.154 $34.892 $+10.932 $23.960 $+23.960 $
GOLDMAN SACHS GROUP INCGS46.969 $+4.608 $42.361 $-5.009 $47.370 $+10.933 $36.437 $+36.437 $
JPMORGAN CHASE & COJPM46.908 $+3.988 $42.920 $-4.211 $47.131 $+7.402 $39.729 $+39.729 $
PROCTER & GAMBLE CoPG23.503 $-8.303 $31.806 $-8.183 $39.989 $-2.786 $42.775 $+42.775 $
EMERSON ELECTRIC COEMR39.816 $+462 $39.354 $-645 $39.999 $+7.107 $32.892 $+32.892 $
PEPSICO INCPEP1.148 $-32.654 $33.802 $-4.583 $38.385 $+38.385 $
PFIZER INCPFE26.152 $-450 $26.602 $-6.064 $32.666 $-3.857 $36.523 $+36.523 $
Phillips 66PSX36.389 $+8.233 $28.156 $+3.461 $24.695 $-865 $25.560 $+25.560 $
PALATIN TECHNOLOGIES INCPTNT31.106 $+21.985 $9.121 $+9.121 $
UNITED PARCEL SERVICE INCUPS18.053 $+2.851 $15.202 $-12.657 $27.859 $-2.498 $30.357 $+30.357 $
SOUTHERN COSO27.381 $-2.377 $29.758 $+923 $28.835 $-37 $28.872 $+28.872 $
CHEVRON CORPCVX17.984 $-340 $18.324 $-6.161 $24.485 $-4.122 $28.607 $+28.607 $
NETFLIX INCNFLX18.752 $+768 $17.984 $-10.138 $28.122 $+8.539 $19.583 $+19.583 $
AbbVie Inc.ABBV26.048 $+2.894 $23.154 $+4.592 $18.562 $-2.390 $20.952 $+20.952 $
DEERE & CODE17.226 $+307 $16.919 $-6.980 $23.899 $+1.840 $22.059 $+22.059 $
MICRON TECHNOLOGY INCMU23.118 $+9.565 $13.553 $+3.570 $9.983 $+9.983 $
CONOCOPHILLIPSCOP16.663 $-174 $16.837 $-1.470 $18.307 $-3.117 $21.424 $+21.424 $
SanofiSNY2.375 $+62 $2.313 $-15.417 $17.730 $-2.624 $20.354 $+20.354 $
SAP SESAP11.660 $-1.166 $12.826 $-5.420 $18.246 $+15.025 $3.221 $+3.221 $
ASTRAZENECA PLCAZN17.926 $+2.966 $14.960 $-2.091 $17.051 $-883 $17.934 $+17.934 $
CUMMINS INCCMI17.564 $+3.030 $14.534 $-993 $15.527 $+667 $14.860 $+14.860 $
BOEING COBA13.027 $+77 $12.950 $-2.974 $15.924 $+2.962 $12.962 $+12.962 $
ROYAL GOLD INCRGLD15.560 $+15.560 $
AMERICAN EXPRESS COAXP13.286 $-2.025 $15.311 $+2.397 $12.914 $+12.914 $
VERIZON COMMUNICATIONS INCVZ13.197 $-1.043 $14.240 $+221 $14.019 $-678 $14.697 $+14.697 $
STATE STREET CORPSTT13.787 $+1.389 $12.398 $+1.033 $11.365 $+1.797 $9.568 $+9.568 $
iShares Bitcoin Trust ETFIBIT9.930 $-3.070 $13.000 $+697 $12.303 $+2.894 $9.409 $+9.409 $
INTUITIVE SURGICAL INCISRG10.194 $+5.847 $4.347 $+385 $3.962 $+3.962 $
Solventum CorpSOLV9.905 $+9.905 $
UNITEDHEALTH GROUP INCUNH7.262 $+1.392 $5.870 $-3.801 $9.671 $+2.338 $7.333 $+7.333 $
PPL CorpPPL9.115 $-486 $9.601 $+914 $8.687 $-499 $9.186 $+9.186 $
GENERAL DYNAMICS CORPGD9.090 $-117 $9.207 $+1.332 $7.875 $+515 $7.360 $+7.360 $
Otis Worldwide CorpOTIS9.143 $+9.143 $
ICON PLCICLR5.467 $+217 $5.250 $-1.295 $6.545 $-1.330 $7.875 $+7.875 $
AT&T INC.T6.535 $-872 $7.407 $-163 $7.570 $+193 $7.377 $+7.377 $
ORACLE CORPORCL6.996 $+2.522 $4.474 $+4.474 $
FREEPORT-MCMORAN INCFCX6.857 $+831 $6.026 $+763 $5.263 $+5.263 $
STRYKER CORPSYK6.330 $+374 $5.956 $+5.956 $
CITIGROUP INCC5.873 $-445 $6.318 $+6.318 $
Shell plcSHEL5.844 $-238 $6.082 $+6.082 $
COCA COLA COKO5.942 $+2.294 $3.648 $-243 $3.891 $-48 $3.939 $+3.939 $
UNILEVER PLCUL5.566 $+147 $5.419 $+5.419 $
SCHWAB CHARLES CORPSCHW5.292 $+752 $4.540 $+4.540 $
HERSHEY COHSY4.913 $-137 $5.050 $+569 $4.481 $-137 $4.618 $+4.618 $
LAM RESEARCH CORPLRCX4.575 $+1.158 $3.417 $+3.417 $
Mastercard IncMA4.567 $+71 $4.496 $+111 $4.385 $+4.385 $
GAP INCGAP4.362 $+240 $4.122 $+4.122 $
TotalEnergies SETTE4.113 $-221 $4.334 $+4.334 $
Palo Alto Networks IncPANW4.052 $+4.052 $
RIO TINTO PLCRIO3.208 $-96 $3.304 $+3.304 $
ASML HOLDING NVASML3.206 $+555 $2.651 $+2.651 $
Monster Beverage CorpMNST2.990 $+2.990 $
BHP Group LtdBHP2.837 $-27 $2.864 $+2.864 $
INNOVATIVE INDUSTRIAL PROPERTIES INCIIPR2.321 $-304 $2.625 $-81 $2.706 $+56 $2.650 $+2.650 $
HUMANA INCHUM2.561 $-41 $2.602 $+157 $2.445 $-201 $2.646 $+2.646 $
LOCKHEED MARTIN CORPLMT2.418 $+2.418 $
LINDE PLCLIN2.132 $-243 $2.375 $+29 $2.346 $+18 $2.328 $+2.328 $
BP PLCBP2.065 $-267 $2.332 $+2.332 $
GSK plcGSK2.304 $-20 $2.324 $+2.324 $
CSX CORPCSX2.317 $+227 $2.090 $+2.090 $
Sony Group CorpSONY2.213 $+55 $2.158 $+2.158 $
OSHKOSH CORPOSK1.759 $+1.759 $
Medtronic plcMDT1.153 $-503 $1.656 $-51 $1.707 $+1.707 $
Edwards Lifesciences CorpEW1.564 $+114 $1.450 $+1.450 $
YUM BRANDS INCYUM1.185 $-74 $1.259 $+1.259 $
COLGATE PALMOLIVE COCL1.106 $+1.106 $
TARGET CORPTGT978 $+81 $897 $-90 $987 $-57 $1.044 $+1.044 $
SHERWIN WILLIAMS COSHW972 $+972 $
Jazz Pharmaceuticals plcJAZZ850 $+191 $659 $+128 $531 $-90 $621 $+621 $
Sibanye Stillwater LtdSBSW499 $+106 $393 $+140 $253 $+93 $160 $+160 $
EchoStar CORPSATS194 $+15 $179 $+179 $
Viatris IncVTRS149 $+30 $119 $+12 $107 $+2 $105 $+105 $
SILVERCORP METALS INCSVM58 $+58 $
Invesco DB Oil FundDBO27 $+12 $15 $+15 $
253.881.070 $+15.412.882 $238.440.290 $+11.886.024 $226.677.008 $+19.133.007 $207.544.001 $+207.544.001 $
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