Investments: GREENUP STREET 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. ($)
428.591.236 $+390.092 $441.425.533 $+36.628.717 $405.035.226 $+94.637.909 $310.913.150 $+310.913.150 $
BANK OF AMERICA CORP /DE/BAC295.447.024 $-29.773.076 $325.220.100 $+10.844.579 $314.375.521 $+84.355.334 $230.020.187 $+230.020.187 $
VICTORY CAPITAL MANAGEMENT INC21.012.954 $+20.625.939 $387.015 $+118.888 $268.127 $-18.298 $286.425 $+286.425 $
BlackRock, Inc.BLK16.349.953 $+2.330.183 $14.019.770 $+3.279.718 $10.740.052 $-4.420 $10.744.472 $+10.744.472 $
ALPHA PRO TECH LTDAPT13.376.631 $+350.285 $13.026.346 $+4.113.326 $8.913.020 $+1.150.033 $7.762.987 $+7.762.987 $
NVIDIA CORPNVDA11.533.119 $+1.740.052 $9.793.067 $+1.942.492 $7.850.575 $+2.621.687 $5.228.888 $+5.228.888 $
APPFOLIO INCAPPF8.186.563 $+2.582.828 $5.603.735 $+3.848.997 $1.754.738 $-334.014 $2.088.752 $+2.088.752 $
MICROSOFT CORPMSFT7.041.319 $+2.031.737 $5.009.582 $-1.001.847 $6.011.429 $+1.441.869 $4.569.560 $+4.569.560 $
AMAZON COM INCAMZN6.657.984 $+3.156.840 $3.501.144 $+1.080.274 $2.420.870 $+255.211 $2.165.659 $+2.165.659 $
Eaton Corp plcETN3.858.217 $-716.040 $4.574.257 $-1.258.404 $5.832.661 $+1.463.677 $4.368.984 $+4.368.984 $
SCHWAB CHARLES CORPSCHW5.466.614 $+2.153.178 $3.313.436 $-990.986 $4.304.422 $+623.127 $3.681.295 $+3.681.295 $
TYLER TECHNOLOGIES INCTYL3.894.106 $-568.264 $4.462.370 $-832.074 $5.294.444 $+102.257 $5.192.187 $+5.192.187 $
NOVARTIS AGNVS336.955 $-3.668.247 $4.005.202 $-1.078.049 $5.083.251 $+500.701 $4.582.550 $+4.582.550 $
ORACLE CORPORCL606.454 $-301.457 $907.911 $-3.628.643 $4.536.554 $+1.645.785 $2.890.769 $+2.890.769 $
JPMORGAN CHASE & COJPM547.013 $-3.964.724 $4.511.737 $+623.864 $3.887.873 $+645.258 $3.242.615 $+3.242.615 $
Palo Alto Networks IncPANW3.985.936 $+387.786 $3.598.150 $-616.601 $4.214.751 $+908.663 $3.306.088 $+3.306.088 $
LAM RESEARCH CORPLRCX408.926 $-3.588.920 $3.997.846 $+1.027.751 $2.970.095 $+779.158 $2.190.937 $+2.190.937 $
FIRST TRUST ADVISORS LP3.928.550 $+121.385 $3.807.165 $+3.807.165 $
Nu Holdings Ltd.NU3.570.114 $+3.570.114 $
MPLX LPMPLX2.464.491 $+745.605 $1.718.886 $-1.282.994 $3.001.880 $-28.396 $3.030.276 $+3.030.276 $
COCA COLA COKO2.773.357 $+2.515.913 $257.444 $-8.646 $266.090 $-1.480 $267.570 $+267.570 $
ELI LILLY & CoLLY2.703.557 $+2.703.557 $
BERKSHIRE HATHAWAY INCBRK-B839.065 $-1.639.082 $2.478.147 $+1.880.999 $597.148 $-63.932 $661.080 $+661.080 $
CARMAX INCKMX1.148.070 $-968.270 $2.116.340 $-288.094 $2.404.434 $+2.404.434 $
UNITEDHEALTH GROUP INCUNH232.763 $-1.225.373 $1.458.136 $-863.613 $2.321.749 $+2.321.749 $
DEXCOM INCDXCM2.259.437 $+2.259.437 $
GENERAL DYNAMICS CORPGD2.089.671 $+1.861.415 $228.256 $+228.256 $
SanofiSNY2.056.120 $+2.056.120 $
FISERV INCFISV2.036.757 $+2.036.757 $
NATIONAL BANK OF CANADA /FI/257.689 $-1.620.301 $1.877.990 $+1.877.990 $
EXXON MOBIL CORPXOM211.533 $-1.039.804 $1.251.337 $-200.025 $1.451.362 $-159.544 $1.610.906 $+1.610.906 $
PEPSICO INCPEP1.583.338 $+209.962 $1.373.376 $-202.845 $1.576.221 $+1.576.221 $
Medtronic plcMDT1.553.029 $+247.345 $1.305.684 $+1.305.684 $
Mastercard IncMA238.112 $-1.206.758 $1.444.870 $+1.227.683 $217.187 $+217.187 $
CVS HEALTH CorpCVS1.074.949 $-170.144 $1.245.093 $+50.015 $1.195.078 $+1.195.078 $
NETFLIX INCNFLX923.520 $-277.185 $1.200.705 $+1.200.705 $
MCDONALDS CORPMCD664.135 $-298.572 $962.707 $+45.821 $916.886 $-212.498 $1.129.384 $+1.129.384 $
COMCAST CORPCMCSA1.116.142 $+1.116.142 $
CONOCOPHILLIPSCOP916.658 $+916.658 $
AbbVie Inc.ABBV873.145 $+16.130 $857.015 $+551.265 $305.750 $-14.643 $320.393 $+320.393 $
CITIGROUP INCC829.206 $+829.206 $
AMGEN INCAMGN761.046 $-29.656 $790.702 $+790.702 $
DIAGEO PLCDEO763.154 $+763.154 $
Parker-Hannifin CorpPH689.665 $+86.475 $603.190 $+50.700 $552.490 $+52.230 $500.260 $+500.260 $
SOUTHERN COSO594.149 $-72.902 $667.051 $+22.989 $644.062 $+3.665 $640.397 $+640.397 $
JOHNSON & JOHNSONJNJ482.630 $-66.211 $548.841 $+240.116 $308.725 $-16.505 $325.230 $+325.230 $
WELLTOWER INC.WELL515.833 $+515.833 $
CHEVRON CORPCVX316.844 $-183.178 $500.022 $+207.207 $292.815 $-58.651 $351.466 $+351.466 $
US BANCORP \DE\USB486.461 $+486.461 $
Booking Holdings Inc.BKNG426.930 $-3.158 $430.088 $-22.702 $452.790 $+92.474 $360.316 $+360.316 $
Walmart Inc.WMT364.123 $-86.586 $450.709 $+225.800 $224.909 $-7.089 $231.998 $+231.998 $
VERIZON COMMUNICATIONS INCVZ324.681 $-38.807 $363.488 $+37.782 $325.706 $+22.825 $302.881 $+302.881 $
INTUITIVE SURGICAL INCISRG327.305 $+78.435 $248.870 $-56.891 $305.761 $+29.564 $276.197 $+276.197 $
PROCTER & GAMBLE CoPG244.690 $-31.619 $276.309 $-5.618 $281.927 $-19.130 $301.057 $+301.057 $
Accenture plcACN238.410 $-29.659 $268.069 $+268.069 $
BOEING COBA259.924 $+259.924 $
AMERICAN EXPRESS COAXP251.991 $+251.991 $
PFIZER INCPFE239.007 $+239.007 $
BP PLCBP229.849 $+229.849 $
428.591.236 $+390.092 $441.425.533 $+36.628.717 $405.035.226 $+94.637.909 $310.913.150 $+310.913.150 $
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