Investments: Guardian Wealth Management, Inc.

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. ($)
156.607.811 $-11.962.231 $168.736.318 $+18.835.159 $149.729.301 $+3.338.415 $148.727.935 $+148.727.935 $
BANK OF AMERICA CORP /DE/BAC92.069.076 $-11.467.485 $103.536.561 $+8.293.469 $95.243.092 $+2.789.583 $92.453.509 $+92.453.509 $
AUTOZONE INCAZO6.691.430 $-1.914.791 $8.606.221 $+1.278.279 $7.327.942 $-110.792 $7.438.734 $+7.438.734 $
ELI LILLY & CoLLY7.716.245 $+2.267.580 $5.448.665 $-36.559 $5.485.224 $-762.053 $6.247.277 $+6.247.277 $
AbbVie Inc.ABBV6.694.667 $-281.325 $6.975.992 $+1.519.437 $5.456.555 $-658.978 $6.115.533 $+6.115.533 $
NELNET INCNNI6.545.425 $+339.600 $6.205.825 $+426.256 $5.779.569 $+638.739 $5.140.830 $+5.140.830 $
LKQ CORPLKQ2.352.330 $-2.509.602 $4.861.932 $+1.828.809 $3.033.123 $-349.612 $3.382.735 $+3.382.735 $
CATERPILLAR INCCAT4.393.451 $+3.292.524 $1.100.927 $+203.731 $897.196 $+133.173 $764.023 $+764.023 $
ASML HOLDING NVASML3.979.879 $+342.765 $3.637.114 $+3.629.162 $7.952 $+7.952 $
CONOCOPHILLIPSCOP1.961.777 $-1.108.235 $3.070.012 $+297.766 $2.772.246 $-406.668 $3.178.914 $+3.178.914 $
JOHNSON & JOHNSONJNJ2.862.588 $+294.842 $2.567.746 $+485.650 $2.082.096 $-155.477 $2.237.573 $+2.237.573 $
PROCTER & GAMBLE CoPG2.168.655 $-355.340 $2.523.995 $-43.595 $2.567.590 $-152.115 $2.719.705 $+2.719.705 $
Mastercard IncMA2.463.381 $-10.936 $2.474.317 $+52.824 $2.421.493 $+74.175 $2.347.318 $+2.347.318 $
PEPSICO INCPEP2.264.688 $-788 $2.265.476 $+166.730 $2.098.746 $-272.427 $2.371.173 $+2.371.173 $
GLOBAL PAYMENTS INCGPN692.542 $-1.299.578 $1.992.120 $+95.323 $1.896.797 $-259.224 $2.156.021 $+2.156.021 $
Amcor plcAMCR1.941.021 $-23.456 $1.964.477 $-137.445 $2.101.922 $+2.101.922 $
UNILEVER PLCUL1.754.813 $-28.898 $1.783.711 $-8.517 $1.792.228 $+80.471 $1.711.757 $+1.711.757 $
3M COMMM1.630.866 $+35.507 $1.595.359 $+53.339 $1.542.020 $+61.219 $1.480.801 $+1.480.801 $
Walt Disney CoDIS1.375.030 $-79.059 $1.454.089 $-101.127 $1.555.216 $+307.059 $1.248.157 $+1.248.157 $
LOCKHEED MARTIN CORPLMT1.358.635 $-59.417 $1.418.052 $+83.210 $1.334.842 $+1.471 $1.333.371 $+1.333.371 $
APPFOLIO INCAPPF1.339.773 $+36.474 $1.303.299 $+254.067 $1.049.232 $-95.810 $1.145.042 $+1.145.042 $
Northwest Natural Holding CoNWN793.072 $+42.788 $750.284 $+139.939 $610.345 $-31.073 $641.418 $+641.418 $
Phillips 66PSX572.107 $-37.447 $609.554 $+67.178 $542.376 $-138.381 $680.757 $+680.757 $
MICROSOFT CORPMSFT452.036 $-193.258 $645.294 $+25.950 $619.344 $+156.722 $462.622 $+462.622 $
NVIDIA CORPNVDA524.441 $+160.421 $364.020 $+55.938 $308.082 $+96.958 $211.124 $+211.124 $
PALATIN TECHNOLOGIES INCPTNT417.890 $-31.228 $449.118 $+113.498 $335.620 $+335.620 $
RESOURCES MANAGEMENT CORP /CT/ /ADV357.889 $+357.889 $
GARMIN LTDGRMN293.591 $-62.537 $356.128 $+54.408 $301.720 $-23.349 $325.069 $+325.069 $
ALPHA PRO TECH LTDAPT304.216 $+246.967 $57.249 $+57.249 $
ASTRAZENECA PLCAZN300.133 $+27.008 $273.125 $-17.962 $291.087 $+291.087 $
DEERE & CODE211.369 $+3.773 $207.596 $-23.258 $230.854 $+17.769 $213.085 $+213.085 $
JPMORGAN CHASE & COJPM215.966 $+4.441 $211.525 $+47.619 $163.906 $+163.906 $
KLA CORPKLAC208.962 $+75.578 $133.384 $+133.384 $
BERKSHIRE HATHAWAY INCBRK-B183.740 $+183.740 $
ANALOG DEVICES INCADI155.998 $+155.998 $
Magnera CorpMAGN153.924 $+153.924 $
GENUINE PARTS COGPC141.931 $+141.931 $
EXXON MOBIL CORPXOM130.329 $+130.329 $
Seneca Foods CorpSENEB125.635 $+125.635 $
RLI CORPRLI95.271 $+95.271 $
CITIGROUP INCC56.776 $-13.930 $70.706 $-22.545 $93.251 $+93.251 $
COCA COLA COKO86.617 $+86.617 $
GENERAL DYNAMICS CORPGD80.448 $+80.448 $
BlackRock, Inc.BLK75.165 $+75.165 $
Grayscale Bitcoin Mini Trust ETFBTC73.783 $+73.783 $
UNITEDHEALTH GROUP INCUNH68.418 $+68.418 $
PFIZER INCPFE55.885 $+55.885 $
HUBBELL INCHUBB48.547 $+48.547 $
Bunge Global SABG44.212 $+44.212 $
VERIZON COMMUNICATIONS INCVZ42.321 $+42.321 $
BP PLCBP38.296 $+38.296 $
NEXTERA ENERGY INCNEE33.538 $+33.538 $
ORACLE CORPORCL24.720 $+24.720 $
AFLAC INCAFL23.941 $+23.941 $
UNITED PARCEL SERVICE INCUPS22.610 $+22.610 $
STARBUCKS CORPSBUX22.174 $+22.174 $
AT&T INC.T21.025 $+21.025 $
AMGEN INCAMGN17.548 $+17.548 $
AMAZON COM INCAMZN17.123 $+17.123 $
GENERAL ELECTRIC COGE15.737 $+15.737 $
Integer Holdings CorpITGR15.459 $+15.459 $
KROGER COKR14.186 $+14.186 $
SanofiSNY14.142 $+14.142 $
CHEVRON CORPCVX13.941 $+13.941 $
HNI CORPHNI12.440 $+12.440 $
SOUTHERN COSO10.813 $+10.813 $
DIAGEO PLCDEO10.417 $+10.417 $
EMERSON ELECTRIC COEMR10.031 $+10.031 $
PRICE T ROWE GROUP INCTROW8.871 $+8.871 $
CAMDEN PROPERTY TRUSTCPT8.683 $+8.683 $
PPL CorpPPL7.304 $+7.304 $
Eaton Corp plcETN7.068 $+7.068 $
Medtronic plcMDT5.481 $+5.481 $
ALLIANT ENERGY CORPLNT4.977 $+4.977 $
GSK plcGSK4.145 $+4.145 $
Constellation Energy CorpCEG3.321 $+3.321 $
BCE INCBCE2.870 $+2.870 $
HERSHEY COHSY2.631 $+2.631 $
Duke Energy CORPDUK2.585 $+2.585 $
EXELON CORPEXC2.564 $+2.564 $
ENVIRI CorpNVRI2.314 $+2.314 $
Viatris IncVTRS2.013 $+2.013 $
CARNIVAL CORPCCL1.953 $+1.953 $
MORGAN STANLEYMS1.469 $+1.469 $
Liberty Media CorpFWONA1.431 $+1.431 $
ENBRIDGE INCENB1.241 $+1.241 $
CAMECO CORPCCJ1.235 $+1.235 $
Organon & Co.OGN1.227 $+1.227 $
CVS HEALTH CorpCVS769 $+769 $
KOSS CORPKOSS33 $+33 $
Chemours CoCC5 $+5 $
BARCLAYS PLCBCS2 $+2 $
Xerox Holdings CorpXRX1 $+1 $
156.607.811 $-11.962.231 $168.736.318 $+18.835.159 $149.729.301 $+3.338.415 $148.727.935 $+148.727.935 $
Erweiterte Einstellungen ×